# Q3 2026 earnings Published articles for Q3 2026 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. ## 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. ## 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. ## 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. ## 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. ## Fortinet plunges 26% after-hours and takes Tenable with it as Gen Digital rises DevFeed: [Fortinet plunges 26% after-hours and takes Tenable with it as Gen Digital rises]() Original publisher: [Read original article]() Author: Duncan Riley Published: 2026-10-28T22:40:45Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [network security](), [Fortigate](), [malware protection]() Tags: [acquisition](), [adversary-view](), [ai](), [ai-security](), [ai-tools](), [anthropic](), [anthropic-pbc](), [artificial-intelligence](), [attack-paths](), [automated](), [avast](), [billings](), [claude](), [claude-mythos](), [crowdstrike](), [cybersecurity](), [earnings](), [fortiaigate](), [fortiendpoint](), [fortigate](), [fortinet](), [gen-digital](), [guidance](), [ken-xie](), [lifelock](), [network](), [network-security](), [news](), [norton](), [palo-alto-networks](), [q3-2026-earnings](), [security](), [steve-vintz](), [tenable](), [tenable-holdings](), [tenable-one](), [the-latest](), [third-quarter](), [top-story-5](), [vincent-pilette](), [virtue-ai](), [zscaler]() ### AI overview Despite beating third-quarter estimates, Fortinet shares fell about 26% after hours; Tenable, which also exceeded estimates and raised its outlook, fell more than 5%, while Gen Digital rose almost 6% after beating estimates and lifting its fiscal 2027 forecasts. Fortinet revenue grew 20% to $2.08 billion, with product revenue up 37%; it raised full-year billings guidance but lowered its service revenue forecast. The article attributes investor concern to slower sales growth than the prior quarter and guidance. Tenable revenue grew 9.5% to $276.4 million, and it raised full-year revenue and adjusted earnings outlooks. Gen Digital revenue grew 12% to $1.37 billion, bookings rose 10%, and it raised fiscal 2027 revenue and adjusted earnings guidance. The excerpt also notes Fortinet's Virtue AI acquisition and new AI-use controls in FortiEndpoint, and Tenable's Claude Mythos-powered feature for surfacing attack paths. ### Source excerpt A better-than-expected third quarter did nothing to stop shares in network security company Fortinet Inc. from falling about 26% in after-hours trading today. Tenable Holdings Inc., which also topped forecasts, was caught in the selloff that followed across cybersecurity stocks. Shares in consumer security company Gen Digital Inc. rose instead, after its own results came [...] The post Fortinet plunges 26% after-hours and takes Tenable with it as Gen Digital rises appeared first on SiliconANGLE. ## Meta beats on revenue and splits its stock with nonvoting shares to raise capital DevFeed: [Meta beats on revenue and splits its stock with nonvoting shares to raise capital]() Original publisher: [Read original article]() Author: Duncan Riley Published: 2026-10-21T22:54:48Z Content type: news Language: en Sources: [SiliconANGLE]() Topics: [Finance](), [AI Chat]() Tags: [acquisitions](), [advertising](), [agent](), [ai](), [ai-video](), [alignment](), [analysts](), [apps](), [artificial-intelligence](), [attorneys-general](), [beats](), [capital-expenditures](), [class-c-shares](), [earnings](), [founder-alignment-agreement](), [free-cash-flow](), [mark-zuckerberg](), [meta](), [meta-platforms](), [muse](), [muse-wonder](), [nasdaq](), [networking](), [news](), [proposition-40](), [q3-2026-earnings](), [reality-labs](), [revenue](), [shares](), [siliconangle](), [social-networking](), [stock](), [stock-split](), [susan-li](), [the-latest](), [third-quarter](), [top-story-4](), [trading](), [wealth-tax]() ### AI overview Meta beat third-quarter forecasts, reporting $64.60 billion in revenue, up 26% year over year, and $3.83 diluted earnings per share; excluding a $9.89 billion legal charge, EPS would have been $7.40. Costs rose 68%, cutting operating margin to 20% from 40%, while capital spending exceeded operating cash flow and free cash flow was negative. Advertising revenue grew as prices and impressions increased. Meta said Muse reached more than 10 million U.S. and Canadian users in about six weeks, but its computing demands have kept it from launching globally; the company aims to make it over 10 times more cost-efficient within a year. Meta plans to distribute one nonvoting Class C share per existing Class A and B share after its charter amendment takes effect Jan. 19, 2027, giving it a means to raise capital, compensate staff and fund acquisitions. Zuckerberg's voting control is unchanged, but most of his new shares are restricted and unlock quarterly subject to executive service; selling them can reduce his control. Meta forecast fourth-quarter revenue of $73-76 billion and raised its full-year expense outlook following the legal charge. ### Source excerpt Meta Platforms Inc. shares rose about 2% in after-hours trading today after the social networking company beat third-quarter revenue expectations and unveiled nonvoting Class C shares that will act as a two-for-one stock split. For the quarter ended on Sept. 30, Meta reported diluted earnings per share of $3.83, up from $1.05 a year earlier, [...] The post Meta beats on revenue and splits its stock with nonvoting shares to raise capital appeared first on SiliconANGLE.