SNPS
2025 Q3Technology
3w
$428 million, down 8% year over year
Design IP segment revenue was down due to export restrictions in China, foundry customer challenges, and roadmap/resource allocation decisions.
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.
3w
$223.1 million revenue, $98.3 million non-GAAP net income
Q1 revenue was up 31% sequentially and 274% year-over-year, with record net income and margins exceeding guidance.
CIEN
2025 Q3Technology
3w
$1.22 billion
Q3 2025 revenue was $1.22 billion, above the top end of our guidance, demonstrating strong demand and execution.
ASAN
2026 Q2Technology
3w
$196.9 million, 10% YoY growth
Q2 revenues exceeded the top end of guidance by 1%, driven by strong contributions across all customer cohorts and geographies.
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.