Reading List

The most recent articles from a list of feeds I subscribe to.

Super Micro reports Q2 net sales up 123% YoY to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours (Luke Kawa/Sherwood News)

Luke Kawa / Sherwood News:
Super Micro reports Q2 net sales up 123% YoY to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours  —  The AI server company just released its fiscal Q2 results.  —  Super Micro ComputerSMCI $31.26 (0.20%) just released its fiscal Q2 results:

EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)

Zaheer Kachwala / Reuters:
EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago  —  Electronic Arts (EA.O) beat expectations for third-quarter bookings on Tuesday, buoyed by strong sales of its new “Battlefield” …

Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (Max Knoblauch/Sherwood News)

Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours  —  “Grand Theft Auto” and “NBA 2K” maker Take-TwoTTWO $223.50 (-4.23%) reported results for its fiscal third quarter on Tuesday.

Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (Samantha Kelly/Bloomberg)

Samantha Kelly / Bloomberg:
Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours  —  Match Group Inc. posted fourth-quarter results that broadly beat expectations, an early sign that its turnaround strategy is resonating with younger daters.

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours (Ian King/Bloomberg)

Ian King / Bloomberg:
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours  —  Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …