The Chinese GPU designer swung to a 612m yuan half-year profit, and the interim report's own table attributes 105.75% of total profit to a mark-to-market gain it marks as not repeatable.
23h ago
The warehouse robot maker's loss went from RMB48.0m to RMB176.5m. Its flagship 81.9% improvement is calculated by removing the AI spending it calls its strategy.
1d ago
The 10-Q filed after the earnings release shows one distributor at 44% of net revenue and stock compensation exceeding GAAP net income.
1d ago
Q2 FY2027 came in with record non-GAAP margins and free cash flow down 22%. The agent count is up 35% quarter on quarter — on a catalogue the CEO says has been culled: "We killed a lot or we rolled them into bigger agents."
2d ago
CXMT and Inspur filed within an hour of each other on the evening of 28 August Beijing time. The numbers are extraordinary, the unit is a trap, and neither result is the HBM breakthrough it will be framed as.
2d ago
Data-centre revenue growth accelerated to 46%. But the custom-silicon acceleration the entire investment case rests on is, in the CEO's own words, "beginning in the second half of fiscal 2027" — meaning it did not happen in the quarter being reported.
2d ago
Agentforce alone is over $1.5bn. The $3.9bn is Agentforce plus Data 360, and Slackbot and Headless 360 were added to the numerator effective this quarter.
3d ago
In the reconciliation table, gains from equity securities are subtracted to get from GAAP to adjusted. That is the opposite of the usual direction, and it is the tell.
3d ago
The first audited half-year from a listed Chinese frontier lab: US$116.6m of revenue, US$296.9m of R&D, and a 17.9% gross margin that says inference eats most of every dollar.
4d ago
Two loss figures are in the same filing and they tell different stories. The gap between them is the IPO.
Aug 17, 2026
Best quarter in the company's history on adjusted numbers — revenue up 43%, AI revenue up 60% — with the reported line pointing the other way.
Aug 14, 2026
RMB 8.25bn of stock against RMB 6bn of half-year revenue. At a briefing the chief executive said the buying is planned against customer orders.
Aug 13, 2026
Orders up roughly 4.5x for the year, $4bn of it in the fourth quarter alone. Investors focused on what a hardware-heavy mix does to gross margin.
Aug 13, 2026
Annualised run-rate hit $3bn at the end of June, up 598%. The company reaffirmed capex guidance roughly seven times its expected 2026 revenue.
Aug 13, 2026
Executives put rental margins above 30% and said depreciation would be recovered "almost immediately". The capacity is going into Tencent's own models instead.
Aug 13, 2026
NT$467.58 billion, a seventh straight month above 35% growth. The monthly release carries no segment split — every AI attribution around it is inference.
Aug 10, 2026
Revenue up 108% to 5.996bn yuan, and inventory up 67% to nearly half of total assets. The earnings are going into wafers, not cash.
Aug 9, 2026
Cloud revenue reaccelerated to 31% and the stock added 30%. FY2027 is guided to about 13% total growth, and there is still no AI revenue line.
Aug 9, 2026
Second-quarter bookings grew 24% and the third-quarter outlook came in below estimates. The autonomous commitment was announced into that gap, with cities promised and a breakdown withheld.
Aug 6, 2026
The first earnings report since June's IPO shows a launch company whose financial centre of gravity is inference. Revenue beat, the loss narrowed, and the capital expenditure line took eight percent off the stock.
Aug 6, 2026
Revenue rose 93% to $1.935 billion and the company raised full-year guidance to about $8.15 billion. The headline growth rate belongs to the smaller of its two US businesses.
Aug 4, 2026
415.5% is measured off the bottom of the last NAND downcycle. Quarter on quarter, the number is 76%.
Jul 31, 2026
Apple's answer to the AI buildout is to not build one, and to run inference on the phone instead. The quarter itself was flattered by tariff refunds.
Jul 31, 2026
$5.75 a share against a $1.81 estimate — with $53.4 billion of non-operating income sitting underneath it.
Jul 31, 2026
A widely repeated report described a $600 million OpenAI markdown in Microsoft's fourth quarter. Microsoft's own reconciliation shows the opposite — a $480 million gain — and the Anthropic windfall sits inside the adjusted earnings that beat consensus.
Jul 30, 2026
Revenue hit a first-quarter record of $1.29 billion, free cash flow rose 343%, and infrastructure royalties more than doubled year over year. Then Arm cut its full-year royalty growth outlook to the high teens, and the market priced that instead.
Jul 30, 2026
Operating profit rose more than eighteenfold to 89.5 trillion won, with the semiconductor division supplying 89.2 trillion of it. The Galaxy mobile unit posted the first operating loss in its history, squeezed by the component prices its own colleagues are charging.
Jul 30, 2026
Revenue topped $60 billion. Operating margin fell from 43% to 31%, net income dropped 14%, and free cash flow — normally around $12 billion a quarter — came in at $784 million, against $24.9 billion of newly issued debt.
Jul 30, 2026
Fourth-quarter revenue reached $90.0 billion and Copilot hit 30 million paid seats. Microsoft also extended the useful life of its data centres from 15 years to 25, cutting its calendar-2026 capex headline by about $15 billion without changing what it intends to build.
Jul 30, 2026
A $563 million severance charge landed in the same release as 14% revenue growth. Visa's internal memo calls AI an accelerant of the change, not the reason for it.
Jul 29, 2026
