AI earnings results scoreboard

Each row is one quarterly report. Revenue, earnings per share, and guidance come from the company's own earnings release, linked on the row. Revenue is shown in the currency the company reports in. Guidance is the next-quarter revenue range the company gave in its release or on its call; a company that gives none says so.

The estimate is the Wall Street consensus a named outlet published at the time, such as LSEG figures in CNBC or Reuters coverage, Zacks figures in Associated Press earnings reports, or S&P Global figures on StockStory, and that outlet is linked. EPS is compared on the same basis as the estimate: adjusted for most companies, GAAP where analysts forecast GAAP or the company reports no adjusted figure. The two data center REITs are scored on the per-share measure analysts use for them: adjusted funds from operations (AFFO) for Equinix and core funds from operations (Core FFO) for Digital Realty. "Above" or "below estimates" on guidance appears only when an outlet made that comparison, and it says whether the comparison is of next-quarter or full-year guidance. Where outlets disagreed on an estimate, or the only figure we found was on a different basis from the result, the row shows no estimate.

The stock move uses official closing prices. A report before the open is measured from the prior close to that day's close; a report after the close, from that day's close to the next day's. Other news the same day, such as a market-wide selloff, moves the stock too, so the figure is the session's move, not the report's alone.

Upcoming report dates and estimates are on the earnings calendar.

Which companies are on the AI earnings scoreboard?

The most-followed AI stocks on our watchlist: Big Tech platforms, chipmakers, chip-equipment and memory makers, networking and optics suppliers, power and grid companies, neoclouds, data center owners, and quantum computing names. 62 reports are logged for the Q3 2026 season, and a company is added the day it reports.

Where do the numbers come from?

Revenue, earnings per share, and guidance are read off each company's own earnings release, which is linked on its row. The Wall Street estimate is the consensus figure a named outlet published, such as LSEG data reported by CNBC or Reuters, and that outlet is linked too. We don't copy results from a market-data feed.

Why is EPS adjusted for some companies and GAAP for others?

We compare each result with the estimate on the same basis. Most analysts forecast adjusted EPS, which leaves out items such as stock-based pay. Some companies, including several of the largest, are forecast on GAAP earnings, so their rows use GAAP. Each EPS cell says which basis it uses.

How is the next-session stock move measured?

From official closing prices. For a report before the open, it's the close on the report day against the close the day before. For a report after the close, it's the next day's close against the report day's close. The cell stays blank until both closes are final.

Why does a row say no sourced estimate?

We only show a consensus figure an outlet published and we could link. Thinly covered companies, and foreign companies whose estimates are quoted in a different currency or basis from the release, sometimes don't have one we can stand behind.

Related: Earnings calendar, AI backlog tracker, AI compute commitments, AI stock movers. Not investment advice.