AMAT admits share losses in C25 (up to 200bps but could be more) as some competitors like Lam outperformed WFE by a big margin. Domestic China tool vendor progress and ICAPS (mature nodes) weakness ar...
The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to "Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative......
Palantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.
The following are the minutes of the FY25Q3 earnings call for $Palantir Tech(PLTR.US) organized by Dolphin Research. For earnings interpretation, please refer to "Palantir: Valuation Too Advanced, Bac...
Reddit (Minutes): There are still user penetration opportunities among specific groups in North America
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 "Reddit: Another S...
ASMI implied some upside opportunities in 2025 which could drive its revenue to the higher end of the guidance (20%). China upside, mature node rebound, higher HBM (if adv pkg constraints ease), GAA a...
