Oil and Gas Storage and Transportation

NextDecade

Disney

Conference Minutes

01913

SBDS

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

PRADA

Solo Brands

Dayforce

Ashland

Citigroup

CureVac BV

Dominion Energy

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

应用材料AMAT

SOXS

SOXL

SOXX

CP00062

NVDA

AMAT

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

WEST

The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot', Can Applied Materials (AMAT) Benefit?' 1. $Applied Materials(AMAT.US) Key Financial Data Review Revenue: FY2025 revenue grew by 4% to $28.4 billion; Q4 revenue exceeded the midpoint of expectations. Revenue by business segment: Semiconductor Systems revenue grew by 4%. Applied Global Services (AGS) revenue grew by 3% to $6.4 billion...

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

NVIDIA

Applied Materials

PlayAGS

Micron Tech

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Westrock Coffee

Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

SMIC

ASML

00981

600810

688981

HSMD

The following are the minutes of SMIC's Q3 2025 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;SMIC: Not focusing on short-term results, is AI 'domestic chips' the true belief?&#34; 1. Review of SMIC's (00981.HK) key financial information 1. The company achieved sales revenue of USD 2.382 billion in the third quarter of 2025, a quarter-on-quarter increase of 7.8%, with a gross margin of 22%, up 1.6 percentage points from the previous quarter; operating profit was USD 351 million, and EBITDA was USD 1.43 billion...

VanEck HIP Sustainable Muni ETF

SMIC HK SDR 5to1

SMIC (Minutes): Storage price increase, terminal manufacturers are becoming more conservative in their plans for next year.

Qualcomm

QCOM

BMWYY

INTC

GOOG

GOOGL

SSNGY

02015

09866

09868

01810

TSLA

AAPL

300024

GENVR

04335

XPEV

81810

HXXD

XIACY

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...

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Samsara

Gen Digital

Intel

Alphabet - C

Alphabet

Samsung Electronics 

Sable Offshore

LI AUTO-W

NIO-SW

XPENG-W

XIAOMI-W

Tesla

Apple

SIASUN

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

INTEL-T

Li Auto

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Dragon

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

SIRI

603020

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?&#34; 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

Sirius XM

Apple Group

Macerich

Pros

Paymentus

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

AppLovin

C3.AI

Barrick Mining

Grupo Televisa

Apple (Minutes): Increase AI investment, launch new version of Siri next year

New Oriental

09901

01797

HIGH

300959

The following is a summary compiled by Dolphin Research regarding the FY26 Q1 earnings call minutes of $New Oriental EDU &amp; Tech(EDU.US). For an interpretation of the financial report, please refer to &#34;Guidance Stabilized, Returns Maximized, Can New Oriental's Faith Be Restored?&#34; 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...

NEW ORIENTAL-S

EAST BUY

New Oriental EDU & Tech

Simplify Enhanced Income ETF

ONLINE OFFLINE

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

HanHua Aerospace and Aviation Co., Ltd Acquires Common Stock of NextDecade Corporation

HanHua Aerospace & Aviation Co., Ltd Acquires Ordinary Shares of NextDecade Corporation

NextDecade released FY2025 9 Months earnings on October 30 Post-Market (EST), actual revenue USD 0, actual EPS USD -0.9912

NextDecade released FY2025 Q3 earnings on October 30 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.42 (forecast USD -0.575)

NextDecade Corporation Reaches Final Investment Decisions for Lines 4 and 5 and Signs Long-Term LNG Agreements

Jason Gabelman Maintains Hold Rating on NextDecade

NextDecade Makes Final Investment Decision for Rio Grande LNG Project

HanHua Aerospace & Aviation Co., Ltd Acquires NextDecade Corporation Common Stock

Bardin Hill Reports Acquisition of NextDecade Shares

William C. Vrattos Reports Acquisition of NextDecade Corporation Common Stock

NextDecade Corp CEO Acquires Company Shares

TD Cowen Downgrades NextDecade's Rating and Target Price

NextDecade Corporation Approves Construction of Train 4 for Rio Grande LNG Project

NextDecade Signs LNG Commercial Agreement with ConocoPhillips and Plans Future Investment

NextDecade Secures $3 Billion Investment for LNG Facility Development

NextDecade released FY2025 Q2 earnings on August 1 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.2333 (forecast USD -0.29)

NextDecade released FY2025 Semi-Annual earnings on August 1, 2025 (EST), actual revenue USD 0, actual EPS USD -0.5742

NextDecade's stock price falls but analysts remain optimistic

Morgan Stanley Raises NextDecade's Target Price

TD Cowen Upgrades NextDecade Rating to Buy

Intelligent Bio Solutions

Anghami

UTime

ESH ACQUISITION CORP COM USD0.0001 CL A (S/R 13/06/2028)

Northann

FG MERGER II CORP COM USD0.0001 11/02/2030 (SUBS/RTS)

ESH Acquisition

INFLECTION POINT ACQUISITION CORP V COM USD0.0001 CL A (SUB/RIGHST)

RISING DRAGON ACQUISITION CORP COM USD0.0001 15/11/2028 (SUBS/RT)

Datavault AI

NextDecade(NEXT.US)