Ategrity Specialty Holdings LLC

Below is Dolphin Research's Trans of $Broadcom(AVGO.US) FY26 Q2 earnings call. For our earnings take, please see 'AVGO: Giants vs. Giants — Is the ASIC camp splitting?'

Core highlights from the quarter include: 1) shareholder returns and 2) Q3 outlook. The company paid $3.1bn in cash dividends in Q2, equivalent to a quarterly cash dividend of $0.65 per common share, and guides Q3 consolidated revenue of $29.4bn (+84% YoY)...

Below is Dolphin Research's transcript of NVIDIA's FY2026 Q4 earnings call; for our take, see 'NVIDIA: Earnings Frenzy vs. Cold Stock — Is the No. 1 Stock in the Universe Losing Favor?'$NVIDIA(NVDA.US)

Key takeaways: (1) FY2027 guide: full-year non-GAAP GPM to hold around 75% (mid-70s), in line with last quarter's commentary.

Maintaining that margin hinges on continued generation-to-generation performance leaps for customers. If perf-per-watt gains meaningfully outpace Moore's Law...