Profitability

FIBI announced its Q3 2025 financial results, demonstrating growth and profitability. Net income for the first nine months reached NIS 1,748 million (ROE 16.9%). Q3 net income was NIS 581 million (ROE 16.2%), impacted by nonrecurring losses at CAL. Revenue increased by 6% year-over-year for the first nine months. Customer assets grew by 34.4% to NIS 1.074 trillion. The Board approved a dividend distribution of NIS 436 million. CEO Eli Cohen highlighted FIBI’s resilience and loan portfolio quality.

IQSTEL (IQST) reported record Q3 2025 revenue of $102.8M, a 90% YoY increase. Nine-month revenue reached $232.6M (+26% YoY). Strategic moves include acquiring 51% of Globetopper and launching AI call center services. While reaffirming 2025 revenue guidance of $340M, the adjusted EBITDA was $683,189. Concerns remain regarding the gap between revenue and EBITDA run rates. The Company forecasts $430M organic revenue for 2026. IQST’s expansion and AI investments demonstrate robust growth, but profitability challenges warrant attention.

Tech giants are investing heavily in AI infrastructure, sparking debate over whether these investments will drive cost savings or strain near-term returns. Increased capital expenditure guidance from Amazon, Microsoft, and Google fuels both optimism about AI’s potential and concern about profitability. Analysts debate whether short-term profitability concerns hinder long-term strategic advantages in AI. The key question is whether AI investments translate into productivity and value or remain unproven promises. Managing the short-term financial implications will be crucial for sustaining growth and investor confidence.

DoorDash shares plummeted 17% after announcing significant investments in autonomous delivery, a new tech stack, and acquisitions like SevenRooms and Deliveroo. While revenue beat expectations, earnings fell short, and Q4 adjusted EBITDA guidance was below consensus. Investors are wary of the aggressive spending impacting near-term profitability, despite CEO Tony Xu’s confidence in long-term growth. Analysts acknowledge the operational strength and potential long-term investor support, but caution that patience and consistent disclosure are needed.

Omdia reports record display glass revenues of JPY 270 billion in Q3 2025, up 14% year-over-year, driven by price increases and demand. Manufacturers prioritize profitability over market share, raising prices over 25% in two years and optimizing production. Chinese manufacturers are investing heavily in G8.5 glass, potentially impacting market share. Established players are diversifying into semiconductor and other high-margin applications to counter competition and secure future growth, suggesting a shift in the display glass market landscape.

Intel reported a profitable third quarter, ending a six-quarter loss streak, driven by robust chip demand and U.S. government investment. Client computing revenue grew 5%, boosted by a stabilizing PC market and AI-enabled PCs. CEO Tan emphasized AI’s strategic importance. While the foundry business needs improvement, Intel is focused on advanced manufacturing and new AI-centric solutions. Legacy products also saw unexpected demand. CFO Zinser highlighted improved cash position and plans for deploying advanced nodes based on firm demand.

Geekplus (2590.HK) announced strong unaudited interim results for H1 2025, with revenue up 31.0% year-over-year to RMB 1.025 billion. Gross profit increased 43.1%, resulting in a gross margin of 35.1%. Adjusted net loss narrowed significantly, and adjusted EBITDA turned positive. New orders rose 30.1% to RMB 1.760 billion. Revenue from outside Mainland China accounted for 79.5% of the total. Geekplus remains the world’s largest warehouse fulfillment robotics solution provider and will focus on embodied intelligence R&D, global expansion, ESG, and talent development.

Huawei Cloud is reportedly undergoing a major restructuring, led by CEO Zhang Ping’an, to prioritize artificial intelligence and achieve profitability by 2025. This involves streamlining departments, focusing on AI-driven solutions (“3+2+1” framework), and scaling back non-core areas. The move follows executive personnel changes and aims to capitalize on the high-growth AI market, although potential workforce adjustments remain undefined. The restructuring marks another turning point after the previous dissolution of the Cloud & Computing Business Group.

Amaze Holdings (AMZE) reported a significant 1134% revenue increase to $0.87M in Q2 2025, fueled by 200M storefront visits and 12M active creators. GMV reached $3.77M with a $50 AOV. Despite growth, the company experienced a $5.0M net loss due to increased SG&A expenses. Management anticipates sequential revenue growth in Q3/Q4 2025 and potential short-term profitability. Strategic partnerships and new platform features aim to solidify long-term success.

XGIMI Technology projects first-half 2025 revenues of RMB 1.626 billion, a 1.63% YoY increase, and a 2062.33% surge in net profit to RMB 88.66 million. This profitability boost is attributed to R&D focus, improved supply chain efficiency, and cost control. During the period, XGIMI launched new projector models and expanded globally through retail channels in Europe, North America, Japan, and Australia. The company also extends its projection technology into automotive applications, including in-car rear projection systems.