Results
AMD’s data-center business became the majority of revenue as quarterly sales rose 50%.
Data Center supplied 58% of company revenue, but an unusually weak prior-year profit comparison requires care.
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Results
Cisco’s quarterly product revenue rose 24% as AI infrastructure orders reached $4 billion.
Networking led reported growth while services revenue was flat; management expects a larger AI revenue contribution in fiscal 2027.
Results
Apple’s fiscal third-quarter sales rose 16%; tariff refunds lifted the margin comparison.
The filed quarter shows broad growth led by iPhone and Mac, while a roughly two-point tariff-refund benefit means the 50.1% gross margin needs context.
Results
Microsoft closed fiscal 2026 with $90.0 billion in quarterly revenue as Azure growth reached 43%.
Cloud and AI demand drove the quarter, but investment gains and restructuring items complicate a simple EPS comparison.
Results
Alphabet’s Cloud revenue rose 82% as the company lifted its 2026 capital-spending range.
Cloud operating income more than tripled, but the capacity build pushed quarterly free cash flow below zero.
Results
Amazon’s second-quarter sales reached $200.6 billion; AWS supplied most segment operating income.
The operating business expanded, while a $53.4 billion non-operating gain—primarily tied to Anthropic investments—drove the much larger net-income jump.