AMD announced it will report fiscal third quarter 2026 financial results on Tuesday, November 3, 2026, after the US market close. Management will hold a conference call at 5:00 pm ET, and investors can listen via a webcast at ir.amd.com.
Intel announced it will release third-quarter 2026 financial results after market close on October 29, 2026, and hold an earnings call at 2 p.m. PDT that day. The call will be publicly webcast on Intel's investor relations site intc.com, where related materials and a replay will also be available.
Arista Networks (NYSE: ANET) will release its third-quarter 2026 financial results for the period ended September 30 after the US market close on November 3, with management hosting a conference call the same day at 1:30 PM PT, along with a webcast and replay. The company will also attend three investor events in December: the UBS Global AI and Technology Conference, the Wells Fargo TMT Summit, and the Barclays Global Technology Conference.
Marvell reported fiscal 2027 second-quarter results with record net revenue of $2.739 billion, up 37% year over year and $39 million above the midpoint of the May 27 guidance. Data center revenue was $2.1715 billion, up 46% year over year and 79% of revenue; GAAP gross margin was 53.1%, non-GAAP gross margin 58.9%, and operating cash flow $605.5 million.
Why it matters: The earnings report shows accelerating data center revenue growth and raised guidance, helping readers gauge how AI demand is actually driving Marvell's business.
Intel announced a proposed $15 billion underwritten public offering of common stock, with net proceeds intended for general corporate purposes, including capital expenditures and working capital. The company said unprecedented investment in AI compute has created a strong demand environment, and it granted underwriters a 30-day option to purchase up to an additional $2.25 billion of stock, with J.P. Morgan, Goldman Sachs, Morgan Stanley and Citigroup acting as joint bookrunners.
Why it matters: The announcement details the offering size, use of proceeds and underwriting arrangements, letting readers see how Intel plans to fund capital expenditures tied to AI compute demand.
AMD reported Q2 2026 results with revenue of $11.5 billion, up 50% year over year, GAAP net income of $2.3 billion, and data center revenue of $6.7 billion, up 107% and accounting for 58% of total revenue.
Why it matters: The earnings report gives specific figures on doubled data center revenue, AI-related product deployments and next-quarter guidance, helping readers gauge the pace of AMD's AI business growth.
Arista Networks reported Q2 2026 revenue of $3.036 billion, up 12.1% sequentially and 37.7% year over year, its first quarter above $3 billion; non-GAAP diluted EPS was $1.02, up 40% year over year.
Why it matters: The report gives specific figures for quarterly revenue, profit, and Q3 guidance, helping readers assess the pace of Arista's growth in AI networking hardware.
Marvell Technology announced it will hold its fiscal 2027 second-quarter earnings call on August 27, 2026, at 1:45 p.m. Pacific Time, webcast live with a replay available until September 3. The company also announced an Investor Day in New York on October 6, featuring presentations by Chairman and CEO Matt Murphy and the executive team; the event is invitation-only onsite, with webcast and replay available.
Marvell announced a $250 million investment in India over three years to expand technology, talent, and infrastructure, with plans to double headcount within three years. The company added a new wing to its Bangalore office and is expanding its Hyderabad footprint to support R&D on AI, cloud, and data infrastructure semiconductors. India is Marvell's second-largest R&D organization, and its MSTEM scholarship program selected 100 students from more than 7,000 applicants.
Intel reported Q2 2026 revenue of $16.1 billion, up 25% year over year, with non-GAAP EPS of $0.42 and a GAAP loss per share of $2.16.
Why it matters: The report also discloses segment revenue, 18A-P progress, and capacity expansion investment plans, helping readers compare growth structure against changes in capital spending.
Arista Networks has announced it will release its Q2 2026 financial results on Tuesday, August 4. The original article's body did not display specific details due to a page loading issue.
Arista Networks released its first-quarter 2026 financial results. The original announcement page failed to load due to loading issues, so specific figures such as revenue and profit could not yet be confirmed.
Arista Networks has announced it will release its first-quarter 2026 financial results on Tuesday, May 5, 2026. The original article body failed to load, so only the headline information could be confirmed.
Arista Networks (NYSE: ANET) reported fourth-quarter and full-year 2025 results: Q4 revenue of $2.488 billion, up 7.8% quarter over quarter and 28.9% year over year; full-year revenue of $9.006 billion, up 28.6% year over year.
Why it matters: The report discloses quarterly and annual revenue, margins, and Q1 2026 guidance, letting readers gauge the growth pace of its AI networking business.
Arista Networks announced it will release its Q4 2025 financial results on Thursday, February 12, 2026. The page body failed to load, so no further details on the results are available yet.