third-quarter

Anthropic informed investors that its third-quarter revenue soared to 16.8 billion USD, an increase of nearly 50% compared to 11.5 billion USD in the second quarter, and it achieved profitability. The company stated that it has achieved profitability on an adjusted basis, and the cash flow for the quarter is positive. The outside world expects its listing to become the highest-valued IPO in history.

Anthropic will disclose its third-quarter revenue data to potential institutional investors today at its headquarters in San Francisco, in order to assess investor reactions to its financial performance and listing plans. The company is reportedly advancing towards an IPO with an estimated valuation of about $2 trillion, aiming to go public in November. It has previously submitted a confidential listing application to the U.S. Securities and Exchange Commission, but the specific listing date has not yet been determined.This disclosure comes at a time when the AI sector is under pressure. Last week, OpenAI updated existing investors with an annualized revenue of $50 billion, lower than the previously circulated figure of $70 billion, sparking controversy over revenue reporting standards and dragging down semiconductor stocks and the Nasdaq index. Broadcom CEO Hock Tan warned that rising interest rates could make capital acquisition a major constraint for the development of AI companies. The market will be watching to see if Anthropic clarifies its revenue recognition standards, particularly whether it includes revenue from cloud partners.

Dutch semiconductor equipment manufacturer ASML is expected to announce its Q3 financial report on October 14. Driven by demand for AI chips, the market anticipates significant growth in revenue and profits compared to the same period in 2025. Wall Street analysts estimate Q3 revenue at 11.73 billion euros, a year-on-year increase of 55%; earnings per share are projected to be 10.76 euros, nearly doubling from 5.49 euros in Q3 2025.ASML's Q2 revenue was 9.3 billion euros, higher than 7.7 billion euros in the same period of 2025, with net profit increasing from 2.3 billion euros to 2.9 billion euros. The company estimates Q3 revenue to be between 11 billion and 12 billion euros, with a gross margin of 55% to 57%, and has raised its full-year revenue outlook to between 43 billion and 45 billion euros.ASML is the only manufacturer in the world that commercializes extreme ultraviolet lithography equipment. Foundries such as TSMC, Intel, and Samsung rely on its equipment to manufacture advanced AI processors, and the company is also developing the next generation of High-NA EUV. Intel has processed over 1 million wafers using this equipment in research, testing, and manufacturing, while Samsung plans to introduce it into advanced DRAM mass production by 2028. The market expects ASML to increase the capacity of its existing EUV systems by about 30% by 2027.

Solana rating card hosting and card drawing platform Collector Crypt released its Q3 2026 report: revenue of $433.5 million and gross profit of $25.4 million, both setting records, with increases of 8% and 12% compared to Q2, respectively. Card pack revenue was $433.1 million, almost constituting all revenue; buyback and redemption expenses were $408.1 million, accounting for 94.1% of revenue, with a quarterly gross margin of 5.9%.Sales reached $212.2 million in June but declined month by month, with July, August, and September at $157.3 million, $141.7 million, and $134.5 million, respectively, while the gross margin in September rose to 6.7%. Sales of card packs priced at $2,500 and above amounted to $169.6 million, accounting for 39% of card pack sales; the $1,000 tier dropped from $132.1 million to $53.4 million. After Jupiter began selling card packs on July 13, the number of active wallets increased from 7,051 to 9,127 over 30 days, while daily revenue per wallet decreased from $9,100 to $5,600.As of September 30, tokenized inventory was $55.1 million; market transactions totaled $8.6 million, accounting for about 2% of the business, with two initial edition Charizard cards sold in September for $600,000 and $825,000, respectively. Cumulative revenue surpassed $1 billion on August 13, and the token CARDS fell 14% to $0.195 in the quarter. Courtyard's Q3 revenue was $7.6 million, approximately 3.3 times that of Collector Crypt;

Pepsi (PEP.O) rose about 2% in pre-market trading, after third-quarter revenue exceeded market expectations.

Samsung Electronics announced its preliminary performance for the third quarter, with an operating profit of 107.4 trillion won, compared to market expectations of 106.1 trillion won; the revenue for the third quarter was 195 trillion won, while market expectations were 199 trillion won.

Tesla's third-quarter delivery volume was 486,532 vehicles, while the market estimate was 463,761 vehicles.

According to the Chosun Ilbo report on September 15, Samsung Electronics and SK Hynix's third-quarter operating profit consensus has been raised again within three months. Based on reports from major brokerages and overseas investment banks, Samsung Electronics' estimated operating profit for the third quarter is approximately 114 trillion won, an increase of 12.2836 trillion won (12%) from 101.9052 trillion won three months ago, and a 28% increase from 89.4 trillion won in the second quarter. SK Hynix's estimate for the third quarter is 78.8035 trillion won, a 4% increase from 75.7249 trillion won three months ago, and a 30% increase from 60.5426 trillion won in the second quarter.TrendForce expects the fixed transaction prices for general DRAM in the third quarter to rise by 13% to 18% quarter-on-quarter, while NAND flash is expected to rise by 10% to 15%. The securities industry is paying attention to Samsung Electronics' HBM4 revenue share, which expanded from 5% in the first quarter to about 35% in the second quarter, along with improvements in yield rates. SK Hynix maintains the largest market share in HBM, but improvements in Samsung's HBM4 mass production may dilute its supply premium. Citigroup Securities has lowered SK Hynix's third-quarter operating profit estimate from 76.7 trillion won to 74 trillion won due to the strengthening of the won. Micron will announce its fourth-quarter results for fiscal year 2026 (June to August) on the 30th, with revenue guidance of $49 billion to $51 billion.

Broadcom announced its third quarter results for fiscal year 2026, with adjusted earnings per share of $3.32, exceeding expectations of $3.24; revenue was $29.59 billion, higher than the expected $29.36 billion. Revenue for the quarter grew 86% year-over-year, rising from $15.95 billion in the same period last year to $29.59 billion; net profit increased to $13.09 billion, or $2.68 per share, compared to $4.14 billion, or $0.85 per share in the same period last year.Semiconductor business revenue increased to $16.7 billion, while infrastructure software business revenue was $8.75 billion. The company expects fourth quarter revenue of $34.8 billion, below market expectations of $35.03 billion. CEO Hock Tan stated that the company is expanding its custom chip business with Anthropic, OpenAI, Google, and Meta, including Jalapeno shipments and TPU deployments, aiming for AI revenue of $11.5 billion in fiscal year 2027 and $23 billion in fiscal year 2028. After-hours stock price rose slightly.

According to Jinshi reports, Apple CEO Tim Cook stated that despite facing supply constraints and foreign exchange headwinds, Apple still achieved record sales in the third quarter.

According to Jinshi, Meta Platforms expects third-quarter revenue to be between $61 billion and $64 billion, with analysts estimating it at $63.17 billion.

According to Gate market data, Netflix fell 9.2% in pre-market trading, as the company expects third-quarter revenue and profit to be below market expectations.

According to Jinshi reports, the exchange rate of the US dollar against a basket of currencies is approaching an 11-week low, as the market expects Japan to take intervention measures to support the yen. Japanese Finance Minister Shunichi Suzuki stated that the government is prepared to respond to excessive exchange rate fluctuations. Data released on Tuesday showed that the US economy grew more than expected in the third quarter, providing initial but brief support for the dollar. AJ Bell analyst Danni Hewson pointed out that this data can only reflect past conditions, and investors will enter the new year with more questions than answers.

The world's largest hedge fund, Bridgewater, has released its holdings report as of the end of the third quarter of this year. The report shows that, as of the end of the third quarter, Bridgewater held 2.51 million shares of Nvidia, a decrease of 65.3% compared to 7.23 million shares at the end of the second quarter. It is worth mentioning that in the second quarter of this year, Bridgewater increased its position in Nvidia by as much as 154.37%. This reduction in holdings indicates that Bridgewater is becoming cautious about Nvidia's future performance. (Jin Shi)

Japan's Bitcoin Crypto Vault (DAT) company Metaplanet announced its third-quarter financial report. The sales amounted to 2.401 billion yen, a 94% increase from the previous quarter; operating profit was 1.339 billion yen, a 64% increase from the previous quarter; net profit was 12.7 billion yen; and net assets were 532.9 billion yen, a 165% increase from the previous quarter.

According to The Block, Bakkt's third-quarter financial report shows that the company has divested its loyalty rewards business and is about to complete its strategic transformation, focusing on institutional-level trading, liquidity, regulated custody, and AI services. Currently, the company operates in a "B2B2C model," providing one-stop services for traditional institutions looking to enter the cryptocurrency space. The company has also launched a Bitcoin treasury through a public offering and appointed crypto industry veteran Mike Alfred to its board.Bakkt plans to start expanding its international market from Japan through minority equity investments. In the third quarter of 2025, Bakkt's revenue reached $402.2 million, a year-on-year increase of 27%; EBITDA (earnings before interest, taxes, depreciation, and amortization) reached $28.7 million, a year-on-year increase of 241%. At the end of the quarter, the company had no long-term debt and cash equivalents of $64.4 million, but reported a net loss of $23.2 million.

ChainCatcher news, according to Jinshi reports, the Nasdaq has risen for the sixth consecutive month, achieving the largest percentage increase in the third quarter since 2010.

ChainCatcher news, according to CryptoNews, Japan's financial giant SBI Holdings achieved record cryptocurrency profits in the third quarter of the fiscal year ending December 2024, with a pre-tax profit of $119.6 million, a year-on-year increase of 787%.In addition, SBI plans to list USDC on its exchange, aiming to become the first exchange in Japan to support the stablecoin.

ChainCatcher news, Animoca Brands released its unaudited financial report for the second and third quarters of 2024. The data shows that the company's total booking revenue for the third quarter reached $69 million, a quarter-on-quarter increase of 43.8% and a year-on-year increase of 165%. Revenue primarily comes from three major business segments: Digital Asset Advisory (DAA) contributed $25 million, Web3 operations generated $39 million, and investment management revenue was $5 million.As of the end of September 2024, the company held $248 million in cash and stablecoins, and $330 million in liquid digital assets (including $218 million in available-for-sale assets and $112 million in unlocked tokens), mainly consisting of ETH, BTC, APE, and others. The company also holds $1.6 billion in off-balance-sheet token reserves, including SAND, EDU, MOCA, REVV, TOWER, GMEE, and others.In terms of operating expenses, the third quarter amounted to $59 million, a quarter-on-quarter increase of 13.5%, primarily due to one-time consulting fees incurred from the MOCA token issuance in July.