埃克森美孚石油(XOM.N)：经济不确定性加剧，欧佩克可能增加供应的威胁对价格和利润率造成压力。 ...

Here's our initial take on Roku's (ROKU -1.17%) first-quarter financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$882 million$1,021 million+16%BeatEarnings per share($0.35)($0.19)N/ABeatPlatform revenue$755 million$881 million+17%n/aFree cash flow$427 million$298 million-30%n/aPlatform GrowthRoku beat analyst estimates in the first quarter on the strength of its Platform revenue, which includes advertising revenue, streaming services distribution revenue, and licensing fees. Platfo ...

韩国代理总统李周浩：将努力降低经济不确定性。 ...

WEX (WEX) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Steve Elder - Senior Vice President-Global Investor RelationsMelissa Smith - Chairman of the Board, President & CEOJagtar Narula - Chief Financial OfficerSanjay Sakhrani - Managing DirectorRamsey El-Assal - Managing DirectorDarrin Peller - Managing DirectorAndrew Bauch - Director - Equity Research Conference Call Participants Nik Cremo - Executive Director, Lead Equity Research Analyst - Payments & FinTechDavid Koning - Senior Res ...

Meta CEO Mark Zuckerberg appears at the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.Meta Platforms shares jumped more than 6% Thursday after the company topped earnings expectations and showed advertising resilience in a murky macroeconomic environment."Key here is that Meta's adv. demand trends appear to be relatively healthy and while we're watching for any impacts from macro and lower spend from China-based advertisers given the de minimis change, Meta's scale of users and advertisers ...

Deluxe (DLX) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Company Participants Brian Anderson - Vice President of Strategy & Investor RelationsBarry McCarthy - President and CEOChip Zint - Senior Vice President & CFOKartik Mehta - Executive MD & Director of ResearchCharlie Strauzer - Senior Managing DirectorJonnathan Navarrete - Equity Research Vice President Conference Call Participants Marc Riddick - Business Services Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome to the ...

还没有客户因关税顾虑而撤回订单。 Meta：公司在应付不利的宏观经济不确定性方面"准备就绪"。 企业通信将是下一个重大的增长机会。 ...

Core Insights - Meta Platforms reported a 16% year-over-year revenue increase, reaching $42.3 billion, exceeding expectations and boosting shares by 4% in after-hours trading [1][2] - Earnings per share were $6.43, significantly higher than the consensus estimate of $5.22, with revenue expectations set at $41.4 billion [2] - Daily active users across Facebook, Instagram, and WhatsApp grew by 6% compared to the previous year [2] Industry Context - Meta is among the first tech giants to report earnings amid global economic turbulence, with mixed results from other companies like Alphabet, Spotify, and Snap Inc. indicating uncertainty in operations for the upcoming quarters [3] - The earnings release occurs during a sensitive period for Meta, as the Federal Trade Commission has filed an antitrust lawsuit seeking to separate Instagram and WhatsApp from the company [4]

对于芯片业务利润下降，三星电子表示，受到内存销售价格下降、人工智能芯片出口管制等影响。 群智咨询（Sigmaintell）半导体事业部资深分析师王旭东向第一财经记者分析说，短期来看，在关税政策存在不确定性因素的背景下，一季度内存价格处于 低位，部分客户为规避潜在成本上升风险，均有提前采购芯片行为。诸如，部分美系厂商及有出口需求的企业积极提升DRAM和NAND的库存水位。 据群智咨询的数据，以LPDDR5X 12GB为例，2025年第一季度行业价格同比下降约8%，环比下降约4%，预计二季度行业价格环比上涨约4%。 在三星电子除内存之外的其它芯片业务方面，今年一季度，由于高分辨率传感器和LSI（大规模集成电路）产品供应增加，其系统LSI业务的收益略有改善； 由于季节性移动手机需求疲软、库存调整和晶圆厂利用率停滞，其晶圆代工业务的收益疲软。 相比之下，三星电子的智能手机业务表现亮眼，是其今年一季度收入创新高的主要原因之一。其MX（移动体验）和Networks（网络）业务第一季度的合并 收入37万亿韩元，营业利润4.3万亿韩元，均环比增长，主要是AI手机的热销和组件成本下降。第二季度，三星电子将扩大其AI智能手机的产 ...

Hillenbrand (HI) Q2 2025 Earnings Call April 30, 2025 08:00 AM ET Company Participants Trent Schwartz - Executive Director, Investor RelationsKimberly Ryan - President & Chief Executive OfficerRobert VanHimbergen - CFO & Senior VPJeffrey Hammond - Managing DirectorDaniel Moore - Director of Research Conference Call Participants Matt Summerville - Managing Director & Senior Research AnalystJohn Franzreb - Senior Equity Analyst Operator Greetings, and welcome to the Hillenbrand Q2 Fiscal Year twenty twenty fi ...