SEC Filings, Summarized by AI.
Weekly intelligence digests covering 10-K, 10-Q, 8-K filings, insider transactions, and institutional holdings changes — AI-summarized so you read what matters, not what the lawyers wrote.
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Weekly Filing Digest
Week of March 22 – March 28, 2026
Revenue of $94.9B (+6% YoY) driven by Services segment reaching all-time high of $26.3B. iPhone revenue flat at $46.8B. Management reiterated full-year guidance. Gross margin expanded 40bps to 46.9% on favorable product mix.
Announced expanded partnership with OpenAI for enterprise AI deployment. Azure AI revenue now exceeds $15B annual run rate. CFO noted pricing pressure in commodity compute but strong demand for AI-specific infrastructure.
CEO Jensen Huang sold 240,000 shares at avg. $142.50 under pre-arranged 10b5-1 plan. Represents 0.001% of outstanding shares. Pattern consistent with scheduled quarterly dispositions since 2024.
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