The following is Dolphin Research's Trans of $Netflix(NFLX.US) FY26 Q2 earnings call. For our post-earnings take, see 'Netflix: From internet darling to matron?'
I. Core recap
1) Results & guide: Q2 revenue of $12.56bn (+12% YoY ex-FX) and EPS of $0.80 (vs Est. $0.79). Q3 guide calls for revenue of $12.86bn (reported +12% YoY, ex-FX +11%) and EPS of $0.82...
Below is Dolphin Research's Trans of TSMC FY26 Q2 (fiscal Q2 2026) earnings call. For the earnings analysis, see 'No blowout, just so-so: Can TSMC still carry the AI narrative?'
I. $Taiwan Semiconductor(TSM.US) earnings highlights recap — 1) Shareholder returns: TWD 467 bn in cash dividends in 2025 (+28.6% YoY), with full-year DPS of TWD 18. In 2026, DPS will rise to TWD 24...
Below is Dolphin Research's recap of ASML's FY26 Q2 earnings call. For our earnings analysis, please see 'ASML: AI panic everywhere, is the shovel trade running hot?'.
I. $ASML(ASML.US) core takeaways recap. 1) Shareholder returns: In Q2, the company paid a 2025 final dividend of EUR 2.70/sh, plus three interim dividends already paid in 2025–2026...
Below is Dolphin Research's Trans of QCOM 2026 Investor Day. Key financial highlights are as follows.
Shareholder returns: $40 bn returned to shareholders over the past five years, and 30% of shares repurchased and retired over the past decade. Looking ahead, dividend growth will stay in the low to mid single digits, with most FCF returned to shareholders.Financial targets were materially raised. The FY29 non-handset revenue target was lifted to $40 bn from $22 bn set 18 months ago, nearly doubling...
Below is Dolphin Research's Trans of the FY26 Q1 earnings call for $Trip.com(TCOM.US). For the earnings analysis, please see 'Before the regulatory crackdown hits, does Trip.com have one last leg down?'
I. Core info recap 1) Core financials: Q1 FY26 total net revenue was RMB 16.2bn (+17% YoY), slightly above market expectations (RMB 15.8bn; ~2% beat). Non-GAAP diluted EPS per ADS was RMB 5.73 (~$0.83). As of Mar 31, 2026...
Below is Dolphin Research's compilation of Micron Technology's FY26 Q3 earnings call Trans.
I. Core takeaways from the print.1) FQ4 guidance (record): revenue of $50 bn (±$1 bn), GPM about 86%, and OpEx around $1.65 bn.
EPS guided to a record $31 (±$1), based on approx. 1.15 bn shares. Tax rate ~15%.The FQ4 GPM guide already factors in a clear slowdown in price increases.
For FY27, OpEx is expected to rise by about $1 bn to expand R&D.
Below is Dolphin Research's compiled Trans of $Oracle(ORCL.US) FQ4 2026 earnings call. For the earnings analysis, see 'ORCL Plunge? AI Infra Can't Fix the Core Weakness — High Rates, High Debt + Stalled Software'.
Section I: Core recap. 1) FY27 full-year guide: total revenue approx. $90bn; non-GAAP EPS est. at $8.05...
Below is Dolphin Research's Trans from Lululemon's FY26 Q1 earnings call.
For our earnings take, see 'Lululemon: Founder blasts, weak print—can a new CEO save its black-leggings franchise?'
Below is Dolphin Research's Trans of $Broadcom(AVGO.US) FY26 Q2 earnings call. For our earnings take, please see 'AVGO: Giants vs. Giants — Is the ASIC camp splitting?'
Core highlights from the quarter include: 1) shareholder returns and 2) Q3 outlook. The company paid $3.1bn in cash dividends in Q2, equivalent to a quarterly cash dividend of $0.65 per common share, and guides Q3 consolidated revenue of $29.4bn (+84% YoY)...
Below are Dolphin Research's notes from the FY1Q26 earnings call for $MEITUAN(03690.HK). For our earnings take, please see 'Meituan: As AI draws the fire, finally room to breathe?'.
I. Key highlights from the print. 1) Shareholder returns: no dividend or buyback plans were mentioned this quarter.2) Outlook: management did not provide specific revenue or profit guidance, but offered directional color. If industry competition remains rational, Q2 on-demand delivery UE (unit economics) should improve meaningfully vs. Q1 ...
