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Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideas

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AMD (AMD.O) released its financial results for the third quarter of 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 5, 2025, Beijing time. Key points are as follows: 1. Overall Performance: AMD achieved a revenue of $9.25 billion in the third quarter of 2025, a year-on-year increase of 35.6%, exceeding market expectations ($8.74 billion). The year-on-year growth in revenue was mainly driven by the client and gaming business, as well as the data center business. The company's gross margin (GAAP) for this quarter was 51.7%, an increase of 1.6 percentage points year-on-year...

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AMD: 'Tied to' Open AI? Not a 'Backup' Lifesaver

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$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

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Can Spotify's new price hike cycle take off again?

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The following are the minutes of the earnings call for $Ryder(R.US)eddit(RDDT.US) FY25Q3 organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Reddit: Another Surprising Surge, How to View the Expectation Gap Before and After the Earnings Report?&#34; 1. Review of Core Financial Data Performance Overview User Scale: Daily Active Users (DAU) reached 116 million, and Weekly Active Users (WAU) reached 444 million, both increasing by approximately 20% year-over-year. Revenue Performance: Total revenue was $585 million, a year-over-year increase of 68%. Profitability: GAAP net income was $163 million, with a net profit margin of 28%...

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Reddit (Minutes): There are still user penetration opportunities among specific groups in North America

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The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?&#34; 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...

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Amazon (Minutes): Computing power supply to double again by 2027

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$Amazon(AMZN.US) announced its Q3 2025 financial results after the U.S. stock market closed on October 31st, Beijing time. As the current market is almost entirely focused on cloud business, this quarter AWS finally experienced long-awaited accelerated growth beyond expectations, which is the biggest highlight and key signal of this quarter's performance. Aside from this, the company's growth and profit performance in the retail business were generally stable and in line with expectations. Specifically: 1. The long-awaited AWS acceleration has finally arrived: the current growth rate of the cloud business has almost become the single indicator that &#34;determines life and death&#34;...

Jiangsu Azure Corporation

Hasbro

AWS major reversal, has Amazon finally 'seen the light at the end of the tunnel'?

Amazon 3Q25 Quick Interpretation: Amid the current AI wave, the growth of cloud service businesses, including those of Amazon, Microsoft, and Google, is nearly the overriding core metric. The most important reason for the significant rise in the company's performance this time is the long-awaited acceleration in AWS growth has finally arrived. Specifically: 1. AWS revenue for this quarter increased by 20.2% year-on-year, accelerating by 2.7 percentage points from the previous quarter. Although before the earnings release, some sell-side analysts and investors expected and anticipated an acceleration in AWS growth this quarter, setting the expected growth rate between 18% and 19%. The actual performance was even stronger. Based on reports before the earnings release, this outperformance should be attributed to the alleviation of AWS's computing power supply bottleneck and the contribution to computing power demand from the collaboration with Anthropic. 2. As for the e-commerce segment, the performance was relatively stable. North American general retail business revenue grew by 11.2%, roughly flat compared to the previous quarter, in line with the trend of U.S. macro online data. The international general retail business growth rate at constant exchange rates was 10%, slightly down by 1 percentage point from the previous quarter, also generally stable. Driven by the better-than-expected AWS and stable retail business growth, the company's total revenue for this quarter increased by 13.4% year-on-year, accelerating by 0.1 percentage points from the previous quarter, clearly outperforming the market expectation of 11.9%. 3. From a profit perspective, due to the confirmation of a $2.5 billion settlement payment with the U.S. Federal Trade Commission (FTC) this quarter, and the anticipated $1.8 billion compensation costs from previously reported layoffs being recognized in advance this quarter. This resulted in the total operating profit for this quarter being $17.4 billion, nearly flat year-on-year, significantly below expectations. However, if the $2.5 billion legal fees are added back, the actual operating profit would be $19.9 billion, a 14% year-on-year increase, which is generally consistent with and slightly higher than market expectations. 4. By segment, AWS's operating profit was generally in line with expectations, but due to the increase in Capex and the impact of previously shortened depreciation periods for servers, the profit margin still declined year-on-year. The reported profit for the North American retail segment also appeared to decline year-on-year due to the aforementioned legal and anticipated compensation expenses. However, if the $2.5 billion legal expenses are added back, the actual North American profit is also generally in line with expectations, with the profit margin continuing to rise by 1 percentage point year-on-year. Only the international retail segment's operating profit for this quarter was $1.2 billion, lower than the $1.3 billion in the same period last year, and significantly below expectations. According to the company, this was due to the aforementioned pre-recognized layoff costs. 5. Capex spending for this quarter was $35.1 billion, again increasing by about $3 billion from the previous quarter, also setting a new historical high, and exceeding market expectations by about 10%. This reflects the company's current multi-directional investments in AI cloud service centers, the Kuiper satellite project, and instant delivery in the retail business. $Amazon(AMZN.US)

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User engagement is good, and ad sales hit a record high.

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Netflix (Minutes): Programmatic advertising will be an important source of revenue in the future

Netflix 3Q25 Earnings Quick Interpretation: The third-quarter performance was generally average, basically in line with expectations (including guidance for the fourth quarter). The operating profit miss was due to a one-time large recognition of expenses related to tax issues in Brazil. Excluding this impact, the actual operating profit exceeded expectations. However, the sharp decline after hours once again replicated the market reaction from the previous quarter—without surprising performance, short-term adjustments are used to release the pressure of high valuations. 1. Additional Cost Recognition, Impacting Profit Margin by 5 Points: This is an additional cost recognition of as much as $619 million, mainly involving municipal service taxes levied by Brazil on streaming companies. This cumulative expense covering from 2022 to the present was recognized in one go under other cost items, impacting the current gross margin by more than 5 points. The guidance provided by the company last quarter did not include this expenditure. Without considering the short-term impact, the actual operating profit reached $3.87 billion, a year-on-year increase of 33%, with a profit margin of 33.6%, exceeding market consensus expectations. Subsequently, the impact of this tax on the company's overall profit is relatively small, so the guidance for Q4 performance is also basically close to expectations. 2. Flat Revenue, No Surprises in Guidance: Although profits can be adjusted, the revenue side, which reflects growth, remains unspectacular, with both the current and next quarter's guidance basically in line with expectations. Third-quarter revenue grew by 17% year-on-year, with exchange rate effects of the dollar in different regions being hedged, and overall did not bring the forex tailwind we expected. The third quarter content was not dull, for example, the finale of the third season of 'Squid Game' and the second season of 'Wednesday' were very popular, with viewership entering Netflix's historical TOP10. However, short-term ARPU may continue to weaken the effect of price increases due to the increased penetration rate of ad-supported plans, and the cancellation of the original low-price Base plan in core regions during price increases has caused dissatisfaction among some users. Meanwhile, the third quarter was the period when the 1P advertising system was fully operational for an entire quarter, but it may still need optimization through data collection. Additionally, the macroeconomic volatility brought by tariffs is not favorable for Netflix's high-priced ads. However, the company's advertising revenue target for this year remains unchanged, still aiming for double growth, and Amazon DSP system will be introduced in Q4. Combined with market expectations, we estimate this year's advertising revenue to be around $1.5 billion. 3. Controlling Investment Scale: The third quarter saw $1.9 billion spent on repurchasing 1.5 million shares, with an average price of about $1,250. Although the annual profit guidance has been adjusted downward accordingly, the free cash flow target has been raised again from $8-8.5 billion to $9 billion for the year. This may be related to the reduced scale of content investment this year. As of Q3, this year's content cash investment was $12.6 billion, and based on the trend, it is expected to be $4.5-5 billion in the fourth quarter, with a total of $17-17.5 billion for the year, below the initial target of $18 billion. However, there are also news reports today that Netflix is interested in participating in the acquisition of Warner Bros. Discovery (WBD), which marks a change from Netflix's consistent business style of 'prioritizing more cost-effective internal production.' Dolphin Research suggests not to speculate too much for now and to continue to monitor subsequent developments. $Netflix(NFLX.US)

Warner Bros. Discovery

Today’s Key News Recap

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1021 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. U.S. President Trump and Australian Prime Minister Albanese signed a critical minerals agreement at the White House. The core of the agreement includes each party investing $1 billion within six months to support mining and processing projects, establishing a price floor mechanism, and introducing indirect participation from Japan. The focus is on resources such as rare earths, gallium, and graphite, aiming to counter China's influence in the rare metals sector. This move is a key step for the West in restructuring the resource supply chain, attempting to break China's dominant advantage in the smelting and processing stages. However, Australia's shortcomings in processing technology and high costs are difficult to resolve in the short term...

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Game Boosts Bilibili's Surge; Amazon AWS Services Experience Major Outage | Today's Important News Recap

Amazon founder Jeff Bezos establishes new AI company, 'Project Prometheus'

Amazon Launches Points Store in the US and Expands Reward Benefits Before Holidays

EU Court Dismisses Amazon's Legal Challenge Over 'Very Large Online Platform' Designation

EU court dismisses Amazon's lawsuit against the European Commission.

Changsha signs deal for an AWS enablement center to help local businesses go global

Amazon upgrades its AI shopping assistant Rufus with over 50 new features

Amazon to cut 470 jobs in Luxembourg amid cost-cutting plan

Amazon Germany offers 2-day express delivery for popular items during the Black Friday shopping season

Amazon issues urgent notice requiring sellers to comply with the EU Anti-Deforestation Regulation (EUDR)

Google unveils its 'most intelligent' AI model, Gemini 3, intensifying competition with rivals like Amazon AWS.

Germany will impose a 23% VAT on e-commerce parcels from China starting November 24

Amazon expands its FBA return refurbishment and resale service to more global sites.

Amazon Germany Adds 12,000 Temporary Positions for Peak Shopping Season

Amazon's CEO of Worldwide Stores Sells $1.1 Million in Stock

Amazon's stock price plummets by 4.4%, with its market value evaporating by over $110 billion

Amazon Director Keith Brian Alexander Reports Disposition of Company Common Stock

Amazon Web Services (AWS) will host its re:Invent 2025 global conference from December 1-5

EU Designates Amazon, Microsoft, and Others as Critical Third-Party Computing Providers

Amazon's Zoox Offers Free Robotaxi Rides to the Public in San Francisco.

Amazon AWS deepens cooperation with Kaohsiung City Government to build an "Asia-level financial innovation demonstration area."