Topic
Company-reported revenue, operating profit, margins and consensus comparisons for a fiscal quarter.
TSMC's third-quarter net profit rose 68.7% to a record NT$763.1 billion, its sixth straight record. Its chief executive still said the company will be prudent in planning 2027, citing rising component prices.
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ASML said on Oct 14 that its 2027 and 2028 supply will not fully meet demand even after planned 30% capacity increases in both years. Some customers are also asking to order for 2029 and 2030, which ASML calls interest, and it gave no count or value.
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LVMH's fashion and leather sales fell 5% organically in the third quarter, 3.2 points worse than analysts expected. Bloomberg ties China weakness to backlash over a Louis Vuitton suit against Molly Tea.
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Ericsson's third-quarter core profit of 10.1 billion crowns beat the 7.87 billion forecast by 28%, though it fell from 15.8 billion a year earlier. It also warned that higher component costs will weigh on margins next year.
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BlackRock reported adjusted third-quarter earnings of $15.93 a share against analyst estimates of $13.97 to $14.15. Performance fees supplied more than half of the revenue beat, and assets of $15.49 trillion came in below the $15.57 trillion analysts expected.
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Newmont will pay $1.95 billion within thirty days and has consented to Barrick's North American listing. The settlement cash arrives at a company whose dividend and buyback outran the quarter's attributable cash flow.
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Nvidia reported $96.2 billion of revenue at 75% gross margins and guided the next quarter to $108.0 billion while assuming nothing from China Data Center compute, with gross margin slipping to 74%.
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Revenue rose 48% to $370.1 million and Figma raised its full-year outlook. Gross profit grew 40%. That eight-point gap is where selling AI by the credit shows up in the accounts of a company that still sells seats.
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Cloud infrastructure revenue of $7.4bn grew 121% in the June-August quarter while everything else at Oracle stayed near $7.75bn, and capital spending of $28.5bn ran ahead of $23bn of operating cash flow.
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Executives put annualized revenue from Adobe's AI-first products above $650 million after more than 150 percent growth in a year. That is 2.4 percent of the $27.50 billion recurring base, and the fourth-quarter revenue midpoint landed under consensus.
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The $11.36bn of customer prepayments turned what would have been roughly $16.8bn of burn into a $5.40bn shortfall, and it moves the funding question from Oracle's balance sheet to the credit of the customers writing the cheques.
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Adobe's August quarter cleared analyst estimates by about 1 per cent on revenue and 0.8 per cent on adjusted earnings, and the stock fell more than 2 per cent after hours once the guidance was in front of investors.
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Kolmar Korea's operating profit rose 50.2% in the second quarter and all three of Korea's big contract manufacturers set records. The margins say something more complicated.
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