Dolphin Research
205 Articles
A secondary market research brand under Longport Securities, dedicated to helping investors interpret global core assets across markets and uncover in-depth corporate value and investment opportunities.
Backed by GOOGL, RDDT keeps rallying---
$Reddit(RDDT.US) posted Q4 results after-hours on Feb 5 ET, with a solid overall print. Despite the bar being raised into the release, the actual numbers still came in slightly ahead, reflecting a social platform benefiting from traffic tailwinds and executing smoothly on early monetization.In addit...
Fri, Feb 6
200bn Arms Race: AMZN Raises the Bar in AI
$Amazon(AMZN.US) released Q4 FY2025 results after the U.S. close on Feb 6 Beijing time. Overall, the quarter was solid with a few blemishes, as both total revenue and OP came in slightly above estimates.AWS growth re-accelerated as expected, yet the market reaction was familiar — a selloff despite d...
Thu, Feb 5
Roblox vs. Genie: A Closed Ecosystem That Can’t Be Beaten
Roblox (RBLX.US) released its Q4 2025 results pre-market on February 5 (EST). Overall, the performance was positive—though not "explosive," it provided much-needed relief for suppressed market sentiment.1. Top Highlight: Bookings Beat ExpectationsQ4 Bookings surged 63% YoY. While slowing fro...
Thu, Feb 5
ARM: AI tailwinds intact; handsets now a drag?
ARM (ARM.O) released its FY2026 Q3 results (quarter ended Dec 2025) after the U.S. market close on Feb 5 Beijing time. Key takeaways:1) Key metrics:$Arm(ARM.US) delivered revenue of $1.24bn, up 26% YoY and in line with consensus ($1.23bn). The $100mn QoQ uptick was mainly driven by royalties. GPM wa...
Thu, Feb 5