Semiconductors earnings: latest results compared
The latest quarter from NVIDIA, Broadcom, AMD, Micron, Intel, Qualcomm, Texas Instruments, Super Micro Computer, Marvell, Applied Materials, Lam Research and KLA, side by side. Revenue is as reported; growth and operating margin are calculated from XBRL filings once the 10-Q or 10-K is in.
| Latest quarter | Revenue | Growth vs year ago | Operating margin | Reported |
|---|---|---|---|---|
 NVIDIA Q2 FY2027 | $96.2B | +105.9% | 66.2% | 26 Aug 2026 |
 Broadcom Q3 FY2026 | $29.6B | +85.5% | 53.9% | 2 Sep 2026 |
 AMD Q3 2026 | $13.4B | +44.7% | 21.2% | 3 Nov 2026 |
 Micron Q4 FY2026 | $54.2B | +379.3% | 80.7% | 30 Sep 2026 |
 Intel Q3 2026 | $16.5B | +20.9% | 15.3% | 29 Oct 2026 |
 Qualcomm Q4 FY2026 | $10.3B | −8.4% | 13.1% | 4 Nov 2026 |
 Texas Instruments Q3 2026 | $6.1B | +27.7% | 47.5% | 21 Oct 2026 |
 Super Micro Computer Q1 FY2027 | $19.9B | +297.5% | 10.4% | 3 Nov 2026 |
 Marvell Q2 FY2027 | $2.7B | +36.5% | 16.8% | 27 Aug 2026 |
 Applied Materials Q3 FY2026 | $9.1B | +24.8% | 33.7% | 13 Aug 2026 |
 Lam Research Q1 FY2027 | $8.2B | +54.4% | 40.0% | 21 Oct 2026 |
 KLA Q1 FY2027 | $4.1B | +28.9% | — | 28 Oct 2026 |
What each company reported
- 4 Nov 2026Qualcomm Q4 FY2026 · Fiscal 2026 GAAP Revenues: $43.1 billion; Fiscal 2026 GAAP EPS: $12.70, Non-GAAP EPS: $10.54, with Q4 non-GAAP revenues of $10,442 million and non-GAAP EPS of…Transcript · Slides
- 3 Nov 2026AMD Q3 2026 · AMD reported third quarter 2026 revenue of $13.4 billion, gross margin of 54%, operating income of $2.8 billion, net income of $2.4 billion and diluted…Transcript · Slides
- 3 Nov 2026Super Micro Computer Q1 FY2027 · Supermicro reported first quarter fiscal 2027 net sales of $19.9 billion versus $5.0 billion in Q1'26, net income of $1,594 million and non-GAAP diluted net…Transcript · Slides
- 29 Oct 2026Intel Q3 2026 · Third-quarter revenue was $16.5 billion, up 21% year-over-year (YoY), with earnings per share (EPS) attributable to Intel of $0.60 and non-GAAP EPS…Transcript · Slides
- 28 Oct 2026KLA Q1 FY2027 · KLA reported fiscal 2027 first quarter total revenues of $4.14 billion, GAAP net income of $1.55 billion and GAAP diluted EPS of $1.18, with non-GAAP diluted…Transcript · Slides
- 21 Oct 2026Texas Instruments Q3 2026 · Texas Instruments reported third quarter revenue of $6.06 billion, net income of $2.43 billion and earnings per share of $2.62.Transcript
- 21 Oct 2026Lam Research Q1 FY2027 · Lam Research reported record September 2026 quarter revenue of $8.22 billion, U.S. GAAP diluted EPS of $2.19, non-GAAP diluted EPS of $2.20 and U.S. GAAP…Transcript
- 30 Sep 2026Micron Q4 FY2026 · Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, GAAP net income of $37.70 billion, or $32.87 per diluted share, and non-GAAP net income…Transcript · Slides
- 2 Sep 2026Broadcom Q3 FY2026 · Broadcom reported third quarter fiscal year 2026 revenue of $29.6 billion, up 86 percent from the prior year period, with GAAP diluted EPS of $2.68 and…Transcript
- 27 Aug 2026Marvell Q2 FY2027 · Marvell reported Q2 Net Revenue of $2.739 billion, a new record that grew by 37% year-on-year, with 53.1% GAAP gross margin (58.9% non-GAAP) and $0.33 GAAP…Transcript
- 26 Aug 2026NVIDIA Q2 FY2027 · NVIDIA reported second quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, with Data Center revenue of $89.0 billion, up 117% from a year…Transcript · Slides
- 13 Aug 2026Applied Materials Q3 FY2026 · Record revenue $9.12 billion, up 25 percent year over year; GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year…Transcript
Every quarter and KPI history
NVIDIA (NVDA)Broadcom (AVGO)AMD (AMD)Micron (MU)Intel (INTC)Qualcomm (QCOM)Texas Instruments (TXN)Super Micro Computer (SMCI)Marvell (MRVL)Applied Materials (AMAT)Lam Research (LRCX)KLA (KLAC)