Samsung reports Mobile Experience / Network revenue KRW 4.3T vs. KRW 3.5T y/y
In Q1 Mobile Experience, says: Grew sales and profit by launching Galaxy S25 series featuring advanced Galaxy AI; and Secured double-digit profitability via cost competency amid some components price decline. For Q2, Samsung (SSNLF) looks to: Sustain flagship-centric sales by launching S25 Edge amid fading effect of new models; Expand AI phone lineup introducing 'Awesome Intelligence' to the A series.
Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter.
Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
See Insiders' Hot Stocks on TipRanks >>
Read More on SSNLF:
Disclaimer & DisclosureReport an Issue
Samsung says in Memory, company expanded server DRAM sales
Samsung reports Q1 Samsung Display Corporation revenue KRW 5.9T vs. KRW 5.4T y/y
Samsung reports Q1 net profit KRW 8.2T vs. KRW 6.8T last year
Linde to increase supply of specialty gases to Samsung semiconductor plant
Sector Spotlight: Communications services names report Q1 results
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Android Authority
an hour ago
- Android Authority
Samsung Notes finally brings its handy math solver to Galaxy phones with One UI 8
Joe Maring / Android Authority TL;DR The Samsung Notes app in One UI 8 has received some interface and functional improvements. The latest version of the app includes a new customizable toolbar, an updated Default note style menu, and new search filters. Samsung has also added the Math Solver feature on devices with an S Pen. The One UI 8 beta update for the Galaxy S25 series brings several improvements and new features for Samsung's Weather, Calendar, and Reminder apps. However, these aren't the only stock apps set to receive a revamp. Although the official changelog doesn't mention changes for other apps, beta testers have spotted a few interface changes and a handy new feature in the Samsung Notes app. Screenshots shared by X user Theordysm (via Sammobile) reveal that Samsung has added a new customizable toolbar to the Notes app. Long-pressing on this toolbar opens a new customization menu that lets you select which tools you want access to while editing notes and arrange the order in which they appear. The Default note style menu has also received some improvements, including a new landscape layout for notes and redesigned scroll direction and note color selectors. Furthermore, Samsung has added new search filters to the app, making it easier to find specific notes. Most importantly, the new version of Samsung Notes in One UI 8 includes the Math Solver feature, which Samsung introduced with the Galaxy Tab S10 FE series. The feature uses AI to solve math problems, and you can see it in action in leaker Ice Cat's X post below. Currently tested and confirmed to work on Samsung S25 Ultra (models without S Pen, like S25 Edge, are not supported yet). I'm sharing the… Blockbuster Share: The latest version of Samsung Notes app now supports math equation solving with easy operation. Check out the video demo!Currently tested and confirmed to work on Samsung S25 Ultra (models without S Pen, like S25 Edge, are not supported yet). I'm sharing the… — ICE CAT (@UniverseIce) June 4, 2025 Sadly, Math Solver appears to be limited to devices with an S Pen, so you shouldn't expect to see it on your end if you don't have the Galaxy S25 Ultra. Got a tip? Talk to us! Email our staff at Email our staff at news@ . You can stay anonymous or get credit for the info, it's your choice.
Yahoo
an hour ago
- Yahoo
TSMC Defies Gruesome Geopolitical Odds With Friends in High Places
As an avid follower of semiconductor stocks, I'm genuinely excited by the recent momentum in Taiwan Semiconductor Manufacturing Company (TSM), widely known as TSMC. The stock has decisively broken above its key 50-week moving average—a technical milestone that's hard to overlook. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter However, my optimism extends far beyond chart patterns. TSMC is a pivotal force at the heart of the AI revolution, playing a crucial role in powering next-generation technologies. The company is aggressively expanding its global footprint with major facilities planned across Europe, the U.S., and most intriguingly, the United Arab Emirates. For investors who recognize the strategic significance of technological leadership, TSMC is far more than just another chipmaker—it's a cornerstone of global economic and national security. Given the confluence of positive factors surrounding TSMC stock, I'm confidently bullish on its chances of picking its way through the brewing geopolitical minefield to, ultimately, deliver strong shareholder returns for the next decade. From a financial standpoint, TSMC's performance in Fiscal 2025 has been nothing short of exceptional. In the first quarter alone, revenue surged by 35% year-over-year, reaching approximately $25.5 billion. This impressive growth has been fueled by strong and timely demand from high-performance computing and automotive sectors, more than offsetting temporary softness in the smartphone market. Notably, TSMC's cutting-edge 3-nanometer process has become a meaningful contributor to revenue, further underscoring the company's leadership in advanced semiconductor manufacturing. Despite facing some operational headwinds, including an early-year earthquake, TSMC has maintained robust profitability. Non-GAAP gross margins came in at around 59%, significantly beating analysts' subdued expectations. Management also remains highly optimistic about the near-term outlook, guiding for another strong quarter with an anticipated 38% year-over-year revenue increase in Q2. Altogether, this powerful blend of rapid growth and resilient profitability signals that TSMC is far more than a cyclical beneficiary. It is a foundational force in the global tech ecosystem, building lasting competitive moats and firmly establishing itself as the dominant player in semiconductor manufacturing. I've taken a deep interest in TSMC's bold and rapidly unfolding global expansion strategy. The company's landmark $100 billion investment in Arizona represents more than just a manufacturing footprint—it signals a decisive pivot by the U.S. toward strengthening domestic semiconductor resilience. While challenges such as elevated labor costs and project delays are to be expected, the long-term strategic value is substantial. This initiative cements TSMC as a foundational technology partner for the West and a central pillar of the emerging U.S. semiconductor ecosystem. Equally impressive is TSMC's growing presence in Europe. Its joint venture in Dresden, Germany—alongside Bosch, Infineon (IFNNY), and NXP Semiconductors (NXPI)—marks a transformative effort to reshape the continent's semiconductor supply chain. With a total project cost of approximately €10 billion, half of which is backed by EU state aid, the partnership aims to reduce Europe's reliance on external sources for advanced chips. This move is not only strategically sound but also enhances TSMC's global resilience and influence. Perhaps the most intriguing development is the proposed 'gigafab' in the United Arab Emirates. TSMC is reportedly in discussions with Abu Dhabi's sovereign wealth fund, Mubadala, which, if finalized, would signal a breakthrough expansion into the rapidly evolving tech ambitions of the Middle East. Though still speculative, this potential partnership could significantly extend TSMC's geopolitical reach and strategic footprint. Altogether, TSMC's global initiatives reflect a visionary approach to navigating complex geopolitical and economic terrains. These moves aren't just about scaling production—they're about redefining the global semiconductor map, securing long-term relevance, and reinforcing TSMC's status as a trailblazer in advanced manufacturing. Technically speaking, TSMC's recent price action represents an undeniably eye-popping bull pattern, drawing tremendous interest from institutional investors. The technical indicators, such as the Relative Strength Index, down in the mid-60s, suggest that TSMC has plenty of room for continued gains before becoming overbought. In fact, even heavyweights such as Cathie Wood's ARK Invest have recently increased their holdings in TSMC. This adds another dimension of institutional confidence that deserves the attention of retail investors. For me, the institutional dynamics tell a strong story about why TSMC will continue to compound returns impressively. That said, while I remain optimistic about TSMC's long-term prospects, the geopolitical risk surrounding China and Taiwan is both real and significant. The increasing military activity by China's People's Liberation Army in the Taiwan Strait cannot be overlooked. According to various intelligence reports, China is preparing for potential scenarios involving Taiwan, with a key timeline centered around 2027. Should a military conflict occur, the consequences for TSMC would be severe. Its critical manufacturing facilities could face operational disruptions or even destruction, triggering a major shock to the global semiconductor supply chain. Based on my analysis, such an event could lead to a collapse in TSMC's stock price, potentially as much as 60%. Given the scale of this risk, it demands careful consideration. Even with a fundamentally bullish outlook, I believe it's essential to have a clear risk-management strategy in place. This is not about fear—it's about being realistic in the face of a complex and evolving geopolitical landscape. On Wall Street, TSMC stock holds a consensus Strong Buy rating, supported by seven Buy ratings, one Hold, and zero Sells. TSMC's average stock price target sits at $219.43, suggesting a potential upside of 13% over the next 12 months. Personally, I'm a bit more bullish, with my own price target closer to $250. Overall, I remain firmly bullish on TSMC. This investment goes beyond financials—TSMC is a cornerstone of the global technology infrastructure. While the geopolitical risk tied to its location in Taiwan is both real and substantial, it's a factor that strategic investors must weigh carefully. For those capable of evaluating the balance between opportunity and geopolitical exposure, TSMC presents a rare and compelling proposition. Given the company's dominant market position and long-term growth potential, my $250 price target feels not only reasonable but well within reach. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
The Verge
an hour ago
- The Verge
Samsung phones are getting a weird AI shopping platform nobody asked for
Glance AI, a brand owned by mobile advertising company InMobi, has announced a partnership with the Samsung Galaxy Store to roll out its e-commerce platform to Galaxy phones in the US. The company's app centers around what it calls 'a Generative AI shopping platform,' which is a serious contender for the most cursed phrase I've read today. The 'experience' comprises both a standalone app and a lock screen component to try and sell you clothes. Crucially, the whole thing is 'fully opt-in,' which, thank Christ. But even if you opt out — which you absolutely should! — this feels like a sign of things to come as advertisers try to leverage AI to sell us more stuff. Buckle up. You may remember InMobi as the company ruining Motorola's otherwise decent budget phones with a bunch of e-commerce nonsense. The version of this that Galaxy owners might see centers on a feature that uses gen AI and a photo of you to create images of you wearing different outfits, with new 'looks' available every day. Unsurprisingly, you can buy the clothes with a tap. This can all happen on your lock screen, and for some reason you can save these AI generated creations as lock screen wallpapers. I will not be doing this. Glance AI's lock screen features appear to vary by region; in India, where InMobi was founded, Glance lock screens show ads in addition to things like news updates and sports scores. The implementation on Samsung phones doesn't seem to include ads, mercifully, at least for now. I don't know about you but I will absolutely throw my phone into the sea the first time I see an ad on my lock screen, so I hope this never comes to pass. Glance AI is rolling out to Samsung Galaxy S22, S23, S24, and S25-series phones starting today, and should reach 'a full 100% scale' in the next 30 days. Presumably it'll arrive as an optional download in the Galaxy Store when that happens, though I wouldn't be surprised if it comes with a push notification encouraging users to go download it.
