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Today’s Key News Recap

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1216 | Dolphin Research Focus: 🐬 Macros/Industry. The U.S. Bureau of Labor Statistics will release on Tue a closely watched 'combined' Oct–Nov nonfarm payrolls report. Street expects -10k in Oct and +50k to +130k in Nov, with the unemployment rate rising to 4.4%–4.5%, while Gov. payrolls will be weighed by deferred exits under delayed separation plans across Oct–Nov.🐬 Single stocks. 1) $Alibaba(BABA.US) rolled out the Wanxiang 2.6 model suite...

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Lineage

BYD COMPANY

BOYD Gaming

Plus500 Ltd.

BABA-W

Safety Shot

Global X S&P 500 U.S. Mkt Ldr TOP 50 ETF

Lionsgate Studios

KeyCorp

Construction Partner

iShares MSCI USA Size Factor ETF

Gen Digital

Dave & Buster ENT

SPEED

Highway

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

BABA-WR

Alibaba HK SDR 5to1

Alibaba

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

GEN DIGITAL INC COM USD0.01 CVR (S/RS)

XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap

shopify

Conference Minutes

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OpenAI

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The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

Shopify 

Paymentus

Destiny Tech100

Paypal

Klarna

Instacart（Maplebear）

Universal

General Motors

Microsoft

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Optec International, Inc.

Milestone Pharmaceuticals

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

Financial Analysis

HIGH

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...

First Commonwealth Financial PA

C3.AI

Planet Labs

Simplify Enhanced Income ETF

Shopify: Imperfection is Unacceptable, the Original Sin of High Valuation?

00285

00175

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80175

GELHY

BYD ELECTRONIC

GEELY AUTO

Desktop Metal

Pros

Geely Auto

GEELY AUTO-R

Canaan

ServiceNow

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

Coca-Cola

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COLA

ATER

CAPE

CMCSA

COLAR

COLAU

The following are the minutes of Coca-Cola's FY25 Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Bulk Happiness from 'Fat House Water'?&#34;

Coca Cola

Coca-Cola Bottling

Columbus Acquisition

Aterian

Doubleline Shiller Cape US Equities ETF

Comcast

Ameriprise Financial

COLUMBUS ACQUISITION CORP COM USD0.0001 30/09/2025 (SUB/RIGHTS)

Columbus Acquisition - Unit

Coca-Cola (Minutes): The bottling system restructuring strategy is nearing completion

ePlus Inc. Director John E. Callies Acquires Common Stock

William Blair Analyst Maintains Buy Rating on Eplus Stock

ePlus released FY2026 Q2 earnings on November 6 After-Market EST, actual revenue USD 608.83 M (forecast USD 518.3 M), actual EPS USD 1.3221 (forecast USD 0.765)

ePlus released FY2026 Semi-Annual earnings on November 6 After-Market EST with actual revenue of USD 1.246 B and EPS of USD 2.745

ePlus to Release FY2026 Q2 Earnings on November 6 After-Market EST, Forecast Revenue USD 518.3 M, EPS USD 0.765

ePlus released FY2026 Q1 earnings on August 7 After-Market EST, actual revenue USD 637.32 M (forecast USD 516.7 M), actual EPS USD 1.4306 (forecast USD 0.92)

ePlus Reports Q1 2026 Financial Results Exceeding Expectations

ePlus to Release FY2026 Q1 Earnings on August 7, 2025, After-Market EST; Forecast Revenue USD 516.7M, EPS USD 0.92

New York State Common Retirement Fund Increases Stake in ePlus

Sidoti Csr Downgrades ePlus Inc. Q2 Earnings Estimate

ePlus inc. Receives 2024 Innovation Partner Award

ePlus Reaches Final Agreement with Marlin Rentals (PEAC Solutions)

ePlus Inc. Up 7.7% in Past Three Months

ePlus Company Awarded Nutanix Annual Portfolio Partner Award

ePlus Bears Reduce and Earnings Beat Expectations

ePlus released FY2025 Q4 earnings on May 22 After-Market EST, actual revenue USD 498.11 M (forecast USD 523.85 M), actual EPS USD 0.9516 (forecast USD 0.68)

ePlus released FY2025 Annual Earnings on May 22 After-Market (EST), actual revenue USD 2.069 B (forecast USD 2.095 B), actual EPS USD 4.05 (forecast USD 3.78)

ePlus Announces Fiscal Year 2025 Earnings Below Expectations

ePlus reports Q4 EPS of $1.11

ePlus Inc. Announces Q1 2025 Earnings Outlook

Vision Marine Tech

SRX Health Solutions

AMC Robotics

Everbright Digital

Cementos Pacasmayo Saa 

B Riley Financial

Rezolve AI

Emerald

Venus Concept

Aldeyra Therap

Zhengyu Technology (PLUS.US) Q2 Fiscal Year 2026 Earnings Call

Zhengyu Technology (PLUS.US) Q4 2025 Earnings Call

Zhengyu Technology (PLUS.US) Q3 2025 Earnings Call

Zhengyu Technology (PLUS.US) Q2 2025 Earnings Call

TD Synnex

PC Connection

Climb Global Solutions

Richardson Electronics

Lianhe Sowell

Iczoom

Arrow Electronics

Ingram Micro

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