Earnings

Q4 2026 released 2 Nov 2026

Revenue

$114.5 billion (up 12 percent)

Diluted EPS

$2.10 (up 14 percent)

Operating income

$35,631 million

Net income

$30,711 million

Mentions of AI

1

“Together with the all-new Siri AI, it’s an incredible lineup to carry us into the holiday season.”

The call: Call recording

Source: Apple results release (8-K on EDGAR). Read on 3 Nov 2026.

Q3 2026 released 30 Jul 2026

Revenue

$109.4 billion (up 16 percent year over year)

Diluted earnings per share

$2.02 (up 29 percent year over year)

Operating income

$35,695 million

Net income

$29,789 million

Mentions of AI

1

“At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple’s latest software innovations and important new child safety features.”

Source: Apple results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 2 Nov 2026

Revenue

$2.313 billion (up 96%)

GAAP income from operations

$1.085 billion

GAAP net income

$1.128 billion

GAAP EPS

$0.44

Forecast: Q4 2026 revenue

$2.649 - $2.653 billion

Forecast: FY 2026 revenue

$8.530 - $8.534 billion

Mentions of AI

4

“The Sovereign AI movement is imposing the most dramatic dichotomy between haves and have nots that I have witnessed in 30 years of business.”

“The Sovereign AI moment is purpose-built for Palantir.”

Source: Palantir results release (8-K on EDGAR). Read on 3 Nov 2026.

Q2 2026 released 3 Aug 2026

Revenue

$1.935 billion (up 93%)

GAAP operating income

$912 million

GAAP net income

$1.062 billion

GAAP diluted EPS

$0.41

Forecast: Full year 2026 revenue

between $8.150 – $8.158 billion

Forecast: Q3 2026 revenue

between $2.160 – $2.164 billion

Mentions of AI

3

“Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value.”

“Their competitive advantage should never become the training data for future models.”

“The sovereign AI revolution makes us very optimistic about the future”

The call: Listen to the call

Source: Palantir results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 29 Oct 2026

Net sales

$201.9 billion (up 12%)

Operating income

$28.1 billion (up from $17.4 billion)

Net income

$20.7 billion (down from $21.2 billion)

Diluted earnings per share

$1.89 (down from $1.95)

Bedrock token volume

nearly 17x year-over-year

AI-related capex increase, TTM

$94.8 billion (year-over-year increase)

Alexa for Shopping customers

400 million+ in last 12 months (interactions up 570%)

Forecast: Q4 2026 net sales

$240.0 billion to $247.0 billion

Forecast: 2026 cash capital expenditures

approximately $220 billion

Mentions of AI

12

The call: Listen to the call · Call recording

Source: Amazon results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 29 Oct 2026

Revenue

$16.5 billion (up 21%)

Net income attributable to Intel (GAAP)

$3.3 billion (down 18%)

Diluted EPS (GAAP)

$0.60 (down 33%)

Diluted EPS (non-GAAP)

$0.52 (up 126%)

Data Center and AI revenue

$7.3 billion (up 78%)

Forecast: Q4 2026 revenue

$15.0 billion to $16.0 billion

Forecast: Q4 2026 non-GAAP EPS

$0.25

Mentions of AI

9

The call: Listen to the call · Prepared remarks

Source: Intel results release (8-K on EDGAR). Read on 1 Nov 2026.

3Q 2026 released 29 Oct 2026

Revenue

KRW 195.3T (up 127%)

Operating profit

KRW 107.4T (up 783%)

Net profit

KRW 75.1 trillion

EPS (common stock)

KRW11,462 (up 536%)

Forecast: 2026 total shareholder returns

KRW 90~110 trillion (estimated)

Mentions of AI

14

Source: Samsung Electronics results release, company website. Read on 1 Nov 2026.

Q3 2026 released 28 Oct 2026

Revenue

$127.6 billion (up 25%)

Operating income

$40,576 million

Net income to common stockholders

$26.2 billion

Earnings per share

$2.12

Google Cloud revenue

$30.7 billion (up 103%)

First-party model API token rate

nearly 32 billion tokens per minute (more than four times a year earlier)

Gemini app users

one billion users

Search query growth rate

highest in the last five years

Mentions of AI

10

“Our AI investments are driving overall Search query growth, including commercial queries.”

“Google Cloud revenues grew 103%, powered by huge demand for our AI infrastructure and AI solutions.”

“Gemini 4 Argon and Carbon are now leading at the frontier.”

The call: Listen to the call · Call transcript

Source: Alphabet results release (8-K on EDGAR). Read on 1 Nov 2026.

Q1 fiscal year 2027 released 28 Oct 2026

Revenue

$92.3 billion (increased 19%)

Operating income

$45.9 billion (increased 21%)

Net income (GAAP)

$36.6 billion (increased 32%)

Diluted EPS (GAAP)

$4.92 (increased 32%)

Net gains from OpenAI investments

$207 million increase in net income

Mentions of AI

5

“By helping organizations build and own their own intelligence, and earning trust through agent safety and security, we are translating our innovation into growing adoption and real-world impact across every industry.”

The call: Listen to the call · Call transcript

Source: Microsoft results release (8-K on EDGAR). Read on 1 Nov 2026.

Q2 FY 27 released 23 Oct 2026

Revenue (reported)

$5,145 million (up 1.3% year on year)

Operating margin

21.0% (stable)

Basic EPS

$0.20 (down 0.3%)

Free cash flow

$928 million (down 15.7%)

AI revenue

10.5% (up 29% quarter on quarter)

Forecast: FY 27 revenue growth (constant currency)

1%-2%

Forecast: FY 27 operating margin

20%-22%

Mentions of AI

31

“As enterprises move to AI adoption at scale, the strong growth in AI revenues is a recognition of our differentiated market positioning and client confidence”

“We are advising some of the largest global enterprise on their AI strategy and continue to invest in deep domain and technology capabilities to bring new ideas and an integrated ecosystem to help businesses unlock AI value at scale”

The call: Call transcript

Source: Infosys results release (6-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 21 Oct 2026

Revenue

$17.1 billion (up 5 percent)

Diluted EPS (GAAP, continuing operations)

$2.31

Free cash flow

$3.0 billion (up $0.7 billion)

Forecast: Full-year constant currency revenue growth

four-to-five percent

Mentions of AI

3

“Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems.”

“Just as we are helping clients extract value from their operations with Super Intelligence, we are driving tangible returns through our productivity initiatives inside IBM.”

The call: Listen to the call

Source: IBM results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 21 Oct 2026

Revenue

$64.60 billion (up 26%)

Income from operations

$12,988 million (down 37%)

Diluted EPS

$3.83 (up 265%)

Capital expenditures

$34.91 billion

Forecast: Q4 2026 total revenue

$73-76 billion

Forecast: 2026 capital expenditures

$135-145 billion

Mentions of AI

7

“We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model”

The call: Listen to the call · Call transcript

Source: Meta results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 15 Oct 2026

Revenue

NT$1,494.24 billion (up 50.9%)

Net income

NT$763.06 billion (up 68.7%)

Diluted EPS

NT$29.43 (US$4.60 per ADR unit) (up 68.7%)

Income from operations

NT$876,445 million (up 75.0%)

Forecast: Q4 2026 revenue

US$52.3 billion to US$54.3 billion

Forecast: Q4 2026 gross profit margin

65% to 67%

Mentions of AI

0

The call: Call transcript

Source: TSMC results release (6-K on EDGAR). Read on 1 Nov 2026.

Q3 2026 released 14 Oct 2026

Total net sales

€11.7 billion

Net income

€5.0 billion

Gross margin

57.5%

Basic EPS

€12.95

Forecast: Q4 2026 total net sales

€14.2 billion to €15.2 billion

Forecast: Full-year 2026 total net sales

€44 billion to €45 billion

Mentions of AI

4

“Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments.”

The call: Call transcript

Source: ASML results release (6-K on EDGAR). Read on 1 Nov 2026.

Q1 FY27 released 10 Sep 2026

Total revenues

$19.3 billion (up 30%)

GAAP operating income

$6.7 billion (up 57%)

GAAP earnings per share

$1.56 (up 55%)

Capital expenditures

$28,499 million

New AI cloud contracts booked

more than $30 billion

GPUs delivered since Q4

more than 300,000

Forecast: FY27 total revenue

at least $90 billion

Forecast: Q2 FY27 total cloud revenue growth

64% to 70% in constant currency

Mentions of AI

17

The call: Listen to the call

Source: Oracle results release (8-K on EDGAR). Read on 1 Nov 2026.

Q3 fiscal year 2026 released 2 Sep 2026

Revenue

$29.6 billion (up 86 percent)

Non-GAAP operating income

$20.1 billion

GAAP diluted EPS

$2.68

Non-GAAP diluted EPS

$3.32

AI semiconductor revenue

$16.7 billion (up 221%)

Forecast: Q4 fiscal 2026 revenue

approximately $34.8 billion

Forecast: Q4 AI semiconductor revenue

$21.7 billion

Mentions of AI

4

“Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter”

“In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year.”

The call: Listen to the call

Source: Broadcom results release (8-K on EDGAR). Read on 1 Nov 2026.

Q2 fiscal 2027 released 26 Aug 2026

Revenue

$96.2 billion (up 106%)

GAAP operating income

$63,734 million (up 124%)

GAAP net income

$59,688 million (up 126%)

GAAP diluted earnings per share

$2.46

Data Center revenue

$89.0 billion (up 117%)

Third-party AI infrastructure capital

over $500 billion

New AI HPC supercomputers in Europe

35

Forecast: Q3 FY27 revenue

$108.0 billion, plus or minus 2%

Forecast: Q3 FY27 GAAP and non-GAAP gross margin

74.0%, plus or minus 50 basis points

Mentions of AI

41

“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable.”

“The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

The call: Listen to the call · Call transcript

Source: NVIDIA results release (8-K on EDGAR). Read on 1 Nov 2026.

Q2 fiscal year 2027 released 26 Aug 2026

Revenue

$11.3 billion (up 11% Y/Y)

GAAP operating margin

20.5%

GAAP diluted EPS

$4.29 (up 119% Y/Y)

Operating cash flow

$1.3 billion (up 71% Y/Y)

Agentforce and Data 360 ARR

nearly $3.9 billion (up over 210% Y/Y)

Agentforce ARR

exceeded $1.5 billion (up over 240% Y/Y)

Agentic Work Units in Q2

3.2 billion (up 97% Q/Q)

Data 360 records ingested

104 trillion (up 355% Y/Y)

Forecast: Full year FY27 revenue

$46.1 billion to $46.4 billion

Forecast: Q3 FY27 revenue

$11.42 billion to $11.5 billion

Mentions of AI

18

“We’re seeing incredible demand for our AI and data products, with ARR about to cross $4 billion.”

“AI is amplifying the power, reach, and value of our platform”

The call: Listen to the call

Source: Salesforce results release (8-K on EDGAR). Read on 1 Nov 2026.

second quarter of 2026 released 25 Aug 2026

Revenue

RMB204.8 billion (up 11%)

Operating profit

RMB67.3 billion (up 12%)

Profit attributable to shareholders

RMB56.0 billion (up 0.7%)

Non-IFRS operating profit excl. new AI products

RMB86.1 billion (up 19%)

General and administrative expenses

RMB38.7 billion (up 22%)

Marketing Services revenue

RMB43.6 billion (up 22%)

Free cash flow excl. compute prepayments

RMB37.6 billion

Mentions of AI

31

“we are making substantial progress towards building a new, AI-empowered Tencent in terms of intelligence, applications, and infrastructure.”

“At the infrastructure level, we substantially stepped up our procurement of compute, which will enable us to convert usage of our applications and models into revenue going forward.”

Source: Tencent results release, company website. Read on 1 Nov 2026.

June Quarter 2026 released 20 Aug 2026

Revenue

RMB268,953 million (US$39,639 million) (up 9%)

Income from operations

RMB15,161 million (US$2,234 million) (down 57%)

Net income

RMB10,444 million (US$1,539 million) (down 75%)

Diluted earnings per ADS

RMB3.71 (US$0.55)

AI Cloud and Compute Services revenue

RMB48,437 million (US$7,139 million) (up 45%)

Capital expenditures

RMB67,678 million (US$9,975 million) (up 75%)

Qwen app first AI shopping users

250 million users

Mentions of AI

75

“Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.”

“With our full-stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”

“As synergies across our core businesses deepen and AI monetization ramps up, we have greater strategic and financial flexibility to make disciplined and sustained investments in full-stack AI capabilities.”

The call: Call transcript

Source: Alibaba results release (6-K on EDGAR). Read on 1 Nov 2026.

Q2 2026 released 4 Aug 2026

Revenue

$11.5 billion (up 50%)

Operating income (GAAP)

$2.0 billion

Net income (GAAP)

$2.3 billion

Diluted EPS (GAAP)

$1.38

Data Center segment revenue

$6.7 billion (up 107%)

Data Center share of revenue

58%

Anthropic MI450 GPU deployment

up to 2 gigawatts

Forecast: Q3 2026 non-GAAP gross margin

approximately 56%

Mentions of AI

41

“AI is driving a significant expansion in demand for compute across all of our markets”

The call: Listen to the call · Call transcript

Source: AMD results release (8-K on EDGAR). Read on 1 Nov 2026.