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ICEsh00ter

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- ICEsh00terICEsh00ter
  ·02-02 05:54
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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- ICEsh00terICEsh00ter
  ·01-29
  just buy the dip
  Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance
  Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...
  Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance
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- ICEsh00terICEsh00ter
  ·01-26
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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- ICEsh00terICEsh00ter
  ·01-23
  isn't it a good problem?
  Intel Says Meeting Strong Demand Will Take Time
  Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment...
  Intel Says Meeting Strong Demand Will Take Time
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- ICEsh00terICEsh00ter
  ·01-19
  oxygen [Happy] [LOL] [Grin]
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- ICEsh00terICEsh00ter
  ·01-19
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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- ICEsh00terICEsh00ter
  ·01-12
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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- ICEsh00terICEsh00ter
  ·01-09
  many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒
  TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies
  ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise...
  TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies
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- ICEsh00terICEsh00ter
  ·01-05
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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- ICEsh00terICEsh00ter
  ·2025-12-29
  $Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚
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href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/cefe73eb658db7c4afd3bde627695b01","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528222958912496","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526784507581456,"gmtCreate":1769644885147,"gmtModify":1769644888906,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"just buy the dip","listText":"just buy the dip","text":"just buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526784507581456","repostId":"2607605740","repostType":2,"repost":{"id":"2607605740","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769643650,"share":"https://ttm.financial/m/news/2607605740?lang=en_US&edition=fundamental","pubTime":"2026-01-29 07:40","market":"us","language":"en","title":"Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2607605740","media":"Tiger Newspress","summary":"Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-29 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) 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Global Income A (mth) SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260128:nL4N3YT2H3:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607605740","content_text":"[Live: Microsoft FY2026Q2 Earnings Conference Call]Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.Here’s how the company performed in comparison with LSEG consensus:Earnings per share: $4.14 adjusted vs. $3.97 expectedRevenue: $81.27 billion vs. $80.27 billion expectedWith respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525678149702768,"gmtCreate":1769365433735,"gmtModify":1769365436585,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/27dace0330df1ed14ecd82e39fe5061f","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525678149702768","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":524701743244584,"gmtCreate":1769127059308,"gmtModify":1769127062899,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"isn't it a good problem?","listText":"isn't it a good problem?","text":"isn't it a good problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524701743244584","repostId":"1144330631","repostType":2,"repost":{"id":"1144330631","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1769126501,"share":"https://ttm.financial/m/news/1144330631?lang=en_US&edition=fundamental","pubTime":"2026-01-23 08:01","market":"nz","language":"en","title":"Intel Says Meeting Strong Demand Will Take Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1144330631","media":"Deep News","summary":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment...","content":"<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Says Meeting Strong Demand Will Take Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Says Meeting Strong Demand Will Take Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-23 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","04335":"英特尔-T","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4588":"碎股","BK4579":"人工智能","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4550":"红杉资本持仓","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144330631","content_text":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"","news_type":1,"symbols_score_info":{"04335":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523215349878984,"gmtCreate":1768773230327,"gmtModify":1768773233706,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"oxygen [Happy] [LOL] [Grin]","listText":"oxygen [Happy] [LOL] [Grin]","text":"oxygen [Happy] [LOL] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523215349878984","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523214321640448,"gmtCreate":1768773090304,"gmtModify":1768773093296,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5cbe0e44ec8ead548fe1706d5c0c9904","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523214321640448","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520740645282360,"gmtCreate":1768169112055,"gmtModify":1768169115075,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/e64565a54a741c7f50817d09659715a6","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520740645282360","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519697408041552,"gmtCreate":1767914427261,"gmtModify":1767914431746,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao &amp; even aliexpress. 😒","listText":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao &amp; even aliexpress. 😒","text":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519697408041552","repostId":"1144592974","repostType":2,"repost":{"id":"1144592974","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1767755873,"share":"https://ttm.financial/m/news/1144592974?lang=en_US&edition=fundamental","pubTime":"2026-01-07 11:17","market":"hk","language":"en","title":"TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1144592974","media":"Stock News","summary":"ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise...","content":"<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-01-07 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","SG9999013478.USD":"利安新加坡股息基金","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - 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TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144592974","content_text":"ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.\nIt is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.\nAccording to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.\nTaking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.\nData from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.\nThe European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.\nDespite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.\nIn Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.\nWith the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.","news_type":1,"symbols_score_info":{"SE":1,"AMZN":1,"USAW.SI":1}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518310176482000,"gmtCreate":1767563606839,"gmtModify":1767563610120,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/83ac8a22845622e523be6e087440d1e8","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518310176482000","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":515816784519608,"gmtCreate":1766959401110,"gmtModify":1766959404851,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/91111fddb4101f432e008283121c8619","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/515816784519608","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}