PL
2026 Q2Technology
3w
$736.1 million backlog
Backlog increased to $736.1 million at quarter end, representing a 245% year-over-year increase, providing excellent revenue visibility for 12 to 24 months.
WLY
2026 Q1Technology
3w
$29 million in Q1 2026, up from $17 million prior year
We delivered $29 million in AI licensing revenue this quarter alone, up from $17 million in the prior year period, demonstrating the market's recognition of our leadership position.
MU
2025 Q4Technology
1w
$37.4 billion, nearly 50% increase
Micron's fiscal 2025 revenue grew nearly 50% to a record $37.4 billion, exceeding high-end guidance and driven by AI-related demand and pricing strength.
ACN
2025 Q4Technology
5d
$2.7 billion
In FY25, Accenture tripled its revenue from advanced AI compared to FY24, reflecting rapid adoption and monetization of Gen AI, Agentic AI, and physical AI.