Dafinchi AI

Technology

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

PHR

Technology

Adjusted EBITDA rose to $22 million, up $16 million year over year, with a margin of 19%.
Average healthcare services clients (AHSCs) reached 4,467, up 298 from the prior year.
Cash and cash equivalents ended at $98.3 million, up from $90.9 million in the prior quarter.
Free cash flow was $9.6 million, up $6 million year over year, marking four consecutive quarters of positive free cash flow.
Operating cash flow was $14.8 million, up $3.8 million year over year.
Phreesia achieved its first-ever positive net income quarter with net income of $700,000.
Revenue per average healthcare services client was $26,249, up 7% year over year and flat quarter over quarter.
Total revenue for Q2 2026 was $117.3 million, a 15% increase year over year.

ATEX

Technology

Achieved a 20% reduction in operating expenses over the last year.
Approximately $140 million in contracted proceeds outstanding, with $70 million expected in fiscal 2026.
Cleared over 80% of incumbents within the spectrum band and can apply for broadband licenses in 90% of U.S. counties.
Ended Q1 debt-free with approximately $41 million in cash.
Received roughly $10 million of signed contracts during the quarter.
Recorded a $35 million total gain, including $34 million from license exchanges and $1 million from license sales.

ADSK

Technology

Billings increased 36% as reported and 34% at constant currency, driven by the new transaction model.
Contribution from the new transaction model to revenue was approximately $105 million in Q2.
Free cash flow was $451 million, benefiting from earlier timing of billings.
GAAP and non-GAAP operating margins improved by 240 and 140 basis points respectively, reaching 25% and 39%.
Remaining performance strong in AECO sector, offsetting softness in commercial segments.
RPO grew 24% to $7.3 billion, with current RPO at $4.7 billion growing 20%.
Share repurchases totaled $356 million in Q2, with 1.2 million shares bought at an average price of $298 per share.
Total revenue grew 17% year-over-year as reported and 18% in constant currency in Q2.

VUZI

Technology

Cash and cash equivalents increased to $17.5 million with positive working capital of $20.3 million and no debt obligations outstanding.
Engineering services revenue declined to $0.3 million from $0.5 million year-over-year.
General and administrative expenses fell 39% to $2.8 million, helped by lower stock-based compensation and salary reduction program completion.
Gross loss widened to $0.8 million from $0.3 million due to inventory obsolescence reserves and higher manufacturing overhead costs.
Net loss narrowed significantly to $7.7 million ($0.10/share) from $40.6 million ($0.62/share) year-over-year.
Q2 2025 revenue was $1.3 million, up 19% year-over-year driven by increased smart glasses sales, especially the M400 model.
R&D expenses increased 9% to $2.6 million, mainly from external development costs on new products.
Sales and marketing expenses decreased 40% to $1.4 million due to headcount reductions and lower bad debt expense.

Earnings Feed