Akros Google Value Chain Index

Fiscal Q3 2026 earnings report scheduled for 2026-09-03; analysts forecast an EPS of $1.67 estimated. Low importance estimated as the event has not occurred yet, scheduled.

Lumentum is expected to release its Q4 2026 earnings results on August 11, 2026. Analysts forecast EPS of $2.96, driven by continued strong demand in the AI sector. High importance is estimated due to the high volatility associated with AI-sector earnings, forecasted.

Q2 2026 earnings release and conference call scheduled. Analysts forecast EPS of approximately $0.89. Low importance estimated as the event is scheduled and significant price impact is not yet realized expected.

The Q2 2026 earnings results and investor conference call are scheduled for 2026-07-29; with an estimated >5% impact based on historical volatility, this is scheduled.

Q2 2026 earnings release is scheduled for July 29, 2026, with analysts forecasting EPS of $0.92; a medium impact of ≥5% is expected.

Q2 2026 earnings release and conference call scheduled for July 29, 2026. Low importance is estimated as the announcement of the date itself typically has minimal price impact scheduled.

Second quarter 2026 earnings release and conference call scheduled for July 27, 2026.

Q2 2026 earnings release scheduled. Analysts forecast continued strong performance, with operating profit estimated between KRW 76 trillion and KRW 92 trillion. Medium importance due to high market expectations for AI growth scheduled.

Q2 2026 earnings release on July 22, 2026, with analysts forecasting an EPS of approximately $2.87. Low importance estimated as the event has not yet occurred, forecasted.

Q2 2026 earnings release is scheduled for 2026-07-16. The company has forecasted revenue between $39.0 billion and $40.2 billion, representing a significant year-over-year increase. High importance is estimated due to the potential for significant price impact from the guidance update, expected.

Reportedly plans for a Hong Kong Stock Exchange listing as early as mid-July 2026, aiming to raise up to USD 7 billion; high importance expected due to the massive scale of the capital raise and its impact on market liquidity expected.

Q2 2026 earnings release scheduled for July 15, 2026. This is a recurring event with high investor focus; importance is estimated based on typical earnings impact scheduled.

Ex-dividend date for a cash dividend of TWD 24.50021529 per share for the second half of fiscal year 2025 on 2026-07-07. Estimated >10% impact due to high dividend yield.

Cash dividend of NT$7.2 per share, with ex-dividend date on 2026-07-02 and payment date on 2026-07-31 scheduled. High importance is estimated due to the significant dividend payout ratio.

MediaTek issued an official price hike notice to customers on 2026-06-23, signaling rising costs and strong demand for its chips. Estimated >10% impact as price hikes directly boost margins.

Quarterly dividend ex-date on June 23, 2026 for a $0.25 per share payment announced on May 7, 2026, payable on July 15, 2026. Low importance is estimated as dividend events typically result in ~1% price impact scheduled.

Announced a successful proof of concept with Telefonica Deutschland on 2026-06-23 using AI agents for 5G network slicing services. Low importance estimated as partnership news typically has limited immediate price impact.

Analyst Ming-Chi Kuo reported on 2026-06-22 that MediaTek secured an exclusive order from Google for an upgraded TPU v9 AI accelerator chip, with production expected to start by the end of 2027; with an estimated >10% impact from major revenue growth, this is forecasted.

Marvell was added to the S&P 500 index, effective before the market open on June 22, 2026. The inclusion led to significant trading volume and a subsequent "sell-the-news" price drop.

Opened a new $130 million Ultra-High-Density Interconnect (Ultra-HDI) PCB manufacturing facility in Syracuse, New York, on June 22, 2026; a high impact of ≥10% is estimated.

Stock dropped 6.7% on June 22, 2026, after a California judge denied a retrial in a lawsuit finding Google and YouTube's platforms addictive for minors, increasing legal and regulatory risk.

Announced leadership changes on 2026-06-22, appointing Grant Hoffman as the new Chief Supply Chain Officer. Low importance estimated as executive changes usually have minor immediate market impact.

Reports surfaced on June 19, 2026, that US officials raised concerns with ASML that a restricted EUV lithography machine may have reached China. ASML denied the allegations, but the news contributed to a stock price decline of over 2.7%.

ASML shares reached a 52-week high on June 17, 2026, rising over 6% after key customer Intel announced on June 16 that its advanced 18A-P process had entered risk production, signaling future demand for ASML's EUV machines.

Synopsys launched 'Multiphysics Fusion' solutions integrating Ansys technology on June 17, 2026; this milestone is estimated to result in a 5% price impact scheduled.

The UK's Competition and Markets Authority (CMA) on June 17, 2026, imposed new conduct requirements on Google to enhance search fairness. Low importance estimated as regulatory changes typically have a minor immediate price impact.