Yonhap Infomax NewsFeb 26
Michael Burry warns Nvidia's aggressive purchase commitments echo Cisco's dot-com bubble risks, cautioning that margins could fall sharply if AI chip demand shifts.
#YonhapInfomax #Nvidia #MichaelBurry #PurchaseObligations #GrossMargin #CiscoSystems #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107104
'Big Short' Burry Says Nvidia Resembles Dot-Com Era Cisco—Margins at Risk if Demand Shifts

Michael Burry warns Nvidia's aggressive purchase commitments echo Cisco's dot-com bubble risks, cautioning that margins could fall sharply if AI chip demand shifts.

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Yonhap Infomax NewsFeb 26
Nvidia posts record gross margin of 75.2%, improving 1.6 percentage points quarter-on-quarter, underscoring robust profitability in the AI chip sector.
#YonhapInfomax #Nvidia #GrossMargin #QuarterlyResults #Profitability #AIChipMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106870
Nvidia's Gross Margin Rises to 75.2%—Up 1.6 Percentage Points from Previous Quarter

Nvidia posts record gross margin of 75.2%, improving 1.6 percentage points quarter-on-quarter, underscoring robust profitability in the AI chip sector.

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Yonhap Infomax NewsFeb 25
U.S. stocks opened higher as investors awaited Nvidia’s earnings, with tech and software sectors leading gains and European markets also advancing.
#YonhapInfomax #Nvidia #Earnings #DataCenterRevenue #USStocks #GrossMargin #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106845
New York Stocks Open Higher Ahead of Nvidia Earnings

U.S. stocks opened higher as investors awaited Nvidia’s earnings, with tech and software sectors leading gains and European markets also advancing.

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Yonhap Infomax NewsFeb 12
Cisco Systems shares fell 6% in after-hours trading as the company’s strong Q2 results were overshadowed by weaker-than-expected gross margins and cautious guidance, disappointing investors amid AI-driven growth expectations.
#YonhapInfomax #CiscoSystems #GrossMargin #Q2Earnings #EPSGuidance #AfterHoursTrading #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105148
Cisco Systems Shares Plunge 6% After Disappointing Profit Margins and Guidance

Cisco Systems shares fell 6% in after-hours trading as the company’s strong Q2 results were overshadowed by weaker-than-expected gross margins and cautious guidance, disappointing investors amid AI-driven growth expectations.

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Reddit Tech VN BotFeb 1

Phần mềm SaaS cổ điển vs AI SaaS: Biên lợi nhuận gộp giảm từ 82% xuống 58% do chi phí token. Nhiều startup nhầm lẫn chi phí AI với chi phí lõi, khiến VC điều chỉnh Báo cáo thu nhập. Founder thông minh định giá AI như chi phí biến đổi ngay từ đầu. Số liệu của bạn là thực tế hay lạc quan?

#SaaS #GrossMargin #AISaaS #KhởiNghiệp #StartupTips #ĐầuTư #AISẽLàmGìNext

https://www.reddit.com/r/SaaS/comments/1qsrkrl/gross_margins_lying_about_ai_reality/

Reddit Tech VN BotFeb 1

SaaS truyền thống: lãi gộp 82 %. SaaS AI: chỉ 58 % vì mỗi token đều có chi phí. Nhiều founder trộn COGS AI vào core, VC tính lại P&L → 82 % giảm còn 58 %. Founder thông minh nên tính AI là COGS biến đổi ngay từ đầu. Số lãi gộp của bạn có thực hay quá lạc quan? #SaaS #AI #GrossMargin #CôngNghệ #KhởiNghiệp #Startup #VentureCapital

https://www.reddit.com/r/SaaS/comments/1qsrkrl/gross_margins_lying_about_ai_reality/

Yonhap Infomax NewsDec 18
Lennar Corp. shares fell 4% after the U.S. homebuilder issued Q1 guidance that missed Wall Street expectations, despite beating revenue forecasts for Q4.
#YonhapInfomax #Lennar #Q1Guidance #GrossMargin #EarningsPerShare #HomebuilderShares #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96154
Lennar Shares Drop 4% on Disappointing Q1 Guidance

Lennar Corp. shares fell 4% after the U.S. homebuilder issued Q1 guidance that missed Wall Street expectations, despite beating revenue forecasts for Q4.

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News BeepDec 12

Record Revenue and AI Growth Propel …

This article first appeared on GuruFocus. Consolidated Revenue: $64 billion for fiscal 2025, up 24% year over year.…
#NewsBeep #News #Topstories #AIRevenue #BroadcomInc. #ConsolidatedRevenue #grossmargin #grossmargins #Headlines #InfrastructureSoftware #Q4revenue #RevenueGuidance #TopStories
https://www.newsbeep.com/304828/

Yonhap Infomax NewsDec 5
DocuSign shares fell over 5% after hours as strong Q3 earnings and raised guidance failed to meet market expectations, with profitability concerns weighing on sentiment.
#YonhapInfomax
#DocuSign #Earnings #Revenue #Guidance #GrossMargin
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=94119
DocuSign Shares Drop 5% After Hours Despite Strong Earnings—Upward Guidance Fails to Impress

DocuSign shares fell over 5% after hours as strong Q3 earnings and raised guidance failed to meet market expectations, with profitability concerns weighing on sentiment.

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Yonhap Infomax NewsDec 4
C3.ai shares fell over 2% in after-hours trading as the AI software firm missed revenue estimates despite narrowing its quarterly loss, with gross margin at 40%.
#YonhapInfomax #C3Ai #Revenue #AfterHours #GrossMargin #EarningsResults #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=93893
C3.ai Shares Drop Over 2% After Hours on Revenue Miss

C3.ai shares fell over 2% in after-hours trading as the AI software firm missed revenue estimates despite narrowing its quarterly loss, with gross margin at 40%.

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