# earnings Published articles for earnings. This is one page of public article previews, not the complete archive. Follow Next page to continue. Summaries are not the original full articles. ## Google is in trouble, deep DevFeed: [Google is in trouble, deep]() Original publisher: [Read original article]() Author: Steven Vaughan-Nichols Published: 2026-11-06T11:03:00Z Content type: opinion Language: en Sources: [Computerworld]() Topics: [Google Search](), [Google](), [DuckDuckGo](), [Finance]() Tags: [2015](), [ads](), [advertising](), [ai](), [ai-data-centers](), [ai-infrastructure](), [ai-mode](), [ai-overviews](), [analysts](), [artificial-intelligence](), [artificial-intelligence-google-productivity-software-vendors-and-providers-web-search](), [big-tech](), [ceo](), [deep](), [earnings](), [edition-us](), [forrester](), [google](), [google-ads](), [google-search](), [growth](), [home](), [huffman](), [language-en](), [productivity](), [productivity-software](), [storytype-opinion](), [vendors-and-providers](), [web-search]() ### AI overview The excerpt argues that Google's AI Overviews and AI Mode may weaken the search and advertising ecosystem that funds the company: Search Engine Land reports three in four sites' home pages lost traffic over the past year, Ahrefs found AI Overviews correlate with a 58% lower average clickthrough rate for top-ranking pages, and Reddit's CEO reported meaningfully fewer Google referrals. It links those effects to slower advertising growth and weaker-than-expected search ad revenue, while noting Alphabet shares fell about 18% over the 30 days through November 6. The text also criticizes Google's requirement that K-12 schools enable AI tools to retain Google Search access, citing concern about coercion and privacy. It suggests considering Google alternatives but names no specific recommendation beyond DuckDuckGo as a service that says people are switching to it. The excerpt is incomplete, so the broader argument is not fully available. ### Source excerpt Remember when Google's motto was "Don't be evil"? Boy, wasn't that a long time ago! It was more than ten years ago, and they replaced it in 2015 with "Do the right thing." That hasn't aged well either. Today, we're seeing how Google's losing-its-way is finally catching up with the onetime darling of the no-longer-quite-so-magnificent Magnificent Seven. There are many reasons why big tech players are floundering in shrinking valuations AI infrastructure overspending and the political backlash against AI data centers. But Google, Google is special. For example, as any of you who rely on Google advertising to market your products and services -- or media companies that rely on it for profit -- have seen, Google's AI Overviews and AI Mode are sinking customers' ad revenue. For businesses that rely on Google organic search, things are much worse. Oh sure, Google Search Ecosystem general manager Mrinalini Loew claims, "AI Overviews and AI Mode are designed to help people find and visit great websites, and to help publishers and websites strengthen their audiences." That's not what the websites are seeing. In fact, they're seeing the opposite. Search Engine Land reports that three in four sites' home pages have seen their traffic shrink in the past year. In the meantime, Ahrefs found that the "presence of an AI Overview now correlates with a 58% lower average clickthrough rate for the top-ranking page." More specifically, Reddit CEO Steve Huffman said in the company's latest earnings call that Google search referrals declined "meaningfully" because searchers didn't go any farther than AI Mode and AI Overviews, instead of clicking onto Reddit. Now, where does Google make its money? Why, that would be ad sales, wouldn't it? So what happens when publishers and advertisers start seeing less and less return? They stop spending money on Google ads, don't they? As Forrester analysts pointed out last week, "The company's advertising revenue growth slowed to 12%, its slowest rate in ## Chip Industry Week In Review DevFeed: [Chip Industry Week In Review]() Original publisher: [Read original article]() Author: The SE Staff Published: 2026-11-06T08:01:01Z Content type: news Language: en Sources: [Semiconductor Engineering]() Topics: [Chip design](), [Microcontroller](), [High-Performance Computing](), [communications]() Tags: [advanced-abrasives](), [ai](), [ai-chip](), [alice-bob](), [alif-semiconductor](), [alluxa](), [amd](), [analog-devices](), [applied-materials](), [arm](), [arm-earnings](), [arteris](), [ase](), [bosch](), [broadcom](), [bruker](), [business](), [business-news](), [cerabyte](), [china](), [chip](), [chips-ju](), [coherent](), [computing-news](), [csis](), [deal](), [dell](), [earnings](), [easy-logic](), [element-six](), [empyrean](), [enisa](), [enpro](), [entegris](), [eth-zurich](), [eu-chips-ju](), [eurocdp](), [european-fabless-semiconductor-association](), [hbm](), [hong-kong](), [industry](), [korea](), [lumentum](), [marvell](), [marvell-lumentum-deal](), [micron](), [news](), [nvidia](), [oracle](), [review](), [samsung](), [week-in-review]() ### AI overview The roundup reports shifting supply, investment and policy pressures across semiconductors and AI infrastructure. HBM from Samsung and SK hynix is reportedly smuggled into China by bundling it with low performance server processors; about 600,000 Nvidia H200 chips are reportedly held in Hong Kong pending approval for mainland shipment. Micron's reported pause on a Taiwan fab is unconfirmed, while Samsung's reported HBM base die expansion and customer orders are also unconfirmed. Oracle reportedly canceled a $7B Tencent chip access deal amid U.S. and Chinese pressure. Other developments include Bosch's planned semiconductor division, South Korea's proposed KRW 21.3T AI and chip budget, and scrutiny of Marvell's Lumentum acquisition over competition, price and supplier concentration. Research highlights include an image enhancement method that raised defect detection to 100% in a 19-defect test, and a modeled cryogenic AI compute fabric reporting 3x performance and 7.7x energy efficiency, excluding memory, data movement and refrigeration. These are reported findings and plans; several commercial claims remain unconfirmed. ### Source excerpt HBM smuggling routes into China; Nvidia H200s held in Hong Kong; Micron pauses Taiwan fab work; Samsung expands HBM base-die capacity; Oracle-Tencent AI chip deal collapses; Bosch builds out semiconductors; S. Korea boosts AI and chip spending; Marvell-Lumentum deal draws scrutiny; more acquisitions, market reports and earnings. The post Chip Industry Week In Review appeared first on Semiconductor Engineering. ## Five9 buys contact center intelligence startup Level AI after posting narrow earnings beat DevFeed: [Five9 buys contact center intelligence startup Level AI after posting narrow earnings beat]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-06T00:35:15Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [AI for customer service automation](), [Artificial Intelligence]() Tags: [acquisition](), [ai](), [amit-mathradas](), [artificial-intelligence](), [cloud](), [cloud-contact-center](), [company](), [contact-center](), [contact-center-ai](), [contact-center-intelligence](), [cx-ai](), [cx-intelligence](), [deal](), [earnings](), [financial](), [financial-results](), [five9](), [five9-stock](), [fourth-quarter](), [guidance](), [inc](), [intelligence](), [leading](), [level-ai](), [native](), [news](), [post](), [results](), [revenue](), [siliconangle](), [startup](), [the-latest]() ### AI overview Five9 agreed to acquire Level AI for $325 million in cash, with closing expected in the fourth quarter subject to customary conditions. Level AI provides AI tools for contact centers, including real-time agent guidance, interaction analysis and scoring, coaching insights, workflow automation, and autonomous agents for simpler inquiries. Five9 plans to keep the tools available standalone, including for on-premises and other-platform customers, and integrate them with its Genius CX Platform. The deal's value depends on integration: Five9's full-year guidance excludes Level AI, and the $325 million price is nearly half its $738 million in cash and marketable investments at quarter-end. Five9 narrowly beat third-quarter earnings and revenue estimates, but its shares fell more than 23% in late trading; its next-quarter and full-year earnings guidance was below Wall Street expectations. ### Source excerpt Contact center company Five9 Inc. flexed its acquisitive muscles today as it announced a $325 million all-cash deal to buy an artificial intelligence-native rival called Level AI as it posted its third-quarter financial results. The deal is expected to close in the fourth quarter, subject to customary closing conditions, Five9 said. Five9 is a leading [...] The post Five9 buys contact center intelligence startup Level AI after posting narrow earnings beat appeared first on SiliconANGLE. ## Cloudflare shares surge as revenue growth accelerates to 39% and outlook rises DevFeed: [Cloudflare shares surge as revenue growth accelerates to 39% and outlook rises]() Original publisher: [Read original article]() Author: Duncan Riley Published: 2026-11-05T23:20:47Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Cloudflare](), [Bot Management](), [Developer Platform](), [Network Services](), [Cryptography]() Tags: [2026](), [adaptive-intelligence](), [agencies](), [agent](), [agents](), [ai](), [ai-agents](), [ai-powered](), [bot-management](), [cash-flow](), [christian-smith](), [cloud](), [cloudflare](), [cloudflare-for-government](), [cloudflare-inc](), [cloudflare-pay](), [cloudflare-wallets](), [earnings](), [fedramp-high](), [free-cash-flow](), [growth](), [guidance](), [job-cuts](), [mark-anderson](), [matthew-prince](), [news](), [outlook](), [q3-2026-earnings](), [remaining-performance-obligations](), [restructuring](), [revenue](), [shares](), [splunk](), [stablecoin](), [stock-based-compensation](), [the-latest](), [third-quarter]() ### AI overview Cloudflare reported third-quarter revenue of $782.5 million, up 39% year over year, and adjusted earnings of 38 cents per share, beating analyst forecasts of $736.8 million and 34 cents. Adjusted operating margin rose to 17.5%, while stock-based compensation contributed to a $34.1 million GAAP loss and free cash flow fell to 10% of revenue. The company raised its 2026 revenue outlook to $2.963-$2.964 billion and expects fourth-quarter revenue of $845-$846 million. Recent offerings include Adaptive Intelligence attack-blocking rules, Cloudflare Wallets and cloudflare.pay for AI agents, and FedRAMP High status for Cloudflare for Government. ### Source excerpt Shares in Cloudflare Inc. jumped more than 14% in late trading today after the connectivity cloud company smashed third-quarter expectations and lifted its full-year outlook well above what Wall Street had been modeling. The gain more than wiped out an 8% fall in the stock during the regular session. For the quarter ended on Sept. [...] The post Cloudflare shares surge as revenue growth accelerates to 39% and outlook rises appeared first on SiliconANGLE. ## Atlassian shares fall 17% as slower subscription growth forecast overshadows earnings beat DevFeed: [Atlassian shares fall 17% as slower subscription growth forecast overshadows earnings beat]() Original publisher: [Read original article]() Author: Duncan Riley Published: 2026-11-05T22:26:55Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [atlassian](), [AI Chat]() Tags: [17](), [ai](), [ai-agents](), [analyst](), [artificial-intelligence](), [atlassian](), [atlassian-corp](), [buybacks](), [cloud](), [collaboration](), [collaboration-software](), [company](), [confluence](), [data-center](), [earnings](), [enterprise-ai](), [fall](), [first](), [first-quarter](), [fiscal-2027](), [forecast](), [free-cash-flow](), [growth](), [james-chuong](), [jira](), [mike-cannon-brookes](), [more](), [news](), [october](), [remaining-performance-obligations](), [report](), [results](), [rovo](), [service-collection](), [shares](), [subscription](), [subscription-annual-recurring-revenue](), [teamwork-collection](), [the-latest]() ### AI overview Atlassian beat fiscal 2027 first-quarter estimates, but its shares fell more than 17% after hours as investors focused on forecast subscription ARR growth slowing to about 18.5% by year-end from 22.5% in September. Revenue rose 24% to $1.772 billion, led by cloud growth of 31%; adjusted EPS was $1.65 versus $1.43 expected. Data Center growth slowed to about 5% as customers plan cloud migrations, and Atlassian is retiring that product line in March 2029. The company raised its full-year revenue growth outlook to about 13.75%, while forecasting roughly 27% cloud growth next quarter. It attributed stronger profitability and cash flow to cost control and collections; enterprise cloud adoption of Rovo exceeded 87%. ### Source excerpt Shares in Atlassian Corp. fell more than 17% in after-hours trading today on a forecast for slower subscription growth from the Australian collaboration software company. Its fiscal 2027 first-quarter results beat analyst estimates. The stock had nearly doubled between Atlassian's August report and late October. For the quarter that ended on Sept. 30, Atlassian reported [...] The post Atlassian shares fall 17% as slower subscription growth forecast overshadows earnings beat appeared first on SiliconANGLE. ## Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better DevFeed: [Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-04T23:42:09Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Qualcomm](), [Arm]() Tags: [advanced](), [advanced-micro-devices](), [ai-chips](), [ai-data-center](), [arm](), [arm-stock](), [better](), [but](), [chip-revenue](), [chip-sales](), [chipmakers](), [cristiano-amon](), [data-center-chips](), [devices](), [earnings](), [falls](), [financial](), [financial-results](), [globalfoundries](), [globalfoundries-stock](), [guidance](), [inc](), [infra](), [investors](), [just](), [little](), [news](), [qualcomm](), [qualcomm-shares](), [qualcomm-stock](), [revenue](), [stock](), [the-latest](), [top-story-3](), [top-story-6]() ### AI overview Qualcomm's revenue miss and below-consensus guidance weighed on its shares despite a slight earnings beat: smartphone chip sales fell 26% amid pressure on handset demand, while automotive sales rose 89% and data center revenue reached $650 million. CEO Cristiano Amon said growth was constrained by supply and targeted more than $5 billion in data center revenue by fiscal 2027. Arm beat quarterly estimates, with revenue up 27% and data center royalties doubling, but its guidance was only modestly above forecasts; its shares fell 2% after-hours. GlobalFoundries slightly beat estimates and forecast, with sales up 12% on demand from AI and data center customers, but its shares were flat. The excerpt distinguishes Qualcomm's chip and modem sales, Arm's processor design licensing, and GlobalFoundries' contract manufacturing. ### Source excerpt Chipmakers Qualcomm Inc., Arm Holdings Ltd. and GlobalFoundries Ltd. struggled to move the needle today after reporting financial results that clearly left investors wanting more. After an impressive earnings beat from Advanced Micro Devices Inc. just 24 hours earlier, investors may have had heightened expectations, but if they did, they were clearly let down by [...] The post Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better appeared first on SiliconANGLE. ## Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides DevFeed: [Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides]() Original publisher: [Read original article]() Author: Duncan Riley Published: 2026-11-04T23:07:11Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [datadog](), [AI in cybersecurity]() Tags: [agentic-soc](), [ai](), [ai-firewall](), [annualized-recurring-revenue](), [artificial-intelligence](), [black-hat-usa](), [cloud](), [cyber](), [cybersecurity](), [datadog](), [david-obstler](), [earnings](), [edge-cloud](), [fastly](), [guidance](), [net-retention](), [news](), [observability](), [olivier-pomel](), [outlook](), [prompt-injection](), [q3-2026-earnings](), [rapid7](), [remaining-performance-obligations](), [restructuring](), [stock-market](), [the-latest](), [third-quarter](), [wael-mohamed]() ### AI overview Datadog, Rapid7 and Fastly all beat third-quarter analyst estimates, but their shares diverged. Datadog reported 35% revenue growth and raised its full-year guidance, yet its shares fell about 14% after it forecast fourth-quarter revenue near the prior quarter's level, assuming its largest, unnamed AI customer spends only its contractual minimum. Rapid7's revenue declined 2.5%, but earnings beat estimates, annualized recurring revenue exceeded its prior guidance, and the company raised its earnings outlook; shares rose about 18% after hours. Fastly posted 20% revenue growth, led by security sales growing twice as fast, and raised full-year revenue guidance, but shares fell about 14% after the bell. The excerpt attributes no specific cause to Fastly's share decline. ### Source excerpt Datadog Inc., Rapid7 Inc. and Fastly Inc. all beat Wall Street's third-quarter forecasts today, but Rapid7 was the only one of the three to see its shares rise. A cautious outlook tied to one large customer knocked about 14% off Datadog's stock in regular trading. Rapid7 jumped 18% after hours on results that came despite [...] The post Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides appeared first on SiliconANGLE. ## Arista posts record growth as AI networking supercycle accelerates DevFeed: [Arista posts record growth as AI networking supercycle accelerates]() Original publisher: [Read original article]() Author: Michael Cooney Published: 2026-11-04T20:02:50Z Content type: news Language: en Sources: [Network World]() Topics: [AI Networking](), [AI Infrastructure](), [cyber resiliency](), [Finance](), [AI Chat](), [Nvidia]() Tags: [ai](), [ai-networking](), [ai-security](), [arista](), [arista-networks](), [artificial-intelligence](), [artificial-intelligence-networking-security-security-software](), [attacks](), [ava](), [data-center](), [earnings](), [edition-us](), [enterprise-networking](), [forecasting](), [generative-ai](), [growth](), [inference](), [infiniband](), [jayshree-ullal](), [language-en](), [network](), [networking](), [networks](), [nvidia-gpus](), [security](), [security-software](), [storytype-news]() ### AI overview Arista reported third-quarter revenue of $3.66 billion, up 58.5% year over year, and described AI networking as a major growth driver. CEO Jayshree Ullal said the shift toward distributed inference increases demand for networks that coordinate compute, storage, and KV cache resources; Arista had surpassed 100 Etherlink customers and forecast more than 10 gigawatts of deployment across at least 10 accelerator types by the end of 2027. The company cited its Autonomous Virtual Assistant for network monitoring and troubleshooting, AI security work with frontier-model providers, and EOS's ability to support security updates with little downtime as differentiators. Arista also raised R&D spending for AI and hyperscale projects, accelerator tuning, and liquid-cooling technology, including its XPO optics module. ### Source excerpt Arista Networks continued to grow earnings with AI and enterprise networking leading the charge in its third quarter financial call with Wall Street analysts this week. First off, the company's CEO and chairperson Jayshree Ullal said that the third quarter hit $3.66 billion or 58.5%, the largest year-over-year revenue growth in the history of being a public company. Just five years ago, Arista reported $2.9 billion in revenue for the entire 2021 year, Ullal has noted in the past. "We are witnessing the migration from highly centralized training compute to disaggregated and distributed inference, prefill, and decode, demanding much more intelligent networking and colocation of compute, storage, and KV cache resources rather than simply focusing on raw feeds and speeds and flops of compute. A well-designed network is becoming a foundational cornerstone for optimal token efficiency," Ullal said. "When we initially began this transformational AI journey, we spoke about four or five AI customers with approximately 50,000 to 100,000 Nvidia GPUs. And in fact, we were largely staring at a proprietary network cycle such as InfiniBand," Ullal said. "In 2026, we are in a super cycle of AI, having already surpassed 100 Etherlink customers. By the end of '27, we are forecasting greater than 10 gigawatts of deployment across 10 or more different types of compute accelerators." A number of factors are driving Arista's success. AI Security With the exponential rise of generative AI attacks and the ever-increasing cyber threats, securing the network is key and integral to Arista's customers going forward, Ullal said. One of the core answers to that threat is the company's Autonomous Virtual Assistant (AVA), which lets administrators ask it questions about network conditions and receive explanations, recommendations, and assistance diagnosing problems. "AVA is incredibly powerful. It seamlessly navigates networking and security infrastructure from campus to WAN, to data center, to cl ## AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter DevFeed: [AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter]() Original publisher: [Read original article]() Author: Cliff Robinson Published: 2026-11-04T05:24:08Z Content type: article Language: en Sources: [ServeTheHome]() Topics: [AI Infrastructure](), [x86](), [ddr5]() Tags: [2026](), [acceleration](), [aerospace](), [ai](), [ai-infrastructure](), [amd](), [anthropic](), [data-center](), [data-center-growth](), [data-center-revenue](), [defense](), [demand](), [earnings](), [embedded](), [growth](), [leadership](), [news](), [q3](), [q3-2026-earnings](), [venice](), [x86]() ### AI overview AMD reported Q3 2026 revenue of $13.377 billion, up 45% year over year, with Data Center revenue nearly doubling to $8.546 billion. AMD attributes the segment's growth to strong EPYC demand and the launch of Instinct MI450 GPUs; it says major clients are running workloads on Helios rack-scale systems. The article compares AMD's Data Center growth of 97% with Intel's 78% on $7.3 billion in quarterly revenue. Client and Gaming revenue fell 8% to $3.722 billion, while Embedded rose 29% to $1.109 billion. AMD forecast Q4 revenue of about $17 billion, plus or minus 3%, implying roughly 66% year-over-year growth at the midpoint. The article's expectations about Venice's future x86 performance leadership and Intel's Diamond Rapids timing are projections, not reported results. ### Source excerpt AMD Q3 2026 earnings were massive with the data center and embedded segments seeing big uplift with the clear Venice x86 leadership looming The post AMD Q3 2026 Earnings Data Center Growth Drives Record Quarter appeared first on ServeTheHome. ## Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again DevFeed: [Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-04T02:27:21Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [AI Infrastructure](), [systems](), [Artificial Intelligence]() Tags: [agentic](), [agentic-ai](), [ai](), [ai-data-centers](), [ai-infrastructure](), [ai-networking](), [ai-servers](), [arista](), [arista-networks](), [arista-shares](), [arista-stock](), [artificial-intelligence](), [charles-liang](), [chips](), [data-center](), [data-center-infrastructure](), [data-centers](), [earnings](), [financial-results](), [guidance](), [infra](), [infrastructure](), [jayshree-ullal](), [networks](), [news](), [revenue](), [supermicro](), [supermicro-shares](), [supermicro-stock](), [the-latest](), [top-story-4](), [wall-street]() ### AI overview Super Micro Computer and Arista Networks both beat Wall Street's quarterly estimates and issued stronger-than-expected guidance, renewing investor confidence in AI data center spending. Supermicro reported fiscal Q1 2027 sales of $19.95 billion, up 298%, and adjusted earnings of $1.81 per share; gross margin rose to 12.8% from 9.3% a year earlier. It forecast Q2 sales of $19.5-$21.5 billion and earnings of $1.66-$1.90 per share, above consensus. Arista, which supplies networking equipment connecting AI data center chips, reported Q3 revenue of $3.66 billion, up 58%, and earnings of $1.20 per share. Its Q4 midpoint sales forecast of $3.95 billion implies 59% growth and exceeds analyst expectations. The excerpt notes concerns about component costs and supply issues at Supermicro, but provides no broader assessment of either company's outlook. ### Source excerpt Growing nervousness about spending on the artificial intelligence boom has made technology stocks increasingly volatile this year, but all it takes is one good quarter to reignite investor confidence, as Super Micro Computer Inc. and Arista Networks Inc. both showed today. The companies are still relatively small fry in terms of the bigger AI picture, [...] The post Supermicro and Arista Networks crush Wall Street's expectations as AI infrastructure wins again appeared first on SiliconANGLE. ## AMD beats expectations as agentic AI sparks its data center revenue growth engines DevFeed: [AMD beats expectations as agentic AI sparks its data center revenue growth engines]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-04T01:43:41Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Agentic AI]() Tags: [advanced-micro-devices](), [agentic](), [agentic-ai](), [agentic-ai-applications](), [agents](), [ai](), [ai-industry](), [ai-inference](), [ai-model](), [amd](), [amd-shares](), [amd-stock](), [anthropic](), [anthropic-pbc](), [beats](), [chipmaker](), [cpus](), [data-center](), [data-center-growth](), [data-center-revenue](), [earnings](), [financial-results](), [growth](), [guidance](), [infra](), [lisa-su](), [news](), [q3](), [revenue](), [the-latest](), [third-quarter](), [top-story-3](), [top-story-6]() ### AI overview AMD reported third-quarter revenue of $13.38 billion, up 45% year over year, and adjusted earnings of $2.09 per share, both above analyst expectations. Data center sales nearly doubled and rose to 64% of total revenue. The article attributes growing CPU demand partly to agentic AI workloads, which it says can run more efficiently on CPUs than GPUs; AMD also sells GPUs and Helios rack-scale systems, which it says major cloud and AI companies are using. CEO Lisa Su expects server revenue to double year over year in fiscal 2027 and says AMD has secured supply chain components to support higher growth. Weakness in PCs and a 40% gaming revenue decline offset some strength. AMD forecast about $17 billion in current-quarter revenue, above consensus, with gross margin guidance slightly below analyst expectations. ### Source excerpt Shares of the chipmaker Advanced Micro Devices Inc. rose more than 5% in late trading today after it delivered solid third-quarter earnings and revenue today, with data center sales almost doubling from a year ago. The company reported earnings before certain costs such as stock compensation of $2.09 per share, easily beating Wall Street's forecast [...] The post AMD beats expectations as agentic AI sparks its data center revenue growth engines appeared first on SiliconANGLE. ## A Compute Center Anyone Can Join: A Peer-to-Peer System for AI Inference DevFeed: [A Compute Center Anyone Can Join: A Peer-to-Peer System for AI Inference]() Original publisher: [Read original article]() Author: Yimo Lin, Zhen Zhang Published: 2026-11-03T05:00:00Z Content type: article Language: en Sources: [arXiv: Artificial Intelligence](), [arXiv: Cryptography and Security](), [arXiv: Distributed Computing]() Topics: [AI Infrastructure](), [P2P](), [Bitcoin]() Tags: [ai](), [ai-inference](), [audit](), [auditing](), [audits](), [bitcoin](), [building](), [challenge](), [cheating](), [compute](), [cs-ai](), [cs-cr](), [cs-dc](), [cs-gt](), [detection](), [earnings](), [example](), [flag](), [gpus](), [history](), [inference](), [network](), [open](), [peer-to-peer]() ### AI overview The Open Inference Market (OIM) aims to coordinate AI inference across independently owned GPUs using "earnings as collateral": workers' unsettled earnings remain at risk during a challenge window, and confirmed cheating forfeits them. In the authors' simplified model, deterrence requires a constant number of audits per worker per day regardless of throughput, so the audited share declines as network activity grows. New workers can start with intensive auditing and a small bond. The mechanism's viability depends on the audit judge's false-flag rate relative to its detection rate; under example parameters, about 0.3 replays per worker per day make cheating unprofitable for a rational worker. The proposal describes gradually returning control over compute, history, judgment, and value release to participants. ### Source excerpt arXiv:2611.01865v1 Announce Type: cross Abstract: Today, most people obtain AI inference by buying it from a small number of organizations that run large data centers, while many GPUs owned by individuals and small institutions sit idle for much of the day. Bitcoin showed that strangers can contribute resources under shared rules and receive checkable rewards, but it relies on an asymmetry: proof-of-work is expensive to produce and cheap to verify. Useful inference has no such asymmetry. We propose the Open Inference Market (OIM), which replaces the missing asymmetry with an economic mechanism. A worker delivers a result without knowing whether it will be audited; its unsettled earnings serve as collateral during a challenge window; and confirmed cheating forfeits all of it. We call this principle earnings as collateral. In a simplified model we show three things. The number of audits needed for deterrence is a constant per worker per day, independent of the worker's throughput, so the audited share falls as the network gets busier. A new worker can join with a short period of intensive auditing and a very small bond. And whether the mechanism works at all depends only on the ratio of the audit judge's false-flag rate to its detection rate. Under example parameters, about 0.3 replays per worker per day are enough to make cheating unprofitable for a rational worker. On this basis we lay out a path that hands four powers back to participants one at a time: owning compute, writing history, judging work, and releasing value. A compute center need not be a building; it can be a protocol that anyone can join. ## Do Earnings Calls Help Predict Financial Restatements? Evaluating Text Beyond Public Firm Information DevFeed: [Do Earnings Calls Help Predict Financial Restatements? Evaluating Text Beyond Public Firm Information]() Original publisher: [Read original article]() Author: Ahmet Efe, Shivank Sapra, Bilal Ahmed Published: 2026-11-03T05:00:00Z Content type: article Language: en Sources: [arXiv: Machine Learning]() Topics: [LLM evaluation / benchmarking](), [Large Language Model]() Tags: [acquisition](), [call](), [control](), [cs-cl](), [cs-lg](), [earnings](), [financial](), [information](), [language](), [language-model](), [large-language-model](), [model](), [public](), [ranking](), [reports](), [results](), [room](), [show](), [text](), [transcripts](), [warning](), [with]() ### AI overview In a comparison of 109 earnings calls preceding financial restatements with 218 matched control calls, call text predicted restatements but showed no detectable ranking gain over public firm information. The text classifier beat chance, largely on restatements tied to special-purpose acquisition companies, while a public-information-only model scored slightly higher. The refitted estimate remains uncertain: its 95% interval for the gain from adding text spans -0.05 to 0.11 AUROC, allowing for a meaningful benefit. A large language model scored higher, but named the exact ticker in 66% of masked transcripts and was released after the restatements, limiting evidence that it identified advance warning signs. The abstract recommends evaluating text against a public-information baseline and checking what a language model may already know. ### Source excerpt arXiv:2611.01123v1 Announce Type: cross Abstract: Financial restatements correct errors in previously published financial reports. Could managers' language in earnings calls warn of them in advance? Comparing 109 calls that precede restatements with 218 matched control calls, we find that the text predicts restatements but adds no detectable ranking gain beyond public firm information. A text classifier beats chance, largely because of restatements tied to special-purpose acquisition companies, but a model using only public information scores slightly higher. With refitting, the 95% interval for the gain from adding text (-0.05 to 0.11 AUROC) still leaves room for a meaningful benefit. A large language model scores higher, but we show that it names the exact ticker in 66% of masked transcripts, and it was released after the restatements occurred. Our results suggest that finding new warning signs in call text requires a public-information baseline and a check of what a language model already knows. ## Apple may try to increase revenue by doing...something with third-party AI apps DevFeed: [Apple may try to increase revenue by doing...something with third-party AI apps]() Original publisher: [Read original article]() Author: Lucas Ropek Published: 2026-11-03T01:49:52Z Content type: news Language: en Sources: [TechCrunch | AI News & Artificial Intelligence]() Topics: [Google Play](), [смартфоны]() Tags: [agents](), [ai](), [ai-agents](), [ai-apps](), [app-store](), [apple](), [apps](), [earnings](), [revenue](), [tc](), [third-party](), [third-party-ai]() ### AI overview Apple signaled that third-party apps and partnerships could contribute to AI-related revenue, but CFO Kevan Parekh did not specify how. Reuters reported that investors are considering whether Apple might distribute third-party AI agents through the App Store and take a share of their revenue; the article presents this as speculation, not an announced plan. The possibility comes as regulation and legal challenges have reduced App Store commissions in some markets, while mobile gaming weakness has also weighed on services. Parekh said App Store performance in the September quarter was similar to a year earlier, with record paid subscriptions and double-digit growth for third-party apps. Apple forecast 8-9% services growth for the December quarter, citing estimated headwinds including third-party licensing and foreign exchange. ### Source excerpt Apple hinted at ways that it could spur revenue through third-party "opportunities" during its Monday night earnings call. ## Apple's stock drops as new CEO John Ternus delivers his first earnings call DevFeed: [Apple's stock drops as new CEO John Ternus delivers his first earnings call]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-11-02T23:58:33Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [iphone](), [ipad]() Tags: [advertising](), [agents](), [ai](), [ai-boom](), [ai-chatbot](), [ai-features](), [ai-infrastructure](), [apple](), [apple-shares](), [apple-stock](), [apps](), [call](), [ceo](), [company](), [earnings](), [financial-results](), [first](), [fourth-quarter](), [guidance](), [ipad-sales](), [iphone](), [iphone-sales](), [john-ternus](), [mac-sales](), [news](), [q4](), [revenue](), [services-revenue](), [siliconangle](), [stock](), [the-latest](), [tim-cook](), [top-story-4](), [top-story-6]() ### AI overview Apple beat Wall Street's fourth-quarter earnings and revenue forecasts, but its outlook fell short of analyst expectations and its shares dropped nearly 3%. Revenue rose 12% to $114.48 billion; iPhone revenue grew 17% to $57.58 billion, despite price increases. Results varied by segment: Mac sales rose nearly 24% and beat forecasts, while iPad revenue fell more than 10% amid supply constraints and a difficult year-over-year comparison. Services grew less than 10%, its slowest pace since September 2022, and narrowly missed estimates. For the holiday quarter, Apple forecast revenue growth of 7%-10%, below analysts' 11.4% estimate, and gross margin of 45%-46%. The excerpt also describes pressure on new CEO John Ternus to strengthen Apple's AI capabilities and product appeal; he did not disclose plans for AI subscriptions or services, but said hardware could offer upgrade incentives. ### Source excerpt Apple Inc. just delivered its first earnings call since new Chief Executive John Ternus took over the company from Tim Cook on Sept. 1, and the results beat expectations on the top and bottom lines. But the company missed expectations on iPhone sales and offered disappointing guidance going forward, and the stock fell in late [...] The post Apple's stock drops as new CEO John Ternus delivers his first earnings call appeared first on SiliconANGLE. ## Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure DevFeed: [Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure]() Original publisher: [Read original article]() Author: Cliff Robinson Published: 2026-10-30T22:43:29Z Content type: article Language: en Sources: [ServeTheHome]() Topics: [memory price increases](), [DRAM price increase](), [intel]() Tags: [2026](), [client](), [data-center](), [earnings](), [intel](), [memory](), [memory-pressure](), [news](), [pc](), [q3](), [q3-2026-earnings]() ### AI overview Intel reported Q3 2026 revenue of $16.5 billion, up 21% year over year, with non-GAAP gross margin of 44.1% and EPS of $0.52. Data Center and AI revenue rose 78% to $7.3 billion, with a 41.5% operating margin; demand is strong across customer types, but substrate availability is limiting Xeon supply. The excerpt says AMD's 192-core Turin parts address a segment Intel lacks a direct competitor for, while Xeon 6 is selling amid broad demand. Client Computing and Physical AI revenue fell 5% to $8.1 billion as DRAM and NAND shortages and higher prices raise PC system costs and weigh on demand; Intel expects the slowdown to continue through at least the first half of next year, with memory price pressure into 2027. Intel Foundry revenue rose 58% to $6.7 billion, including intersegment transactions, while its operating loss narrowed to $1.9 billion; improved yields and cycle times are reducing wafer costs. ### Source excerpt Intel's Q3 2026 earnings highlighted how well the data center segment is doing and how rough the client segment is due to DRAM and NAND pricing The post Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure appeared first on ServeTheHome. ## Chip Industry Week In Review DevFeed: [Chip Industry Week In Review]() Original publisher: [Read original article]() Author: The SE Staff Published: 2026-10-30T07:01:27Z Content type: news Language: en Sources: [Semiconductor Engineering]() Topics: [Chip design](), [tsmc](), [intel](), [AI Factory](), [High-Performance Computing](), [post-training](), [Nemotron]() Tags: [3d](), [3d-integration](), [advanced](), [advanced-packaging](), [advantest](), [agentic](), [agentic-ai](), [agnisys](), [ai](), [ai-models](), [alluxa](), [altera](), [amd](), [amkor](), [anthropic](), [applied-materials](), [arm](), [ase](), [axiomise](), [bank-of-america](), [benchmarking](), [blackstone](), [bosch](), [broadcom](), [brown-university](), [business](), [business-news](), [cadence](), [chinese-academy-of-sciences](), [chip](), [chipagents](), [citi](), [classiq](), [computing-news](), [cpu](), [cxmt](), [domain](), [earnings](), [eda-news](), [engineering](), [enpro](), [ferric](), [fraunhofer-iis](), [furiosaai](), [fz-julich](), [google](), [hardware-security-news](), [hbm](), [ibm](), [imec](), [industry](), [news](), [review](), [week-in-review]() ### AI overview Memory and advanced-packaging capacity are emerging constraints on AI expansion: SK hynix expects shortages through 2030 and says DRAM and HBM are effectively sold out through 2029; Samsung expects tight supply through 2028 and says its 2027 HBM is sold out. TSMC is reportedly considering a 20% CoWoS price increase. The roundup also reports fab and technology investments by Infineon, UMC, Intel Foundry, Lam Research and imec, alongside new domain-specialized chip-design AI models from Cadence and an Arm framework for benchmarking CPUs on agentic workloads. Security items include a critical EDK II UEFI flaw that could enable code execution during network boot before OS protections load, and nine Supermicro BMC vulnerabilities, including a critical unauthenticated command-execution flaw. These are selected developments from the supplied roundup excerpt. ### Source excerpt HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel's quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI. The post Chip Industry Week In Review appeared first on Semiconductor Engineering. ## EPSBench: Benchmarking LLM Agents for Earnings Forecasting DevFeed: [EPSBench: Benchmarking LLM Agents for Earnings Forecasting]() Original publisher: [Read original article]() Author: Yanbin Yin, Chuyu Xu, Liqin Ye, Jing Peng, Chao Zhang Published: 2026-10-30T04:00:00Z Content type: article Language: en Sources: [arXiv: Artificial Intelligence]() Topics: [Finance](), [harvestbench](), [Time Series]() Tags: [accounting](), [agents](), [analyst](), [benchmarking](), [cs-ai](), [cs-cl](), [earnings](), [forecasting](), [llm](), [llm-agents]() ### AI overview EPSBench evaluates six LLMs on earnings forecasts for 149 firm-quarters across 86 US companies. Agents use a fixed set of company filings, earnings-call transcripts, and news to estimate income-statement drivers with cited evidence; a shared accounting calculator turns those estimates into GAAP diluted EPS. Three models showed no detectable paired difference in point forecast error from date-matched analyst consensus, while three had higher error. Nominal 80% prediction intervals covered reported EPS in only 37-70% of runs that returned an interval, with most misses above the upper bound, consistent with forecasts running low. Driver records attribute most of the error gap between models to operating-income estimates. ### Source excerpt arXiv:2610.38293v1 Announce Type: cross Abstract: Quarterly earnings forecasting requires an agent to connect financial evidence to the income-statement line items that produce a company's reported earnings. We introduce EPSBench, a benchmark for studying this ability across 149 firm-quarters from 86 US companies. Agents read a fixed collection of filings, earnings-call transcripts, and news, then estimate company-specific income-statement drivers with cited evidence. A shared accounting calculator converts these estimates into GAAP diluted earnings per share (EPS), providing a common basis for comparing forecast assumptions. We evaluate six models under a common harness, assessing point forecast error relative to date-matched analyst consensus and checking whether their prediction intervals achieve the stated coverage. Three models show no detectable paired difference in point forecast error from consensus, and three have higher error. Across all six models, nominal 80% intervals contain reported EPS in only 37--70% of runs that return an interval, and most misses fall above the upper bound because the forecasts run low. The driver records trace most of the error gap between models to operating-income estimates. ## FIRME: Registry-Anchored Memory Graphs for Evolving, Heterogeneous Investor Knowledge DevFeed: [FIRME: Registry-Anchored Memory Graphs for Evolving, Heterogeneous Investor Knowledge]() Original publisher: [Read original article]() Author: Yunbai Zhang, Yunyi Gao, Han-Tai Shiao Published: 2026-10-30T04:00:00Z Content type: article Language: en Sources: [arXiv: Artificial Intelligence]() Topics: [knowledge-engineering](), [база знаний]() Tags: [ai-workflows](), [aliases](), [audit](), [cash-flow](), [cs-ai](), [cs-cl](), [earnings](), [fusion](), [graphs](), [identity](), [knowledge-graph](), [ontology](), [persistent-memory](), [provenance](), [registry](), [s-p-500]() ### AI overview FIRME uses a registry-anchored memory graph to keep recurring investor observations linked to canonical relationships while retaining source, time, and context. Within each period, rule-based fusion connects investor-call discussions with portfolio cash-flow signals, directly or through a fixed product-topic ontology. Across periods, persistent aliases help reattach differently worded observations to the same history; deterministic updates summarize reinforcement, inactivity, and reactivation. Against a historical registry without alias memory, FIRME improved final-period Correct Match Rate by 7.8-12.1 percentage points across four dataset-backend settings. A blinded audit found gains of 9.0-16.5 points in Correct Match Rate and 22.5-29.0 points in reattachment recall, with higher observed merge precision in every sample. A separate investor-call audit found valid evidence paths for 293 of 300 full-fusion outputs. Results are from the described evaluation and audit protocols. ### Source excerpt arXiv:2610.40482v1 Announce Type: new Abstract: Financial AI workflows that reuse investor knowledge need persistent memory that integrates observations across sources and periods without losing identity or provenance. In a knowledge graph, recurring observations may use different surface forms, fragmenting relationship histories and preventing evidence from accumulating. We introduce Fusion and Identity Registry for Memory Evolution (FIRME), a registry-anchored memory graph that reconciles incoming observations to persistent canonical relationships and retains their source, time, and context. Within periods, rule-based fusion links investor-call discussions to portfolio cash-flow signals, directly or through a fixed product-topic ontology. Across periods, canonical identities and persistent aliases direct recurring observations to the same relationship history; deterministic updates summarize reinforcement, inactivity, and reactivation. We evaluate FIRME on proprietary investor-call and cash-flow records and on S&P 500 earnings-call transcripts. Compared with a historical registry that retains canonical identities and semantic fallback but omits alias memory, FIRME increases final-period Correct Match Rate by 7.8-12.1 percentage points across four dataset-backend settings under a fixed-judge and fallback-review protocol. A blinded human audit of 200 incoming observations per setting finds Correct Match Rate gains of 9.0-16.5 points and reattachment-recall gains of 22.5-29.0 points, with higher observed merge precision in all four samples. A separate audit finds valid evidence paths for 293 of 300 outputs from full within-period fusion in the investor-call setting. Extraction-faithfulness and round-trip diagnostics assess source grounding and preservation of extractor-derived graph content. ## Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown DevFeed: [Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-30T01:17:32Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [intel](), [pc](), [Local AI]() Tags: [agentic-ai](), [ai-agents](), [chipmaker](), [donald-trump](), [earnings](), [financial-results](), [guidance](), [infra](), [intel](), [intel-cpus](), [intel-revenue](), [intel-shares](), [intel-stock](), [lip-bu-tan](), [news](), [pc-market](), [pc-sales](), [q3](), [revenue](), [the-latest](), [third-quarter](), [top-story-3](), [top-story-6]() ### AI overview Intel beat third-quarter estimates, with adjusted earnings of 52 cents per share versus 40 cents expected and revenue of $16.51 billion versus $16.5 billion, but net income fell year over year to $3.3 billion. Client computing and physical AI revenue declined 5% to $8.1 billion amid a shrinking PC market, while data center and AI revenue rose 78% to $7.3 billion. Intel forecast fourth-quarter earnings of about 25 cents per share and revenue of $15-16 billion, below analysts' estimates; its finance chief said the PC slowdown could last through at least the first half of next year. An Israeli factory shutdown after an explosion that killed two workers is expected to cost about $600 million in revenue over two quarters. Intel also said it expects to announce a couple of foundry customers in the next two quarters, though the excerpt identifies no confirmed external customer. ### Source excerpt Intel Corp. somehow managed to beat expectations despite facing softness in the personal computer market, but its weak forecast for the current quarter sparked panic among investors, and its stock plunged more than 22% in late trading today. The computer chipmaker reported third-quarter earnings before certain costs such as stock compensation of 52 cents per [...] The post Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown appeared first on SiliconANGLE. ## Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss DevFeed: [Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-30T00:25:20Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [amazon](), [Amazon Web Services](), [cloud-infrastructure]() Tags: [advertising](), [ai](), [ai-buildout](), [ai-chips](), [ai-infrastructure](), [ai-investments](), [ai-model](), [ai-spending](), [amazon](), [amazon-com](), [amazon-shares](), [amazon-stock](), [amazon-web-services](), [andy-jassy](), [aws](), [aws-cloud](), [aws-revenue](), [capital-expenditure](), [cash-flow](), [cloud](), [cloud-infrastructure](), [earnings](), [earnings-results](), [falls](), [financial-results](), [free-cash-flow](), [guidance](), [inc](), [news](), [q3](), [revenue](), [shares](), [stock](), [the-latest](), [third-quarter](), [top-story-2](), [top-story-5]() ### AI overview Amazon shares fell more than 7% after third-quarter earnings per share ($1.89) and revenue ($201.94 billion) missed analyst estimates. Capital spending reached $77.3 billion, above the $58.7 billion estimate, and free cash flow was negative $42.4 billion; Amazon reiterated its $220 billion full-year capex forecast and said spending would rise meaningfully in 2027. AWS was the bright spot: revenue grew 39% to $45.98 billion, slightly beating expectations, with CEO Andy Jassy forecasting growth above 40% next year and in fiscal 2028. Retail and advertising revenue missed estimates, while fourth-quarter revenue guidance of $240-247 billion came in below the analyst consensus midpoint. ### Source excerpt Shares of Amazon.com Inc. fell more than 7% in late trading today after the company missed expectations on earnings and revenue and reported rising negative free cash flow as it continues to throw billions of dollars at its cloud infrastructure build out. The company reported third-quarter earnings before certain costs such as stock compensation of [...] The post Despite cloud boom, Amazon's stock falls on disappointing earnings and revenue miss appeared first on SiliconANGLE. ## AWS will be a $1T business, Jassy says. But first, it will spend big. DevFeed: [AWS will be a $1T business, Jassy says. But first, it will spend big.]() Original publisher: [Read original article]() Author: Lucas Ropek Published: 2026-10-29T23:42:22Z Content type: news Language: en Sources: [TechCrunch | AI News & Artificial Intelligence]() Topics: [Amazon Web Services](), [Cloud](), [AI Trends]() Tags: [2026](), [about](), [added](), [adoption](), [ai](), [ai-adoption](), [ai-boom](), [ai-infrastructure](), [ai-infrastructure-buildout](), [ai-services](), [ai-workloads](), [amazon](), [aws](), [business](), [but](), [capex](), [ceo](), [cloud](), [earnings](), [enterprise](), [revenue](), [spending](), [tc]() ### AI overview Jassy says AWS could become a $1 trillion revenue business within five to 10 years, but Amazon expects to spend about $220 billion on cash capital expenditures in 2026, mostly for AWS, and meaningfully more in 2027. He argues the investment will build capacity for a historic, AI-driven rise in cloud demand. AWS revenue grew 39% year over year for a sixth consecutive quarter; Jassy forecast growth above 40% in both 2027 and 2028. Analysts pressed him on spending, growth signals and margins, while investor concern persisted: Amazon shares fell about 6% in after-hours trading. The excerpt also notes that Microsoft, like Amazon, is investing heavily while benefiting from cloud growth. ### Source excerpt Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday. ## Alphabet shares plunge over 10% as Google's AI search struggles to make money DevFeed: [Alphabet shares plunge over 10% as Google's AI search struggles to make money]() Original publisher: [Read original article]() Author: Rob Thubron Published: 2026-10-29T12:03:00Z Content type: news Language: en Sources: [TechSpot]() Topics: [Finance](), [Google Search](), [Google](), [search-engines]() Tags: [advertising](), [ai](), [ai-bubble](), [ai-mode](), [ai-search](), [ai-spending](), [alphabet](), [business](), [capital](), [cash-flow](), [ceo](), [cloud](), [cloud-revenue](), [earnings](), [financials](), [free-cash-flow](), [google](), [industry](), [money](), [revenue](), [search](), [shares](), [sundar-pichai]() ### AI overview Alphabet's revenue rose 25% to $127.6 billion, but earnings per share of $2.12 missed expectations of about $3.01, and shares fell more than 10% in after-hours trading. Search revenue growth slowed to 12% from 17% the prior quarter. Google executives said AI Mode currently earns less per query than traditional search, though they argued its incremental, upper-funnel queries could create monetization opportunities over time; the company did not disclose the revenue gap. Capital expenditure more than doubled year over year to $51.4 billion, free cash flow was negative $9.1 billion, and Alphabet kept its $195-205 billion full-year spending forecast while expecting spending to rise significantly again in 2027. Google Cloud revenue more than doubled to $30.71 billion, above analyst expectations. The excerpt also attributes part of the net income decline to an $8.7 billion equity investment loss. ### Source excerpt Alphabet reported quarterly revenue of $127.6 billion, up 25% year over year, but earnings of $2.12 per share missed expectations of around $3.01. Its net income fell to $26.2 billion, though an $8.7 billion loss on equity investments contributed to the decline. Read Entire Article ## Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48% DevFeed: [Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48%]() Original publisher: [Read original article]() Author: Mike Wheatley Published: 2026-10-29T01:34:50Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Azure](), [AI Infrastructure](), [Microsoft](), [AI Chat]() Tags: [ai](), [ai-infrastructure](), [ai-infrastructure-buildout](), [ai-investments](), [amy-hood](), [azure](), [azure-revenue](), [capex](), [capital-expenditures](), [cash-flow](), [chips](), [cloud](), [cloud-infrastructure](), [copilot](), [earnings](), [financial-results](), [first-quarter](), [growth](), [infrastructure](), [microsoft](), [microsoft-capex](), [microsoft-corp](), [microsoft-shares](), [microsoft-stock](), [news](), [q1](), [revenue](), [satya-nadella](), [stock](), [the-latest](), [top-story-3]() ### AI overview Microsoft beat fiscal 2027 first-quarter expectations, with revenue up 19% to $92.28 billion and net income rising to $36.63 billion. Azure revenue grew more than 48% to $33.17 billion, above forecasts, despite delays from some third-party providers. Microsoft's new two-segment reporting showed Agents and Infra revenue up 25% to $76.8 billion, while Devices and Consumer revenue fell 3% to $15.48 billion; PC weakness amid higher memory and storage costs contributed to a 22% drop in device and Windows license sales. Capital expenditures and finance leases reached $45.2 billion, with about 75% tied to short-lived assets such as GPUs and CPUs. Free cash flow fell 27% to $18.63 billion; CFO Amy Hood said it would remain positive through fiscal 2027. For the next quarter, Microsoft forecast $96-$97.1 billion in revenue and Azure growth of 49%-50% at constant currency, both above analyst expectations. ### Source excerpt Microsoft Corp. delivered better-than-expected earnings and revenue in its fiscal 2027 first quarter, driven by growth of more than 48% in its Azure cloud infrastructure business, sending its stock about 4% higher after hours. The company reported earnings before certain costs such as stock compensation of $4.89 per share, easily beating Wall Street's forecast of [...] The post Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48% appeared first on SiliconANGLE. [Next page]()