1. Shares of Talkspace surged nearly 20% after reporting very strong Q3 results; 2. The company is progressing in its rollout of Medicare across the U.S. and has a new partnership with TRICARE; 3. Despite a sharp rally, TALK stock remains reasonably valued at <2x next year's revenue.
Recent #revenue growth news in the semiconductor industry
1. AMD's stock dropped 8% post-earnings despite beating top line estimates due to weak Q4 guidance; 2. AMD saw a revenue acceleration of 10 PP in Q3'24 driven by strong demand for AI chips from the Data Center segment; 3. Free cash flows surged and gross margins expanded 3% Y/Y, but Q4 guidance disappointed.
1. Google's Q3 earnings exceeded expectations, driven by strong Search and Cloud growth; 2. Cloud revenues surged 35% year-over-year; 3. Google returned 87% of its free cash flow to shareholders in the third quarter.
1. Google Cloud experienced significant growth in scale and profitability; 2. Google Search's operating performance exceeded expectations; 3. YouTube's combined ad and subscription revenue reached over $50 billion for the first time; 4. Alphabet returned capital to shareholders through buybacks and dividends.
1. Alphabet Inc., also known as Google, reported a strong Q3 double beat with compelling business growth and margin expansion; 2. Alphabet's mid-teens revenue growth rate is highly attractive, especially compared to peers like Apple; 3. Google Cloud's revenue grew by 35%, significantly boosting Alphabet's overall operating profits and margins.
➀ SK hynix achieves a remarkable 94% revenue growth in Q3'24; ➁ Credits the surge in memory demand for AI servers; ➂ Reports a 40% increase in net income quarter-over-quarter.
1. Verizon's Q3 results exceeded EPS expectations but fell short on revenues; 2. Strong broadband subscriber growth and confirmed wireless service revenue growth outlook for FY 2024; 3. Despite high debt, a solid dividend coverage ratio of 214% ensures a secure payout for dividend investors; 4. Shares are attractively valued with an 11% earnings yield, making Verizon a top choice for income investors; 5. Consistent broadband customer acquisition and dividend growth are reasons to buy the telecom's shares.
➀ Texas Instruments' third-quarter revenue exceeded analyst expectations, with the company's revenue reaching 4.15 billion USD, up 9% from the previous quarter.
➁ The company's net profit was 1.36 billion USD, and the EPS was 1.47 USD.
➂ Despite the softness in the industrial market, other terminal markets such as smartphones and PCs have shown signs of recovery, driving the sales performance of TI's semiconductor products for power electronic devices.
1. Super Micro Computer's stock rebounded 10% following the Hindenburg short report; 2. The company ships over 100,000 GPUs quarterly, potentially generating $16 billion in annual revenue; 3. Street estimates project a 205% revenue growth for fiscal Q1 2025.
1. General Electric's aerospace division, with a high valuation, leads the jet engine market, benefiting from long-term service revenue and high earnings visibility. 2. Maintenance service, accounting for 70% of GE's revenue, ensures steady cash flow, driven by long-term contracts for commercial and defense engines. 3. Financial estimates suggest GE can grow consolidated revenue by 10% and cash earnings by over 20% in 2025-26, with potential for upgrades.
1. Dell is gaining strength in the AI server market, positioning itself for long-term growth in this high-demand sector; 2. The anticipated 2026 PC upgrade supercycle offers a major revenue boost opportunity; 3. Dell's diversified business model reduces risk, balancing weaker PC sales with strong AI server growth.
➀ The RAN market is facing a second consecutive year of steep declines after a 40 to 50 percent revenue growth between 2017 and 2021; ➁ The downward pressure is expected to persist until 6G becomes a reality; ➂ Operators will need to optimize their spectrum roadmaps to address various data traffic scenarios, and the RAN market may see further downward pressure due to the slowing growth of mobile data traffic.
1. Nvidia's upcoming Blackwell GPU is expected to drive significant revenue growth due to high demand from Data Centers and hyperscalers; 2. CEO Jensen Huang highlighted 'insane demand' for Blackwell GPUs, indicating strong pricing power and revenue potential; 3. The author's conservative estimate suggests Nvidia could generate $80-120B in incremental revenue from Blackwell in FY 2025, significantly higher than consensus forecasts.
➀ The performance of Winyun and Avnet in the semiconductor distribution sector has been remarkable, with Avnet's September revenue surpassing NT$100 billion for the first time.
➁ The revenue of Winyun for the third quarter reached a new high, with a total of NT$25.907 billion, marking a 24.6% increase quarter-on-quarter and a 38.3% increase year-on-year.
➂ The overall revenue of Winyun has grown by about 72% year-on-year to NT$69.76 billion.
1. Zillow's adjusted EBITDA margin is expected to expand to 23% this year and potentially reach 25% by 2025; 2. Assuming a 12% topline growth next year, Zillow's EBITDA could hit $650 million, making its stock priced at 22x forward EBITDA; 3. The valuation presents a fair entry point for new investors, though it's not the most attractive investment currently available.
1. Schlumberger's North American division experienced a decline due to weak prices and lower drilling activities; 2. The International division shows robust growth, particularly in the Middle East and Asia; 3. Offshore projects and geographic expansion should drive long-term revenue growth and margin improvement.
1. Palantir's significant revenue growth is overshadowed by high equity dilution; 2. Stock-based compensation inflates cash flows but dilutes shareholder equity; 3. The author recommends a sell rating due to excessive equity dilution and unrealistic market assumptions.
➀ Marvell's visibility of accelerated growth became clearer after the Q1 2025 earnings release; ➁ The Data Center (DC) division saw a sequential revenue growth of 7.9%, accelerating from 6.7% in Q1 2025; ➂ No signs of slowing down in数据中心 investments, with recent highlights including Microsoft's agreement and BlackRock's AI fund; ➃ Marvell's order volume of 800G PAM and 400ZR data center interconnect products remained stable in Q2 2025, and production of 800G DSP for AEC will increase; ➄ Analysts expect Marvell's EBITDA to grow 27% in FY25 and 60% in FY26, with a current growth rate of about $26 billion.
➀ Dell'Oro reports a 10% YoY decline in global telecom capex in H1 2024; ➁ Operators are scaling back investments in 5G and fixed broadband due to factors like inventory build-up, weaker demand in key regions, and technology monetization challenges; ➂ Global carrier revenues are expected to grow at a 1% CAGR over the next three years.
1. Maintain a buy rating for Lumentum Holdings due to its positive growth potential and recent developments; 2. LITE's 4Q24 performance and 1Q25 guidance suggest the first y/y growth after six consecutive quarters of decline; 3. Key developments include a new 800G transceiver deal with a major cloud provider and expanding EML manufacturing capacity to meet AI-driven demand.