Everything on Profitability

Margin expansion is structurally driven by the increasing ratio of high-margin attached content to low-margin hardware as the installed base matures.

Impact: This natural mix shift ensures continuous margin improvement without requiring aggressive pricing changes or cost cuts.

— from Tonies' 2030 Growth Strategy and Margin Expansion · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 24, 2026

Alibaba's net profit dropped 70% despite strong AI cloud growth, due to aggressive discounting in its core e-commerce business to counter competition.

Impact: This highlights the risk that AI investment may not immediately translate to bottom-line growth if legacy businesses face intense price competition.

— from Tech Debt Surge and Defense IPO Valuation · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Mar 20, 2026