Taiwan Semiconductor (NYSE: TSM) reports Q3 FY2026 net revenue above USD 45.5 billion
Pending
✦ AI-generated prediction
Published on 15. September 2026
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Predicted for 16. October 2026
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Based on: Historical Cycle
TSMC posted record Q2 2026 revenue of USD 40.20B (+36% YoY) with a net profit margin of 55.6% and announced an additional USD 100B Arizona investment. Its own Q3 guidance is USD 44.6–45.8B (midpoint ~USD 45.2B). A forecast above USD 45.5B sits in the upper quarter of the guidance range; TSMC has regularly exceeded its upper guidance bound amid the sustained AI chip boom (Nvidia, Apple, AMD). Publication expected approx. October 16, 2026, confirmed by TSMC Investor Relations or Bloomberg by October 17, 2026.
Data basis for this prediction
- TSMC Q2 2026 Earnings Release (16.7.2026): Revenue USD 40,20 Mrd. (+36 % YoY), Net Income +77,4 % YoY (TSMC IR / CNBC)
- TSMC Q3 2026 Revenue Guidance: USD 44,6–45,8 Mrd.; Nettogewinnmarge 55,6 % (TSMC IR, Juli 2026)
- CNBC 16.7.2026: TSMC kündigt zusätzliche USD 100 Mrd. Arizona-Investition an nach Q2-Rekordgewinn
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
Palantir posted Q2 2026 revenue of USD 1.94B (+93% YoY; US commercial revenue +149%, US government revenue +90%), GAAP operating margin 47%, Rule-of-40 score 155. Its own Q3 guidance is USD 2.160–2.164B. A result above USD 2.2B requires only a ~1.7% beat vs. upper guidance; given the record-breaking guidance outperformances in recent quarters and the structural AI growth in defense and commercial segments, this appears realistic. Publication expected approx. November 4, 2026, confirmed by Palantir IR or Bloomberg by November 5, 2026.
💻 Technology
✦ AI
Qualcomm guided Q4 FY2026 revenue at $9.7-10.5B; analyst consensus is ~$10.15B (MarketBeat/Investing.com, September 15, 2026). Exceeding $10.3B requires a ~1.5% beat. Qualcomm's most recent revenue surprise was +2.79%; Q2 FY2026 (Jan-Mar) already reached $10.6B. Tailwinds: Snapdragon X AI-PC demand and Snapdragon 8 Elite Gen 2 smartphone traction. Headwinds: seasonal summer weakness and Huawei competition in China. No Polymarket market; estimate anchored on guidance top-end and historical beat frequency.
💻 Technology
✦ AI
Meta achieved Q3 FY2025 revenue of USD 40.59 billion (+19% YoY). Bloomberg estimates Q2 FY2026 revenue at approx. USD 46.5 billion (~15% YoY). Wall Street consensus for Q3 FY2026 stands at USD 52.2–53.5 billion as of September 2026 — driven by (1) AI-powered ad targeting (Advantage+ suite, Llama-4 integration), (2) continued APAC monetization, and (3) WhatsApp Business API scaling. Meta has beaten revenue consensus in each of the last six quarters (beat rate 6/6). The forecast threshold of USD 52.0 billion is set deliberately just below the consensus midpoint, boosting hit probability to ~74%. No direct Polymarket contract for Meta Q3 2026 available.