Xometry Q3 gross margin falls as faster-growing marketplace gains share
Both business lines improved their gross margins. Their changing weights explain why the company-wide percentage moved the other way.
Read articleThe editorial desk
Analysis news
Published analysis coverage from TrendyVest.
Page 3
onsemi's lower capex accounts for 95% of nine-month free cash flow gain
The latest earnings tables show a larger year-to-date free-cash-flow increase than operating-cash increase. The third quarter tells a different story.
Read articleTower Semiconductor Q3 operating cash includes $23 million in advances
Customer advances contributed to operating cash as Tower spent more on property and equipment. Those inflows come with delivery commitments.
Read articleEnvision says 800V power system is running at Galaxy AI data center
The company describes equipment supplying live computing workloads in China. Its much larger campus-capacity figures remain plans for full build-out.
Read articleCeva says Mobilint chip marks first NeuPro production deployment
The chip-IP company points to a shipping USB accelerator as evidence of commercialization. The announcement leaves sales volumes and financial terms undisclosed.
Read articleCheck Point Q3 GAAP EPS falls 45% after prior-year tax benefit
Last year's tax settlement complicates the earnings comparison. This year's research-expense benefit also belongs in the discussion.
Read articleAffle agrees to buy Perion for $420 million, plans revenue review
The proposed advertising-tech deal includes a planned change to revenue recognition. Investors will need a clear comparison before judging the combined business.
Read articleSTMicroelectronics' demand recovery still comes with unused-capacity costs
The chipmaker reports lower capacity charges and expects some to remain next quarter. Demand commentary and manufacturing costs answer different questions.
Read articleAIXTRON's cash-flow increase leans on customer advances
The full quarterly report shows how customer payments helped fund production, while separating cash received from revenue earned.
Read articleSamsung's semiconductor profit contrasts with a loss in devices
The latest earnings release shows why a strong group result needs a closer look at the businesses underneath it.
Read articleSilicon Motion's operating profit rose while net income fell
An investment gain turned into a loss. Following the income statement explains why two profit measures point in different directions.
Read articleFortinet raises its sales outlook while trimming the service forecast
The two forecasts move in opposite directions. Reading them together gives a clearer view of the change than the headline alone.
Read articleCohu's $1 billion computing pipeline still has steps before revenue
Management describes customer qualifications, potential production ramps and plans for more capacity. Those milestones matter when reading an opportunity estimate.
Read articleKLA's capital-return figure leaves out a separate employee-equity cash payment
Dividends and buybacks are only part of the financing cash statement. KLA's earnings tables show a separate tax-withholding payment linked to employee shares.
Read articleServiceNow's free cash flow adds back some cash costs
The company's quarterly reconciliation shows why a reported free-cash-flow figure can differ from operating cash minus equipment spending.
Read articleMicrosoft's operating cash grew, but more went into property and equipment
The quarterly cash statement shows a larger investment outflow alongside stronger cash generation. A simple subtraction helps explain why both numbers matter.
Read articleThe Fed holds, but two dissenters wanted higher rates
The enacted decision leaves the policy range unchanged. The dissent makes a useful distinction between today's rate and a company's exposure to a possible future increase.
Read articleACM Research's preliminary update comes with a reporting boundary
The parent and its Shanghai subsidiary publish different sets of accounts. An ownership percentage cannot turn one statement into the other.
Read articleTE Connectivity's tariff-refund footnote points back to customers
A refund received by a company is not automatically an economic benefit it keeps. TE's earnings reconciliation identifies amounts expected to go back to customers.
Read articleGE Vernova's gas orders include a transfer from existing reservations
Moving a reservation into equipment backlog advances a commitment. It does not add the same capacity twice to GE Vernova's combined pipeline.
Read article