Application Software

Pros

Unity

Financial Analysis

Hi everyone, this is Dolphin Research! $Unity Software(U.US) reported Q1 results. As it pre-announced in late Mar., the focus remains on guidance.After the IronSource divestiture, guidance more clearly signals the growth trajectory of the Vector ad system. 1) Guidance was slightly above expectations, with Vector trending well; management guides Q2 revenue growth of 15%-17%. Within that, excluding IronSource and the Supersonic unit, core strategic biz revenue...

Unity Software

Visa

AI disruption overhang; U steadily turns the corner

Xiaomi

Conference Minutes

PLUS

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1) Xiaomi Spring Launch: Key Points. $XIAOMI-W(01810.HK) The event's highlights were the SU7 refresh and progress on its AI foundation model. a) New-gen SU7: essentially a mid-cycle refresh. Exterior changes are minor, with the focus on hardware upgrades and a small price bump. On configs, the update favors the Standard and Pro trims. Across the lineup, standard kit now includes the V6s Plus super e-motor, lidar and 4D mmWave radar, NVIDIA Thor-U, the Jiaolong chassis, and front four-piston fixed calipers. Pricing-wise...

ePlus

MediaAlpha

Xiaomi HK SDR 2to1

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Xiaomi Corporation

Kingsoft Office

NVIDIA

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Intel

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GraniteShares 2x Long NVDA Daily ETF

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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

Plus500 Ltd.

Xiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts

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Apple

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Apple (AAPL) released FY26 Q1 results after-hours on the morning of Jan 31, 2026 Beijing time (quarter ended Dec 2025). Highlights below: 1) Overall results: revenue of $143.8bn (+15.7% YoY), beating the Street at $138.3bn. Growth was led by iPhone and Services. GPM was 48.2% (+130bps YoY), above the Street's 47.5%...

Alphabet - C

Alphabet

Apple Group

iPhone Rocks, with Gemini Teamup — Is Apple’s AI Era Finally Coming?

The following are the minutes of Xiaomi's Q3 2025 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Xiaomi: Without Subsidies, Can Cars Really Hold Up the Front?&#34; 1. $XIAOMI-W(01810.HK) Core Data Review Performance Overview: Total Revenue: Reached RMB 113.1 billion, a year-on-year increase of 22.3%. This marks the fourth consecutive quarter that the group's revenue has exceeded RMB 100 billion. Group Gross Margin: 22.9%, an increase of 2.5 percentage points year-on-year, setting a new historical high. Adjusted Net Profit: RMB 11.3 billion, a year-on-year increase of 81%...

Hudbay Minerals

Ameriprise Financial

Xiaomi (Minutes): Rising storage costs have a greater impact on manufacturers with lower ASP.

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%...

Invesco Water Res

Samsara

Canaan

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

SIRI

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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

Macerich

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

NextDecade

Barrick Mining

Grupo Televisa

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

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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%)...

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Planet Labs

Formfactor

Truecar

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

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Geely Auto

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ServiceNow

BYD HK SDR 10to1

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?

Google

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The following are the FY25 Q3 earnings call minutes for Google, compiled by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Google's Dramatic Reversal: From AI 'Sacrifice' to AI 'Trendsetter'.&#34; 1. Review of Core Financial Data 1.1 Consolidated Performance Revenue: $102.3 billion, up 16% year-over-year (15% growth at constant currency). 2. Total Revenue Costs: $41.4 billion, up 13%. 3. Technology Costs: $14.9 billion, up 8%. 4. Other Revenue Costs: $26.5 billion, up 16%, primarily due to increased YouTube content procurement costs...

HCA Healthcare

TENCENT

Nanoco Group PLC

Tencent Holdings Limited

Tencent

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Agilent Tech

Tencent HK SDR 10to1

Google (Minutes): We are the only full-stack AI cloud platform

PROS Holding Plans to Merge with Portofino Parent, LLC

PROS Holding to Hold Special Shareholders' Meeting to Review Merger Proposal with Thoma Bravo

Pros released FY2025 Q3 earnings on October 27 (EST), actual revenue USD 91.68 M (forecast USD 91.08 M), actual EPS USD -0.09 (forecast USD -0.0533)

Pros released FY2025 9 Months Earnings on October 27 (EST), actual revenue USD 175.04 M, actual EPS USD -0.1804

PROS Launches AI-Powered Price Optimization & Management Solution in SAP Store

Conga Platform Incorporates PROS Pricing Science and Analytics

Pros released FY2025 Q2 earnings on July 31 After-Market (EST), actual revenue USD 0 (forecast USD 87.66 M), actual EPS USD 0 (forecast USD -0.1798)

Pros released FY2025 Semi-Annual earnings on July 31 After-Market EST, actual revenue USD 175.04 M, actual EPS USD -0.1557

Pros Holdings Reports Exceeding EPS but Reports Loss

PROS Holding Partners with Commerce for Strategic B2B Digital Commerce Alliance

Pros to Release FY2025 Q2 Earnings on July 31 After-Market (EST), Forecast Revenue USD 87.67 M, EPS USD -0.1798

Stephens Investment Management Group Reduces Stake in PROS Holdings

PROS Holdings to Report Q2 2025 Earnings

PROS Holdings Named Leader in ISG CPQ Buyer's Guide

PROS Holdings Amends Credit Agreement to Issue $235 Million Convertible Senior Notes

Baird downgraded Pros Holdings to neutral

PROS Holdings Reiterates Q2 Financial Guidance

PROS Holdings Agrees to Note Exchange

Needham Reiterates Buy Rating on Pros Holdings

PROS Holdings COO Todd McNabb to Resign

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

Silexion Therapeutics

Vida Global

MetaVia

MicroAlgo

Tradr 2X Long XNDU Daily ETF

Houston-based PROS has recently revealed that SriLankan Airlines has extended its partnership for another six years, starting from January 1, 2026. This agreement will enhance the airline's capacity to provide real-time, demand-oriented marketing offers and elevate its modern airline retailing and commercial approach. SriLankan Airlines will persist in utilizing PROS Offer Marketing solutions to revamp its digital shopping and booking procedures, with the aim to improve offer marketing.

Unusual Whales

SriLankan Airlines Extends Partnership with PROS to Advance Real-Time Offer Marketing

ProStar Holdings Inc. has closed a non-brokered private placement of secured convertible debentures totaling US$675,000. The debentures carry a 12.5% interest rate and mature in 24 months, convertible into units at US$0.10 each. The offering is subject to TSX Venture Exchange approval and proceeds will be used for general corporate purposes. Director Wayne Moore acquired US$500,000 of the debentures, increasing his ownership stake in the company. All securities are subject to a four-month hold period under Canadian securities laws.

GlobeNewswire

Prostar Announces Closing of Convertible Debenture Financing

In Houston today, PROS Holdings, Inc., a prominent offer management provider for airlines, revealed that Bhaskara Rao Guntreddy is now onboard as the Senior Vice President of Product. This move underscores PROS' dedication to enhancing the airline commerce landscape as airlines globally are shifting towards contemporary, AI-powered retail approaches to enhance the traveler experience. With a background in leadership roles within major airlines and top travel companies, Guntreddy's appointment highlights PROS' strategic focus on innovation in this sector.

PROS appoints Bhaskara Rao Guntreddy as Senior VP of Product to lead AI-driven airline retail transformation.

CLOU

Conga has been recognized in the 2026 Gartner Magic Quadrant for Configure, Price and Quote Applications, with PROS in the Leaders quadrant and Conga in the Challengers quadrant. This recognition reflects the strength of their combined CPQ solutions following Conga's acquisition of PROS B2B. CEO Dave Osborne highlighted the benefits of their unified platform, which enhances commercial execution and decision-making. Conga ranked highly in various use cases, and a combined customer and partner conference is scheduled for March 9-11 in Orlando to discuss future developments and AI-powered solutions.

fidelity

Gartner

ISHRS S&P Glb It

Global X Cloud Computing ETF

SPDR S&P Software

Conga Recognized in the  2026 Gartner Magic Quadrant for Configure, Price and Quote Applications

In Houston, PROS Holdings, Inc., a key player in AI-driven SaaS pricing and selling solutions, revealed that they have extended their strategic partnership with Lufthansa Group. This extended collaboration follows many successful years of working together and has proven to be highly beneficial for both parties. The renewed agreement highlights the dedication of both PROS Holdings, Inc. and Lufthansa Group to advancing commercial offer innovation. The partnership empowers Lufthansa Group to enhance offer quality, adapt to market changes, and continue to deliver value.

PROS and Lufthansa Group extend strategic partnership, emphasizing AI solutions. Renewal marks successful collaboration.

PROS Holdings, Inc. has been named a Leader in the IDC MarketScape: Worldwide B2B Revenue and Profit Optimization Platforms 2025-2026 Vendor Assessment. This recognition highlights PROS' strong position in price management and optimization, offering a unified commercial platform with advanced AI capabilities for real-time pricing. The platform supports profitable revenue growth and adapts to market changes, providing competitive advantages in B2B markets. PROS' strengths include a single unified platform for pricing, rebate management, and subscription management, along with sophisticated AI models for transaction-specific pricing.

PROS Named a Leader in the IDC MarketScape: Worldwide B2B Revenue and Profit Optimization Platforms 2025-2026 Vendor Assessment

Pros(PRO.US)