• Global top 100 companies as of 2025/12/23

    The table below presents the top 100 global companies by market capitalization. Please click on the links to access articles for each company. I will continuously update the articles for each company in the list. The global top 100 market capitalization compaines (as of 2025/12/23) Rank Company ticker 1 NVIDIA NVDA 2 Apple AAPL 3…

  • Netflix – History

    Here is the historical evolution of Netflix, categorized into four distinct strategic phases: 1. The DVD-by-Mail Era (1997 – 2006): Disrupting the Status Quo Netflix started as a direct challenger to physical rental stores like Blockbuster by leveraging the efficiency of the internet and the postal service. Core Technology: During this phase, the technology was…

  • Abbvie – 2025Q3 report

    Despite overall revenue growth, AbbVie reported a significant decline in net income due to substantial business acquisition costs, research and development (R&D) licensing fees, and asset impairments. 1. Financial Results Overview 2. Core Products and Therapeutic Area Performance The company’s revenue structure is undergoing a major transition as growth in new immunology drugs offsets the…

  • Abbvie – Competitions

    Here is the competitive technical analysis and revenue breakdown for AbbVie’s primary products. 1. Immunology: The “New Generation” Duo With Humira facing biosimilar erosion, AbbVie has successfully pivoted to Skyrizi and Rinvoq. These two products now represent the cornerstone of the company’s growth. 2. Medical Aesthetics: The Botox Moat Despite rising competition, AbbVie (via Allergan)…

  • Abbvie – History

    The history of AbbVie can be categorized into three distinct phases, transitioning from a spinoff to a global pharmaceutical powerhouse. Phase 1: Independence and the Humira Era (2013-2018) AbbVie officially separated from Abbott Laboratories on January 1, 2013, to focus on research-based biopharmaceuticals. Core Technologies: Revenue Levels: Phase 2: Massive Diversification (2019-2022) Anticipating the patent…

  • Bank of America – 2025Q3 report

    Here is a detailed summary of the Bank of America SEC Form 10-Q for the quarter ended September 30, 2025: Financial Performance Highlights Balance Sheet and Capital Position Business Segment Results Risk Factors and Legal Proceedings Future Outlook The bank emphasized that future results remain sensitive to Federal Reserve monetary policy, inflationary pressures, and geopolitical…

  • Bank of America – Competitions

    Bank of America (BAC) operates in a highly competitive landscape, positioned as a “Universal Bank” that competes across retail, investment banking, and wealth management. Below is a competitive analysis of BofA’s market standing as of 2025-2026: 1. The “Big Four” Comparison (Market Positioning) BofA is the second-largest bank in the U.S. by assets, trailing only…

  • Bank of America – History

    Here is the history of Bank of America divided into key stages: 1.Founding and the People’s Bank (1904-1920s) Key Business Development: Introduction of Mass-Market Retail Banking. Giannini revolutionized the industry by actively marketing to the “little fellow.” He established the first statewide branch banking system in the U.S., which allowed the bank to diversify its…

  • ASML – 2025Q3 report

    Summary of ASML Q3 2025 Financial Results 1. Key Financial Highlights 2. Product and Market Analysis 3. Technological Milestones (High-NA EUV) 4. Outlook and Future Guidance 5. Shareholder Returns Conclusion: ASML’s Q3 2025 results show a company in a technical transition phase. While short-term margins are slightly pressured by the ramp-up of next-generation High-NA technology,…

  • ASML – Competitions

    The competitive landscape of ASML as of early 2026 is unique: it is a total monopoly in the most advanced segment, while facing specialized competition in mature and emerging technologies. Here is a strategic competitive analysis of ASML: 1. Market Share and Key Competitors The lithography market is a triopoly between ASML, Nikon, and Canon.…

  • ASML – History

    The history of ASML is a journey from a struggling joint venture to becoming the most critical company in the global semiconductor supply chain. Here are the key stages of ASML development: 1. The Survival Era(1984-1990) Revenue Level: Extremely low and loss-making. Starting with a few million dollars in seed capital, the company often sold…

  • Palantir – 2025Q3 report

    As of January 2026, Palantir has released its Q3 2025 results (for the period ended September 30, 2025). This quarter was described by management as a “defining moment,” characterized by massive AI-driven acceleration. Below is the detailed summary in English: 1. Financial Performance Summary 2. Segment Analysis (The “US Engine”) The growth was almost entirely…

  • Palantir – Competitions

    Palantir’s technical moat is built on its ability to solve the Data-to-Decision gap, whereas most competitors focus on the Data-to-Insight gap. In 2026, the primary technical battleground has shifted from simple data storage to AI Agent Orchestration. 1. The Architectural Moat: Ontology vs. Relational Tables The fundamental technical differentiator is Palantir’s Ontology. While Snowflake and…

  • Palantir – History

    The history of Palantir Technologies can be broken down into four distinct phases, transitioning from a secretive government contractor to a major AI power. Phase 1: Foundation and Intelligence Roots (2003–2008) The company was founded in 2003 by Peter Thiel, Alex Karp, and others to apply PayPal’s fraud-detection logic to counter-terrorism. Core Technology: Human-Assisted Link…

  • J&J – 2025Q3 report

    Here is the detailed summary of the J&J 3Q 2025 10-Q report: Based on the Johnson & Johnson 3Q 2025 10-Q report, here is the detailed summary regarding the talc litigation: Based on the Johnson & Johnson 3Q 2025 10-Q report, here is the Income Statement summary and Segment Revenue analysis (Amounts in USD billions):…

  • J&J – Competitions

    Based on Johnson & Johnson’s (JNJ) full-year 2024 financial results and Q3 2025 performance updates, the company operates through two primary segments following the spin-off of its consumer health business (Kenvue). Revenue Ranking by Segment (Full-Year 2024) Business Segment 2024 Revenue (USD) % of Total Revenue Key Growth Drivers Innovative Medicine $56.96 Billion 64.1% Darzalex,…

  • J&J – History

    The history of Johnson & Johnson (J&J) spans over 135 years, evolving from a small surgical dressing supplier to a global healthcare leader. It can be divided into five major phases: 1. The Foundation and Sterile Revolution (1886–1910) Founded by brothers Robert Wood Johnson, James Wood Johnson, and Edward Mead Johnson, the company was inspired…

  • Exxon – 2025Q3 report

    Financial Results Overview ● Net Income for Q32025: 8.6 billion dollars (compared to 9.07 billion dollars in the same period last year). ● Diluted Earnings Per Share (EPS): 1.93 dollars. ● Cash Flow from Operations: Reached 17.6 billion dollars this quarter, showing strong performance sufficient to cover capital expenditures and shareholder distributions. ● Capital and…

  • Exxon – Competitions

    1. Competitive Positioning and Market Power ExxonMobil operates as a vertically integrated supermajor. Its primary competitive advantage lies in its massive scale and its ability to manage the entire value chain from exploration to the gas station pump. In the Porter’s Five Forces framework: 2. Primary Competitor Categories ExxonMobil’s competitors are generally grouped into two…

  • Exxon – History

    The history of Exxon is a defining narrative of the global energy industry. It evolved from a dominant monopoly into one of the world’s largest publicly traded energy companies. Here is the breakdown by stages: Stage 1: The Rockefeller Era and Standard Oil (1870–1911) The company’s roots lie in the mid-19th century oil boom in…

  • Mastercard 2025Q3 report

    This summary is based on Mastercard’s 10-Q financial report for the third quarter of 2025, covering the company’s financial performance, business drivers, legal proceedings, and capital allocation as of September 30, 2025. 1. Financial Performance Overview Mastercard delivered strong growth in Q3 2025: 2. Business Segments and Growth Drivers Revenue growth was primarily fueled by…