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$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
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The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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$Taiwan Semiconductor (TSM.US)$の業績が好調だ。7月10日に発表した6月の売上高は前年同月比で32.9%増加し、同月で過去最高を更新した。4-6月では売上高が前年同期比40%増加し、市場予想の35.5%増を大きく上回った。ファウンドリー(半導体受託生産)世界最大手であるTSMCの好調さは、ひとえにAI投資ブームが続いていることを示唆する。
TSMCの売上高は決算発表に先行して公表されるため、同社の売上動向はTSMCだけでなく関連企業にとっても業績の先行指数となる。サプライチェーンの観点からすると、TSMCの予想を上回る大幅増収は、下記2点を示す可能性が高い。
1)TSMCに発注する主要顧客のビジネスが堅調
2)TSMCだけでなく、その主要仕入れ先も好調
そこで今回は、TSMCの顧客と仕入先から日米の有力銘柄をチェックする。各社の直近の動向を交えながら業績見通しと株価の上...
TSMCの売上高は決算発表に先行して公表されるため、同社の売上動向はTSMCだけでなく関連企業にとっても業績の先行指数となる。サプライチェーンの観点からすると、TSMCの予想を上回る大幅増収は、下記2点を示す可能性が高い。
1)TSMCに発注する主要顧客のビジネスが堅調
2)TSMCだけでなく、その主要仕入れ先も好調
そこで今回は、TSMCの顧客と仕入先から日米の有力銘柄をチェックする。各社の直近の動向を交えながら業績見通しと株価の上...
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Aim to improve investment results with cutting-edge market information and exclusive content.
Thank you for always using the moomoo app. Now, at our company, we aim to further improve our services,“Moomoo Premium” will be introduced from 2024/3/1 (Friday).
“MOOMOO PREMIUM” supports customer investment resultsA new service that provides high-quality content free of charge, such as industry-leading market information, Nikkei CNBC, and carefully selected stock reports by famous investorsThat's it. Customers who have opened a securities account can use it without applying.
Along with this service release, we have prepared many new services, such as special content. Meanwhile, some services currently being offered will also be transferred to moomoo premium. Please note that if you do not have a securities account, you will not be able to use it. Also, if you do not have a securities account, please take this opportunity to open a securities account. Note that the Japanese stock market information (best price: 10 up and down) is 2024/3/1...
Thank you for always using the moomoo app. Now, at our company, we aim to further improve our services,“Moomoo Premium” will be introduced from 2024/3/1 (Friday).
“MOOMOO PREMIUM” supports customer investment resultsA new service that provides high-quality content free of charge, such as industry-leading market information, Nikkei CNBC, and carefully selected stock reports by famous investorsThat's it. Customers who have opened a securities account can use it without applying.
Along with this service release, we have prepared many new services, such as special content. Meanwhile, some services currently being offered will also be transferred to moomoo premium. Please note that if you do not have a securities account, you will not be able to use it. Also, if you do not have a securities account, please take this opportunity to open a securities account. Note that the Japanese stock market information (best price: 10 up and down) is 2024/3/1...
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Palantir $Palantir (PLTR.US)$
Forecast for Q3 2023:
・Revenue:553 million to 557 million dollars
・Adjusted operating profit:135 million to 139 million dollars
・GAAP net profit
Forecast for the full year 2023:
・Sales Guidance:$2,212 billion (or more)
・Adjusted profit:$576 million (or more)
・On a GAAP basis, net profit is expected for each quarter
(The data in this post is taken from the official website, so for your reference.)
Forecast for Q3 2023:
・Revenue:553 million to 557 million dollars
・Adjusted operating profit:135 million to 139 million dollars
・GAAP net profit
Forecast for the full year 2023:
・Sales Guidance:$2,212 billion (or more)
・Adjusted profit:$576 million (or more)
・On a GAAP basis, net profit is expected for each quarter
(The data in this post is taken from the official website, so for your reference.)
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In order to manage this much management capital, if the order method is not improved, the tap must be pressed tens of thousands of times
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