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Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...

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ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

Financial Analysis

ARM (ARM.O) released its FY2026 Q3 results (quarter ended Dec 2025) after U.S. market close on the morning of Feb 5, 2026 Beijing time. Key takeaways: 1) Metrics:$Arm(ARM.US) reported revenue of $1.24bn, up 26% YoY, in line with consensus ($1.23bn). Of the $100mn QoQ increase in revenue, most came from royalty growth. GPM was 97.6%, holding above 97%...

ARM: AI tailwinds intact; handsets now a drag?

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

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ARM (Minutes): All new computing power is based on Arm architecture

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Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

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Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

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All in the same boat, is OpenAI a divine pearl or a demonic pill?

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The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

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Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

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Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

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Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

Today’s Key News Recap

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

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OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...

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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

SoftBank Increases Debt Burden With $40 Billion Borrowing

SoftBank to Issue Hybrid Bonds in Japan

SoftBank Applies for Public Offering of 420 Billion Japanese Yen Hybrid Bonds

SoftBank to Redeem 410 Billion Yen in Domestic Hybrid Notes in June 2026

SoftBank Obtains $40 Billion Bridge Loan to Invest in OpenAI

SoftBank bets $30 billion on OpenAI

SoftBank CFO Says LTV May Temporarily Exceed 25%

US Announces Funding Initiative for Energy and Critical Minerals Supply Chain Projects

SoftBank's SB Energy Developing a 10GW Data Center Campus at Former Nuclear Weapons Site in Ohio

SoftBank reports nine months net income of 3.7 trillion yen

SoftBank Launches Portsmouth Alliance Energy and AI Project

Trump administration partners with SoftBank and Ohio Power Company

US Energy Secretary Announces SoftBank Power Plant to Use Natural Gas

US Energy Secretary Praises SoftBank's Project in Ohio

Jefferies Downgrades SoftBank to 'Underperform'

SoftBank's Credit Default Swap Spreads to Highest in 11 Months

SoftBank Robotics USA Launches Commercial Cleaning Service Robots

S&P downgrades SoftBank's outlook due to additional investment in OpenAI

PayPay Begins IPO Roadshow

Japan to Invest $36 Billion in Ohio Power Plant in the US

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