To The Moon

$超微电脑(SMCI)$Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q1 FY2027 Management View "Q1 revenue reached $19.9 billion, between the high end of our preannouncement and well ahead of our original outlook of $15 billion," said (Founder, Chairman of the Board, President & CEO Charles Liang), tying the quarter’s surge to customers adopting "our AI and IT total solutions" and emphasizing that "our Data Center Building Block Solution, DCBBS, are central to this growth." Liang said profitability improved with mix and DCBBS contribution, stating, "Non-GAAP gross margin expanded by 330 basis points year-over-year to 12.8%." He also highlighted manufacturing expansion plans and output targets: "we are actively expanding our ph

$美国超微公司(AMD)$Earnings Call Insights: Advanced Micro Devices (AMD) Q3 2026 Management View "The third quarter was the largest and most profitable in our history as we began ramping our next-generation data center products." (Chair, President & CEO Lisa Su) "Revenue increased 45% year-over-year to $13.4 billion" and "Earnings per share grew even faster, increasing 74% to $2.09." (Chair, President & CEO Su) "Data center revenue growth has accelerated sequentially every quarter this year" and "the segment contributing 64% of total revenue in the third quarter, up from 47% just 1 year ago." (Chair, President & CEO Su) "We expect that acceleration to continue in the fourth quarter" driven by "inference and agentic workloads" a

$SK海力士(SKHY)$ Key Results SK hynix reported the following results for the quarter: •Revenue: $78.87 billion, according to Seeking Alpha’s financial data. The quarterly revenue surprise was $3.79 billion. The dataset does not specify GAAP or non-GAAP classification for these figures. •GAAP EPS: KRW54,454. •Reported revenue: KRW104.6 trillion, representing a 328% year-over-year increase. •Memory trends: DRAM bit shipments increased approximately 10% sequentially, while DRAM average selling prices rose in the high-20% range. NAND bit shipments declined slightly sequentially, while NAND average selling prices increased in the mid-20% range. •Shareholder returns: The company announced a third-quarter dividend of KRW20,000 per share, spl

$希捷科技(STX)$Earnings Call Insights: Seagate Technology Holdings plc (STX) Q1 fiscal 2027 Management View "Fiscal '27 is off to an outstanding start." (CEO & Chairman William Mosley) "September quarter revenue grew by more than 60% year-over-year and non-GAAP EPS expanded by nearly 3x to a record $7.68." (CEO & Chairman Mosley) "We also achieved record gross and operating margins." (CEO & Chairman Mosley) "Both the data center and edge IoT markets delivered double-digit sequential revenue growth, up 18% and 13%, respectively." (CEO & Chairman Mosley) "These trends support our expectation to deliver strong sequential revenue growth and gross margin expansion throughout fiscal 2027." (CEO & Chairman Mosley) "In the S

$SoFi Technologies Inc.(SOFI)$Earnings Call Insights: SoFi Technologies (SOFI) Q3 2026 Management View "SoFi delivered an exceptional third quarter by any measure." (CEO & Director Anthony Noto) "We achieved 35% growth in members and 44% growth in products... reaching $1.4 billion... and adjusted EPS of $0.18." (CEO Noto) "Given the momentum in the business and our ability to execute in a higher rate environment, we are raising our full year 2026 guidance." (CEO Noto) "We now expect 2026 adjusted net revenue of $5.04 billion... adjusted EBITDA of $1.66 billion... adjusted net income of $840 million... and adjusted EPS of $0.61." (CEO Noto) "Momentum across the business is broad-based and visibility remains strong, giving us con

$Corning(GLW)$Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Third Quarter 2026 Earnings Conference Call. Today's conference is being recorded. I will turn the conference over to Chris Keenan. Christopher Keenan Thank you, good morning. Welcome to Corning's Q3 2026 Earnings Call. With me are Wendell Weeks and Ed Schlesinger. Today’s remarks contain forward-looking statements subject to risks and uncertainties that may cause actual results to differ materially, details are in our financial filings. We will mainly discuss non-GAAP core performance metrics. GAAP and core EPS differences are mainly from hedging adjustments and discrete tax items. Reconciliation is available on corning.com. Supporti

$SpaceX(SPCX)$Space Exploration Technologies Corp. (SPCX) Q3 2026 Earnings Call October 20, 2026 4:30 PM EDT Company Participants Andrea WilliamsElon Musk - Founder, Chairman, CTO & CEOGwynne Shotwell - President, COO & DirectorBret Johnsen - CFO & Secretary Conference Call Participants Adam Jonas - Morgan Stanley, Research DivisionDouglas Anmuth - JPMorgan Chase & Co, Research DivisionXin Yu - Deutsche Bank AG, Research DivisionKutgun Maral - Evercore ISI Institutional Equities, Research DivisionEric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Andrea Williams Hello, everyone. We are coming to you live from our Starlink factory and future Starmind production site here in Bastrop, Texas. I'm

$Netflix(NFLX)$Netflix, Inc. (NFLX) Q3 2026 Earnings Call October 20, 2026 4:45 PM EDT Company Participants Spencer Wang - Vice President of Finance, Corporate Development & Investor RelationsTheodore Sarandos - Co-CEO, President & DirectorGregory Peters - Co-CEO, President & DirectorSpencer Neumann - Chief Financial Officer Presentation Spencer WangVice President of Finance, Corporate Development & Investor Relations Good afternoon, and welcome to the Netflix Q3 2026 Earnings Interview. I'm Spencer Wang, VP of Finance and Capital Markets. Joining me today are co-CEOs, Ted Sarandos and Greg Peters; and CFO, Spence Neumann. As a reminder, we will be taking forward-looking statements and actual results may vary. We'll