财务业绩 - 第三季度每股收益为27美分，同比增长35%，超出分析师预测的23美分 [2][3] - 第三季度营收达5.62亿美元，同比增长31%，超出预期的5.446亿美元 [2][3] - 公司预计第四季度营收指引中值为5.89亿美元，高于市场预期的5.8亿美元 [4] - 管理层预计在2026年第四季度实现30亿美元的营收运行率，并在2028年第四季度达到50亿美元 [4] 市场表现与分析师观点 - 财报发布后股价在盘中上涨超过10%，至245.57美元，2025年以来累计上涨112% [4] - 分析师认为公司签署了更多大额合同，显示出其作为战略平台和合作伙伴的潜力，有望获得更多客户份额 [2] - 分析师指出公司在推理业务、Workers平台、安全产品以及按次爬虫付费等新增长曲线方面势头强劲 [8] - 公司股票综合评级为97分（满分99），积累/分布评级为B- [8][9] 业务发展与战略 - 公司与生成式人工智能领导者OpenAI有合作，为ChatGPT用户提供安全的云服务链接 [6] - 公司近期开始为网站提供阻止AI爬虫的选项，以保护内容 [6] - 公司旨在通过其智能全球网络加速和保护网络应用 [5] 管理层变动 - 产品与工程总裁C.J. Desai将离职，出任另一家公司的首席执行官 [5]

3Q 2025 Earnings Supplemental Disclosure No content below the line No content below the line October 30, 2025 1 Always copy slides into a new presentation using Paste Options / Paste Special Use Destination Theme Default Footer text on all slides is "S&P Global – Internal Use Only" – to change / remove use Insert Tab Header & Footer Enter / change text Click Apply All. When adding colors, don't use the variants or the Standard Colors of the Theme Colors. Only use the Data Visualization colors for charts. Da ...

Cohu (NasdaqGS:COHU) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Speaker3Good day and thank you for standing by. Welcome to Cohu's third quarter 2025 financial results conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, ...

Reddit Inc (NYSE:RDDT) looks to continue a streak of beating analyst estimates since going public when the company reports third quarter financial results Thursday after market close.Here are the earnings estimates, what analysts are saying ahead of the report and key items to watch.Earnings Estimates: Analysts expect Reddit to report third-quarter revenue of $545.5 million, up from $358.4 million in the past year's third quarter, according to data from Benzinga Pro.The company has beaten analyst estimates ...

ANALYSIS: Are Prediction Markets Turning Brokers Into Bookies? Investors are eyeing a stock split for Palantir Technologies (PLTR), said a Wall Street analyst in a third-quarter earnings preview. Palantir stock has gained 151% in 2025 and hit a record high on Monday before retreating a bit. RBC Capital analyst Rishi Jaluria surveyed investors ahead of the Palantir earnings report, which is due Nov. 3. "Retail investors are also largely focused on the potential for a stock split, and although this topic dec ...

Q3 2025 Earnings & Business Update Conference Call October 29, 2025 Safe Harbor Some of the matters in this presentation may contain forward-looking statements that are subject to certain risks, uncertainties, and assumptions. Such forward-looking statements are intended to be identified in this document by the words "anticipate," "believe," "estimate," "expect," "forecast," "intend," "objective," "plan," "possible," "potential," "project," "target" and similar expressions. Actual results may vary materiall ...

Booking Holdings is seeing early results from the generative artificial intelligence (gen AI) solutions it offers across its travel and related platforms.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company, ...

VIRGINIA CITY, Nev., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Comstock Inc. (NYSE: LODE) (“Comstock” and the “Company”) today announced today that it will be participating as a Silver Sponsor at the 51st Annual New Orleans Investment Conference at the Hilton New Orleans Riverside November 2-5, 2025. Judd B. Merrill, CFO of Comstock Inc. and President of Comstock Mining, will be presenting on Monday, November 3rd, from 3:50 p.m. - 4:10 p.m., in Area 1 of the Exhibit Hall. Our team will be in Booth 316 and looks for ...

Key Takeaways Corning posted Q3 earnings and revenues above estimates on solid year-over-year growth.Optical Communications revenues jumped 33% with strong Gen-AI-driven enterprise demand.Core sales rose 14% to $4.27B, while core EPS hit $0.67; Q4 core EPS is seen at $0.68-$0.72.Corning Incorporated (GLW) reported impressive third-quarter 2025 results, wherein adjusted earnings and revenues surpassed the Zacks Consensus Estimate. The advanced glass substrates producer witnessed revenue expansion year over y ...

公司裁员与成本控制 - 亚马逊宣布将裁员约14,000名企业员工 [1] - 裁员是公司多年控制成本努力的最新举措 [1] - 此次裁员预计最终将成为亚马逊历史上规模最大的企业岗位削减 [2] - 据路透社报道，裁员可能影响多达30,000名员工 [2] 组织架构调整战略 - 裁员旨在使公司架构更精简、减少官僚主义 [1] - 公司需要更少的层级和更多的自主权，以更快地响应客户和业务需求 [2] - 公司表示将在未来一年继续裁员，同时计划在关键战略领域继续招聘 [3] 未来投资重点 - 公司寻求投资于其“最大的赌注”，包括生成式人工智能 [1] - 公司认为这一代人工智能是自互联网以来最具变革性的技术 [2] - 生成式人工智能将导致公司需要更少的人从事当前的部分工作，而更多的人从事其他类型的工作 [3]