
Below is Dolphin Research's Trans on $Roblox(RBLX.US) Q4 2025 earnings call. Title: 'Software Slump? RBLX: Closed-Loop Ecosystem; Genie Won't Disrupt It'.
I. Key earnings recap. 1) Q4 2025 results: rev......Good Morning..Year of the Horse riding into 2026, watching Tencent HK0700 closely. Drop almost 4% yesterday, hoping to make an entry @ 500 or lower.
New AI tools trigger software selloff; WeChat cracks down on Yuanbao violating links | Daily News Recap
Feb 4 | Dolphin Research Focus: 🐬 Macro/Industry — Anthropic launched a productivity tool for in-house counsel, integrated into the Claude suite. It automates contract review, NDA triage, legal-brief...
...The key issue isn’t whether taxes go up overnight, but how services gradually move from “growth” to “mature” tax brackets.
China internet ADRs sold off again on fresh tax-rumor jitters. With headlines of varying credibility, Dolphin Research takes a top-down look.
We start with the Gov.'s four ledgers. They are: 1) the gen...





