Nasdaq 100 Stocks SEC Filings — July 22, 2026

22-07-2026

Alphabet reported exceptional Q2 2026 results with consolidated revenues up 24% YoY to $119.8 billion, driven by a 82% surge in Google Cloud revenues to $24.8 billion and 17% growth in Google Search. Net income available to common stockholders soared 298% to $112.1 billion, boosted by $98.0 billion in net unrealized gains on equity securities. However, Google Network revenues declined slightly to $7.3 billion from $7.4 billion, and Other Bets operating loss widened to $1.8 billion from $1.2 billion, while Alphabet-level AI R&D expenses increased significantly.

• · Google Cloud operating income surged to $8.8 billion in Q2 2026 from $2.8 billion in Q2 2025, a 212% increase.
• · Alphabet-level activities operating loss (primarily shared AI R&D) increased 71.7% YoY to $5.8 billion.
• · Total assets nearly doubled to $921.98 billion as of June 30, 2026, from $595.28 billion at December 31, 2025.
• · Long-term debt increased to $98.2 billion from $46.5 billion at year-end 2025, reflecting the $20.3 billion note issuance.
• · Cash, cash equivalents, and marketable securities totaled $242.5 billion as of June 30, 2026, up from $126.8 billion at December 31, 2025.
• · Capital expenditures (purchases of property and equipment) doubled to $44.9 billion in Q2 2026 from $22.4 billion in Q2 2025.
• · The company issued $49.6 billion in equity (Class A, Class C, and mandatory convertible preferred stock) in June 2026.
• · Quarterly common stock dividend declared at $0.22 per share, and mandatory convertible preferred stock dividend at $12.15 per share.
• · Google Network revenue declined slightly to $7.30 billion from $7.35 billion, a 0.7% drop.
• · Other Bets revenue was essentially flat at $382 million versus $373 million, while its operating loss widened by 44.3%.

22-07-2026

Texas Instruments reported Q2 2026 revenue of $5.46B, up 23% YoY and 13% sequentially, with net income of $1.98B (+53% YoY) and EPS of $2.14 (+52% YoY). The Analog segment grew 26% YoY and Embedded Processing grew 16% YoY, while the Other segment declined 2% YoY. Free cash flow surged 271% YoY to $6.53B on a trailing twelve-month basis, driven by CHIPS Act incentives and lower capex. However, total cash returned to shareholders fell 13% YoY due to a 61% drop in stock repurchases, and the company guided Q3 revenue of $5.65B–$6.15B with EPS of $2.23–$2.57.

• · Q3 2026 revenue guidance: $5.65B to $6.15B; EPS guidance: $2.23 to $2.57.
• · EPS included a 5-cent benefit not in original guidance.
• · Gross profit in Q2 2026 was $3.35B vs $2.58B in Q2 2025 (+30% YoY).
• · Capital expenditures in Q2 2026 were $514M, down from $1.31B in Q2 2025.
• · Proceeds from CHIPS Act incentives in Q2 2026 were $549M (vs $0 in Q2 2025).
• · Total cash benefit from CHIPS Act in Q2 2026 was $850M (ITC $301M + proceeds $549M).
• · Dividends paid in Q2 2026 were $1.30B, up 5% from $1.24B in Q2 2025.
• · Stock repurchases in Q2 2026 were only $27M, down 91% from $302M in Q2 2025.
• · Cash and cash equivalents at end of Q2 2026: $3.66B vs $3.04B a year ago.
• · Total assets: $35.88B (Q2 2026) vs $34.93B (Q2 2025).
• · Long-term debt decreased to $12.90B from $14.04B a year ago.
• · Inventory decreased to $4.61B from $4.81B a year ago.
• · Free cash flow as a percentage of revenue (trailing 12 months) improved to 33.6% from 10.6%.
• · Cash flow from operations as a percentage of revenue (trailing 12 months) improved to 44.6% from 38.6%.

22-07-2026

Tesla reported Q2 2026 revenue of $28.2B, up 26% YoY, driven by record vehicle deliveries and strong growth in Services (+50% YoY). However, GAAP operating income plunged 57% YoY to $398M, operating margin contracted 269 bps to 1.4%, and free cash flow turned deeply negative at -$1.1B due to a 142% surge in capex to $5.8B. While energy storage deployments rose 41% YoY and FSD subscriptions grew 56%, the core automotive gross margin fell to 16.8% (down 41 bps YoY) and non-GAAP net income declined 17%.

• · GAAP gross margin fell to 16.8% from 17.2% a year ago, a decline of 41 bps.
• · Operating margin contracted 269 bps YoY to 1.4%.
• · Adjusted EBITDA margin dropped 353 bps YoY to 11.6%.
• · GAAP diluted EPS was $0.32, down 3% YoY; non-GAAP diluted EPS was $0.33, down 18% YoY.
• · Capital expenditures surged 142% YoY to $5.8B, driving free cash flow to -$1.1B.
• · Other models production (Model S/X) fell 34% YoY to 8,822 units.
• · End of quarter operating lease count declined 18% YoY to 141,876 vehicles.
• · Global vehicle inventory days of supply improved 38% YoY to 15 days.
• · Cumulative paid Robotaxi miles reached approximately 2.5 million.
• · FSD attach rate in North America exceeded 55% of new deliveries.
• · FSD approvals expanded to Netherlands, Lithuania, Estonia, Denmark, and Belgium.
• · Cybercab production began at Gigafactory Texas; engineering test drives on public roads started.
• · Optimus production lines being installed at Fremont Factory after decommissioning Model S/X lines.
• · Megafactory Texas nearing completion with start of production planned for 2026.
• · Semiconductor fab in Austin in early stages of construction and equipment procurement.
• · Tesla Semi remains on track for production this year at new Nevada factory.
• · Battery pack capacity expansion remains the main limiting factor to near-term vehicle production volume increase.

22-07-2026

Netflix completed a $1 billion registered public offering of 5.250% senior unsecured notes due 2036. The company intends to use net proceeds to repay its outstanding 4.375% Senior Notes due 2026 and for general corporate purposes. The notes were issued under an indenture and underwritten by BNP Paribas, Morgan Stanley, RBC Capital Markets, and Wells Fargo.

• · The offering was completed on July 22, 2026.
• · The notes are due in 2036.
• · The underwriting agreement was dated July 20, 2026.
• · The base indenture was dated July 29, 2024.
• · The notes were issued under a registration statement on Form S-3ASR (File No. 333-281071).

22-07-2026

Chief Operating Officer Olivan Javier sold 837 Class A Common Stock at $645.85 (~$541K). 5 transactions reported in total. Olivan Javier holds 81,109 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chief Operating Officer Olivan Javier sold 837 Class A Common Stock at $645.85 (~$541K)
• · Chief Operating Officer Olivan Javier sold 82 Class A Common Stock at $645.85 (~$53K)
• · Chief Operating Officer Olivan Javier sold 57 Class A Common Stock at $645.85 (~$36.8K)
• · Chief Operating Officer Olivan Javier sold 82 Class A Common Stock at $645.85 (~$53K)
• · Chief Operating Officer Olivan Javier sold 408 Class A Common Stock at $645.85 (~$264K)

22-07-2026

Director HUTCHINS GLENN H was awarded 516 Class A Common Stock at $73.21 (~$37.8K). HUTCHINS GLENN H holds 9,883 shares after the transaction.

• · Director HUTCHINS GLENN H was awarded 516 Class A Common Stock at $73.21 (~$37.8K)