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NetEase (Minutes): Resources Focused on High-Confidence Products

The following are the Minutes of the 2025 Q3 earnings call for $NTES-S(9999.HK) NetEase (NTES.US) organized by Dolphin Research. For an interpretation of the financial report, please refer to "NetEase: The Last Kneel Before the 'Pig Cycle'?" 1. Review of Core Financial Data 1. Revenue Overview: Total net revenue: RMB 28.4 billion (approximately USD 4 billion), an 8% year-over-year increase. Net revenue from games and related value-added services: RMB 23.3 billion, a 12% year-over-year increase. Net revenue from online games: RMB 22.8 billion, a 3% quarter-over-quarter increase and a 13% year-over-year increase...

HK
09999
+1.32%
US
DAO
+0.79%
US
NTES
+1.54%
HK
09999
+1.32%
US
DAO
+0.79%
US
NTES
+1.54%

Duolingo: Weak Guidance + Uncertainty of Short-term Changes, Green Bird Falls from High Valuation Pedestal

$Duolingo(DUOL.US) released its third-quarter 2025 earnings after the market closed on November 5th, Eastern Time. Due to fourth-quarter guidance falling short of expectations (implying a significant slowdown in growth), the company simultaneously stated its intention to make new investments and product changes from a long-term perspective. The core focus shifted from more direct monetization and profit-related metrics (such as paid rate and EBITDA margin improvement pace) to user growth across the ecosystem (MAU, DAU), leading to market uncertainty regarding future monetization performance growth. Following Duolingo's earnings release, the stock price fell by over 20%...

US
AI
+4.87%
US
DUOL
+1.68%
US
LKNCY
-0.52%
US
AI
+4.87%
US
DUOL
+1.68%
US
LKNCY
-0.52%

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...

UK
PLUS
0.00%
US
PLUS
+0.56%
US
FCF
-1.20%
UK
PLUS
0.00%
US
PLUS
+0.56%
US
FCF
-1.20%

New Oriental (Minutes): Continue High Dividends and High Buybacks Next Year

The following is a summary compiled by Dolphin Research regarding the FY26 Q1 earnings call minutes of $New Oriental EDU & Tech(EDU.US). For an interpretation of the financial report, please refer to "Guidance Stabilized, Returns Maximized, Can New Oriental's Faith Be Restored?" 1. Review of Core Financial Data 1. Overall Revenue and Profit Net Income: Increased by 6.1% year-on-year. Operating Revenue: Reached $310.8 million, up 6% year-on-year. Non-GAAP Operating Revenue (excluding share-based compensation expenses and amortization of intangible assets from business acquisitions): Reached $335.5 million, up 11.3% year-on-year. Net Profit Attributable: $240.7 million...

HK
09901
-0.32%
HK
01797
+1.05%
US
EDU
+0.23%
HK
09901
-0.32%
HK
01797
+1.05%
US
EDU
+0.23%

ASML (Minutes): Maintain 2030 target, next year's expectations will be updated in the next quarter

The following are the Minutes of ASML's Q3 2025 earnings call. For an interpretation of the financial report, please refer to "ASML: AI Capex Adds Buff, The Worst Period is Over!" 1. $ASML(ASML.US) Review of Core Financial Information 1. Shareholder Returns Dividends: The first interim dividend for 2025 has been paid, at EUR 1.60 per share. The second interim dividend, also EUR 1.60 per share, will be paid (Payment Date: November 6, 2025). Stock Repurchase: Approximately EUR 148 million worth of shares were repurchased in the third quarter...

US
XT
+1.07%
US
MU
+6.99%
US
HIGH
+0.09%
US
XT
+1.07%
US
MU
+6.99%
US
HIGH
+0.09%
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