Computing & Semiconductors
IonQ Lifts 2026 Revenue Outlook After Record $173.8 Million Quarter
IonQ raised its full-year 2026 revenue guidance to $505 million to $515 million on November 5, 2026, after third-quarter revenue climbed 336% year over year to $173.8 million, the company announced. The quarter ended September 30, 2026, was its sixth…
Himax Forecasts Q4 Revenue Drop of Up to 26% After Q3 EPS Beat
Himax Technologies on November 5, 2026 reported third-quarter revenue of US$246.8 million for the period ended September 30, 2026, but forecast fourth-quarter revenue to decline 22% to 26% sequentially as automotive display-driver orders abruptly corrected after two quarters of strong…
Acer Q3 Net Income Rises 92.3% to NT$2.13 Billion as Margins Expand
Acer announced on November 5, 2026 that third-quarter net income rose 92.3% year over year to NT$2.13 billion, its highest in five years, as revenue growth and wider margins lifted operating results. The company reports net income as profit after…
OpenText Revenue Falls 4% as Core Cloud Revenue Grows 11%
OpenText announced on November 5, 2026 that revenue for its fiscal first quarter ended September 30, 2026 fell 4.0% to $1.237 billion, while core cloud revenue rose 11.2% to $339 million. The U.S.-dollar results show growth in the businesses OpenText…
Arm Q2 Revenue Rises 27% as Licensing Growth Outpaces Royalties
Arm Holdings published its fiscal second-quarter results on November 4, 2026, reporting $1.443 billion in revenue for the three months ended September 30, up 27% from $1.135 billion a year earlier. Licensing drove the increase as Arm raised product-development spending…
Qualcomm Keeps $5 Billion Data Center Target as Handset Revenue Falls
Qualcomm reported fourth-quarter and fiscal 2026 results on November 4, 2026, with GAAP revenue for the quarter ended September 27, 2026 down 8% year over year to $10.322 billion. Handset revenue fell 26%, while the company reiterated a $5 billion…
AMD Values Pending Taalas Acquisition at Approximately $2.9 Billion
Advanced Micro Devices disclosed in a quarterly filing published November 4, 2026 that its pending acquisition of Taalas, a developer of specialized AI inference silicon, is a cash-and-stock transaction valued at approximately $2.9 billion. The value includes contingent consideration of…
Vertiv Announces Three-Year Power Chip Supply Agreement With Infineon
Vertiv announced on November 4, 2026, a three-year strategic agreement with Infineon Technologies covering long-term reliable access to and supply of silicon and silicon carbide power semiconductors. The components will support Vertiv’s global power product portfolio, including next-generation 800 VDC…
Analog Devices Closes Alif Deal With $1.35 Billion Upfront Cash
Analog Devices announced on November 3, 2026 that it had completed its acquisition of Alif Semiconductor, adding an AI-native microcontroller and fusion-processor business to its sensing, signal-processing, power, connectivity and application-software portfolio. The definitive agreement announced on September 9, 2026…
Supermicro Posts $19.9 Billion in Revenue as Operations Use Cash
Super Micro Computer reported preliminary results for the first quarter of fiscal 2027 on November 3, 2026, with unaudited net sales of $19.9 billion for the period ended September 30, 2026, up from $11.1 billion in the preceding quarter and…
AMD Q3 Revenue Rises 45% as Data Center Sales Nearly Double
AMD announced its third-quarter 2026 results on November 3, 2026, reporting revenue of $13.377 billion for the quarter ended September 26, up 45% from $9.246 billion a year earlier, as Data Center sales nearly doubled. GAAP operating income rose 123%…
Modine Raises Core Revenue Outlook as Data Center Sales Rise 95%
Modine Manufacturing reported fiscal second-quarter 2027 results on November 3, 2026, with net sales for the quarter ended September 30, 2026 rising 35% to $994.4 million and Data Centers revenue increasing 95%. The company also raised its revenue expectations for…
Skyworks Q4 Profit Falls to $23 Million in Final Standalone Quarter
Skyworks Solutions reported fiscal fourth-quarter results on November 3, 2026: net income fell to US$23.4 million from $141.4 million a year earlier, and the company issued its first quarterly outlook as a combined company following the Qorvo transaction. Revenue for…
Opera Desktop Users Reach 100 Million as Q3 Revenue Climbs 20%
Opera announced on November 3, 2026 that its desktop browser reached 100 million monthly active users in October 2026 and previewed third-quarter 2026 revenue of US$182.8 million, up 20% year over year and at the top of its $181 million…
Apple Inventory Rises as Annual Operating Cash Flow Climbs
Apple announced its fiscal fourth-quarter results on November 2, 2026, reporting a much larger inventory balance alongside higher sales and earnings. The accompanying financial statements put inventories at $14.541 billion on September 26, compared with $5.718 billion a year earlier.…
