Ingram Micro (NYSE:INGM) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker4Thank you for joining Ingram Micro's third quarter 2025 earnings call. I'll now hand the call over to Willa McManmon, Vice President of Investor Relations. Please go ahead.Speaker6Thank you, Operator. I'm here today with Paul Bay, Ingram Micro's CEO, and Mike Zilis, our CFO. Before I turn the call over to Paul, let me remind you that today's discussion contains forward-looking statements within the meaning of the federal sec ...

In mid-September, I wrote an analysis of Amazon.com, Inc. ( AMZN ) called “The Next To Join The $3 Trillion Club.” The rationale was, and remains, quite simple. Amazon is one of the best-positioned companies in trends such as cloud, AI, andEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collabora ...

文章核心观点 - 亚马逊公司是云计算和人工智能等趋势中定位最佳的公司之一 [1] - 亚马逊公司有望成为下一家加入3万亿美元市值俱乐部的公司 [1] 分析师背景与立场 - 分析师通过股票所有权、期权或其他衍生品持有亚马逊公司的多头头寸 [1]

Key Takeaways Lumentum expects Q1 fiscal 2026 revenues of $510-$540 million and EPS of $0.95-$1.10. Cloud & Networking strength, led by Datacom lasers and AI demand, drives top-line momentum. Tariff pressures and telecom supply constraints could weigh on Lumentum's quarterly growth. Lumentum (LITE) is scheduled to report first-quarter fiscal 2026 results on Nov. 4, 2025.For the quarter, LITE expects revenues to be between $510 million and $540 million. Non-GAAP earnings are expected to be between $0.95 and ...

Third quarter: Silicom's revenues for the third quarter of 2025 were $15.6 million compared with $14.8 million for the third quarter of 2024. Accessibility StatementSkip Navigation - Strategic PQC-related and Edge design wins expected to lead to double digit growth in 2026 and beyond - KFAR SAVA, Israel, Oct. 30, 2025 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of high-performance networking and data infrastructure solutions, today reported its financial results for the third quarter e ...

We've been keeping an eye on big tech after hours earnings moves. Uh Microsoft dropping despite beating estimates. Alphabet shares still up and Meta still sinking despite the quarterly beat.Calls from Microsoft and Alphabet both kicking off just a few minutes ago. Fast money friend Gene Monster has been listening in. He's the managing partner at Deep Water Asset Management.Um Gan, I want to start off with Meta. So you think that you figured out why it is down. Why.>> Uh yes, Melissa. I guess the answer was ...

All right, welcome back. You said Viva yesterday. Okay.>> Thank you, Scott. >> Said Viva yesterday. >> That's my birthday present.An apology from you. >> Yeah. Is it It's accepted.>> I didn't know that I heard an apology. >> Just my way of apologies. >> Just a statement.>> All right, let's talk about our call the day. Uber reiterated top pick at JP Morgan. And as the AV landscape continues to evolve, we continue to expect Uber to be an important player in the AV ecosystem, and we're encouraged by the compan ...

Q3 and First Nine Months of 2025 Financial Report available Paris, October 29, 2025 – Lectra informs its shareholders, in compliance with Article 221-4-IV of the General Regulation of the Autorité des marchés financiers, that the Management Discussion and Analysis of Financial Condition and Results of Operations for the third quarter and the nine months of 2025 is available on the company's website: www.lectra.com It is also available, upon request, at the company's headquarters 16-18 rue Chalgrin, 75016 P ...

SAN JOSE, Calif., Oct. 29, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a total IT solution provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced the creation of Super Micro Federal LLC to accelerate its expansion into the federal market. The new entity will focus on delivering high- performance, energy-efficient, and solutions that are developed, constructed, validated (and manufactured) in the USAÂ to meet the evolving needs of American government agencies. Â Continue Reading Ac ...

财报发布日程 - 谷歌、Meta和微软计划于周三盘后公布业绩，亚马逊和苹果计划于周四公布业绩 [1] - AMD和英伟达的财报发布将推迟至下月，日期分别为11月4日和11月19日 [1] 市场关注焦点与重要性 - 本周的财报发布是科技行业年内最大的考验之一，对科技投资者和分析师至关重要 [4] - 这一系列重磅财报势必影响未来几天的市场走向 [1] 人工智能投资与云业务 - 市场关注亚马逊、谷歌、Meta和微软在人工智能领域的持续投资是否产生回报，以及其未来对数据中心的投入意愿 [2] - 人工智能及其对云支出的影响将是亚马逊、谷歌和微软财报的核心话题，华尔街寻求其服务中AI驱动增长的迹象 [5] - 亚马逊需在财报中证明其AI举措能与微软和谷歌抗衡 [6] - 瑞银全球研究指出，本季度与亚马逊、谷歌和微软云客户及合作伙伴的讨论比之前的报告更为乐观 [6] 公司股价与云业务增长 - 年初至今，亚马逊股价仅上涨0.03%，而谷歌和微软股价分别上涨33.2%和24.2% [7] - 预计本季度谷歌云增长32%，微软云增长39%，而亚马逊AWS增长为17% [7] 各公司在AI领域的竞争态势 - 微软的云增长得益于其与OpenAI的紧密关系及后者的数据中心需求，谷歌则受益于Gemini使用量的激增 [8] - 亚马逊是Anthropic的云服务提供商，但Anthropic近期与谷歌达成协议，将使用多达100万块谷歌芯片来支持其AI软件 [8] - 投资者对AWS增长的担忧主要集中在其在AI领域的曝光度，而非其在核心或CPU工作负载上份额被微软大量侵蚀 [9] 苹果公司表现 - 市场关注iPhone 17系列上市最初几周的表现相较于iPhone 16系列的表现 [3] - 苹果公司市值正接近4万亿美元，强劲的业绩可能推动其突破这一门槛，成为继英伟达和微软之后第三家达到此市值的公司 [3]