In today’s briefing:
- Margin Call at 2nm: What TSMC’s Price Hike Means for the Chip Ecosystem
- Rollins Is Building a Pest Control Empire – Here’s How Its Acquisition Spree Is Paying Off!
- Entergy’s $41 Billion Energy Surge: Is It Powering the Next Tech Revolution?
- Microsoft’s Q3 Earnings: How A Strategic AI Upgrade Could Trigger a Cloud Supercycle!
- Otis Worldwide Corporation’s Modernization Push in China: Will It Pay Off?
- Chipotle Mexican Grill: Unit Growth & Operational Enhancements Boosting Store-Level Economics!
- Chow Tai Fook(1929 HK): Strong Q2 Operations, Tax Challenges, Future Remains Puzzling
- Meta Platforms Q3 Earnings: Why Advertisers Are Calling Advantage+ a Game Changer!
- Cognizant Technology Solutions: How Large-Deal Momentum & Talent Stabilization Are Supporting Revenue Trajectory?
- eBay Live Growth Explodes 5X – Can It Beat Amazon at Its Own Game?
Margin Call at 2nm: What TSMC’s Price Hike Means for the Chip Ecosystem
- TSMC’s advanced-node wafer costs are rising sharply, with 2nm pricing now 50% above 3nm and multi-year price hikes expected; margin pressures likely for fabless players like Qualcomm, MediaTek, and AMD.
- U.S. fab expansion eroding TSMC’s cost advantage; production reportedly 30–50% more expensive than in Taiwan. This opens the door for Intel and Samsung as geopolitical and cost dynamics shift.
- Presently, TSMC remains irreplaceable in yield and process leadership, but one key moat may no longer be unchallenged; foundry competition to reshape over the next three years.
Rollins Is Building a Pest Control Empire – Here’s How Its Acquisition Spree Is Paying Off!
- Rollins, Inc. has reported its third-quarter results for 2025, highlighting several key areas of growth and operational efficiency.
- The company experienced a total revenue growth of 12%, driven by organic growth of 7.2%.
- Acquisitions, including Saela, further contributed to these results.
Entergy’s $41 Billion Energy Surge: Is It Powering the Next Tech Revolution?
- Entergy Corporation, an integrated energy company engaged in electric power production and distribution, released a largely positive third-quarter earnings report, showcasing strong financial performance and strategic progress in regulatory and business matters.
- The company reported an adjusted earnings per share of $1.53, prompting it to narrow the 2025 guidance range upwards by $0.10 at the lower boundary due to solid results and strategic flex spending.
- This financial robustness underpins the company’s sustained confidence in its long-term growth outlook which projects an annual EPS growth rate of greater than 8% through 2029.
Microsoft’s Q3 Earnings: How A Strategic AI Upgrade Could Trigger a Cloud Supercycle!
- Microsoft reported a robust financial performance for its fiscal year 2026 first quarter, underscoring its leadership in the burgeoning cloud and AI sectors.
- The company’s revenue reached $77.7 billion, an 18% increase from the previous year, driven significantly by Microsoft Cloud, which generated $49.1 billion, up 26% year-over-year.
- This growth was attributed to strong demand for Azure and AI-driven solutions, particularly through strategic partnerships like that with OpenAI.
Otis Worldwide Corporation’s Modernization Push in China: Will It Pay Off?
- The latest earnings call for Otis Worldwide Corporation reveals a mixture of positive growth metrics and ongoing challenges, providing a comprehensive overview for potential investors.
- On the positive side, Otis reported a return to growth, with organic sales increasing by 2% in the third quarter, driven primarily by the Service segment, which increased by 6%.
- Modernization sales showed a significant jump, with organic sales climbing 14%, reflecting a robust demand and effective order backlog conversion.
Chipotle Mexican Grill: Unit Growth & Operational Enhancements Boosting Store-Level Economics!
- Chipotle Mexican Grill’s third-quarter performance for fiscal 2025 reveals a mixed picture.
- The company reported a 7.5% increase in sales, reaching $3 billion, though same-store sales increased by only 0.3%.
- Digital sales contributed significantly, making up 36.7% of total sales.
Chow Tai Fook(1929 HK): Strong Q2 Operations, Tax Challenges, Future Remains Puzzling
- Chow Tai Fook Jewellery (1929 HK) reported strong operational performance for the quarter ended September 2025. This insight shares details about the performance.
- The recent changes in tax incentive will impact jewelry manufacturers. This insight details about this.
- Finally, we cover various points which will drive the near term performance of the company.
Meta Platforms Q3 Earnings: Why Advertisers Are Calling Advantage+ a Game Changer!
- Meta Platforms, Inc. recently reported its financial performance for the third quarter of 2025.
- The company showcased robust user engagement across its suite of applications, with 3.5 billion people using one or more Meta apps daily.
- Instagram reported an impressive 3 billion monthly active users, marking a significant milestone.
Cognizant Technology Solutions: How Large-Deal Momentum & Talent Stabilization Are Supporting Revenue Trajectory?
- Cognizant Technology Solutions recently reported their Q3 2025 results, showcasing significant performance that suggests both enhancements in their operational capabilities and efforts to position themselves within the burgeoning AI landscape.
- Revenue for the quarter reached $5.4 billion, reflecting a 6.5% increase year-over-year in constant currency.
- This growth marks the fifth consecutive quarter of organic revenue increase, highlighting the company’s robust performance across multiple sectors and geographies.
eBay Live Growth Explodes 5X – Can It Beat Amazon at Its Own Game?
- eBay’s third-quarter financial performance for 2025 highlighted a balance of strengths and areas for potential improvement.
- The company’s gross merchandise volume (GMV) grew by 8% year-over-year, amounting to $20.1 billion, and revenue increased by over 8% to $2.82 billion.
- Furthermore, non-GAAP earnings per share rose over 14% to $1.36.
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