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Xiaomi Corporation (1810.HK) released its Q3 2025 financial report (ending September 2025) after the Hong Kong stock market closed on the evening of November 18, 2025, Beijing time. The key points are as follows: 1. Overall performance: $XIAOMI-W(01810.HK) revenue was 113.1 billion, a year-on-year increase of 22.3%. Among this, revenue from traditional businesses (smartphones x AIoT) only grew by 1.6% year-on-year. The growth this quarter was mainly driven by the automotive business. The gross profit margin increased to a relatively high level of 22.9%...

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Xiaomi: With subsidies withdrawn, can the automotive sector truly uphold its reputation?

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The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

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Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

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Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

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Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

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Qualcomm Quick Interpretation of Financial Report: The company's revenue for this quarter exceeded expectations, primarily driven by growth in the smartphone business; the decline in gross margin was due to the increased proportion of QCT hardware, which diluted the company's overall gross margin. The decline in the company's profit for this quarter was mainly affected by the inclusion of a $5.7 billion deferred tax asset reserve. Excluding this impact, the company's net profit for this quarter is approximately $2.6 billion. The increase in R&amp;D expenses and selling and administrative expenses also contributed to the decline in quarterly profit. The company's current smartphone business remains the largest source of revenue, accounting for 60% of total revenue. The acceleration in smartphone business growth this quarter does not indicate an improvement in demand in the Android smartphone market (global smartphone market shipment growth in the third quarter was only in the low single digits), but is mainly due to the company once again releasing this year's flagship smartphone SoC—Snapdragon 8 Elite Gen5 ahead of schedule, nearly a month earlier than the previous generation Gen4, with downstream manufacturers' stocking demand also being brought forward. For the company's guidance for the next quarter, the company expects revenue of $11.8-12.6 billion, better than market expectations ($11.6 billion). However, if viewed from the midpoint of the range ($12.2 billion) with a quarter-on-quarter increase of 8%, it is actually lower than the 13% quarter-on-quarter increase in the same period last year, which also confirms the demand preposition effect brought by the early release of new products. Overall, the company's current performance still mainly revolves around the smartphone and IoT businesses, remaining quite stable. These traditional fields are already quite mature and stable, and will also be affected by factors such as the tightening of state subsidies policies. The market is more looking forward to the company's growth opportunities in the AI PC and data center fields. As the company's stock price had been maintained in the $150-170 range, it surged to $200 on the day of announcing its entry into the AI data center at the end of October. Since there is no more incremental information, the company's stock price has fallen back again. Compared to the narrative in traditional fields, if the company can provide more progress on AI PC or data center orders and specific product planning, it will better stimulate market enthusiasm. For more detailed information, please follow Dolphin Research's subsequent commentary and Minutes content. $Qualcomm(QCOM.US)

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FactSet analysts 上调 Samsara Inc 2026 年 EPS 预测至 0.5 美元

Samsara released FY2026 Q3 earnings on December 4 After-Market EST, actual revenue USD 415.98 M (forecast USD 399.01 M), actual EPS USD 0.0099 (forecast USD -0.0336)

Samsara released FY2026 9-month earnings on December 4 After-Market EST, actual revenue USD 1.174 B, actual EPS USD -0.0583

Sands Capital Increased Holdings in Samsara in Q2

Samsara Inc Director John Bicket Sells 170,000 Shares

Samsara to Release FY2026 Q3 Earnings on December 4 After-Market EST, Forecast Revenue USD 398.92 M, EPS USD -0.0336

Adam Eltoukhy Sells Samsara Stocks

Samsara Inc. Executive Vice President Disposes of Common Stocks

Samsara Inc. insider Sanjit Biswas sells company stocks

TD Cowen and BMO Capital Maintain Buy Ratings for Samsara

John Bicket sold 170,000 shares in Samsara

Samsara insiders sold $5,826,885 worth of shares

RBC Capital Maintains Samsara's Buy Rating

Samsara Launches Commercial Navigation Service for Truck Fleets in the US

Samsara Inc launches new services and partners with AUMOVIO at London event

Assetmark Inc. Significantly Reduces Holdings in Samsara Inc.

Samsara Inc. CEO Sells Company Common Stock

Samsara's stock rating downgraded to hold

Samsara CFO Sells Company Common Stock

Samsara partners with Allianz UK to enhance UK fleet risk management

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BUZZ-Samsara jumps after strong Q3 results

Earning Release

业绩披露

2025.12.04 (EST) Announced FY2026 Cumulative 3Q Earning Release (USD) Revenue 1.174 B, Net Income -31.16 M, EPS -0.0583

Earning Release Date

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FY2026 Q3 Earning Release 2025.12.04 (EST) After-Market

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