PDD Holdings Inc. - American Depositary Shares (PDD)

PDD Holdings beat earnings estimates but missed on revenue, with net income falling as spending on subsidies and AI rises, leaving shares lower despite the profit beat.

Revenue grew 8% to RMB 112.4 billion, though net income fell 12% amid platform investments.

The Chinese e-commerce mainstay published its second-quarter figures.

PDD (NASDAQ:PDD) reported second-quarter 2026 revenue growth of 8% as the e-commerce company continued to increase investment in platform governance, merchant support, supply-chain development and rural logistics. Net income declined as those investments weighed on profitability. Revenue for the qu

PDD Holdings (NASDAQ:PDD) held its second-quarter earnings conference call on Monday. Below is the complete transcript from the call. Benzinga APIs provide real-time access to earnings call transcripts and financial

Li Lu was a close confidant of the late Charlie Munger, who called Lu "the Chinese Warren Buffett."

PDD Holdings Inc. (NASDAQ: PDD) to release Q2 earnings on Aug. 24. Analysts expect $2.77 EPS and $17.13B revenue.

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MercadoLibre's story is no longer just about rapid growth -- it's about whether the company can boost the profitability of its expanding platform.

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The company still has a long runway of growth.

The Chinese giant isn't completely insulated from those higher tariffs and tighter restrictions.

Competitive pressure is weighing on the e-commerce stock.

Temu owner PDD keeps sinking. The company is prioritizing long-term competitiveness over short-term results, creating potential for an extended recovery.

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New Oriental Education delivers test prep and language training to students across China’s education sector with a broad service portfolio.

New Oriental Education delivers private tutoring, language training, and test prep services to students across China’s education market.

China’s Full Truck Alliance operates a digital freight platform connecting shippers and truckers with value-added logistics services.

GDS Holdings delivers data center and managed cloud solutions to enterprise clients across China, with a focus on long-term contracts.

Its first-quarter earnings release was not met with joy.

Shares of AutoZone, Intuit, and PDD Holdings are all down this year, but their underlying businesses still look strong.

PDD (PDD) Q1 2026 Earnings Call Transcript

PDD (NASDAQ:PDD) Holdings reported first-quarter 2026 revenue of RMB 106.2 billion, up 11% from a year earlier, as management emphasized a multiyear push to deepen supply chain investments and expand a new first-party brand business. On the company’s earnings call, Co-Chairman and Co-Chief Executiv