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Seventy percent of quarterly revenue comes from the semiconductor segment, yet $71,788 million of the $97,801 million of goodwill sits with the software segment.

Revenue and goodwill at Broadcom lean in opposite directions. Of the $29,591 million of revenue in the third quarter of fiscal 2026, which ended on 2 August 2026, $20,839 million came from semiconductor solutions. On the balance sheet, $71,788 million of the $97,801 million of goodwill is allocated to infrastructure software and $26,013 million to semiconductor solutions. Those two segments are the only split the company publishes, and GAAP operating income for the quarter was $15,955 million. Cash spent on property, plant and equipment was $532 million, against $2,006 million of amortization of acquisition-related intangible assets.

In the year-ago quarter the income tax line was not a cost at all but a $2,732 million benefit.

Walt Disney closed the third quarter of fiscal 2026 on 27 June 2026 with revenue of $25.25 billion and diluted earnings per share of $1.51. Add the three segments together and operating income comes to $5.56 billion, 21 percent above the $4.58 billion of a year earlier, while earnings per share fell 48 percent from $2.92. The two figures part company near the bottom of the income statement. The year-ago quarter carried a $2,732 million income tax benefit, and this one carried an $801 million tax expense plus $900 million of restructuring and impairment charges.

Three filings of the same quarter moved group operating profit by 300 million won, while the year on year gap opened up inside the segments.

LG Electronics reports six segments: home appliances (HS), TV and monitors (MS), vehicle components (VS), air conditioning and data centre cooling (ES), the listed subsidiary LG Innotek, and other. Consolidated revenue for the second quarter of 2026 was 23.83 trillion won, operating profit 1.58 trillion won and the operating margin 6.6 percent. The same quarter was disclosed three times, as a provisional filing on 7 July, a corrected filing on 30 July and the half year report on 14 August, and across those three the revenue line lost 3.2 billion won while operating profit gained 300 million won. What did move against a year earlier was the segment mix: of the 939.7 billion won increase in group operating profit, 411.2 billion won came from MS crossing from a 191.7 billion won loss into a 219.4 billion won profit.

Oracle took in $43.0 billion of senior notes, $5 billion of mandatory convertible preferred stock and $4.6 billion of customer prepayments during fiscal 2026.

Oracle earns its money from database and business software licenses, the support contracts attached to them, and computing and storage capacity rented out through its cloud. Fiscal 2026 closed on 31 May 2026 with revenue of $67.36 billion and operating income of $20.61 billion, and cloud infrastructure revenue of $18.10 billion, 77 percent above the prior year. Remaining performance obligations, the backlog the company leads with, went from $137.8 billion to $638 billion in twelve months, and the company expects roughly 12 percent of that balance to become revenue over the next twelve months. The same note a year earlier put that share at 33 percent.

The record quarterly revenue was built not on unit sales but on a 1,502 won exchange rate and hybrids.

Hyundai Motor's second-quarter 2026 revenue reached KRW 49.22tn, passing the previous record of KRW 48.29tn set a year earlier. Wholesale deliveries in the same quarter fell 6.9 percent to 991,885 vehicles. Revenue grew anyway because the average won-dollar rate rose 7.0 percent to 1,502 won and because hybrids had their best quarter ever at 187,661 units sold. Operating profit went the other way, down 20.8 percent to KRW 2.85tn for a 5.8 percent margin, as raw material costs rose and a fire at a parts supplier disrupted production.

Cash spent on plant and intangibles, KRW 603.9bn, was larger than the quarter's operating profit of KRW 440.4bn.

Samsung Electro-Mechanics makes MLCCs (multilayer ceramic capacitors), camera modules and semiconductor package substrates. Second-quarter 2026 revenue came to KRW 3,457.2bn, up 24 percent from a year earlier, and operating profit doubled to KRW 440.4bn, up 107 percent, driven by data-center MLCCs and high-end substrates for big-tech customers. In the same quarter the company paid out KRW 603.9bn for plant and intangible assets, more than the KRW 556.8bn its operations brought in, and covered the gap by adding KRW 332.9bn of new borrowings.

Capital spending, $23.9 billion four years ago, came to $115.9 billion this fiscal year.

Microsoft closed fiscal 2026 on 30 June 2026 with revenue of $331.8 billion and operating income of $155.2 billion. Cash from operations reached $182.9 billion, up 34 percent, but additions to property and equipment took $115.9 billion, leaving $67.0 billion, less than the year before. Four years earlier that capital spending line was $23.9 billion. Intelligent Cloud revenue grew 30 percent over the year while the cash going into the equipment behind it grew 80 percent.

Revenue grew 257 percent year on year in the quarter, while cost of sales grew 30 percent.

SK hynix booked revenue of 79.32 trillion won and operating profit of 60.54 trillion won in the second quarter of 2026. Against the same quarter a year earlier revenue rose 257 percent, but cost of sales moved only from 10.25 trillion won to 13.33 trillion won, a 30 percent increase, so the gross margin went from 53.9 percent to 83.2 percent. Almost the entire memory price increase stayed in the company as profit. Net profit of 93.92 trillion won sits more than 33 trillion won above operating profit, and the half year report shows finance income of 65.86 trillion won in between.

Behind the reported 298 percent jump in net income sits a $77.1 billion equity gain that has nothing to do with the operating business.

Alphabet earns most of its revenue from search, advertising and YouTube, and cloud infrastructure sales have recently been growing fast. Revenue for the quarter that closed in June 2026 was $119.8 billion, up 24 percent year over year, while cloud revenue grew 82 percent to $24.8 billion. Net income came in at $112.1 billion, a reported 298 percent surge, but the release itself states that $77.1 billion of that was an after-tax gain on equity holdings, and operating income, the core business measure, grew 30 percent. The gap between those two growth rates comes from the market value of stock the company holds, not from the business itself.

Operating margin climbed from 7.3 to 13.2 percent across six quarters, and in the latest one net profit came to a tenth of the year-earlier figure.

Kakao posted revenue of KRW 2,098.5bn and operating profit of KRW 277.0bn for the second quarter of 2026, so a 9.4 percent rise in revenue met a 35.9 percent rise in operating profit and pushed the operating margin from 10.6 to 13.2 percent. Consolidated net profit went the other way, KRW 18.0bn against KRW 171.8bn a year earlier, after a KRW 180.7bn loss from discontinued operations and a tax charge that grew from KRW 23.2bn to KRW 165.1bn. Read only the operating line or only the bottom line for this quarter and half the company goes missing.

Apple wrote into its own release that roughly 2 points of the quarter's 50.1 percent gross margin came from tariff refunds.

Apple's fiscal 2026 third quarter closed on 27 June 2026 with revenue of $109.4 billion and diluted earnings per share of $2.02. The release states that about 2 percentage points of the 50.1 percent gross margin, and $0.11 of the per-share figure, came from tariff refunds. The financial statements published alongside it split that margin in two, 40.1 percent on products against 75.6 percent on services, which is why services at 28 percent of revenue produce 42 percent of gross profit.

Of $81.6 billion in quarterly revenue, $75.2 billion came from one segment: data center.

NVIDIA reported revenue of $81.6 billion and data center revenue of $75.2 billion for the first quarter of fiscal 2027. That puts 92 percent of the top line in server-bound accelerated computing, leaving $6.4 billion for everything else: gaming, professional visualization and automotive. The fiscal year ends in late January, so the quarter labelled first quarter fiscal 2027 actually closed on 26 April 2026. Every figure below comes from three of the company's own quarterly releases.

Of the 89.5 trillion won in group operating profit, 89.2 trillion came from semiconductors.

Samsung Electronics reported revenue of 171.5 trillion won and operating profit of 89.5 trillion won for the second quarter of 2026. The Device Solutions arm, which runs memory and foundry, accounted for 127.5 trillion won of that revenue and 89.2 trillion won of the profit, while Device Experience, the phone and appliance side, booked 48 trillion won in revenue and an operating loss of 0.8 trillion won. With group profit resting on memory almost alone, this stock tracks the memory price cycle closely. Every figure below is taken straight from the company's own quarterly releases.