Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of USD 3.41 billion, representing 34% year-on-year growth. Next-Generation Security annual recurring revenue reached USD 9.10 billion, up 63% from the prior year. Remaining performance obligations totalled USD 21.2 billion, representing a 34% increase. These measures …
Cloudflare generated USD 782.5 million in revenue in the third quarter of 2026, a 39% increase from the same period a year earlier. The business sells connectivity, security and developer tools through its global network. Current remaining performance obligations grew 37% year-on-year, an indicator …
CrowdStrike Holdings, Inc. reported results for the second quarter of fiscal 2027. Revenue was USD 1.47 billion, ending annual recurring revenue reached USD 5.84 billion, and net new ARR reached USD 333 million. Its exposure to Falcon cybersecurity platform and recurring subscriptions gives the …
Dell Technologies Inc. reported results for the second quarter of fiscal 2027. Revenue reached USD 47.0 billion, up 58%. AI server orders reached USD 60.9 billion and relatedBacklogstood at USD 95 billion. Its exposure to AI servers and enterprise computing equipment gives the company …
Meta reported USD 64.601 billion in revenue for the third quarter ended September 30, 2026, an increase of 26% year-on-year. The company’s average daily active people across its Family of Apps reached 3.64 billion in September, up 3%. Ad impressions grew 10%, while the …
Broadcom's fiscal third quarter ended August 2, 2026, with consolidated revenue of USD 29.6 billion, up 86% from the comparable period. Its AI semiconductor business generated USD 16.7 billion, up 221% year-on-year and 54% sequentially.
Alphabet's third-quarter 2026 revenue reached USD 127.6 billion, increasing 25% in both reported and constant currency terms. Management identified the period as its thirteenth consecutive quarter of double-digit revenue growth.
Intel reported USD 16.5 billion in revenue for the third quarter ended September 26, 2026, compared with USD 13.7 billion a year earlier. That represented 21% growth.
Marvell Technology announced on November 2, 2026, that it had entered a definitive agreement to acquire optical and photonics specialist Lumentum in an all-stock transaction. Lumentum shareholders would receive 4.500 shares of Marvell common stock for every Lumentum share.
Applied Materials generated record revenue of USD 9.12 billion in its fiscal third quarter ended July 26, 2026, up 25% from USD 7.30 billion a year earlier. The semiconductor equipment specialist reportedOperating Incomeof USD 3.08 billion on aGAAPbasis, equal to 33.7% of revenue.