$Circle (CRCL.US)$ is scheduled to hold the Q4 earnings briefing for the fiscal year 2025 on Wednesday, February 25, 2025, at 10:00 PM JST. The briefing will be streamed with subtitles. If you would like to watch it, please“Reserve”button to register.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
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Circle 2025 Q4 Earnings Presentation (with Japanese subtitles)
Feb 25 07:00
Book 11
$IonQ Inc (IONQ.US)$ will be held on Thursday, February 26, 2026, at 6:30 AM JST,Q4 2025 Earnings Briefing & Full-Year 2025 Earnings Briefingas planned.
This briefing isand will be streamed with subtitles.。If you wish to view the presentation, please refer to the "ReservationPlease click the button.
◆Please note:
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
This briefing isand will be streamed with subtitles.。If you wish to view the presentation, please refer to the "ReservationPlease click the button.
◆Please note:
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
Translated
IonQ Inc. Q4 2025 Earnings Briefing & Full-Year 2025 Earnings Briefing (with Japanese subtitles)
Feb 25 15:30
Book 3
Mooライブ
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- Nebius Group reported a substantial year-over-year revenue increase in Q4 2025, amounting to $228 million, marking a growth of 547%.
- The annualized run rate revenue for the core AI cloud business reached $1.2 billion, surpassing the higher end of the Q3 guidance.
- Group adjusted EBITDA inflected positively in Q4, with a margin expansion to 24% in the core AI cloud business.
Business Progress:
- Nebius Group...
Financial Performance:
- Nebius Group reported a substantial year-over-year revenue increase in Q4 2025, amounting to $228 million, marking a growth of 547%.
- The annualized run rate revenue for the core AI cloud business reached $1.2 billion, surpassing the higher end of the Q3 guidance.
- Group adjusted EBITDA inflected positively in Q4, with a margin expansion to 24% in the core AI cloud business.
Business Progress:
- Nebius Group...
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Mooライブ
commented on
[AI Summary of Earnings Briefing]
Earnings Summary
- Nine-month net profit of 3.17 trillion yen, an increase of 2.5 trillion yen year-over-year
- Net Asset Value of 30.9 trillion yen (as of end-December), recovered to 33 trillion yen recently
- Cumulative investment in OpenAI amounts to $3.46 billion (approximately 5.4 trillion yen), holding an 11% stake
- Investment gains/losses show strong performance with 6 wins and 1 loss over the last 7 quarters
Business Progress
- Additional $2.5 billion investment in OpenAI completed; valuation grows to $50 billion
- Announcement of acquiring ABB Robotics division for $5.4 billion
- Completion of Ampere acquisition for $6.5 billion
- Portfolio focused on ASI expansion now exceeds 60% of total holdings
Next quarter's earnings forecast
- Arm revenue guidance $1.47 billion (up 18% year-over-year)
- Adjusted operating expenses approximately $745 million
- Adjusted EPS $0.58
Opportunities
- OpenAI and SB Energy each contribute an additional $5 billion investment in the Stargate project
- Acquisition of Digital Bridge secures a digital infrastructure investment platform worth 17 trillion yen
- OpenAI successively launches new products tailored for specialized fields such as healthcare, research support, and software development...
Earnings Summary
- Nine-month net profit of 3.17 trillion yen, an increase of 2.5 trillion yen year-over-year
- Net Asset Value of 30.9 trillion yen (as of end-December), recovered to 33 trillion yen recently
- Cumulative investment in OpenAI amounts to $3.46 billion (approximately 5.4 trillion yen), holding an 11% stake
- Investment gains/losses show strong performance with 6 wins and 1 loss over the last 7 quarters
Business Progress
- Additional $2.5 billion investment in OpenAI completed; valuation grows to $50 billion
- Announcement of acquiring ABB Robotics division for $5.4 billion
- Completion of Ampere acquisition for $6.5 billion
- Portfolio focused on ASI expansion now exceeds 60% of total holdings
Next quarter's earnings forecast
- Arm revenue guidance $1.47 billion (up 18% year-over-year)
- Adjusted operating expenses approximately $745 million
- Adjusted EPS $0.58
Opportunities
- OpenAI and SB Energy each contribute an additional $5 billion investment in the Stargate project
- Acquisition of Digital Bridge secures a digital infrastructure investment platform worth 17 trillion yen
- OpenAI successively launches new products tailored for specialized fields such as healthcare, research support, and software development...
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$NVIDIA (NVDA.US)$ is scheduled to hold the earnings briefing for the fourth quarter of the fiscal year 2026 on Thursday, February 26, 2026, at 7:00 AM Japan time. This briefingThe event will be streamed with subtitles. If you wish to watch, please click the "Reservation" button.
◆Please note:
The content of this live stream is provided for your convenience through a subtitling translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, whether express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company shall not be liable for any damages arising from the translated content. Please keep this in mind when viewing.
◆Please note:
The content of this live stream is provided for your convenience through a subtitling translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, whether express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company shall not be liable for any damages arising from the translated content. Please keep this in mind when viewing.
Translated
NVIDIA FY2026 Q4 Earnings Presentation (with Japanese subtitles)
Feb 25 16:00
Book 12
$NEBIUS (NBIS.US)$ is scheduled to hold a conference call for the fourth quarter of 2025 on Thursday, February 12, 2026, at 10:00 PM Japan Time. This conference will be streamed with subtitles. If you wish to view it, “Reserve”button to register.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company assumes no responsibility for any damages caused by the translated content. Please keep this in mind when viewing.
Translated
Nebius Group A 2025 Q4 Earnings Presentation (with Japanese subtitles)
Feb 12 07:00
13
1
Mooライブ
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- Amazon reported Q4 2025 revenue of $213.4 billion, a 12% year-over-year increase excluding the impact of foreign exchange rates.
- Operating income for Q4 was notable at $25 billion.
- Global revenue stream for the fourth quarter showed North America at $127.1 billion, up 10% and International at $50.7 billion, up 11% excluding foreign exchange impacts.
Business Progress:
- AWS continues robust growth with a 24% year...
Financial Performance:
- Amazon reported Q4 2025 revenue of $213.4 billion, a 12% year-over-year increase excluding the impact of foreign exchange rates.
- Operating income for Q4 was notable at $25 billion.
- Global revenue stream for the fourth quarter showed North America at $127.1 billion, up 10% and International at $50.7 billion, up 11% excluding foreign exchange impacts.
Business Progress:
- AWS continues robust growth with a 24% year...
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Mooライブ
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- IREN reported Q2 revenue of $184.7 million, a 23% decrease mainly due to lower Bitcoin mining revenue.
- Adjusted EBITDA declined due to reduced Bitcoin mining revenue, offset by lower payroll tax accruals and power costs.
- Significant noncash items, including $219.4 million from unrealized losses and debt conversion expenses, impacted net income negatively.
Business Progress:
- Secured $3.6 billion in GPU fin...
Financial Performance:
- IREN reported Q2 revenue of $184.7 million, a 23% decrease mainly due to lower Bitcoin mining revenue.
- Adjusted EBITDA declined due to reduced Bitcoin mining revenue, offset by lower payroll tax accruals and power costs.
- Significant noncash items, including $219.4 million from unrealized losses and debt conversion expenses, impacted net income negatively.
Business Progress:
- Secured $3.6 billion in GPU fin...
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$SoftBank Group (9984.JP)$ is scheduled for Thursday, February 12, 2026, at 4:30 PM Japan time,to hold the Q3 earnings briefing for the fiscal year ending March 2026.If you would like to watch, please click on "ReservationPlease click the button.
Translated
SoftBank Group Fiscal Year Ending March 2026, Third Quarter Earnings Briefing
Feb 12 01:30
5
Mooライブ
commented on
[AI Summary of Earnings Briefing]
Financial Performance
- Downward revision of full-year consolidated earnings forecast implemented
- Interest-bearing debt has increased, deteriorating the EBITDA ratio
- Financial leverage is under significant strain
- Utilized a large amount of cash for the full subsidiary acquisition of NTT Data
Business Developments
- Signs of bottoming out observed on the revenue side for Docomo
- Steady demand in the optical consumer base continues
- Growth in corporate-related businesses in the East and West regions (solution-based business centered around Giga Schools)
- Aiming for the commercialization of IOWN by fiscal 2026, with commercial samples ready for deployment
Next quarter's earnings forecast
- Specific figures for next year are still undecided, but the company aims to achieve profit growth across all segments
- The recovery of Docomo’s performance is the key point
- Data will continue to grow, driven by the expansion of the AI and cloud markets
- East and West will capture growth in optical demand and corporate business
Opportunities
- Expansion of data center demand due to growth in the AI and cloud markets
- New revenue opportunities from the commercialization of IOWN technology
- Efficient operations through network consolidation plans
- Capturing growth opportunities through the full subsidiary acquisition of NTT Data
Risk
- 通...
Financial Performance
- Downward revision of full-year consolidated earnings forecast implemented
- Interest-bearing debt has increased, deteriorating the EBITDA ratio
- Financial leverage is under significant strain
- Utilized a large amount of cash for the full subsidiary acquisition of NTT Data
Business Developments
- Signs of bottoming out observed on the revenue side for Docomo
- Steady demand in the optical consumer base continues
- Growth in corporate-related businesses in the East and West regions (solution-based business centered around Giga Schools)
- Aiming for the commercialization of IOWN by fiscal 2026, with commercial samples ready for deployment
Next quarter's earnings forecast
- Specific figures for next year are still undecided, but the company aims to achieve profit growth across all segments
- The recovery of Docomo’s performance is the key point
- Data will continue to grow, driven by the expansion of the AI and cloud markets
- East and West will capture growth in optical demand and corporate business
Opportunities
- Expansion of data center demand due to growth in the AI and cloud markets
- New revenue opportunities from the commercialization of IOWN technology
- Efficient operations through network consolidation plans
- Capturing growth opportunities through the full subsidiary acquisition of NTT Data
Risk
- 通...
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