China Mobile (600941.SH/00941.HK) released its Q3 2026 results after the HK close on Oct 20, 2026 (Beijing time). The report covers the period through Sep 2026.
Key takeaways: 1) Operating data: $CHINA MOBILE(00941.HK) posted total revenue of RMB 242.3bn in Q3, down 3% YoY, mainly dragged by weaker telecom services. Telecom services softened due to a VAT hike (6% to 9%) and lower ARPU.
+8Compute rental costs keep rising; the real test is orders and funding
+11$Netflix(NFLX.US) released its Q3 2026 results after-hours. The release hit in the early hours of Oct 21 Beijing time.
Heading into the print, sentiment was muted. In late Sep, the co-CEO said at the BBG Screentime conference that growth was 'too slow'. Layoffs announced last week and a shake-up with the Chief Content Officer stepping down further heightened growth uncertainty.Even so, the print was weak. EPS posted a small beat, but off a low bar and aided by some timing mismatches between revenue and expenses. The upside was low quality...Net profit per Wh fell below 0.09 earlier than expected. The full-quarter impact of the excise tax has yet to be reflected.
TSMC released its Q3 2026 results (quarter ended Sep 2026) before the U.S. market open on Oct 15, 2026 Beijing time.
Highlights follow.Key takeaways: 1) Core focus areas for TSMC: a) as $Taiwan Semiconductor(TSM.US) discloses monthly revenue, GPM is the key metric. GPM was 66.4%, down 130bps QoQ, slightly below cons. at 66.8%.
By breakdown (converted to 12-inch equivalents). ① Per-wafer ASP was $10,438 per wafer...
ASML released its Q3 2026 results (quarter ended Sep 2026) during U.S. pre-market hours on Oct 14 Beijing time, with key takeaways as follows.
Q4 2026 revenue guidance is €14.2–15.2bn, above the €14.0bn consensus. Service revenue is guided to ~€3.7bn (+70% YoY), and GAAP GPM is 57% (slightly above the 56.5% consensus)...Micron (MU) released its FY2026 Q4 results (quarter ended Aug 2026) after hours on Oct 1, 2026 Beijing time. Key points: 1) Overall performance:
$Micron Tech(MU.US) delivered revenue of $54.2bn this quarter (+31% QoQ). Growth slowed markedly vs. the 70%+ QoQ prints in the prior two quarters.
Revenue beat guidance by $8.0bn last quarter, but the beat narrowed to $4.0bn this quarter. Given that shipment volume is largely set when guidance is issued, the upside largely hinges on pricing...
Results remain solid. Revenue and profit both slightly beat expectations.
On Sept 16, with $Trip.com(TCOM.US) releasing its Q2 results, the regulatory overhang finally cleared. The market's key uncertainty has been addressed.
Overall, the print was broadly in line with prior guidance. Absolute performance was soft, but there were no surprises vs. expectations.As Dolphin Research noted last quarter, regardless of the print, with the largest uncertainty — regulation — resolved, Trip.com should have finished its final leg down. It can now shed the overhang and reset higher.1) Regulatory and macro headwinds slowed revenue growth markedly. Group net revenue was approx. RMB 15.7bn this quarter...On Sep. 11 after the U.S. market close, leading cloud vendor Oracle ($Oracle(ORCL.US)) released FY27 Q1 results for the period ended Aug. Overall, it was a mixed print, with strengths very strong while weak spots stayed weak.
OCI drew the most attention with robust growth, revenue continuing to accelerate sharply, and Capex ramping significantly. Legacy businesses remained sluggish, GPM was under notable pressure, and those issues showed little improvement.Specifically: 1) Core — OCI beat and accelerated. As the most critical segment, OCI revenue reached nearly 7.4 bn this quarter...
