Snowflake

Posted on | by Leon Hinde | Leave a Comment on Snowflake

NAS:SNOW

Snowflake reported its Q2 FY27 results on September 2, 2026, exceeding consensus expectations across both top and bottom lines: Total Revenue: $1.55 billion, up 35.1% YoY

    Next Upcoming Earnings: Q3 Fiscal 2027

    • Report Date: Wednesday, December 2, 2026 (after U.S. market close).
    • Consensus Estimates: Analysts are currently projecting Non-GAAP EPS of ~$0.42.
    • Key Watch Items: Consumption trends in enterprise data pipelines, margin impacts from expanded AI compute investments, and FY28 GAAP profitability timeline updates.

    AMD

    Posted on | by Leon Hinde | Leave a Comment on AMD

    Advanced Micro Devices, Inc. – Common

     Q3 revenue jumped 45% YoY to $13.4 billion (topping expectations), powered by an eye-opening 97% surge in Data Centre revenue to $8.55 billion. Adjusted EPS of $2.09 beat consensus by ~7%. Crucially, management issued upbeat Q4 revenue guidance of ~$17 billion (5% ahead of Street forecasts), citing accelerating volume shipments of its Helios AI rack systems.

    Inner Circle

    Posted on | by Leon Hinde | Leave a Comment on Inner Circle

    We’re witnessing a meltdown in sentiment related to the AI-tech sector right now. 

    Intel: Q3 revenue rose by 21%, while data-center revenue increased by 78%. On teh neagtive side, PC revenue is expected to fall in and there was further bad news, an Israeli factory shutdown which will impact Dec Q4 earnings.