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01/09 22:10
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call presents a mixed outlook. Strong AI-related revenue and optimistic guidance for 2026 are positives, but current results are weak with high expenses impacting free cash flow. Q&A highlights growth potential in compute and memory but also uncertainties in mobile and robotics. The lack of clear guidance and specifics in some areas adds to the neutral sentiment. Given these factors, the stock is likely to remain stable in the short term, leading to a neutral prediction.
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