智通财经APP获悉，周三，新思科技(SNPS.US)开盘暴跌超35%，创下自2004年以来最大跌幅，报 392.55美元。消息面上，此前该公司公布的第三财季业绩及指引均逊于预期。新思科技表示，在截至7 月31日的第三财季，其营收同比增长14%，达到17.4亿美元;调整后每股收益为3.39美元。分析师此前预 计该公司营收为17.7亿美元，调整后每股收益为3.80美元。展望未来，新思科技预计第四财季调整后每 股收益在2.76美元至2.80美元之间，营收预计在22.3亿美元至22.6亿美元之间。此前分析师预计该公司每 股收益为4.50美元，营收为21亿美元。 新思科技首席财务官Shelagh Glaser表示，在设计知识产权业务表现不佳的情况下，公司"对第四季度持 更为谨慎的态度，同时预计今年仍将连续实现盈利增长"。 ...

Core Viewpoint - HPE reported a record revenue of $9.14 billion for Q3, marking a 19% year-over-year increase, exceeding analyst expectations [1] Financial Performance - Q3 revenue reached $9.14 billion, surpassing the expected $8.84 billion [1] - Adjusted earnings per share (EPS) were $0.44, above the anticipated $0.42 [1] - Adjusted gross margin improved to 29.9%, an increase of 50 basis points from the previous quarter [1] - Server revenue was $4.94 billion, exceeding the forecast of $4.72 billion [1] Future Outlook - For Q4, HPE expects revenue between $9.7 billion and $10.1 billion, while analysts predict $10.11 billion [1] - Adjusted EPS is projected to be between $0.56 and $0.60, aligning with the analyst estimate of $0.56 [1] - For the full year, the company anticipates revenue growth of 14% to 16%, up from a prior forecast of 7% to 9% [1] - Full-year EPS is expected to be between $1.88 and $1.92, compared to the previous estimate of $1.78 to $1.90 [1]

Core Insights - Affirm Holdings (AFRM.US) experienced a significant increase of over 16%, reaching a three-and-a-half-year high of $93.33 following the release of its Q4 earnings report [1] Financial Performance - Q4 revenue grew by 33% year-over-year to $876 million, surpassing market expectations of $837 million [1] - The company reported a net profit of $69.2 million, a turnaround from a loss of $45.1 million in the same quarter last year [1] - Earnings per share (EPS) were 20 cents, exceeding market expectations of 11 cents [1] Transaction Metrics - The total gross merchandise volume (GMV) for Q4 increased by 43% year-over-year, reaching $10.4 billion [1] Strategic Outlook - The company stated in its shareholder letter that its consistent execution has led to achieving operating profit in Q4 of fiscal year 2025, aligning with the timeline promised a year ago [1]

任天堂第一财季经营利润569.3亿日元，同比增长4.4%，预估547.7亿日元。 第一财季净利润960.3亿日元，同比增长19%，预估580.7亿日元 第一财季销售净额5,723.6亿日元，上年同期2,466.4亿日元，预估4,897.5亿日元。 任天堂仍然预测2026财年经营利润3,200.0亿日元，市场预估4,029.4亿日元。 任天堂仍然预测2026财年净利润3,000.0亿日元，市场预估3,586.2亿日元。 任天堂仍然预测2026财年销售净额1.90万亿日元，市场预估2.14万亿日元。 任天堂仍然预测2026财年股息129.00日元，市场预估155.54日元。 ...