Outfront Media

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.

As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.

The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to "Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?" 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

Alternative accommodation leader Airbnb$Airbnb(ABNB.US), on November 7th, after the U.S. stock market closed, announced its financial results for the third quarter of fiscal year 2025. Overall, although the monetization rate fell short of expectations, resulting in mixed financial metrics and continued issues with profit margin contraction, the more important operational indicators showed accelerated growth quarter-on-quarter. The guidance for GBV growth in the next quarter also exceeded expectations, suggesting that business growth may finally be rebounding. Specifically: 1. Business growth rebounding: Gross Booking Value (GBV) increased by 14% year-on-year...