Alphabet announced $127.6 billion in Q3 2026 revenue, up 25 percent from a year earlier. Google Cloud revenue more than doubled while the Gemini app reached one billion users.
Corrected a misstated figure: an earlier version said CEO Sundar Pichai described a $1.5 trillion revenue run rate. He said Alphabet is on a half-trillion-dollar (about $500 billion) annual run rate.
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Microsoft reported fiscal first-quarter revenue of $92.3 billion, up 19 percent, with Azure growth of 48 percent. Microsoft Cloud revenue was $63.9 billion, up 30 percent, and Devices and Consumer revenue fell 3 percent to $15.5 billion.
Artificial Analysis ranks Google's Gemini 4 Carbon first on its Intelligence Index v5.0, 59 to 58 over Claude Opus 5.5, but access is limited to a subset of cyber defenders via Google's Fairwind Program this week, with no general availability date.
SK hynix reported record third-quarter operating profit of 83.33 trillion won, more than seven times the year-earlier level, on AI memory demand. The company said its roughly 100 trillion won 2026 shareholder-return total includes a 40 trillion won buyback announced in August, and approved a 14 trillion won dividend and a 20 trillion won buyback.
Meta says it will create a new class of non-voting Class C shares to fund AI investment, acquisitions and employee compensation, effective in January 2027. The company also narrowed its 2026 capital expenditure outlook to $135 billion to $145 billion, raising the low end.
SpaceX reported Q3 2026 revenue of $14.6 billion, up 161% from a year earlier, and net income of $4.4 billion. On its earnings webcast, CFO Bret Johnsen said SpaceX expects Q1 2027 revenue of $33 billion to $37 billion, and CEO Elon Musk said SpaceX will try to catch Starship on Flight 15 next month, pending FAA approval.
