STL NETWORKS Q2 FY27 RESULTS

• Net Loss: ₹16 Cr vs ₹22 Cr loss (QoQ) | ₹19 Cr loss (YoY)

• Revenue: ₹270 Cr ↑53% (QoQ) | ↑17% (YoY)

• EBITDA: ₹12 Cr ↑44% (QoQ) | ↑86% (YoY)

• EBITDA Margin: 4.4% vs 4.7% (QoQ) | 2.8% (YoY)

NETANYAHU'S BLOC LEADS IN FINAL VOTE COUNT

BREAKING: Binance hacked with over $5.6B stolen

$COIN Coinbase Q3 Earnings

Revenue $1.22B, est. $1.22B
Adjusted EBITDA $332.9M, est. $282.9M
Transaction revenue $590M, est. $575M
Subscription & Services revenue $570M, est. $564M
Trading volume $134.5B
Crypto trading volume market share 10.7%, doubled y/y
Q3 reflected soft crypto market conditions
Macro headwinds have begun to shift
Sees Q4 Subscription & Services revenue $550M to $630M
Sees Q4 adjusted expenses $1.007B to $1.157B
Sees Q4 transaction expenses in mid-teens % of revenue
Q4 transaction revenue approximately $165M quarter-to-date

$INTC Intel Q3 Earnings

Adjusted EPS $0.52, est. $0.41
Revenue $16.51B, est. $16.54B
Adjusted gross margin 44.1%, est. 42.1%
Adjusted operating margin 19.6%, est. 16.5%
Client Computing revenue $8.10B, est. $8.82B
Datacenter & AI revenue $7.32B, est. $6.67B
Intel Foundry revenue $6.70B, est. $6.12B
Adjusted free cash flow $1.64B, est. $2.98B (2 estimates)
Sees Q4 adjusted EPS $0.25, est. $0.43
Sees Q4 revenue $15B to $16B, est. $17.05B
Sees Q4 adjusted gross margin 38%, est. 42.8%
Expects PC market to decline into 2H 2027

$AMZN Amazon Q3 Earnings

EPS $1.89, est. $1.97
Net sales $201.9B, est. $202.26B
Operating income $28.08B, est. $26.06B
Operating margin 13.9%, est. 12.9%
AWS net sales $45.98B, est. $45.68B
AWS net sales ex-FX +39%, est. +38%
North America net sales $112.85B, est. $113B
Physical Stores net sales $5.71B, est. $5.77B
Sees Q4 net sales $240.0B to $247.0B, est. $244.52B
Sees Q4 operating income $28.5B to $33.5B, est. $32.99B

Earnings Watchlist

POSITIVE

InterGlobe Aviation-Lower than expected losses

Deepak Nitrate-Strong growth in phenolics segment

Restaurants Brands Asia, Steamhouse-Turnaround quarter

Borosil, Garware Technical-Strong beat on all estimates

Milky Mist-Growth led by Paneer, yogurt segment

Greenply Industries-Margins jump 287bps YoY

Blue Star-Earnings beats estimates

MTAR Tech-EBIDTA up 6x YoY

PN Gadgil- Same-Store Sales Growth (SSSG) of 25.5% YoY

NEGATIVE

Coal India-Inventory liquidation impacts EBIDTA

Fino Payments Bank-Core banking migration impacted numbers

Paradeep Phospates-Higher RM costs impacts PAT

Q2 Earnings

Good-Capital Small Finance Bank, InterGlobe Aviation , Alivus Life, ARCIL, Ram Ratna Wires, Deepak Nitrite, Vedanta Power, Restaurants Brands Asia, Borosil, Milky Mist, Steamhouse, Greenply, MTAR Tech, Garware Technical, PN Gadgil

Inline/Mixed-RPG Life, CARE Ratings, Indegene, Timken India, E-Pack Durables, Strides Pharma, Sanofi India (One-Time Loss), Acrhean Chemical, Shaily Engineering, Godrej Consumer Product, Brigade, ICRA, Indraprastha Medical, CAMS, Indostar Capital, KRN Heat, IEX, Firstsource, Vedanta Oil, Praj Industries, NOCIL, NIIT Learning, Trent, Thyrocare, Suzlon

Weak-Kalpataru, Fino Payments Bank, Paradeep Phospate, Coal India, MOSL, DCW

GOLDMAN SACHS ON CRAFTSMAN AUTOMATION

• Rating: Buy (Maintained)

• Target Price: Retained at ₹13,000

GOLDMAN SACHS ON GODREJ CONSUMER

• Rating: Buy (Maintained)

• Target Price: Hiked to ₹1,030

KOTAK ON ICRA

• Rating: Buy (Maintained)

• Target Price: ₹6,400

KOTAK ON eCLERX

• Rating: Sell (Maintained)

• Target Price: ₹1,450

UBS ON SUZLON ENERGY

• Rating: Buy (Maintained)

• Target Price: Cut to ₹58

JEFFERIES ON RAYMOND LIFESTYLE

• Rating: Buy (Maintained)

• Target Price: Cut to ₹800

JEFFERIES ON INDIGO

• Rating: Buy (Maintained)

• Target Price: Cut to ₹5,650

JEFFERIES ON TRENT

• Rating: Hold (Maintained)

• Target Price: ₹3,300

NOMURA ON eCLERX

• Rating: Neutral (Maintained)

• Target Price: Cut to ₹1,710

🔴 JEFFERIES ON HEXAWARE TECHNOLOGIES

• Rating: Underperform (Maintained)

• Target Price: Cut to ₹470

BANK OF JAPAN KEEPS RATES UNCHANGED AT 1.25 %

BOJ says will keep raising interest rates amid economic, price and financial condition changes 🔴

BOJ on risks: If AI earnings don’t grow with investment, adjustment pressure could occur alongside asset price shifts

GIFT Nifty Lower, Indicates A Start In The Red For The Indian Market

US Futures Fall As Tech Results Continue To Disappoint Wall Street

US Mkt Ends In Red, S&P 500 Snaps 3-day Winning Streak, Nasdaq Down >1%

Amazon AWS Posts 39% Revenue Growth As Cloud Rivals Also Accelerate

Microsoft Plans To Raise $25 Billion In Debt As It Pursues Al Buildout

Bitcoin Tumbles <$78,000, Extending Losses As Binance Security Scare Rattles Crypto Mkts

European Central Bank Keeps Key Interest Rate On Hold At 2.5%

US 10-year Yield Hovers Below 5% After Strong GDP Report, Rising Inflation Data

UKRAINE HAS PAUSED STRIKES ON RUSSIAN REFINERIES AFTER U.S. PRESSURE, WITH THE PAUSE ON RUSSIAN ENERGY STRIKES EXPECTED TO LAST UNTIL AFTER THE U.S. MIDTERM ELECTIONS, POTENTIALLY FURTHER INTO NOVEMBER