CHINA MOBILE: In Q1 2025, net income increased by 3.5% year-on-year, and 5G customer base expanded to 0.578 billion households.

In Q1 2025, CHINA MOBILE's profit increased by 3.5% year-on-year, with 5G network customers continuing to expand to 0.578 billion. Key summary of financial performance: Q1 revenue was 263.8 billion yuan, stable compared to the same period; the net income attributable to shareholders was 30.6 billion yuan, a year-on-year increase of 3.5%; the net profit margin improved to 11.6%, and EBITDA reached 80.7 billion yuan, up by 3.4% year-on-year. Core business development: 5G network customers reached 578 million, with a mobile ARPU of 46.9 yuan; the total number of fixed broadband customers reached 0.32 billion, with a quarterly net increase of 5.48 million. Optimization of business structure: the main business revenue was 222.

wallstreetcnApr 22 06:42 ET

ZTE: Revenue in the first quarter of 2025 increased against the trend, but the decline in gross margin has raised market concerns.

In the first quarter of 2025, ZTE's revenue grew against the trend, but the decline in gross margin raised concerns. Key points: Revenue growth is strong: In the first quarter, revenue reached 32.968 billion yuan, a year-on-year increase of 7.82%, indicating that the company's main Business maintains steady growth. Profitability is under pressure: Net income attributable to shareholders is 2.453 billion yuan, a decrease of 10.50% year-on-year; deducting non-recurring items, the net income is 1.957 billion yuan, a significant drop of 26.14% year-on-year. The decline in gross margin is noticeable: The growth rate of cost of goods sold far exceeds the revenue growth rate, with cost of goods sold increasing by 22.13% year-on-year, while revenue only grew by 7.82%. The cash flow situation has worsened: cash from operating activities.

wallstreetcnApr 22 06:41 ET

Hyper on the track | The iPhone 17 series is affected by a shortage of core materials.

Cook was so anxious that he couldn't sleep.

wallstreetcnApr 20 22:38 ET

The demand for active phased array T/R components has decreased, and Guobo Electronics expects a decline in both revenue and Net income for 2024.

① The company plans to distribute a cash dividend of 4 yuan (tax included) for every 10 common shares to Shareholders; ② The company stated that the T/R components have conducted technical research and product development in the fields of low Earth orbit Satellite and commercial aerospace, with several products already delivered to customers.

cls.cnApr 10 21:48 ET

CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.

① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.

cls.cnApr 10 06:35 ET

Policy support and commercial breakthroughs empower each other; Institutions indicate that this Sector is on the brink of explosion.

According to reports, the second Global Low Altitude Economy Forum Spring Meeting will be held in Peking from April 26 to 27, focusing on discussions around topics such as "the standard for low-altitude traffic networking" and "trends in low-altitude economic development." Southwest Securities stated that policy support and commercial breakthroughs create a dual empowerment, and the Sector is on the eve of an explosion.

cls.cnApr 2 19:40 ET