Jinny40
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Key Takeaways (AI-Generated)
Financial Performance:
- Marvell Technology recorded Q4 revenue of $2.219 billion, a 7% sequential growth.
- Fiscal 2026 revenue grew 42% year-over-year to approximately $8.2 billion, driven by a robust demand in the data center market.
- Non-GAAP earnings per share in Q4 were $0.80, exceeding guidance expectations by $0.01.
- Reported GAAP gross margin for Q4 was 51.7%, while non-GAAP gross margin was 59%.
- Year-over-year n...
Financial Performance:
- Marvell Technology recorded Q4 revenue of $2.219 billion, a 7% sequential growth.
- Fiscal 2026 revenue grew 42% year-over-year to approximately $8.2 billion, driven by a robust demand in the data center market.
- Non-GAAP earnings per share in Q4 were $0.80, exceeding guidance expectations by $0.01.
- Reported GAAP gross margin for Q4 was 51.7%, while non-GAAP gross margin was 59%.
- Year-over-year n...
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Jinny40
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Key Takeaways (AI-Generated)
Financial Performance:
- Apple Inc. reported a record-breaking revenue of $143.8 billion in Q1 2026, marking a 16% increase from the previous year.
- The company achieved an all-time high net income of $42.1 billion, with diluted earnings per share at $2.84, showing 19% year-over-year growth.
- Gross margin for the company was reported at 48.2%, attributed to favorable mix and leverage, particularly from iPhone sales.
Business ...
Financial Performance:
- Apple Inc. reported a record-breaking revenue of $143.8 billion in Q1 2026, marking a 16% increase from the previous year.
- The company achieved an all-time high net income of $42.1 billion, with diluted earnings per share at $2.84, showing 19% year-over-year growth.
- Gross margin for the company was reported at 48.2%, attributed to favorable mix and leverage, particularly from iPhone sales.
Business ...
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Jinny40
reacted to and commented on
Key Takeaways (AI-Generated)
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
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Jinny40
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- Q2 FY2026 exhibited a revenue of $16.1 billion, a 13% increase year-over-year.
- Non-GAAP EPS rose 51% to $2.26, and GAAP EPS saw an 86% rise to $2.10.
- Operating income grew by 8% reaching $6.7 billion.
- Cloud revenues rose 33% to $8 billion, with cloud infrastructure revenue up 66% and cloud applications revenue up 11%.
Business Progress:
- Oracle Cloud Services RPO ended at $523.3 bill...
Financial Performance:
- Q2 FY2026 exhibited a revenue of $16.1 billion, a 13% increase year-over-year.
- Non-GAAP EPS rose 51% to $2.26, and GAAP EPS saw an 86% rise to $2.10.
- Operating income grew by 8% reaching $6.7 billion.
- Cloud revenues rose 33% to $8 billion, with cloud infrastructure revenue up 66% and cloud applications revenue up 11%.
Business Progress:
- Oracle Cloud Services RPO ended at $523.3 bill...
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Jinny40
voted
Columns Palantir: the Over-Valuated "NATO-Concept" Stock set to Release Q3 Earnings, Options Strategy
Following a "super-week" with earnings release of Mega-Cap stocks and FOMC meeting, the schedule of this week is the same filled with famous and actively traded stocks. This article highlights two of the most watched ones: $Palantir (PLTR.US)$ and $Robinhood (HOOD.US)$.
Palantir will report its earnings after the market closes on November 3, while Robinhood will report on November 5 (Wednesday) after the ...
Palantir will report its earnings after the market closes on November 3, while Robinhood will report on November 5 (Wednesday) after the ...
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$Circle (CRCL.US)$ look at 2 hours chart about to get dump 135
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Jinny40
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Jinny40
reacted to and commented on
The following is a summary of the Tesla, Inc. (TSLA) Q2 2025 Earnings Call Transcript:
Financial Performance:
- Tesla's total automotive revenue increased by 19% sequentially, mainly due to improved Average Selling Prices (ASP) of the new Model Y despite only a 14% increase in total deliveries.
- The energy generation and storage businesses saw improved margins, achieving the highest gross profit yet for this segment.
Business Progress:
- Successfully initia...
Financial Performance:
- Tesla's total automotive revenue increased by 19% sequentially, mainly due to improved Average Selling Prices (ASP) of the new Model Y despite only a 14% increase in total deliveries.
- The energy generation and storage businesses saw improved margins, achieving the highest gross profit yet for this segment.
Business Progress:
- Successfully initia...
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Jinny40
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$Tesla (TSLA.US)$ this sotck own by retail don’t be surprised dump
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Jinny40
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![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
Jinny40 : Yes
Jinny40 : Who is your customer
Jinny40 : Your cash flow is 300m that’s too small
Jinny40 : Not impressive
Jinny40 : Blabla margin is too small
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