Revenue Growth

Ambarella (AMBA) shares jumped 20% after Q2 earnings beat expectations. Adjusted earnings were 15 cents per share versus the expected 5 cents, with revenue at $96 million against the projected $90 million. The chip designer anticipates Q3 revenue between $100 million and $108 million, exceeding estimates. Ambarella also raised its fiscal year revenue growth outlook to 31-35%, driven by strong demand for its edge AI solutions in portable video, drones, and edge infrastructure. CEO Fermi Wang emphasized the company’s successful strategic investment in edge AI R&D.

Compagnie Financiere Tradition (CFNCF) reported strong H1 2025 results. Revenue, including joint ventures, rose 12.3% to CHF 632.1 million at constant exchange rates. EBITDA increased 27.3% to CHF 114.7 million, improving the margin to 18.1%. Interdealer broking revenue grew 11.2% to CHF 607.6 million, while online forex trading in Japan surged 47.6% to CHF 24.5 million. Net profit increased 20.4% to CHF 70.2 million. The company has a solid balance sheet with net cash of CHF 278.3 million, up 22.1% year-over-year.

MongoDB (MDB) shares soared over 30% after Q2 fiscal results exceeded expectations with revenue of $591 million (a 24% YoY increase) and adjusted EPS of $1.00. MongoDB Atlas sales grew by 29% YoY, driven by increased cloud adoption. The company added over 5,000 new customers, a record for the first half of the year. MongoDB’s focus on larger enterprise deals is proving successful. The company’s Q3 and full-year guidance surpassed analysts’ estimates, signaling strong growth and investor confidence.

Taiwan’s manufacturing sector is undergoing a significant shift, with AI server revenue now surpassing iPhone revenue for major players. This transition, occurring in just three years, sees companies like Foxconn strategically diversifying beyond consumer electronics. Taiwan dominates AI server manufacturing, accounting for over 90% of global builds. Production value surged in 2024, with companies like Wistron and Quanta experiencing substantial revenue growth. While this transformation benefits Taiwan’s tech industry, challenges remain, including potential market share erosion and the need for more distributed global operations.

Meitu, once known for image editing, is experiencing an AI-driven resurgence, with its stock surging. The company’s first-half 2025 revenue reached RMB 1.8 billion, a 12.3% year-over-year increase, and net profit soared by 30.8% to nearly RMB 400 million, exceeding its entire 2023 earnings. CEO Wu Xinhong attributes the growth to AI-powered subscriptions and views nimble startups as the biggest threat, emphasizing the need to act fast and strategically partner to stay competitive in the rapidly evolving AI imaging market.

Cambricon, a Chinese AI chip company, has received approval from the Shanghai Stock Exchange for a RMB 4 billion private placement. The funds will be used for AI chip and software platform development, particularly for large-scale AI models, and to supplement working capital. Cambricon’s Q1 2025 revenue surged by 4230.22% year-on-year, with net profit also significantly increasing. The company focuses on cloud, edge products, and IP licensing, aiming to build a comprehensive AI ecosystem.

Viomi Technology (VIOT) anticipates H1 2025 revenue exceeding RMB 1.4 billion, a 70%+ year-over-year increase. This growth is fueled by strong sales of household water purification equipment, supported by Chinese government subsidies and increasing consumer demand for cleaner water. CEO Xiaoping Chen cites disciplined execution and rising health consciousness as drivers for long-term growth. However, the results are preliminary and unaudited, and reliance on subsidies presents a potential risk.

Tencent Holdings reported strong Q2 2025 results with a 15% YoY revenue increase to RMB 184.5 billion. Profit attributable to equity holders rose 17%. Value-Added Services led growth, driven by domestic (+17%) and international games (+35%). Marketing services saw a 20% increase. Fintech and Business Services grew by 10%. WeChat/Weixin MAUs reached 1.411 billion (+3%), while QQ mobile MAUs declined. Paying subscribers for value-added services reached 264 million.

Tencent Music Entertainment (TME) reported strong Q2 2025 results, with revenue up 17.9% year-over-year to RMB 8.44 billion and adjusted net profit surging 33.0% to RMB 2.64 billion. While MAUs dipped slightly to 553 million, paying subscribers for online music climbed 6.3% to 124.4 million. Monthly ARPPU for online music services increased 9.3% to RMB 11.7. TME is focused on content and platform development, including collaborations with labels and product innovation to enhance user engagement.

Freedom Holding Corp. (FRHC) reported a 17% year-over-year revenue increase in Q1 FY2026, reaching $533.4 million, driven by strong performance in its banking (+60%) and insurance (+18%) segments. Net income was $30.4 million, or $0.50 per diluted share. The company expanded its customer base and strategically invested in technology and market penetration, notably in Central Asia and Europe. The acquisition of Astel Group Ltd. further solidified its telecoms infrastructure.