In today’s briefing:
- Who Owns Nidec (6594 JP) And How Much Could Be For Sale?
- Advantest Corp (6857 JP) – From Cyclical Tester OEM to Structural AI Bottleneck
- Tencent Holdings: An Evergreen Game Strategy to Diversify Portfolio & Reinforce Market Position!
- Keysight Technologies: Is the Aerospace Edge the Hidden Catalyst For Future Growth?
- Analog Devices: How They Are Capitalizing On Industrials Growth & Capitalizing On Automotive Demand!
- Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?
- MongoDB: A Tale Of AI Upgrades, Enterprise Focus & Workload Acquisition Strategy!
- nCino’s Mortgage Mastery: The Surprising Bright Spot in a Tough Economy!
- Workday’s Hidden Growth Engine: Why 70% of Customers Can’t Stop Using Its AI!
- Zoom Communication’s Strategic Masterstroke: How Workvivo
Who Owns Nidec (6594 JP) And How Much Could Be For Sale?
- Nidec Corp (6594 JP) announced in June they were extending the release of their yuho for three months because of an internal investigation into NIDEC FIR INTERNATIONAL (Italy).
- Yesterday, the company announced it would establish a Third-Party Investigative Committee based on suspected improper accounting at the sub of a Chinese sub 1yr ago and parent management knowledge.
- There’s been a lot of work done. Now the committee digs in. The announcement smacks of IMS issues. Today the marketcap fell 22% or nearly ¥800bn on ¥200mm of accounting.
Advantest Corp (6857 JP) – From Cyclical Tester OEM to Structural AI Bottleneck
- Advantest (6857 JP) enjoys a near-monopoly in advanced SoC and memory testing, entrenched at TSMC, Samsung, and SK Hynix, making it the structural gatekeeper of the AI supply chain.
- The company is scaling capacity by 70% in FY25 and investing in next-gen chiplet and system-level test platforms to capture future AI/HBM growth.
- At ~35× P/E and ~23× EV/EBITDA, the stock trades at a premium that reflects record margins and 25%+ CAGR, risks include AI capex cyclicality, Taiwan/Korea dependence, China restrictions, and FX.
Tencent Holdings: An Evergreen Game Strategy to Diversify Portfolio & Reinforce Market Position!
- Tencent Holdings Limited delivered a robust financial performance for the second quarter of 2025, driven by significant growth across its business segments.
- The company reported a 15% year-on-year increase in total revenue, reaching RMB 185 billion.
- This growth was supported by a 22% surge in gross profit to RMB 105 billion and an 18% increase in non-IFRS operating profit to RMB 69 billion.
Keysight Technologies: Is the Aerospace Edge the Hidden Catalyst For Future Growth?
- Keysight Technologies reported its fiscal third-quarter results for 2025, demonstrating strong execution and resilience in its operations.
- The company achieved a robust 11% year-over-year revenue increase, reaching $1.4 billion, with earnings per share at $1.72, surpassing previous guidance.
- Order growth was also positive, with a 7% increase, supported by growth across both the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG).
Analog Devices: How They Are Capitalizing On Industrials Growth & Capitalizing On Automotive Demand!
- Analog Devices, Inc. (ADI) recently reported a strong third quarter for fiscal year 2025, exceeding its revenue and earnings expectations and reflecting double-digit growth across all major end markets.
- The company’s performance illustrates the resilience and diversity of its business model amid ongoing geopolitical and macroeconomic uncertainties.
- A notable highlight is the accelerated recovery in ADI’s industrial sector, which saw robust performance.
Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?
- Box, Inc.’s latest earnings for Q2 FY 2026 highlight a blend of growth and strategic transformation through AIdriven offerings.
- The company reported revenue of $294 million, which reflects a year-over-year growth of 9%, or 7% in constant currency, surpassing their guidance.
- This growth is attributed to an uptick in customer adoption of Box’s AI and advanced workflow solutions.
MongoDB: A Tale Of AI Upgrades, Enterprise Focus & Workload Acquisition Strategy!
- MongoDB’s recent financial performance in the second quarter of fiscal year 2026 illustrates a robust growth trajectory balanced by strategic challenges and opportunities.
- The company reported total revenue of $591 million, up 24% year-over-year, surpassing guidance expectations.
- The growth is majorly driven by Atlas, MongoDB’s cloud database service, which saw a 29% increase in revenue year-over-year, comprising 74% of total revenues.
nCino’s Mortgage Mastery: The Surprising Bright Spot in a Tough Economy!
- NCino’s latest financial results for the second quarter of fiscal year 2026 present a nuanced picture of the company’s performance and strategic direction.
- The company, which offers cloud-based solutions for financial institutions, reported total revenues of $148.8 million, representing a 12% increase year-over-year.
- Subscription revenues showed a notable 15% rise, reaching $130.8 million.
Workday’s Hidden Growth Engine: Why 70% of Customers Can’t Stop Using Its AI!
- Workday, Inc. announced its second quarter fiscal year 2026 results, highlighting a mixed bag of financial performance, product innovation, and strategic initiatives designed to strengthen its foothold in the cloud-based enterprise software market.
- The company reported a 14% year-over-year increase in subscription revenue, totaling $2.169 billion, and a non-GAAP operating margin of 29%.
- Total revenue rose to $2.348 billion, marking a 13% growth driven largely by robust demand across several verticals, geographies, and customer segments.
Zoom Communication’s Strategic Masterstroke: How Workvivo
- Zoom Video Communications Inc. reported its second quarter fiscal year 2026 earnings, demonstrating a blend of strengths and areas of caution for investors.
- The company achieved a relatively robust revenue growth of 4.7% year-over-year, totaling $1.217 billion, exceeding the upper range of their projections by $17 million.
- A significant contributor to this performance was the 7% growth in the enterprise segment, which now comprises 60% of total revenue.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
