SoftBank

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?'.

Intel released its Q4 2025 results after the U.S. close on Jan 23, 2026 (Beijing time), for the quarter ended Dec 2025.

1) Core metrics: $Intel(INTC.US) posted revenue of $13.67bn, down 4% YoY, in line with guidance of $12.8–13.8bn, driven by softer Client Computing. GPM was 36.1%, matching the Street (35.6%). The QoQ GPM decline was mainly due to lower initial yields during the 18A mass-production ramp...

NVIDIA (NVDA.O) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) in the early morning of November 20th, Beijing time, after the U.S. stock market closed. The details are as follows: 1. Core Operating Indicators: $NVIDIA(NVDA.US) reported total revenue of $57 billion, exceeding market expectations of $55.1 billion. This includes a quarter-on-quarter increase of $10.3 billion, primarily driven by the increased mass production of Blackwell in the data center business. The gross margin was 73.4%, up 1 percentage point quarter-on-quarter, in line with market expectations...