AI companies' quarterly results
The latest quarter of 22 AI companies, from chips to cloud: revenue, how fast it grew, operating margin and net income. Every number comes straight from the company's own report to the SEC (Form 10-Q or 10-K), and each page updates by itself when a new report is filed.
| Company | Quarter | Revenue | vs. a year ago | Operating margin | Net income |
|---|---|---|---|---|---|
| Amazon AMZN | Q3 2026ended Sep 30, 2026 | $201.9B | +12% | 14% | $20.7B |
| Alphabet GOOGL | Q3 2026ended Sep 30, 2026 | $127.6B | +25% | 32% | $26.5B |
| Apple AAPL | Q4 FY2026ended Sep 26, 2026 | $114.5B | +12% | 31% | $30.7B |
| Nvidia NVDA | Q2 FY2027ended Jul 26, 2026 | $96.2B | +106% | 66% | $59.7B |
| Microsoft MSFT | Q1 FY2027ended Sep 30, 2026 | $92.3B | +19% | 50% | $36.6B |
| Meta META | Q3 2026ended Sep 30, 2026 | $64.6B | +26% | 20% | $9.9B |
| Micron MU | Q4 FY2026ended Sep 3, 2026 | $54.2B | +379% | 81% | $37.7B |
| Dell DELL | Q2 FY2027ended Jul 31, 2026 | $47.0B | +58% | 11% | $4.1B |
| Broadcom AVGO | Q3 FY2026ended Aug 2, 2026 | $29.6B | +86% | 54% | $13.1B |
| Oracle ORCL | Q1 FY2027ended Aug 31, 2026 | $19.3B | +30% | 35% | $4.8B |
| Intel INTC | Q3 2026ended Sep 26, 2026 | $16.5B | +21% | 15% | $3.5B |
| AMD AMD | Q3 2026ended Sep 26, 2026 | $13.4B | +45% | 21% | $2.4B |
| Supermicro SMCI | Q4 FY2026ended Jun 30, 2026 | $11.1B | +93% | 13% | $1.2B |
| SanDisk SNDK | Q1 FY2027ended Oct 2, 2026 | $11.0B | +378% | 80% | $8.1B |
| Qualcomm QCOM | Q4 FY2026ended Sep 27, 2026 | $10.3B | -8% | 13% | $1.3B |
| Western Digital WDC | Q1 FY2027ended Oct 2, 2026 | $4.4B | +55% | 47% | $1.8B |
| Vertiv VRT | Q3 2026ended Sep 30, 2026 | $4.3B | +61% | 23% | $764M |
| Seagate STX | Q1 FY2027ended Oct 2, 2026 | $4.2B | +61% | 49% | $1.8B |
| Arista ANET | Q3 2026ended Sep 30, 2026 | $3.7B | +58% | 45% | $1.6B |
| Marvell MRVL | Q2 FY2027ended Aug 1, 2026 | $2.7B | +37% | 17% | $308M |
| CoreWeave CRWV | Q2 2026ended Jun 30, 2026 | $2.6B | +112% | -2% | -$626M |
| Palantir PLTR | Q3 2026ended Sep 30, 2026 | $2.3B | +96% | 47% | $1.1B |
Fiscal quarters are named the way each company names them (Nvidia's year ends in January, so "Q2 FY2027" ended in July 2026). Fourth quarters are the full year minus the first nine months, both from the filings. Foreign companies that report on other forms (TSMC, Arm, Nebius) and private companies aren't included.