US & HK filings, translated in full

Q1 total revenues $19.3B (+30% YoY); cloud $11.6B (+62%) with Cloud Infrastructure (IaaS) +121% to $7.4B; GAAP net income available to common $4.7B (+60%), diluted EPS $1.56 (+55%), non-GAAP EPS $1.92 (+30%); RPO up $209B YoY to $664B on $30B+ of new AI cloud contracts and 300K GPUs delivered; FY27 guidance raised to at least $90B revenue and $8.10 non-GAAP EPS; completed $20B ATM equity sale; operating cash flow $23.1B (+184%), free cash flow -$5.4B.

Q3 net revenue $12.2B (+18% YoY) with cumulative AI systems orders of $3.7B ($1.6B in the quarter); networking revenue $2.9B (+54%). GAAP diluted EPS $1.18, non-GAAP $1.24. Raised FY26 guidance: revenue growth 34-37%, non-GAAP diluted EPS $3.75-3.85, FCF of at least $3.75B.

Q3 revenue $29.6B (+86% YoY) with semiconductor solutions $20.8B (+127%) and infrastructure software $8.8B (+29%); AI semiconductor revenue of $16.7B (+221% YoY, +54% QoQ) is expected to accelerate to $21.7B (+236%) in Q4. GAAP operating income $16.0B, non-GAAP $20.1B (+92%); GAAP diluted EPS $2.68, non-GAAP $3.32. Free cash flow $13.7B (46% of revenue); quarter-end cash of $24.0B, $5.6B of debt repaid and a $0.65 quarterly dividend. Q4 revenue guided to ~$34.8B (+93%) with a non-GAAP operating margin of ~66%.

FQ1'27 revenue of $479.0M (+115% YoY) with non-GAAP net income of $236.3M (+140%); AEC and optical demand keeps climbing with AI cluster buildouts — FQ2 guide $525–535M.

Record Q2 revenue $47.0B (+58% YoY), diluted EPS $6.34 (+273%), non-GAAP EPS $7.04 (+203%). Record AI server orders $60.9B, revenue $16.4B, backlog $95B. FY27 revenue guidance raised $25B to $192B.

Revenue RMB 954M, up 399.7% YoY; period loss narrowed 12.1%; R&D spend RMB 2.13B keeps scaling foundation models.

Q2 net revenues RMB3,414.6M (+2.5% YoY), operating income RMB524.7M (+387.6%), net income RMB464.8M (13.6% margin). 7,639 teahouses; overseas GMV +114.3% YoY; Greater China same-store GMV -16.1%.

Record Q2 revenue of $2.739B (+37% YoY) with Data Center +46% (79% of total); strong AI bookings and raised FY27/FY28 outlook, Q3 guide $3.15B.

Q2 revenue hit a record $96.2B (+106% YoY) with Data Center at $89.0B; Vera Rubin in full production, Q3 guidance $108B (excl. China data-center compute).

Q3 revenue of $2.477B (+42% YoY); GAAP EPS $2.84 and non-GAAP EPS $3.91 both above the high end of guidance. FY26 raised to $9.715B revenue and $15.07 non-GAAP EPS at midpoints.

Revenue $116.6M, up 283.1% YoY on Open Platform ramp; gross margin up from 12.1% to 17.9%; period loss narrowed 11.0% to $358.0M while adjusted net loss widened to $293.0M; post-listing cash of $1,322.8M and gearing of 21.5%, followed by a HK$9.54B placing and HK$6.5B convertible bond in July.

Q4 revenue $757.1M (+16% YoY); ARR $2.55B (+16%); Q4 operating income $70.0M with 26.2% non-GAAP operating margin; FY revenue $2.85B (+12%); FY net income $1.51B (incl. $1.21B valuation allowance release); FY free cash flow $840.7M. FY27 outlook: revenue $3.18-3.23B, FCF $850-950M.

H1 revenue RMB22.34B (+7.9% YoY), core operating profit RMB2.51B (+4.4%) and profit for the period RMB1.76B (+0.5%). Delivery revenue more than doubled to RMB2.05B (+121.2%). Interim dividend of HKD0.377 per share declared. Table turnover 3.9x/day.

Q2 revenues RMB112.4B (+8% YoY), with transaction services +13% and online marketing roughly flat; operating profit RMB27.8B (+8%), non-GAAP RMB29.1B (+5%); net income attributable to ordinary shareholders RMB27.2B (-12%), diluted EPS per ADS RMB18.45 (vs RMB20.75 a year ago); operating cash flow RMB25.7B; cash and short-term investments RMB456.4B at quarter end. Management stressed stepped-up ecosystem investment and compliance priority.

H1 revenue RMB 17.17B (+23.8%): PRC surged 47.3% back to the growth engine, overseas plush and store expansion added growth; but FX losses of RMB 0.72B dragged operating profit to +11.3%.

Pre-revenue: Q2 net loss of $25.8M (vs $6.3M a year ago) on $26.8M of G&A; PP&E reached $1.55B (+65% YTD) while cash sits at $62.5M — H1 capex of $626M was funded by net debt issuance of $513M, with going-concern disclosures and a subsequent $431.25M convertible notes offering in July.

FQ3 revenue of $9.12B (+25% YoY, record) with a 13th straight quarter of YoY gross-margin expansion (GAAP 50.3% / non-GAAP 50.4%); operating income of $3.08B (33.7%, record), non-GAAP $3.10B (34.0%); GAAP EPS $3.17 (+43%), non-GAAP $3.50 (+41%, record); record operating cash flow of $3.04B with $440M buybacks and $420M dividends. Semiconductor Systems revenue of $7.04B (+26.5%; foundry/logic 67%, DRAM 26%); China revenue of $2.51B (28% mix vs 35% a year ago). Raised CY2026 Semi Systems revenue expectations, set to outgrow the market, with another strong growth year in 2027. Q4 guide: revenue ~$10.25B (±$0.5B), non-GAAP EPS $4.02 (±$0.20).

Q2 net earnings attributable to Berkshire shareholders of $25.7B (vs $12.4B, more than doubled), including $12.7B of investment gains ($10.9B from changes in unrealized gains); operating earnings of $13.0B (+16.4%): insurance-underwriting $1.7B, insurance-investment income $3.1B, BNSF $1.6B, energy $0.9B, manufacturing/service/retailing $4.5B. Q2 2025 included a $3.8B Kraft Heinz OTTI charge. Q2 buybacks of ~$4.5B (~$4.8B in H1); insurance float of ~$177.5B (+$1.1B since yearend 2025). Berkshire reiterates: investment gains in any given quarter are usually meaningless.

Q2 GAAP net income $305M (incl. $472M unrealized hedge loss); Ongoing Operations Adjusted EBITDA $1,767M (+30% YoY); reaffirmed 2026 guidance: Adjusted EBITDA $6.8–7.6B and Adjusted FCFbG $3.925–4.725B; announced Helix Digital Infrastructure with KKR, KIA and NVIDIA; FERC approval of the Cogentrix acquisition.

Q2 revenue of $2.55B (+24% YoY, +21% organic), adjusted EPS $1.33 (+46%) and adjusted EBITDA margin 32.1%; FCF $479M with $800M of H1 buybacks; raised FY26 guidance — revenue $10.0–10.1B, adjusted EPS $5.23–5.31.

Q2 2026 revenue of $215.2M (+10.6% YoY), ahead of forecasts on stronger system shipments and CS&I volume; expects 2026 revenue growth YoY. Veeco merger on track to close in H2 2026; Q3 guide ~$230M.

Record Q2 2026 revenue of $343.1M (+35.3% YoY, +18% QoQ) with records in advanced nodes and advanced packaging; backlog tops $1B for the first time. Q3 guide: revenue $380–400M, non-GAAP EPS $2.18–2.38.

Q2 revenue of $1.248B above the high end of guidance (+28% YoY) with double-digit growth across all three end markets; GAAP EPS $2.41, non-GAAP $3.30 and adjusted EBITDA $358M all beat; converts now convertible from Q3 — Q3 guide $1.31–1.39B.

DAUs of 58.7M (+23% YoY, accelerating); revenue $298.5M (+18%), total bookings $289.1M (+8%). Reaffirmed FY26 topline guidance; raised Adjusted EBITDA margin outlook to ~26.5%.

Q4 revenue $3.75B (+44% YoY); GAAP gross margin 54.1%; GAAP diluted EPS $8.21, non-GAAP diluted EPS $3.56; operating cash flow $1.39B and free cash flow $1.28B; FY26 revenue $12.9B (+36%). Q1FY27 outlook: revenue $4.1B +/- $100M, non-GAAP EPS $4.00 +/- $0.15.

Q2 revenue $1.92B (+53% YoY); net income $1.27B (+55%), diluted EPS $3.76; Adjusted EBITDA $1.61B (+58%) at an 84% margin; operating cash flow $869.0M and Free Cash Flow $863.3M; repurchased and withheld 1.1M Class A shares ($551.3M). Q3 guidance: revenue $2.055-2.085B, Adjusted EBITDA $1.71-1.74B (83% margin).

Q2 2026 revenue of $7.10B (+4% YoY) with global comparable sales +1.3%; operating income $3.34B (+3%) and diluted EPS $3.32 (+6%), including ~$52M of pre-tax charges (~$0.06/share).

Q2 total revenues $7.8B (+10% YoY); product sales ex-Veklury +10% to $7.6B. GAAP diluted loss per share $(8.45) and non-GAAP $(6.75) driven by $11.2B acquired IPR&D and $1.75B IPR&D impairment; HIV product sales +12% to $5.7B, Biktarvy +7% to $3.8B.

Q2 revenue of $883M (+23% QoQ, -44% YoY on a deliberate volume reset toward unit economics); 6,908 acquisition contracts (+77% QoQ) with 4,378 homes acquired and 2,339 sold; Contribution Profit of $51M (+59% QoQ) at a 5.8% margin (+140bps QoQ and YoY); net loss of $162M, adjusted net loss of $30M and adjusted EBITDA of -$4M; listings over 120 days down to 9% (vs 27% market-wide); per-contract marketing+ops cost at an all-time low. Guideposts: ANI positive on a twelve-month go-forward basis by end of 2026; Q3 revenue up 20% or more YoY with Contribution Profit more than doubling at a 4–4.5% margin.

Q2 revenue of $901.6M (+18% YoY) with Commercial Operations +72%; adjusted EBITDA $155.5M (+7%). Announced medical business sale, closed PCG acquisition; raised FY26 guidance: revenue ~$3.8B, adjusted EBITDA $662-672M.

Record Q2 sales of $8.53B (+21% YoY, +14% organic) with segment margins of 23.1% above the high end of guidance; Electrical Americas rolling-12M orders +41% and backlog +43%; announced separation of the Mobility business via a Reverse Morris Trust and raised FY26 organic growth guidance to 11–13%.

Record Q2 sales of $1.5B (+53% YoY, +47% organic); GAAP EPS $1.32 doubled YoY, adjusted EPS $1.45 (+69%). Raised FY26 guidance: reported sales growth 37-39%, adjusted EPS $5.00-5.10.

Q2 net revenues $16.99B (+10.2% reported, +9.5% operational), GAAP diluted EPS $2.03 (+290.4%), adjusted EPS $3.65 (+22.9%, incl. -$0.17 IPR&D impact). Raised FY26 adjusted EPS guidance to $13.87-14.07.

Q2 revenue of $451.0M (+32% QoQ, +127% YoY) with 50.2% gross margin; GAAP net income $136.1M (incl. $74.7M investment gains), non-GAAP $83.1M; enterprise/edge SSD, eMMC/UFS and automotive Ferri all surging — Q3 guide $519–541M (+114–124% YoY).

Q2 record revenue $5.15B (+19.8% YoY), record operating income $547.3M (+10.6%) and diluted EPS $9.06 (+34.8%); RPO backlog $17.14B (+43.9%). Raised FY26 guidance to revenue $20.0-20.5B and diluted EPS $32.00-33.25.

Q3 revenue $109.4B (+16% YoY) with June-quarter records for iPhone, Mac and Services; Greater China $18.8B (+22%). Gross margin 50.1% including ~2pct favorable tariff-refund impact; diluted EPS $2.02 (+29%, incl. $0.11 from refunds). Dividend of $0.27/share declared; nine-month operating cash flow $117.0B.

Q4 revenue $90.0B (+18% YoY), Microsoft Cloud +27%, Azure +43%; GAAP net income includes OpenAI investment gains and a $3.2B Anthropic gain, diluted EPS $4.81; commercial RPO +84% to $678B.

Q2 revenue $60.8B (+28% YoY), but total costs jumped 55% (including $2.40B legal charges and $1.18B severance from the May 2026 headcount reduction), compressing operating margin to 31%; net income $15.8B (-14%), diluted EPS $6.18; capex $31.08B, Family DAP 3.60B (+3%).

Q2 revenue $2.29B (+8% YoY, +9% on a normalized and constant currency basis), adjusted EBITDA $1.09B, AFFO per share $11.78. Raised FY26 guidance to revenue $10,205-10,285M and AFFO per share $42.69-43.29; issued 2027-2029 long-term outlook.

Q2 revenue of $4.15B (+6% YoY), adjusted diluted EPS $4.83 (+23%). Raised FY26 guidance: adjusted revenue growth 5-6%, adjusted EPS $18.10-18.30. Mobility Global (NYSE: MBGL) spin-off completed July 1.

FQ3 net revenue $11.6B (+14% YoY), GAAP EPS $2.97 (+10%), non-GAAP EPS $3.32 (+11%). Payments volume +10%, processed transactions 71.7B (+10%). Quarterly buybacks + dividends of $6.2B.

Q2 revenue $1.33B with 59.8% gross margin; operating income $437.8M; consolidated net income $374.9M.

Q3 revenue $3.46B, above guidance; GAAP diluted EPS $2.12, non-GAAP diluted EPS $3.31; non-GAAP operating margin 8.0%; operating cash flow $124M and free cash flow $24M; ending cash $1.84B. Q4 outlook: revenue $3.55-3.65B.

Q2 revenues net of interest expense $19.6B (+10% YoY) with Card Member spending +9% (highest FX-adjusted in three years); net income $3.1B, diluted EPS $4.53 (+11%); provisions $1.1B (down from $1.4B); raised FY26 revenue growth guidance to 10%, maintained EPS of $17.30–17.90; announced the proposed TheFork acquisition.

Q2 operating revenues $6.86B; operating income $2.76B; net income $1.99B.

Q2 revenue $119.8B (+24% YoY, 12th straight quarter of double-digit growth); Cloud accelerated +82%, operating margin 34%; OI&E included $98.0B net unrealized equity gains, diluted EPS $9.11.

Q2 revenue of $5.46B (+23% YoY) with net income of $1.98B and EPS of $2.14 (incl. a 5-cent benefit); Analog operating margin 45.6%; trailing-12M FCF $6.5B (33.6% of revenue); Q3 guide $5.65–6.15B revenue, EPS $2.23–2.57.

Q2 revenues $119.8B (+24% YoY, +23% cc), the 12th straight quarter of double-digit growth; Google Services $94.5B (+15%), Google Cloud $24.8B (+82%, sharp acceleration); operating income $40.8B at a 34% margin (+2pp). Net unrealized gains of $99.0B on equity securities lifted net income attributable to common stockholders to $112.1B (+298%), diluted EPS $9.11 (+294%). Capex doubled YoY to $44.9B, driving free cash flow to −$5.9B; raised $49.6B in equity (incl. mandatory convertible preferred) and $20.3B of notes during the quarter while buybacks stayed paused. Gemini App has 950M MAU and nearly 90% of the Fortune 100 use Gemini Enterprise; 198,933 employees.

Q2 net revenues $7.1B (+21% YoY, record); GAAP net income $2.8B (+32%), GAAP diluted EPS $1.54 (+43%), adjusted EPS $1.62 (+42%); NIM 3.00% (+12bp QoQ); client assets $13.08T (+22%); record June core net new assets $62.7B; $1.0B share buyback.

Q2 revenue $11.05B (+15.6% YoY), operating income $3.73B (33.3% margin), net income $3.40B and diluted EPS $8.36. Raised FY26 guidance to revenue $45.4-45.6B with a 30.5% operating margin.

Q2 net income $6.4B, diluted EPS $2.00 (+25% YoY); revenue $22.6B (+9%) with net interest income +5% and noninterest income +13%; ROTCE 17.7%; average loans +12% YoY to $1.03T and deposits +10%; repurchased ~$7B of common stock in H1.

A staggering quarter: revenue $41.46B (+74% QoQ, +346% YoY) with GAAP gross margin of 84.6%, net income $28.24B and diluted EPS $24.67; HBM and data center demand exploded with BU operating margins of 75–86%; FQ4 guide: revenue $50.0B ±$1.0B, non-GAAP EPS $31.00 ±$1.00.