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1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.

1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.

Champion Breweries has delivered a strong recovery in H1 2025 , recording a notable swing from prior-year losses to a solid profit. The company posted: Revenue growth of 67% YoY to ₦15.93bn Gross profit more than doubled to ₦7.89bn (from ₦3.73bn) Profit after tax of ₦2.29bn compared to a loss of ₦387m in H1 2024 Basic EPS improved to 25.57 kobo , from a loss per share of 4.94 kobo ✅ Strengths: Significant revenue growth (both quarterly and year-to-date), indicating increased market penetration or pricing power.

Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.

Legend Internet Plc – Profitability Amid Growth Investments. Legend Internet Plc has demonstrated stable top-line growth and expanding market presence in Nigeria’s digital broadband space.

Strengths: Significant Asset Growth Total assets grew by 17% to ₦66.74 billion, driven by impressive increases in cash (+118%) and financial assets (+27%), indicating a strengthened balance sheet and liquidity position. Strong Insurance Service Performance The insurance service result rebounded significantly to ₦3.26 billion, reversing the prior year’s loss of ₦9.56 billion—evidence of operational recovery.

A Deeper Look at Frencken Group: Sector, Earnings & Outlook Thinking about investing in a company that is a key player behind the scenes in the technology world? Frencken Group might be on your radar.

Here’s a concise earnings summary and investment highlight based on Airtel Africa’s Q2 2025 performance : Airtel Africa Q2 2025 Results – Strong Operational Performance ✅ Key GAAP Highlights (YoY Growth) Revenue: $1.42bn (+22.4%) Operating Profit: $446m (+33.0%) Profit After Tax: $156m (+408%) Basic EPS: 3.4 cents (+1832%) Net Cash from Operations: $568m (+37.4%) ✅ Alternative Performance Metrics EBITDA: $679m (+29.8%; +32.7% in constant currency) EBITDA Margin: 48.0% (+276 bps) EPS (Before Exceptional Items): 3.4 cents (+48.6%) Operating Free Cash Flow: $558m (+48.4%) Takeaways Airtel Africa delivered strong top-line and bottom-line growth across all key metrics. Profit after tax surged 4x , driven by higher margins and operating leverage.

Helix Energy Solutions (NYSE: HLX) is currently experiencing a transitory period of operational and macroeconomic headwinds. Q2 2025 results came in below expectations, with a net loss of $2.6M versus net income of $3.1M in Q1 2025 and $32.3M in Q2 2024.