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The Verge's Fall 2026 earnings watch digs through tech sector earnings reports and investor calls to highlight the latest wins and losses, with every company now positioning itself as an AI company.
Broadcom's quarterly results show AI chip revenue surging with expectations to double in 2027 and 2028, potentially reaching $230B, while current AI semiconductor revenue accounts for over half of total revenue.
Xiaomi has maintained its global Top 3 position in smartphones for 24 consecutive quarters, with record global ASP and strong performance in IoT products and high-priced smartphones in China.
AMD's Q2 2026 earnings show data center revenue surging 107% YoY to $6.7 billion on AI demand, while gaming revenue fell 31% due to component shortages and price hikes. Overall revenue hit a record $11.5 billion, up 50% YoY.
Tesla reported a 25% year-over-year increase in Q2 2026 sales, with 480,126 EVs sold. The company also reduced inventory, producing fewer cars than sold.