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● Analysis BackgroundOn April 24, 2025, T-Mobile US reported its financial results for the first quarter of 2025. This report provides a comprehensive analysis of the company's performance, strategic developments, and investment considerations based on the latest data.● Company OverviewT-Mobile US, Inc. is a leading wireless network operator in the United States, providing mobile communications ..

● Analysis BackgroundOn April 17, 2025, Netflix released its financial results for the first quarter of 2025. This report provides an in-depth look at the company’s performance, including financial metrics, strategic developments, and investment perspectives based on its official earnings release and investor call.● Company OverviewNetflix is the world’s leading streaming entertainment service, ..

Eli Lilly & Co. (NYSE: LLY) – Q1 2025 Earnings Analysis● Analysis BackgroundOn May 1, 2025, Eli Lilly & Co. reported its financial results for the first quarter of 2025. The company showcased significant revenue growth driven by its key products, Mounjaro and Zepbound. This report provides a detailed analysis of the company's performance, strategic initiatives, and investment considerations base..

Mastercard Inc. (NYSE: MA) – Q1 2025 Earnings Analysis● Analysis BackgroundOn May 1, 2025, Mastercard Inc. reported its financial results for the first quarter of 2025, showcasing robust growth across key financial metrics. This report provides an in-depth analysis of the company's performance, strategic initiatives, and investment considerations based on the latest data.● Company OverviewMaster..

Broadcom Inc. (NASDAQ: AVGO) – Q1 FY2025 Earnings Analysis (March 6, 2025)● Analysis BackgroundOn March 6, 2025, Broadcom Inc. reported its financial results for the first quarter of fiscal year 2025, showcasing significant growth driven by strong demand in AI semiconductors and infrastructure software. This report provides a detailed analysis of the company's performance and strategic positioni..

Visa Inc. (NYSE: V) – Q1 FY2025 Earnings Analysis● Analysis BackgroundOn January 30, 2025, Visa Inc. reported its financial results for the first quarter of fiscal year 2025, covering the period ending December 31, 2024. This report provides a detailed analysis of the company's performance, strategic initiatives, and investment considerations based on the latest data.● Company OverviewVisa Inc. ..

TSMC (NYSE: TSM) – Q1 2025 Earnings Analysis (April 17, 2025)● Analysis BackgroundTSMC announced its first-quarter 2025 results on April 17, 2025, highlighting robust revenue and profit growth driven by AI-related semiconductor demand. This report analyzes key metrics, segment performance, and outlook based on the company's official disclosures.● Company OverviewTaiwan Semiconductor Manufacturin..

Walmart Inc. (NYSE: WMT) – Q1 FY2026 Earnings Analysis● Analysis BackgroundOn May 15, 2025, Walmart Inc. reported its financial results for the first quarter of fiscal year 2026, covering the period ending April 30, 2025. This report provides a detailed analysis of the company's performance, strategic initiatives, and investment considerations based on the latest data.● Company OverviewWalmart I..

JPMorgan Chase & Co. (NYSE: JPM) – Q1 2025 Earnings Analysis● BackgroundOn April 11, 2025, JPMorgan Chase reported its financial results for the first quarter of 2025, showcasing strong performance across various business segments. This report provides an in-depth analysis of the company's financial outcomes and strategic positioning.● Company OverviewJPMorgan Chase & Co. is a leading global fin..

● 분석 배경버크셔 해서웨이는 2025년 5월 3일에 실적을 발표하며 전년 동기 대비 순이익이 크게 감소하였습니다. 본 보고서는 해당 실적 발표를 기준으로 버크셔 해서웨이의 수익 구조, 사업 부문 성과, 투자 전략 및 리스크를 종합적으로 분석합니다.● 기업 개요버크셔 해서웨이는 워렌 버핏이 이끄는 다각화된 복합 기업으로, 보험, 철도(BNSF), 에너지(BHE), 제조, 서비스, 소매 등 다양한 산업에 투자하고 있습니다. 또한 애플, 아메리칸 익스프레스, 코카콜라 등 주요 기업의 지분을 보유하고 있습니다.● 사업 부문 및 실적 구조총 매출: $85.4B (전년 동기 대비 +3.2%)순이익: $4.6B (전년 동기 대비 -63.8%)희석 EPS (Class A): $3,200 (전년 동기 대비 -63.7%..