Revenue Guidance

UCLOUDLINK’s Q3 2025 results reveal a mixed performance. Revenue decreased by 16% to US$21.1 million, while net income significantly increased to US$9.3 million. User engagement showed positive growth, with DAU reaching 352,227 (+6.1% YoY) and MAU reaching 761,586 (+11.9% YoY). Total data consumption rose to 49,044 TB (+9.0% YoY). The company reaffirmed its FY2025 revenue guidance of US$81.3M-US$85.8M, and projected Q4 2025 revenue of US$22.0M–US$26.5M. Adjusted net income and EBITDA declined.

Jim Cramer’s “Investing Club” is upgrading Meta Platforms to a buy-equivalent rating despite a recent stock dip following earnings. While Meta’s increased AI investments sparked investor concern, Cramer believes the long-term potential outweighs the short-term anxieties. He highlights that these investments will enhance Meta’s video capabilities, benefiting advertisers and driving user engagement. The upgrade follows strong quarterly revenue and EPS, coupled with raised revenue guidance. While acknowledging spending concerns, Cramer emphasizes Zuckerberg’s aggressive approach and Meta’s ability to reallocate computing power, making the dip a strategic entry point.