Earnings intelligence
What changed in the numbers, in five minutes.
Sourced briefs on AI and semiconductor companies, published within hours of each earnings release. Every figure links to the document it came from.
- Every claim sourced
- No price targets
- Not advice
Latest briefs
3 publishedBroadcom's AI semiconductor revenue jumps 221% as Q4 is guided to $34.8B
Consolidated revenue of $29.6 billion, up 86% from a year ago, with AI semiconductor revenue of $16.7 billion, up 221%. The fourth-quarter outlook is approximately $34.8 billion, which the release puts 93% above the prior-year period, against $29.4 billion guided a quarter earlier.
NVIDIA guides Q3 to $108B after revenue more than doubles
Revenue of $96.2 billion, up 106% from a year ago and 18% from the prior quarter. Data Center contributed $89.0 billion, up 117%. The third-quarter outlook steps to $108.0 billion, plus or minus 2%, from the $91.0 billion guided for this quarter three months earlier, and assumes no Data Center compute revenue from China.
AMD data centre revenue doubles as total revenue hits a record $11.5B
Revenue of $11.5 billion, up 50% from a year ago, with Data Center at $6.7 billion — 58% of the total — up 107%. Gross margin was 54% GAAP and 56% non-GAAP. The third-quarter guide is $13.0 billion, plus or minus $300 million, against $11.2 billion guided a quarter earlier.
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How it works
- 01
We read the filing
The 8-K, the release and the prepared remarks, the moment they land.
- 02
We isolate what changed
Guidance, mix, margins — the deltas, not the narrative management prefers.
- 03
You get five minutes
Three drivers, three risks, every figure linked to its source.