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← Who reports today

Information Technology

Share of the S&P 500 — 33.5% by market cap · 74 companies, sorted by weight. “deep dive →” marks a full earnings card.

Companies: index weight and revenue growth

Sector revenue growth y/y (weighted by index share): +63%

SemiconductorsNVDA · Nvidia — revenue y/y: +106% · quarter ended 07/26/2026; 20.8% of the sector · 6.96% of the indexNVDA+106%AVGO · Broadcom — revenue y/y: +86% · quarter ended 08/02/2026; 6.8% of the sector · 2.29% of the indexAVGO+86%MU · Micron Technology — revenue y/y: +346% · quarter ended 05/28/2026; 4.2% of the sector · 1.42% of the indexMU+346%AMD · Advanced Micro Devices — revenue y/y: +50% · quarter ended 06/27/2026; 3.1% of the sector · 1.04% of the indexAMD+50%INTC · Intel — revenue y/y: +25% · quarter ended 06/27/2026; 1.9% of the sector · 0.63% of the indexINTC+25%LRCX · Lam Research — revenue y/y: +30% · quarter ended 06/28/2026; 1.6% of the sector · 0.53% of the indexLRCX+30%AMAT · Applied Materials — revenue y/y: +25% · quarter ended 07/26/2026; 1.5% of the sector · 0.52% of the indexAMAT+25%KLAC · KLA — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexKLAC+15%TXN · Texas Instruments — revenue y/y: +23% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexTXN+23%MRVL · Marvell Technology — revenue y/y: +37% · quarter ended 08/01/2026; 0.9% of the sector · 0.29% of the indexMRVL+37%ADI · Analog Devices — revenue y/y: +40% · quarter ended 08/01/2026; 0.7% of the sector · 0.24% of the indexADI+40%QCOM · Qualcomm — revenue y/y: −4% · quarter ended 06/28/2026; 0.7% of the sector · 0.23% of the indexQCOM−4%MPWR · Monolithic Power Systems, Inc. — revenue y/y: +48% · quarter ended 06/30/2026; 0.3% of the sector · 0.09% of the indexTER · Teradyne, Inc. — revenue y/y: +104% · quarter ended 06/28/2026; 0.2% of the sector · 0.08% of the indexTERNXPI · NXP Semiconductors N.V. — revenue y/y: +20% · quarter ended 06/28/2026; 0.2% of the sector · 0.08% of the indexMCHP · Microchip Technology Incorporated — revenue y/y: +38% · quarter ended 06/30/2026; 0.2% of the sector · 0.05% of the indexON · ON Semiconductor Corporation — revenue y/y: +9.2% · quarter ended 07/03/2026; 0.1% of the sector · 0.04% of the indexQ · Qnity Electronics, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexFSLR · First Solar, Inc. — revenue y/y: −3.7% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexSWKS · Skyworks Solutions, Inc. — revenue y/y: −3.1% · quarter ended 07/03/2026; 0% of the sector · 0.01% of the indexSoftwareMSFT · Microsoft — revenue y/y: +18% · quarter ended 06/30/2026; 14.5% of the sector · 4.87% of the indexMSFT+18%PLTR · Palantir Technologies — revenue y/y: +93% · quarter ended 06/30/2026; 1.7% of the sector · 0.57% of the indexPLTR+93%ORCL · Oracle — revenue y/y: +30% · quarter ended 08/31/2026; 1.7% of the sector · 0.56% of the indexORCL+30%PANW · Palo Alto Networks — revenue y/y: +34% · quarter ended 07/31/2026; 1.1% of the sector · 0.38% of the indexPANW+34%CRWD · Crowdstrike Holdings — revenue y/y: +26% · Q2 FY2027; 0.8% of the sector · 0.26% of the indexCRWD+26%CRM · Salesforce — revenue y/y: +11% · quarter ended 07/31/2026; 0.7% of the sector · 0.23% of the indexCRM+11%NOW · Servicenow — revenue y/y: +24% · quarter ended 06/30/2026; 0.5% of the sector · 0.18% of the indexNOW+24%FTNT · Fortinet — revenue y/y: +26% · quarter ended 06/30/2026; 0.5% of the sector · 0.15% of the indexADBE · Adobe — revenue y/y: +13% · quarter ended 08/28/2026; 0.4% of the sector · 0.15% of the indexADBE+13%INTU · Intuit — revenue y/y: +14% · quarter ended 07/31/2026; 0.4% of the sector · 0.13% of the indexINTU+14%CDNS · Cadence Design Systems — revenue y/y: +24% · Q2 2026; 0.4% of the sector · 0.12% of the indexCDNSDDOG · Datadog, Inc. — revenue y/y: +36% · quarter ended 06/30/2026; 0.3% of the sector · 0.11% of the indexDDOGSNPS · Synopsys, Inc. — revenue y/y: +42% · quarter ended 07/31/2026; 0.3% of the sector · 0.10% of the indexSNPSADSK · Autodesk, Inc. — revenue y/y: +16% · quarter ended 07/31/2026; 0.2% of the sector · 0.07% of the indexADSKWDAY · Workday, Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.2% of the sector · 0.06% of the indexFICO · Fair Isaac Corporation — revenue y/y: +26% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexGEN · Gen Digital Inc. — revenue y/y: +6.3% · quarter ended 07/03/2026; 0.1% of the sector · 0.02% of the indexPTC · PTC Inc. — revenue y/y: −6.8% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexTYL · Tyler Technologies, Inc. — revenue y/y: +8.2% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexTRMB · Trimble Inc. — revenue y/y: +11% · quarter ended 07/03/2026; 0.1% of the sector · 0.02% of the indexComputer HardwareAAPL · Apple — revenue y/y: +16% · quarter ended 06/27/2026; 18.2% of the sector · 6.11% of the indexAAPL+16%DELL · Dell Technologies — revenue y/y: +58% · quarter ended 07/31/2026; 1.2% of the sector · 0.39% of the indexDELL+58%SNDK · Sandisk — revenue y/y: +372% · quarter ended 07/03/2026; 0.9% of the sector · 0.30% of the indexSNDK+372%STX · Seagate Technology Holdings — revenue y/y: +48% · quarter ended 07/03/2026; 0.7% of the sector · 0.25% of the indexSTX+48%WDC · Western Digital — revenue y/y: +44% · quarter ended 07/03/2026; 0.6% of the sector · 0.21% of the indexWDCHPE · Hewlett Packard Enterprise Company — revenue y/y: +34% · quarter ended 07/31/2026; 0.3% of the sector · 0.10% of the indexNTAP · NetApp, Inc. — revenue y/y: +30% · quarter ended 07/31/2026; 0.1% of the sector · 0.05% of the indexP · Everpure, Inc. — revenue y/y: +38% · quarter ended 08/02/2026; 0.1% of the sector · 0.05% of the indexPHPQ · HP Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.1% of the sector · 0.04% of the indexSMCI · Super Micro Computer, Inc. — revenue y/y: +123% · quarter ended 03/31/2026; 0.1% of the sector · 0.03% of the indexCommunications…CSCO · Cisco Systems — revenue y/y: +18% · quarter ended 07/25/2026; 1.8% of the sector · 0.59% of the indexCSCO+18%ANET · Arista Networks — revenue y/y: +38% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexANET+38%MSI · Motorola Solutions — revenue y/y: +13% · quarter ended 07/04/2026; 0.3% of the sector · 0.11% of the indexMSILITE · Lumentum Holdings Inc. — revenue y/y: +90% · quarter ended 03/28/2026; 0.3% of the sector · 0.10% of the indexLITECIEN · Ciena Corporation — revenue y/y: +37% · quarter ended 08/01/2026; 0.2% of the sector · 0.07% of the indexFFIV · F5, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexElectronic…APH · Amphenol — revenue y/y: +55% · quarter ended 06/30/2026; 0.8% of the sector · 0.26% of the indexAPH+55%GLW · Corning — revenue y/y: +17% · quarter ended 06/30/2026; 0.5% of the sector · 0.17% of the indexGLWTEL · TE Connectivity plc — revenue y/y: +14% · quarter ended 06/26/2026; 0.2% of the sector · 0.08% of the indexTELCOHR · Coherent Corp. — revenue y/y: +21% · quarter ended 03/31/2026; 0.2% of the sector · 0.08% of the indexKEYS · Keysight Technologies, Inc. — revenue y/y: +37% · quarter ended 07/31/2026; 0.2% of the sector · 0.07% of the indexROP · Roper Technologies, Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.2% of the sector · 0.05% of the indexFLEX · Flex Ltd. — revenue y/y: +21% · quarter ended 06/26/2026; 0.2% of the sector · 0.05% of the indexJBL · Jabil Inc. — revenue y/y: +12% · quarter ended 05/31/2026; 0.1% of the sector · 0.04% of the indexTDY · Teledyne Technologies Incorporated — revenue y/y: +9.8% · quarter ended 06/28/2026; 0.1% of the sector · 0.04% of the indexZBRA · Zebra Technologies Corporation — revenue y/y: +20% · quarter ended 07/04/2026; 0.1% of the sector · 0.02% of the indexCDW · CDW Corporation — revenue y/y: +10% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexIT Ser…IBM · International Business Machines — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.9% of the sector · 0.29% of the indexIBMACN · Accenture — revenue y/y: +5.6% · quarter ended 05/31/2026; 0.5% of the sector · 0.15% of the indexACNCTSH · Cognizant Technology Solutions Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexVRSN · VeriSign, Inc. — revenue y/y: +6% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexAKAM · Akamai Technologies, Inc. — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexGDDY · GoDaddy Inc. — revenue y/y: +6.6% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexIT · Gartner, Inc. — revenue y/y: −0.6% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexNVDA · Nvidia — revenue y/y: +106% · quarter ended 07/26/2026; 20.8% of the sector · 6.96% of the indexNVDA+106%AAPL · Apple — revenue y/y: +16% · quarter ended 06/27/2026; 18.2% of the sector · 6.11% of the indexAAPL+16%MSFT · Microsoft — revenue y/y: +18% · quarter ended 06/30/2026; 14.5% of the sector · 4.87% of the indexMSFT+18%AVGO · Broadcom — revenue y/y: +86% · quarter ended 08/02/2026; 6.8% of the sector · 2.29% of the indexAVGO+86%MU · Micron Technology — revenue y/y: +346% · quarter ended 05/28/2026; 4.2% of the sector · 1.42% of the indexMU+346%AMD · Advanced Micro Devices — revenue y/y: +50% · quarter ended 06/27/2026; 3.1% of the sector · 1.04% of the indexAMD+50%INTC · Intel — revenue y/y: +25% · quarter ended 06/27/2026; 1.9% of the sector · 0.63% of the indexINTC+25%CSCO · Cisco Systems — revenue y/y: +18% · quarter ended 07/25/2026; 1.8% of the sector · 0.59% of the indexCSCO+18%PLTR · Palantir Technologies — revenue y/y: +93% · quarter ended 06/30/2026; 1.7% of the sector · 0.57% of the indexPLTR+93%ORCL · Oracle — revenue y/y: +30% · quarter ended 08/31/2026; 1.7% of the sector · 0.56% of the indexORCL+30%LRCX · Lam Research — revenue y/y: +30% · quarter ended 06/28/2026; 1.6% of the sector · 0.53% of the indexLRCX+30%AMAT · Applied Materials — revenue y/y: +25% · quarter ended 07/26/2026; 1.5% of the sector · 0.52% of the indexAMAT+25%DELL · Dell Technologies — revenue y/y: +58% · quarter ended 07/31/2026; 1.2% of the sector · 0.39% of the indexDELL+58%PANW · Palo Alto Networks — revenue y/y: +34% · quarter ended 07/31/2026; 1.1% of the sector · 0.38% of the indexPANWANET · Arista Networks — revenue y/y: +38% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexKLAC · KLA — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexKLACTXN · Texas Instruments — revenue y/y: +23% · quarter ended 06/30/2026; 1% of the sector · 0.32% of the indexTXNSNDK · Sandisk — revenue y/y: +372% · quarter ended 07/03/2026; 0.9% of the sector · 0.30% of the indexSNDKIBM · International Business Machines — revenue y/y: +1.1% · quarter ended 06/30/2026; 0.9% of the sector · 0.29% of the indexIBMMRVL · Marvell Technology — revenue y/y: +37% · quarter ended 08/01/2026; 0.9% of the sector · 0.29% of the indexMRVLAPH · Amphenol — revenue y/y: +55% · quarter ended 06/30/2026; 0.8% of the sector · 0.26% of the indexAPHCRWD · Crowdstrike Holdings — revenue y/y: +26% · Q2 FY2027; 0.8% of the sector · 0.26% of the indexSTX · Seagate Technology Holdings — revenue y/y: +48% · quarter ended 07/03/2026; 0.7% of the sector · 0.25% of the indexSTXADI · Analog Devices — revenue y/y: +40% · quarter ended 08/01/2026; 0.7% of the sector · 0.24% of the indexADIQCOM · Qualcomm — revenue y/y: −4% · quarter ended 06/28/2026; 0.7% of the sector · 0.23% of the indexCRM · Salesforce — revenue y/y: +11% · quarter ended 07/31/2026; 0.7% of the sector · 0.23% of the indexCRMWDC · Western Digital — revenue y/y: +44% · quarter ended 07/03/2026; 0.6% of the sector · 0.21% of the indexWDCNOW · Servicenow — revenue y/y: +24% · quarter ended 06/30/2026; 0.5% of the sector · 0.18% of the indexGLW · Corning — revenue y/y: +17% · quarter ended 06/30/2026; 0.5% of the sector · 0.17% of the indexACN · Accenture — revenue y/y: +5.6% · quarter ended 05/31/2026; 0.5% of the sector · 0.15% of the indexFTNT · Fortinet — revenue y/y: +26% · quarter ended 06/30/2026; 0.5% of the sector · 0.15% of the indexADBE · Adobe — revenue y/y: +13% · quarter ended 08/28/2026; 0.4% of the sector · 0.15% of the indexINTU · Intuit — revenue y/y: +14% · quarter ended 07/31/2026; 0.4% of the sector · 0.13% of the indexCDNS · Cadence Design Systems — revenue y/y: +24% · Q2 2026; 0.4% of the sector · 0.12% of the indexDDOG · Datadog, Inc. — revenue y/y: +36% · quarter ended 06/30/2026; 0.3% of the sector · 0.11% of the indexMSI · Motorola Solutions — revenue y/y: +13% · quarter ended 07/04/2026; 0.3% of the sector · 0.11% of the indexLITE · Lumentum Holdings Inc. — revenue y/y: +90% · quarter ended 03/28/2026; 0.3% of the sector · 0.10% of the indexSNPS · Synopsys, Inc. — revenue y/y: +42% · quarter ended 07/31/2026; 0.3% of the sector · 0.10% of the indexHPE · Hewlett Packard Enterprise Company — revenue y/y: +34% · quarter ended 07/31/2026; 0.3% of the sector · 0.10% of the indexMPWR · Monolithic Power Systems, Inc. — revenue y/y: +48% · quarter ended 06/30/2026; 0.3% of the sector · 0.09% of the indexTEL · TE Connectivity plc — revenue y/y: +14% · quarter ended 06/26/2026; 0.2% of the sector · 0.08% of the indexTER · Teradyne, Inc. — revenue y/y: +104% · quarter ended 06/28/2026; 0.2% of the sector · 0.08% of the indexCOHR · Coherent Corp. — revenue y/y: +21% · quarter ended 03/31/2026; 0.2% of the sector · 0.08% of the indexNXPI · NXP Semiconductors N.V. — revenue y/y: +20% · quarter ended 06/28/2026; 0.2% of the sector · 0.08% of the indexCIEN · Ciena Corporation — revenue y/y: +37% · quarter ended 08/01/2026; 0.2% of the sector · 0.07% of the indexKEYS · Keysight Technologies, Inc. — revenue y/y: +37% · quarter ended 07/31/2026; 0.2% of the sector · 0.07% of the indexADSK · Autodesk, Inc. — revenue y/y: +16% · quarter ended 07/31/2026; 0.2% of the sector · 0.07% of the indexWDAY · Workday, Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.2% of the sector · 0.06% of the indexROP · Roper Technologies, Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.2% of the sector · 0.05% of the indexFLEX · Flex Ltd. — revenue y/y: +21% · quarter ended 06/26/2026; 0.2% of the sector · 0.05% of the indexMCHP · Microchip Technology Incorporated — revenue y/y: +38% · quarter ended 06/30/2026; 0.2% of the sector · 0.05% of the indexNTAP · NetApp, Inc. — revenue y/y: +30% · quarter ended 07/31/2026; 0.1% of the sector · 0.05% of the indexP · Everpure, Inc. — revenue y/y: +38% · quarter ended 08/02/2026; 0.1% of the sector · 0.05% of the indexJBL · Jabil Inc. — revenue y/y: +12% · quarter ended 05/31/2026; 0.1% of the sector · 0.04% of the indexTDY · Teledyne Technologies Incorporated — revenue y/y: +9.8% · quarter ended 06/28/2026; 0.1% of the sector · 0.04% of the indexON · ON Semiconductor Corporation — revenue y/y: +9.2% · quarter ended 07/03/2026; 0.1% of the sector · 0.04% of the indexCTSH · Cognizant Technology Solutions Corporation — revenue y/y: +4.5% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexQ · Qnity Electronics, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexHPQ · HP Inc. — revenue y/y: +13% · quarter ended 07/31/2026; 0.1% of the sector · 0.04% of the indexVRSN · VeriSign, Inc. — revenue y/y: +6% · quarter ended 06/30/2026; 0.1% of the sector · 0.04% of the indexFICO · Fair Isaac Corporation — revenue y/y: +26% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexSMCI · Super Micro Computer, Inc. — revenue y/y: +123% · quarter ended 03/31/2026; 0.1% of the sector · 0.03% of the indexFSLR · First Solar, Inc. — revenue y/y: −3.7% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexFFIV · F5, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.1% of the sector · 0.03% of the indexGEN · Gen Digital Inc. — revenue y/y: +6.3% · quarter ended 07/03/2026; 0.1% of the sector · 0.02% of the indexZBRA · Zebra Technologies Corporation — revenue y/y: +20% · quarter ended 07/04/2026; 0.1% of the sector · 0.02% of the indexCDW · CDW Corporation — revenue y/y: +10% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexPTC · PTC Inc. — revenue y/y: −6.8% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexAKAM · Akamai Technologies, Inc. — revenue y/y: +5.4% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexTYL · Tyler Technologies, Inc. — revenue y/y: +8.2% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexTRMB · Trimble Inc. — revenue y/y: +11% · quarter ended 07/03/2026; 0.1% of the sector · 0.02% of the indexGDDY · GoDaddy Inc. — revenue y/y: +6.6% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexIT · Gartner, Inc. — revenue y/y: −0.6% · quarter ended 06/30/2026; 0.1% of the sector · 0.02% of the indexSWKS · Skyworks Solutions, Inc. — revenue y/y: −3.1% · quarter ended 07/03/2026; 0% of the sector · 0.01% of the index
Color scale
Revenue growth y/y, %no data
As a list: all 74 companies
  1. NVDA20.8%+106%
  2. AAPL18.2%+16%
  3. MSFT14.5%+18%
  4. AVGO6.8%+86%
  5. MU4.2%+346%
  6. AMD3.1%+50%
  7. INTC1.9%+25%
  8. CSCO1.8%+18%
  9. PLTR1.7%+93%
  10. ORCL1.7%+30%
  11. LRCX1.6%+30%
  12. AMAT1.5%+25%
  13. DELL1.2%+58%
  14. PANW1.1%+34%
  15. ANET1%+38%
  16. KLAC1%+15%
  17. TXN1%+23%
  18. SNDK0.9%+372%
  19. IBM0.9%+1.1%
  20. MRVL0.9%+37%
  21. APH0.8%+55%
  22. CRWD0.8%+26%
  23. STX0.7%+48%
  24. ADI0.7%+40%
  25. QCOM0.7%−4%
  26. CRM0.7%+11%
  27. WDC0.6%+44%
  28. NOW0.5%+24%
  29. GLW0.5%+17%
  30. ACN0.5%+5.6%
  31. FTNT0.5%+26%
  32. ADBE0.4%+13%
  33. INTU0.4%+14%
  34. CDNS0.4%+24%
  35. DDOG0.3%+36%
  36. MSI0.3%+13%
  37. LITE0.3%+90%
  38. SNPS0.3%+42%
  39. HPE0.3%+34%
  40. MPWR0.3%+48%
  41. TEL0.2%+14%
  42. TER0.2%+104%
  43. COHR0.2%+21%
  44. NXPI0.2%+20%
  45. CIEN0.2%+37%
  46. KEYS0.2%+37%
  47. ADSK0.2%+16%
  48. WDAY0.2%+13%
  49. ROP0.2%+8.5%
  50. FLEX0.2%+21%
  51. MCHP0.2%+38%
  52. NTAP0.1%+30%
  53. P0.1%+38%
  54. JBL0.1%+12%
  55. TDY0.1%+9.8%
  56. ON0.1%+9.2%
  57. CTSH0.1%+4.5%
  58. Q0.1%+22%
  59. HPQ0.1%+13%
  60. VRSN0.1%+6%
  61. FICO0.1%+26%
  62. SMCI0.1%+123%
  63. FSLR0.1%−3.7%
  64. FFIV0.1%+11%
  65. GEN0.1%+6.3%
  66. ZBRA0.1%+20%
  67. CDW0.1%+10%
  68. PTC0.1%−6.8%
  69. AKAM0.1%+5.4%
  70. TYL0.1%+8.2%
  71. TRMB0.1%+11%
  72. GDDY0.1%+6.6%
  73. IT0.1%−0.6%
  74. SWKS0%−3.1%

Bar — the company’s share of the sector; right — revenue growth y/y.

How to read the map

Rectangle size is the company’s share of the S&P 500; together they make up the whole sector. On a wide screen companies are grouped by GICS industry, labelled above each group. The tiniest ones are combined into a “+N” tile.

Color is revenue growth y/y in the latest report: red — revenue fell, green — it grew (darker is stronger), light — roughly flat (±1%), hatched — no data.

Map as an image (PNG)

Revenue: company filings with the SEC (XBRL) and our report cards. Tap a tile to open the report; if the ticker didn’t fit on the tile or there is no report yet, we show the name and numbers.

The latest reports of 37 companies in the sector at a glance. Fastest revenue growth: Micron Technology (+379%); slowest: Qualcomm (−4.0%). Largest net income: Nvidia. Full comparison below.

NVDANvidia20.8% of sector · 6.96% of indexdeep dive →
AAPLApple18.2% of sector · 6.11% of indexdeep dive →
MSFTMicrosoft14.5% of sector · 4.87% of indexdeep dive →
AVGOBroadcom6.8% of sector · 2.29% of indexdeep dive →
MUMicron Technology4.2% of sector · 1.42% of indexdeep dive →
AMDAdvanced Micro Devices3.1% of sector · 1.04% of indexdeep dive →
INTCIntel1.9% of sector · 0.63% of indexdeep dive →
CSCOCisco Systems1.8% of sector · 0.59% of indexdeep dive →
PLTRPalantir Technologies1.7% of sector · 0.57% of indexdeep dive →
ORCLOracle1.7% of sector · 0.56% of indexdeep dive →
LRCXLam Research1.6% of sector · 0.53% of indexdeep dive →
AMATApplied Materials1.5% of sector · 0.52% of indexdeep dive →
DELLDell Technologies1.2% of sector · 0.39% of indexdeep dive →
PANWPalo Alto Networks1.1% of sector · 0.38% of indexdeep dive →
ANETArista Networks1.0% of sector · 0.32% of indexdeep dive →
KLACKLA1.0% of sector · 0.32% of indexdeep dive →
TXNTexas Instruments1.0% of sector · 0.32% of indexdeep dive →
SNDKSandisk0.9% of sector · 0.30% of indexdeep dive →
IBMInternational Business Machines0.9% of sector · 0.29% of indexdeep dive →
MRVLMarvell Technology0.9% of sector · 0.29% of indexdeep dive →
APHAmphenol0.8% of sector · 0.26% of indexdeep dive →
CRWDCrowdstrike Holdings0.8% of sector · 0.26% of indexdeep dive →
STXSeagate Technology Holdings0.7% of sector · 0.25% of indexdeep dive →
ADIAnalog Devices0.7% of sector · 0.24% of indexdeep dive →
QCOMQualcomm0.7% of sector · 0.23% of indexdeep dive →
CRMSalesforce0.7% of sector · 0.23% of indexdeep dive →
WDCWestern Digital0.6% of sector · 0.21% of indexdeep dive →
NOWServicenow0.5% of sector · 0.18% of indexdeep dive →
GLWCorning0.5% of sector · 0.17% of indexdeep dive →
ACNAccenture0.5% of sector · 0.15% of indexdeep dive →
FTNTFortinet0.5% of sector · 0.15% of indexdeep dive →
ADBEAdobe0.4% of sector · 0.15% of indexdeep dive →
INTUIntuit0.4% of sector · 0.13% of indexdeep dive →
CDNSCadence Design Systems0.4% of sector · 0.12% of indexdeep dive →
DDOGDatadog0.3% of sector · 0.11% of indexdeep dive →
MSIMotorola Solutions0.3% of sector · 0.11% of indexdeep dive →
LITELumentum0.3% of sector · 0.10% of index
SNPSSynopsys0.3% of sector · 0.10% of indexdeep dive →
HPEHewlett Packard Enterprise0.3% of sector · 0.10% of index
MPWRMonolithic Power Systems0.3% of sector · 0.09% of index
TELTE Connectivity0.2% of sector · 0.08% of index
TERTeradyne0.2% of sector · 0.08% of index
COHRCoherent0.2% of sector · 0.08% of index
NXPINXP Semiconductors0.2% of sector · 0.08% of index
CIENCiena0.2% of sector · 0.07% of index
KEYSKeysight Technologies0.2% of sector · 0.07% of index
ADSKAutodesk0.2% of sector · 0.07% of index
WDAYWorkday0.2% of sector · 0.06% of index
ROPRoper Technologies0.2% of sector · 0.05% of index
FLEXFlex0.2% of sector · 0.05% of index
MCHPMicrochip Technology0.2% of sector · 0.05% of index
NTAPNetApp0.1% of sector · 0.05% of index
PEverpure0.1% of sector · 0.05% of index
JBLJabil0.1% of sector · 0.04% of index
TDYTeledyne Technologies0.1% of sector · 0.04% of index
ONON Semiconductor0.1% of sector · 0.04% of index
CTSHCognizant Technology Solutions0.1% of sector · 0.04% of index
QQnity Electronics0.1% of sector · 0.04% of index
HPQHP0.1% of sector · 0.04% of index
VRSNVeriSign0.1% of sector · 0.04% of index
FICOFair Isaac0.1% of sector · 0.03% of index
SMCISuper Micro Computer0.1% of sector · 0.03% of index
FSLRFirst Solar0.1% of sector · 0.03% of index
FFIVF50.1% of sector · 0.03% of index
GENGen Digital0.1% of sector · 0.02% of index
ZBRAZebra Technologies0.1% of sector · 0.02% of index
CDWCDW0.1% of sector · 0.02% of index
PTCPTC0.1% of sector · 0.02% of index
AKAMAkamai Technologies0.1% of sector · 0.02% of index
TYLTyler Technologies0.1% of sector · 0.02% of index
TRMBTrimble0.1% of sector · 0.02% of index
GDDYGoDaddy0.1% of sector · 0.02% of index
ITGartner0.1% of sector · 0.02% of index
SWKSSkyworks Solutions0.0% of sector · 0.01% of index

Latest earnings: Information Technology compared

NvidiaQ2 FY2027$96,221+106%$59,688+126%Aug 26, 2026
AppleQ3 2026$109,417+16.4%$29,789+27.1%Jul 30, 2026
MicrosoftQ4 FY2026$90,007+18%$35,766+31%Jul 29, 2026
BroadcomQ3 FY2026$29,591+86%$13,088+216%Sep 2, 2026
Micron TechnologyQ4 FY2026$54,229+379%$37,701+1078%Sep 30, 2026
Advanced Micro DevicesQ2 2026$11,536+50.1%$2,297+163.4%Aug 4, 2026
IntelQ2 2026$16,128+25.4%—Jul 24, 2026
Cisco SystemsQ4 2026$17,252+18%$3,859+51.3%Aug 12, 2026
Palantir TechnologiesQ2 2026$1,935+93%$1,062+225%Aug 3, 2026
OracleQ1 FY2027$19,345+30%$4,760+63%Sep 10, 2026
Lam ResearchQ4 2026$6,722+30.0%$2,277+32.4%Jul 29, 2026
Applied MaterialsQ3 2026$9,115+24.8%$2,538+42.7%Aug 13, 2026
Dell TechnologiesQ2 FY2027$46,971+58%$4,133+255%Sep 1, 2026
Palo Alto NetworksQ4 FY2026$3,410+34.5%—Sep 1, 2026
Arista NetworksQ2 2026$3,036+37.7%$1,213+36.5%Aug 4, 2026
KLAQ4 FY2026$3,658+15.2%$1,363+13.3%Jul 28, 2026
Texas InstrumentsQ2 2026$5,463+23%$1,980+53%Jul 22, 2026
SandiskQ4 2026$8,965+372%$6,903Aug 5, 2026
International Business MachinesQ2 2026$17,162+1.1%$2,165−1.3%Jul 22, 2026
Marvell TechnologyQ2 FY2027$2,739.3+37%$308.0+58.1%Aug 27, 2026
AmphenolQ2 2026$8,758+55.0%$1,784+62.1%Jul 29, 2026
Crowdstrike HoldingsQ2 FY2027$1,470.9+25.8%$5.3Aug 26, 2026
Seagate Technology HoldingsFQ4 2026$3,629+48.5%$1,294+165%Jul 29, 2026
Analog DevicesQ3 2026$4,022+40%$1,340+158%Aug 19, 2026
QualcommQ3 FY2026$9,947−4.0%$2,002−24.9%Jul 29, 2026
SalesforceQ2 FY2027$11,345+10.8%$3,526+86.9%Aug 26, 2026
Western DigitalQ4 2026$3,747+44%$3,195+1033%Aug 5, 2026
ServicenowQ2 2026$3,987+24%$298−23%Jul 22, 2026
CorningQ2 2026$4,505+17%$559+19%Jul 28, 2026
AccentureQ4 FY2026$18,679+6.2%$1,991+40.8%Oct 1, 2026
FortinetQ2 2026$2,048+25.6%$606+37.8%Jul 29, 2026
AdobeQ3 2026$6,760+12.9%$1,827+3.1%Sep 10, 2026
IntuitQ4 FY2026$4,354+13.7%$363−4.7%Aug 25, 2026
Cadence Design SystemsQ2 2026$1,584+24.2%$367+129.4%Jul 27, 2026
DatadogQ2 2026$1,121+35.6%$45Aug 6, 2026
Motorola SolutionsQ2 2026$3,133+13.3%$557+8.6%Aug 5, 2026
SynopsysQ3 FY26$2,477+42.4%$546+125%Aug 26, 2026

Amounts in $ millions; changes vs the same period a year earlier. Figures come from our verified earnings breakdowns; fiscal periods differ between companies.

Other sectors

Communication Services 15.7% · Financials 11.9% · Consumer Discretionary 9.3% · Health Care 8.8% · Industrials 7.9% · Consumer Staples 4.8% · Energy 3.1% · Utilities 1.8% · Materials 1.7% · Real Estate 1.7%

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