Research and Consulting Services

Planet Labs

Ctrip

Conference Minutes

09961

TRIP

K3RD

TCOM

TAIL

EXPE

RISE

HTGD

The following are the minutes of the FY25Q3 earnings call for $Trip.com(TCOM.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Trip.com: Awaiting the Release of Overseas Profits.&#34; I. Review of Core Financial Information II. Detailed Content of the Earnings Call 2.1 Key Information from Executive Statements 1. Strong Market Demand: The global tourism industry is booming, with travel enthusiasm surging. Travel demand is skyrocketing, primarily driven by the robust vitality of domestic tourism in China and the steady recovery of outbound travel. Travelers are actively exploring new destinations, seeking authentic and in-depth cultural experiences...

TRIP.COM-S

Tripadvisor

TRIP ADR US+

Direxion Auspice Broad COM

Trip.com

Reliance

Ameriprise Financial

Cambria Tail Risk

ING Groep

Expedia

Pictet Emerging Markets Rising Ecos ETF

Trip.com HK SDR 50to1

Ctrip (Minutes): Marketing expenses will continue to rise in the peak season of 4Q

shopify

Financial Analysis

PLUS

SHOP

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...

Plus500 Ltd.

ePlus

First Commonwealth Financial PA

C3.AI

Shopify 

Simplify Enhanced Income ETF

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

Apple

AAPL

603020

GOOG

GOOGL

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

GGLS

GGLL

FORM

TRUE

Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...

Apple Group

Alphabet - C

Alphabet

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

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Pros

Formfactor

Truecar

Apple: iPhone maintains its central position, when will AI reveal its true form?

Planet Labs PBC Receives Hold Rating from Analysts with Target Price at $30.61, CFO Sells 200k Shares

Planet Releases First Optical Data from Pelican, Including Images of Sweden's Sovereign Satellite

Planet Labs Signs Seven-Figure Deal with Czech Government

BHK Investment Advisors LLC Acquired 70,000 Shares of Planet Labs PBC

Planet Labs Germany signs satellite imagery service contract with the Greek government

Planet Labs PBC Collaborates with Carbon Mapper and JPL to Develop SWIR Tanager

Planet Labs PBC's stock price falls amid mixed analyst ratings

Planet Labs PBC Stock Price Dropped, Falling Short of Earnings Expectations

Planet Labs Director Brennan Sells 36,500 Shares of Class A Stock

Planet Labs PBC Shares Rise Despite Missed Earnings Per Share

AMI Asset Management Increased Holdings of Planet Labs PBC in Q4

Planet Labs CEO Sells 200,000 Shares of Class A Stock

Planet Implements AI Object Detection on Pelican-4 Satellite

Planet Labs CFO Ashley F. Johnson Sells and Transfers A Class Shares

Planet Labs PBC Prepares Launch of Three Pelican Satellites

FactSet: Planet Labs PBC Target Price Raised to $35

Planet Labs Expanding Satellite Manufacturing in Berlin

Planet Labs Exceeds Earnings Expectations, Analysts Raise Target Price, Stock Soars

FactSet Lowers 2027 EPS Estimates for Planet Labs PBC - Class A

Planet Labs released FY2026 Q4 earnings on March 19 After-Market EST, actual revenue USD 86.82 M (forecast USD 78.17 M), actual EPS USD -0.4803 (forecast USD -0.1085)

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

Earning Release Date

财报预告

FY2027 Q1 Earning Release 2026.06.04 (EST) After-Market

RKLB

SpaceX

ARKX

Is it time to sell other space stocks and buy SpaceX instead?

Redwire

Rocket Lab

ISHRS Aero & Def

ARK Space Exploration & Innovation ETF

Invesco Aero & Defense ETF

SPDR S&P Aerospace & Def

Why Redwire Corporation stock popped then dropped

Prediction market traders assign a 92% probability that SpaceX will complete its IPO by June 30, 2026, potentially valuing it over $1.5 trillion. This situation benefits the Procure Space ETF (UFO), which focuses on pure-play space companies. UFO has seen a 130% increase over the past year, but its five-year return lags behind the S&P 500. The ETF's high expense ratio and volatility are considerations for investors seeking concentrated exposure to the space sector ahead of the SpaceX listing.

Procure Space ETF

You’re going to regret not buying this ETF before SpaceX’s IPO

Planet Labs PBC (NYSE:PL) has received a consensus recommendation of 'Hold' from analysts, with an average 12-month price target of $30.61. Recent ratings include two sell, four hold, and six buy recommendations. Notably, Wedbush raised its target to $50, while Morgan Stanley increased it to $35. Insider sales were reported, with CFO Ashley F. Johnson selling 200,000 shares. Institutional ownership stands at 41.71%, with recent investments from various firms.

Market Beat

Morgan Stanley

Goldman Sachs

Prologis

PLANET LABS PBC C/WTS 06/12/26 (TO PUR COM)

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Planet Labs PBC (NYSE:PL) Given Consensus Recommendation of "Hold" by Analysts

Planet Labs PBC has secured a two-year contract with the Czech Republic's State Agricultural Intervention Fund for satellite imagery and AI analytics to support agricultural monitoring. This seven-figure deal expands Planet Labs' presence in Europe, following similar contracts in Greece and Sweden. The agreement highlights the company's focus on higher value solutions and AI integration in public sector workflows. However, investors should note the company's ongoing unprofitability and potential risks associated with contract concentration and share price volatility. Future performance will depend on effective execution of this contract and expansion into other EU agencies.

Simplywall

Airbus

BlackSky Tech

Planet Labs Czech Deal Highlights Growing European AI Agriculture Footprint

Planet Releases First Light from Latest Pelican Launch, Including Imagery from Sweden’s First Sovereign Satellite | PL Stock News

StockTitan

Planet Releases First Light from Latest Pelican Launch, Including Imagery from Sweden’s First Sovereign Satellite | PL Stock News

VSAT

RKLX

New Street Research has launched a Space Economy and Infrastructure vertical, focusing on sectors such as launch, satellites, connectivity services, and datacenters. The initial coverage will include companies like SpaceX, Rocket Lab, and Viasat. The firm aims to leverage its expertise to provide independent insights into this sector. A webinar will be held on May 18 to discuss the launch. Iain Johnston, Chairman, emphasized the initiative's goal to enhance understanding of the space ecosystem for institutional clients.

prnewswire

ViaSat

Defiance Daily Target 2X Long RKLB ETF

Telesat

Iridium Comm

Echostar

AST SpaceMobile

16:30 ETNew Street Research Launches Space Economy and Infrastructure Coverage

Planet Labs Germany has signed a 2-year, 7-figure contract with the Czech Republic's State Agricultural Intervention Fund (SZIF) to provide satellite imagery and AI analytics for agricultural monitoring. This partnership aims to enhance the efficiency of claim validation processes for approximately 25,000 agricultural holdings. By integrating high-frequency satellite data with AI, SZIF will improve its digital transformation and ensure reliable services for farmers. This deal expands Planet's support for European governments in agricultural compliance and monitoring.

ASOS plc

Vale SA

UCB S.A.

abrdn Income Credit Strategies Fund

ASOS Plc

Planet Selected for 7-Figure Deal with Czech Government for AI-Powered Agriculture Monitoring | PL Stock News

Planet Labs(PL.US)

Why Redwire Corporation stock popped then dropped

You’re going to regret not buying this ETF before SpaceX’s IPO

Planet Labs PBC (NYSE:PL) Given Consensus Recommendation of "Hold" by Analysts

Planet Labs Czech Deal Highlights Growing European AI Agriculture Footprint

Planet Releases First Light from Latest Pelican Launch, Including Imagery from Sweden’s First Sovereign Satellite | PL Stock News

16:30 ETNew Street Research Launches Space Economy and Infrastructure Coverage

Planet Selected for 7-Figure Deal with Czech Government for AI-Powered Agriculture Monitoring | PL Stock News

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