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[hot] Macro & markets · Quarterly

Tech earnings season

Quarterly results and AI-related revenue

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About this briefing

Every issue of “Tech earnings season” is researched by Divrite from public sources and published as a slide deck of 15–20 slides. After each quarter, covering last quarter. Key figures come with a link to their source, and anything without a reliable source is left out.

Schedule
Quarterly — After each quarter, covering last quarter
Format
slide deck
Length
15–20 slides
Time range
Last 90 days
Coverage
One section per company: revenue, profit, guidance, capex and AI-related revenue from major tech companies this quarter, compared side by side.

Every issue covers

  1. 01Key takeaways
  2. 02Results company by company
  3. 03AI revenue and capex
  4. 04Guidance and management comments
  5. 05Valuation and stock reaction
  6. 06What to watch next quarter

Key sources

  • Earnings releases and calls
  • SEC filings
  • Analyst reports

Past issues 1 published

Follow “Tech earnings season”

After each quarter, covering last quarter. Every issue is archived on this page. Subscribers get an in-app message and an email when a new issue is published.