ab 7 August 2025 First Read Xiaomi Q225 preview: seasonal margin decline expected for core business; reiterate Neutral Q225 results on Aug 19th Xiaomi's Q225 smartphone sell through totalled 41mn units, +0.5% YoY/+1.5% QoQ per Counterpoint. By region, China sell-through grew 8% YoY driven by subsidy and 618 shopping festival, while Europe and RoW recorded -1%/+1.4% YoY and -4%/+3% QoQ due to competition from Samsung and share gain in EM, respectively. We estimate Q225 sell-in to be largely in-line with sell ...

Key Takeaways IDCC's Q2 revenues rose to $300.6M, boosted by new license deals, including Samsung and HP.Non-GAAP EPS jumped to $6.52, surpassing the $3.36 estimate, on strong licensing performance.IDCC raised 2025 guidance, now expecting up to $850M in revenue and $14.77 EPS on solid demand.InterDigital, Inc. (IDCC) reported strong second-quarter 2025 results, with both the top and bottom lines beating the Zacks Consensus Estimate. However, the company generated higher revenues year over year, owing to hea ...

Core Insights - Berkshire Hathaway has achieved a nearly 20% annualized return on shareholder capital since 1965 under Warren Buffett's leadership [1] - Apple has been a significant contributor to Berkshire's portfolio, with its shares soaring 749% over the past nine years, representing 22% of Berkshire's $290 billion portfolio [2] Company Performance - Apple is recognized for its strong brand loyalty and premium positioning in the consumer electronics market, which has been bolstered by continuous innovation [6] - The company has a high profit margin, averaging 30% over the past five years, and generates substantial free cash flow [7] Investment Considerations - Despite Apple's strong fundamentals, the current P/E ratio of 32.9 suggests that the stock may not be a worthwhile investment at this time, as it is three times higher than when Buffett first invested [13] - Analysts project a modest revenue growth rate of 5.3% from fiscal 2024 to fiscal 2027, indicating potential challenges in outperforming the market in the coming years [11] - Criticism has been directed at Apple's slow progress in artificial intelligence, which may hinder meaningful growth [12]

Huawei took the top spot in China’s smartphone market for the first time in more than four years, a comeback fueled by new designs and software that appealed to users in a slowing market https://t.co/5anTcI1Rj4 ...

Chinese smartphone maker Xiaomi has pulled off something Apple failed to do despite a decade-long attempt, and that’s to make a car.@Lindadalew looks at what helped Xiaomi overtake Apple’s EV ambitions https://t.co/486n2qPKrG https://t.co/th2cEuQrZ5 ...