<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>The promise record — jesseahawkins.com</title><description>Revenue and capital-spending forecasts that chip and cloud makers filed with the SEC, each held to the filing that reports its period.</description><link>https://jesseahawkins.com/tape/promises/</link><language>en-us</language><item><title>Intel forecasts revenue of $15.0 billion to $16.0 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-intc-2026q4-revenue</link><guid isPermaLink="false">promise:intc-2026q4-revenue:made</guid><description>“Forecasting fourth-quarter 2026 revenue of $15.0 billion to $16.0 billion” Filed 29 Oct 2026.</description><pubDate>Thu, 29 Oct 2026 20:08:53 GMT</pubDate></item><item><title>Amazon forecasts cash capital expenditures of about $220 billion for the full year 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-amzn-2026-capex</link><guid isPermaLink="false">promise:amzn-2026-capex:made</guid><description>“We continue to expect 2026 cash capital expenditures to be approximately $220 billion” Filed 29 Oct 2026.</description><pubDate>Thu, 29 Oct 2026 20:05:27 GMT</pubDate></item><item><title>Amazon forecasts net sales of $240 billion to $247 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-amzn-2026q4-revenue</link><guid isPermaLink="false">promise:amzn-2026q4-revenue:made</guid><description>“Net sales are expected to be between $240.0 billion and $247.0 billion” Filed 29 Oct 2026.</description><pubDate>Thu, 29 Oct 2026 20:05:27 GMT</pubDate></item><item><title>KLA forecasts total revenues of $4.5 billion to $4.9 billion for the second quarter of fiscal 2027</title><link>https://jesseahawkins.com/tape/promises/2026/#p-klac-fy27q2-revenue</link><guid isPermaLink="false">promise:klac-fy27q2-revenue:made</guid><description>“Total revenues are expected to be in a range of $4.7 billion +/- $200 million” Filed 28 Oct 2026.</description><pubDate>Wed, 28 Oct 2026 20:07:50 GMT</pubDate></item><item><title>Oracle forecasts total revenue of at least $90.0 billion for the fiscal 2027</title><link>https://jesseahawkins.com/tape/promises/2026/#p-orcl-fy27-revenue</link><guid isPermaLink="false">promise:orcl-fy27-revenue:made</guid><description>“Oracle reaffirmed its fiscal 2027 outlook for total revenue of at least $90 billion” Filed 28 Oct 2026.</description><pubDate>Wed, 28 Oct 2026 18:24:44 GMT</pubDate></item><item><title>Oracle forecasts total revenue of at least $225 billion for the fiscal 2030</title><link>https://jesseahawkins.com/tape/promises/2026/#p-orcl-fy30-revenue</link><guid isPermaLink="false">promise:orcl-fy30-revenue:made</guid><description>“reaching total revenue of $225 billion or more in FY30” Filed 28 Oct 2026.</description><pubDate>Wed, 28 Oct 2026 18:24:44 GMT</pubDate></item><item><title>Teradyne forecasts revenue of $1.25 billion to $1.35 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-ter-2026q4-revenue</link><guid isPermaLink="false">promise:ter-2026q4-revenue:made</guid><description>“Guidance for the fourth quarter of 2026 is revenue of $1,250 million to $1,350 million” Filed 28 Oct 2026.</description><pubDate>Wed, 28 Oct 2026 10:00:37 GMT</pubDate></item><item><title>Amkor forecasts capital expenditures of about $2.5 billion for the full year 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-amkr-2026-capex</link><guid isPermaLink="false">promise:amkr-2026-capex:made</guid><description>“Full year 2026 capital expenditures updated to approximately $2.5 billion” Filed 26 Oct 2026.</description><pubDate>Mon, 26 Oct 2026 20:07:24 GMT</pubDate></item><item><title>Amkor forecasts net sales of $1.9 billion to $2.0 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-amkr-2026q4-revenue</link><guid isPermaLink="false">promise:amkr-2026q4-revenue:made</guid><description>“Net sales of $1.9 billion to $2.0 billion” Filed 26 Oct 2026.</description><pubDate>Mon, 26 Oct 2026 20:07:24 GMT</pubDate></item><item><title>Western Digital forecasts revenue of $5.0 billion to $5.2 billion for the second quarter of fiscal 2027</title><link>https://jesseahawkins.com/tape/promises/2026/#p-wdc-fy27q2-revenue</link><guid isPermaLink="false">promise:wdc-fy27q2-revenue:made</guid><description>“Revenue $5.1B +/- $100M” Filed 22 Oct 2026.</description><pubDate>Thu, 22 Oct 2026 20:04:29 GMT</pubDate></item><item><title>Lam Research forecasts revenue of $8.2 billion to $9.0 billion for the quarter ending 27 December 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-lrcx-dec26-revenue</link><guid isPermaLink="false">promise:lrcx-dec26-revenue:made</guid><description>“Revenue $8.60 Billion +/- $400 Million” Filed 22 Oct 2026.</description><pubDate>Thu, 22 Oct 2026 00:13:03 GMT</pubDate></item><item><title>Texas Instruments forecasts revenue of $5.8 billion to $6.3 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-txn-2026q4-revenue</link><guid isPermaLink="false">promise:txn-2026q4-revenue:made</guid><description>“fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion” Filed 22 Oct 2026.</description><pubDate>Thu, 22 Oct 2026 00:04:14 GMT</pubDate></item><item><title>Meta forecasts capital expenditures, including principal payments on finance leases of $135 billion to $145 billion for the full year 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-meta-2026-capex</link><guid isPermaLink="false">promise:meta-2026-capex:made</guid><description>“We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $135-145 billion” Filed 22 Oct 2026.</description><pubDate>Thu, 22 Oct 2026 00:03:35 GMT</pubDate></item><item><title>Meta forecasts total revenue of $73.0 billion to $76.0 billion for the fourth quarter of 2026</title><link>https://jesseahawkins.com/tape/promises/2026/#p-meta-2026q4-revenue</link><guid isPermaLink="false">promise:meta-2026q4-revenue:made</guid><description>“We expect fourth quarter 2026 total revenue to be in the range of $73-76 billion” Filed 22 Oct 2026.</description><pubDate>Thu, 22 Oct 2026 00:03:35 GMT</pubDate></item><item><title>Super Micro Computer forecasts revenues of $18.5 billion to $19.5 billion for the first quarter of fiscal 2027</title><link>https://jesseahawkins.com/tape/promises/2026/#p-smci-fy27q1-revenue</link><guid isPermaLink="false">promise:smci-fy27q1-revenue:made</guid><description>“Revenues for the first quarter of fiscal year 2027 are estimated to be in the range of $18.5 billion to $19.5 billion” Filed 21 Oct 2026.</description><pubDate>Wed, 21 Oct 2026 00:44:26 GMT</pubDate></item></channel></rss>