Cloudflare Q3 2026 results
Revenue of $782.5 million, up 39% year-over-year, with Q4 guidance of $845.0 to $846.0 million.
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Funding and acquisitions
21 rows in Funding and acquisitions in The Deploy Log, newest first. They are listed from to , each by its publisher's date or, where the record carries none, its edition's date. Every item sourced to the publisher's own page.
SoundHound AI Q3 2026 results
Q3 revenue $62.4 million, up 48.5% year-over-year; guides to adjusted EBITDA profitability within 2H 2027.
AMD Q3 2026 Financial Results
AMD reported Q3 2026 revenue of $13.4 billion with Data Center segment revenue up 97% year-over-year to a record $8.5 billion.
Supermicro Q1 FY2027 Results
Supermicro reported Q1 FY2027 net sales of $19.9 billion and guided Q2 net sales of $19.5 to $21.5 billion.
Palantir Q3 2026 results
Palantir reported Q3 2026 revenue of $2.313 billion, up 96% Y/Y, and U.S. commercial revenue of $984 million, up 148% Y/Y.
Amazon Q3 2026 results
AWS net sales rose 39% year-over-year to $46.0 billion, a $184 billion annualized run rate.
Alphabet Q3 2026 Results
Google Cloud revenues increased 103% to $30.7 billion, led by AI infrastructure and solutions.
Oracle FY30 guidance
Oracle set FY30 total revenue guidance of $225 billion or more, over 35% CAGR from FY26, with non-GAAP operating margin of 40%+ and non-GAAP EPS of $21+.
Vertiv Q3 2026 Results
Net sales of $4,313 million, up 61%, with full year 2026 net sales guidance raised to $14,650 million.
Celestica Q3 2026 Results
Q3 2026 revenue of $5.83 billion, up 83%, with 2027 revenue outlook of $40.0 billion.
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Nebius $3.5B Financing Facility
Nebius entered into a $3.5 billion senior secured facility provided by Citi to fund data center development and GPU procurement.
IBM Q3 2026 Results
IBM reported Q3 revenue of $17.1 billion, up 5 percent, and raised full-year free cash flow outlook.
Meta Q3 2026 Results
Meta reported Q3 2026 revenue of $64.60 billion and capital expenditures of $34.91 billion, and launched Muse and Muse Wonder.
Supermicro Q1 FY2027 Preliminary Update
Q1 FY2027 revenue estimated at $18.5B to $19.5B versus guidance of $14.5B to $15.5B.
TSMC Q3 2026 results and Q4 guidance
Q3 revenue NT$1,494.24B, 2nm 8% of wafer revenue, Q4 revenue guided to US$52.3-54.3B.
Snowflake $3.5B Convertible Notes
Snowflake proposes a private placement of $3.5 billion of 0.00% convertible senior notes.
HPE Networking AI-era guidance
HPE expects Data Center Networking revenue to grow at a low-to-high 50s percent CAGR through fiscal 2029.
NVIDIA acquires Hugging Face
NVIDIA agreed to acquire Hugging Face for $12,930,300,000, keeping the platform open and multi-cloud.
Groww goes public
Groww, Y Combinator's first India listing, goes public, with YC selling a small portion of shares to increase float.
OpenAI acquires Sky
OpenAI acquires Software Applications Incorporated, maker of Sky, a natural language interface for the Mac.
YC Visiting Partners
YC announced nine new Visiting Partners, including Harshita Arora, the youngest ever, and founders from Swiftype, Dependabot, and Cron.
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