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Earnings

AIS(AISF.F): AIS Delivers Strong 2025 Performance, Sets Stage for Continued Growth

AIS reported a robust financial performance in 2025, with net profit reaching THB 47.9 billion, up 37% year-on-year, and THB 46 billion normalized, up 32%. Earnings per share (EPS) came in at 0.129, beating analyst estimates of 0.1054. The company's core service revenue and EBITDA exceeded the upper end of guidance, driven by strong demand for connectivity across consumer data usage and enterprise digital connectivity. The EBITDA margin was healthy, supported by operational efficiency.

550$ (-1.8%)

A-Score: 5.8/10

Feb -04
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Earnings

QUALCOMM(QCOM): QUALCOMM's Q1 FY2026 Earnings: A Strong Performance Amidst Memory Constraints

QUALCOMM Incorporated reported record revenues of $12.3 billion and non-GAAP earnings per share of $3.50 for the first quarter of fiscal 2026. The company's QCT segment delivered record revenues of $10.6 billion, driven by strength in flagship handsets, automotive, and IoT. The licensing business revenues were $1.6 billion. The actual EPS of $3.50 beat estimates of $3.39, indicating a strong performance. With a P/E Ratio of 29.45 and an EV/EBITDA of 11.56, the market seems to have priced in a certain level of growth, but the company's ability to navigate the memory shortage and drive diversification priorities will be crucial.

550$ (-1.8%)

A-Score: 5.5/10

Feb -04
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Earnings

Alphabet(GOOG): Alphabet's Q4 2025 Earnings: A Strong Finish to a Record Year

Alphabet reported a strong Q4 2025, with revenues reaching $113.8 billion, up 17% in constant currency, and $403 billion for the full year, a 15% year-over-year increase. The company's EPS came in at $2.82, beating estimates of $2.63. The operating margin was 31.6%, and net income increased 30% to $34.5 billion. The company's financial performance was driven by strong growth in search, YouTube, and Cloud revenues.

550$ (-1.8%)

A-Score: 5.8/10

Feb -04
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