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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We got a gigantic contract from TIMU that would have been unprecedented except for all the other gigantic contracts we're also been getting. But, TIMU is a very large company that's growing extremely rapidly. And they are basically moving their infrastructure to the Oracle Cloud.”
Temu (referred to phonetically as "TIMU" in the transcript) signed a major contract to move its infrastructure to Oracle Cloud, cited by Ellison as one of several outsized new OCI deals.
“So it didn't sound like given that ASP grew in the second quarter that there was any like a natural benefit from Temu, and that channel kind of having problems in the U.S. market. Is that fair?”
An analyst asked whether eBay's ASP growth reflected a competitive tailwind from reported struggles at Temu (PDD Holdings) in the U.S. market.
“particularly with Temu and Shein, stepping back materially on marketing spend and I think they would have one of the largest impacts”
An analyst notes that Temu has been pulling back materially on marketing spend amid de minimis rule changes, raising the question of whether this creates a competitive tailwind for eBay.
“we saw interest and we know that Temu launched operations in the country.”
Temu (PDD Holdings) launched operations in Argentina; MercadoLibre views the market opening as an opportunity for itself as well as new entrants.
“we embark on the next decade towards our vision of Costco plus Disney”
PDD cites Disney as the entertainment half of its aspirational 'Costco plus Disney' long-term vision.
“we embark on the next decade towards our vision of Costco plus Disney”
PDD frames its long-term corporate vision as combining Costco's value-retail model with Disney's entertainment appeal, positioning Costco as an aspirational benchmark.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alicia Yap | Citigroup | 12 (8%) |
| Joyce Ju | Bank of America | 10 (20%) |
| Ken Fong | UBS | 8 |
| Tom Chong | Jefferies | 2 (0%) |
| Lixin Ju | Bank of America | 2 (0%) |
| Ron Keung | Goldman Sachs | 2 (100%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 | 12 (17%) |
| Citigroup | 1 | 12 (8%) |
| UBS | 1 | 8 (0%) |
| Goldman Sachs | 1 | 2 (100%) |
| Jefferies | 1 | 2 (0%) |
PDD Holdings reported total revenues of RMB 123.9 billion, up 12% year-over-year, as revenue growth accelerated from Q3. Transaction services revenue momentum drove the improvement, though online marketing services growth slowed. Net income declined despite the revenue growth, with non-GAAP operating margin at 24% compared to 25% a year earlier. Global regulatory scrutiny and trade policy risk remained significant headwinds. The company continued deep supply chain investment and expanded free delivery to villages infrastructure.
Competitive Dynamics | Capital Allocation | Margin | Regulation Policy | Demand | Revenue Growth | Trade Tariffs | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 3 | 1 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 2 | 2 | 2 | 1 | 2 | 2 | ||
| 2025Q3 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q4 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2026Q1 | 1 | 2 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 3 | 2 | 2 | 2 | 1 |
| Capital Allocation | 2 | 1 | 2 | 2 | 2 | 2 |
| Margin | 1 | 1 | 2 | 2 | 2 | 1 |
| Regulation Policy | 2 | 2 | 1 | 2 | ||
| Demand | 1 | 1 | 1 | 1 | 1 | 2 |
| Revenue Growth | 1 | 1 | 2 | 1 | 1 | 1 |
| Trade Tariffs | 1 | 1 | 1 | 1 | ||
| Geographic Expansion | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PDD PDD Holdings | 6 | +10.4% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |