#q3-2025

#q3-2025

Global shipments for foldable smartphones were up 14% in Q3 2025, reaching record quarterly levels, and Samsung was the undisputed leader with an estimated 64% share of all shipments for the quarter. The latest report from Counterpoint Research estimates that Samsung's Galaxy Z Fold7 and Z Flip7 were the best sellers, which helped the Korean brand extend its lead. Samsung's Q3 performance represents a 32% rise in global foldable shipments compared to the same period last year.

Gross Domestic Product (GDP) growth showed a mixed picture across the 25 OECD countries for which data was available in the third quarter of 2025. 12 countries recorded higher growth rates compared with Q2 2025, GDP was unchanged in 3 countries, while 5 recorded lower growth compared with Q2 2025 and 5 recorded a GDP contraction. As a result, GDP growth in the OECD slowed to 0.2% in Q3 2025, down from 0.4% in the previous quarter, according to provisional estimates.

CAVA reported Q3 2025 earnings after the close on Tuesday, delivering results that largely matched expectations but fell short on profitability. The stock closed at $49.12, down sharply from its 52-week high of $172.43. Revenue came in at $292.24M versus the $291.95M estimate, while EPS missed at $0.12 against a $0.13 consensus. The miss marked a departure from CAVA's recent track record of beating estimates in five of the last six quarters.

Rambus ( NASDAQ: RMBS) reported Q3 2025 earnings after the close, beating Wall Street expectations on both the top and bottom lines. Revenue came in at $179.5 million, above the $175.7 million consensus estimate, representing 22.7% year-over-year growth.Non-GAAP earnings per share were $0.63, matching analyst expectations and maintaining Rambus's multi-quarter streak of consistent execution. Revenue Growth Outpaces Profit Pressure Rambus's performance was driven by robust product sales and licensing momentum.

As could be seen in Tesla's Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion. Tesla's total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla's had a 5.8% operating margin. Tesla's quarter-end cash, cash equivalents and investments was $41.6 billion.

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Tesla wrapped up the final week of Q3 2025 in China with its most impressive week of the quarter, logging 19,300 insurance registrations between September 22 and 28. This represented an 11.56% increase from the 17,300 units that were registered in the previous week. With 66,250 registrations during September's fourth week, the company finished Q3 on a high note, signaling renewed momentum in the largest EV market in the world.