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Tencent

Financial Analysis

00700

NNOX

AIMID

GOOG

GOOGL

000656

TCTZF

80700

TCEHY

GGLS

GGLL

NANO

HTCD

SBCWW

After the Hong Kong stock market closed on November 13, Beijing time, $TENCENT(00700.HK) released its third-quarter 2025 results. Overall, while there were not many surprises compared to expectations, stability remains the key theme, with no significant weaknesses in the three major business lines. Since the beginning of this year, Tencent has entered a new investment cycle, yet traces of the management's refined operations and effective capital allocation can still be observed. Specifically: 1. Gaming remains the standout: Tencent Games maintained high growth of 23% in the third quarter, driven by the product cycle. Overseas, under the leadership of Supercell's 'Clash Royale,' it continued to surge (with favorable exchange rate contributions)...

Meta Platforms

TENCENT

SBC Medical

Nano-X Imaging

AIM IMMUNOTECH INC

AIM ImmunoTech

Alphabet - C

Alphabet

JINKE PROPERTY

Tencent Holdings Limited

TENCENT-R

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Pro Ultra 7-10Yrs

Nanoco Group PLC

Tencent HK SDR 10to1

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Tencent: Not playing heartbeats with Meta, just seeking stable happiness

Conference Minutes

300959

The following are the minutes of the $SentinelOne(S.US)ea(SE.US) FY25Q3 earnings call organized by Dolphin Research. For the earnings interpretation, please refer to &#34;SEA: The Unchanged Answer Sheet Can't Compete with the Market's 'Changed Heart'.&#34; 1. Review of Core Financial Data Performance Overview: The company's total revenue for the third quarter of 2025 was $6 billion, an increase of 38% year-on-year; all three major business segments performed strongly: the e-commerce platform Shopee's GMV increased by 28% year-on-year; digital financial services revenue increased by 61% year-on-year, with loan balances up 70% year-on-year to $7.9 billion; digital entertainment bookings revenue increased by 51% year-on-year...

US Global Sea to Sky Cargo ETF

Electronic Arts

ONLINE OFFLINE

Paymentus

Franklin Covey

International Paper

Ameriprise Financial

Sea (Minutes): Investing for Long-term Profit Growth

09863

SSNGY

AMZN

SFTBY

9984

SOBKY

TSLA

MSFT

NVDA

AMZU

TSDD

TSLL

TSLQ

The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

LEAPMOTOR

ZEEKR Intelligent Tech

Samsung Electronics 

Amazon

SoftBank

SoftBank Group Corp.

Tesla

Microsoft

NVIDIA

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ARM (Minutes): All new computing power is based on Arm architecture

Qualcomm

QCOM

BMWYY

01810

AAPL

INTC

XIACY

81810

AMDL

AAPB

AAPD

HXXD

04335

The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Samsara

XIAOMI-W

Sable Offshore

Apple

Intel

Xiaomi Corporation

XIAOMI-WR

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Xiaomi HK SDR 2to1

INTEL-T

Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

Applovin

AXON

APLD

APPS

$AppLovin(APP.US) released its Q3 2025 financial report after the U.S. stock market closed on November 6th, Eastern Time. The performance slightly exceeded consensus expectations, including current revenue growth and margin optimization, as well as guidance for Q4. The Q4 guidance implies a slowdown in AppLovin's advertising growth, seemingly partially confirming the speculation that the initial response to the self-service advertising platform has been mediocre. Dolphin Research believes that considering the current self-service advertising is still in the testing phase in specific regions, the Q4 guidance alone cannot fully demonstrate the driving effect of self-service advertising...

Axon Enterprise

AppLovin

Applied Digital

Wtree Us L-Cp Fund

Digital Turbine

Without the high-growth violent aesthetics, is Applovin still appealing?

Qualcomm Quick Interpretation of Financial Report: The company's revenue for this quarter exceeded expectations, primarily driven by growth in the smartphone business; the decline in gross margin was due to the increased proportion of QCT hardware, which diluted the company's overall gross margin. The decline in the company's profit for this quarter was mainly affected by the inclusion of a $5.7 billion deferred tax asset reserve. Excluding this impact, the company's net profit for this quarter is approximately $2.6 billion. The increase in R&amp;D expenses and selling and administrative expenses also contributed to the decline in quarterly profit. The company's current smartphone business remains the largest source of revenue, accounting for 60% of total revenue. The acceleration in smartphone business growth this quarter does not indicate an improvement in demand in the Android smartphone market (global smartphone market shipment growth in the third quarter was only in the low single digits), but is mainly due to the company once again releasing this year's flagship smartphone SoC—Snapdragon 8 Elite Gen5 ahead of schedule, nearly a month earlier than the previous generation Gen4, with downstream manufacturers' stocking demand also being brought forward. For the company's guidance for the next quarter, the company expects revenue of $11.8-12.6 billion, better than market expectations ($11.6 billion). However, if viewed from the midpoint of the range ($12.2 billion) with a quarter-on-quarter increase of 8%, it is actually lower than the 13% quarter-on-quarter increase in the same period last year, which also confirms the demand preposition effect brought by the early release of new products. Overall, the company's current performance still mainly revolves around the smartphone and IoT businesses, remaining quite stable. These traditional fields are already quite mature and stable, and will also be affected by factors such as the tightening of state subsidies policies. The market is more looking forward to the company's growth opportunities in the AI PC and data center fields. As the company's stock price had been maintained in the $150-170 range, it surged to $200 on the day of announcing its entry into the AI data center at the end of October. Since there is no more incremental information, the company's stock price has fallen back again. Compared to the narrative in traditional fields, if the company can provide more progress on AI PC or data center orders and specific product planning, it will better stimulate market enthusiasm. For more detailed information, please follow Dolphin Research's subsequent commentary and Minutes content. $Qualcomm(QCOM.US)

Unity

GROW

Stripe

603138

Below is a summary of the FY25Q3 earnings call for $Unity Software(U.US), compiled by Dolphin. For a detailed analysis of the financial results, please refer to ‘Unity: Patience Pays Off as Transformation Gains Momentum’. I. Key Financial Data Review 1. Third-quarter performance overview: Grow business revenue reached $318 million, up 11% quarter-on-quarter and 6% year-on-year. Create business revenue reached $152 million, up 3% year-on-year; excluding non-strategic revenue impacts, this represents 13% year-on-year growth. Adjusted EBITDA stood at $109 million, with a margin of 23%...

Unity Software

U.S. Global Investors

Koda

VASTDATA

Urban Edge Properties

Unity (Minutes): Its unique runtime data possesses monetisation growth value.

UBER

STLA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

02015

09866

09868

XPEV

The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Uber: Performance is Fine, but Scared by Robotaxi Again?&#34; 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...

Uber Tech

Stellantis NV

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XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

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Sensata Tech

LI AUTO-W

NIO-SW

XPENG-W

Li Auto

NIO Inc. USD OV

XPeng

Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time

Reddit

RDDT

SEMR

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%...

Semrush

Cambria Global Asset Alloc

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

02390

Discussing the third-quarter report of $Reddit(RDDT.US), this time it is actually similar to the situation in the second quarter, also involving a process of expectation correction: 1. Before the earnings report, market tracking showed poor growth in North American user data (decline in duration, zero growth in users). Considering that North American users are the main source of monetization, the lack of user growth raises doubts about growth potential, and high valuations (generally hovering around 40x-50x EV/EBITDA) naturally cannot be sustained. 2. When the actual earnings report was released, although North American user growth was not as bad as third-party data tracking indicated (negative growth), it was still not promising...

ZHIHU-W

Zhihu

Reddit: Another unexpected surge, how to view the correction of expectation differences before and after the earnings report?

DuckDuckGo CEO Testifies: Chrome Browser Could Be Worth Over $5 Billion

Google Launches Gemini 2.5 Pro Model

Google Reports Strong Q4 2024 Earnings

WeShop

Safe & Green

BLUE ACQUISITION CORP. ORD USD0.0001 CL A (SUBS/RTS) 11/06/2030

PANTAGES CAPITAL ACQUISITION CORP. COM USD0.0001 A (SUBS/RTS) 15/11/2029

Nuvation Bio

STARRY SEA ACQUISITION CORP COM USD0.0001 (S/R 07/07/2030)

Haoxin

Caring Brands

Santech