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Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to "Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?" 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

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Shopify: Imperfection is Unacceptable, the Original Sin of High Valuation?

As the most watched hot target in the current e-commerce AI field—Shopify announced its Q3 2025 financial report on the evening of November 4th, before the U.S. stock market opened. Overall, the growth performance remains quite strong, with GMV growth accelerating sequentially on a high base. However, due to a narrowing gross margin and expenses returning to an expansion cycle, the year-on-year contraction in profit margin has widened, which is not considered favorable. Specifically: 1. Strong GMV growth, the source of all exceeding expectations: GMV within the Shopify ecosystem reached $9.2 billion this quarter, up 32% year-on-year, further accelerating on the already high base of the previous quarter, significantly outperforming expectations...

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Apple: iPhone maintains its central position, when will AI reveal its true form?

Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...

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BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

Can it reclaim the throne?

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Coca-Cola (Minutes): The bottling system restructuring strategy is nearing completion

The following are the minutes of Coca-Cola's FY25 Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to "Bulk Happiness from 'Fat House Water'?"

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Over the past 25 years, inflation has gone up about 87%. Not great but at least somewhat predictable. What’s completely out of line is how health insurance premiums exploded 319% in that same span. Th...

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