Amazon filed its Q1 2026 10-Q covering the period ending 2026-03-31, which will detail AWS revenue growth, operating margin trajectory, and capex run-rate — all key reads for hyperscaler AI spend cycles that drive KR/TW memory and US semi demand. Full filing body not analyzed; description inferred from form + item codes. PMs should track AWS growth deceleration/reacceleration and capex guidance for read-throughs to NVDA, Samsung HBM, SK Hynix, and TSMC CoWoS.
Filing pairs Item 2.02 (results of operations) with Item 9.01 exhibits, indicating Teradyne released quarterly earnings on Apr 28, 2026. PMs should watch SoC/memory ATE demand commentary, HBM tester traction, and any FY guide revision given the AI-driven test capex cycle. Full filing body not analyzed; description inferred from form + item codes.
8-K filed under Item 2.02 indicates Microsoft released quarterly earnings results, with Item 9.01 covering the supporting press release exhibit. PMs care because MSFT's Azure growth, AI capex pacing, and cloud margin commentary directly drive sentiment for NVDA, AMD, HBM suppliers (SK Hynix, Samsung, Micron), and TSMC/CoWoS demand signals. Full filing body not analyzed; description inferred from form + item codes.
Filed under Item 2.02, this 8-K almost certainly contains Amazon's Q1 2026 earnings press release, with Item 9.01 attaching the release as an exhibit. PMs care about AWS revenue growth, operating margin, and capex guidance — all of which read directly into the AI infra and semiconductor demand cycle (NVDA, AVGO, TSMC, Samsung HBM, SK Hynix). Full filing body not analyzed; description inferred from form + item codes.
Microsoft filed its Q3 FY26 10-Q covering the quarter ended 2026-03-31. PM-relevant items likely include Azure/AI Services growth, capex trajectory tied to AI infrastructure buildout, OpenAI-related commitments, and segment margins for Intelligent Cloud — all read-throughs for the semiconductor supply chain (NVIDIA, TSMC, SK hynix HBM, Samsung). Full filing body not analyzed; description inferred from form + item codes.
8-K filed under Item 2.02 indicates KLA released quarterly earnings, with Item 9.01 covering the press release exhibit. PMs should focus on revenue, gross margin, and any commentary on WFE demand, China exposure, and HBM/leading-edge process tool orders. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. Item 2.02 indicates Qualcomm released quarterly earnings, with Item 9.01 attaching the press release and financial exhibits. PMs should watch handset QCT revenue, Apple modem share trajectory, automotive/IoT growth, and any FY26 guidance shift relevant to KR/TW memory and foundry read-throughs.
Alphabet filed an 8-K under Item 2.02 disclosing Q1 2026 results of operations, with Item 9.01 attaching the earnings press release as an exhibit. Full filing body not analyzed; description inferred from form + item codes. PMs should watch Search/Cloud growth, AI capex guidance, and YouTube ad trends — Alphabet's capex trajectory is a direct read-through to AI infrastructure demand (TSMC, SK hynix HBM, Samsung).
Quarterly filing covering the period ended 2026-03-29, expected to detail handset chipset revenue trends, licensing (QTL) performance, automotive and IoT segment progress, and any commentary on Apple modem transition exposure or China demand. PMs should watch for segment mix shifts, gross margin trajectory, and forward guidance language. Full filing body not analyzed; description inferred from form + item codes.