Earnings Feed

AMAT

Technology

Applied Global Services revenue was $1.6 billion, up 1% year-over-year with 10% growth in core services.
Cash and cash equivalents ended at $5.4 billion; generated $2.6 billion cash from operations; free cash flow approx. $2 billion.
Display segment revenue was $263 million, marking the second consecutive quarter of growth.
Non-GAAP earnings per share reached a record $2.48, up 17% year-over-year due to revenue growth and share repurchases.
Non-GAAP gross margin was 48.9%, up 150 basis points year-over-year, driven by product mix and pricing.
Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue due to G&A optimization.
Q3 net revenue was approximately $7.3 billion, up 8% year-over-year and $100 million above guidance midpoint.
Semiconductor Systems revenue was $5.43 billion, up 10% year-over-year with growth in foundry/logic and DRAM.

ADI

Technology

ADI's industrial business has shown a consistent recovery, with growth accelerating across all subsectors including aerospace, defense, and healthcare.
Channel inventories remain lean, with end demand still below consumption by double digits, indicating ongoing inventory digestion.
Management expects Q4 industrial growth to be in the low to mid-teens quarter-over-quarter, despite typical seasonal declines.
The company has observed some catch-up in demand in Q4, supported by increased activity in aerospace, defense, and automation sectors.
Supply constraints in aerospace and defense are primarily due to capacity limitations and tooling delays, not demand shortages.
CapEx investments are being deployed to expand manufacturing capacity, especially in proprietary aerospace and defense products, to meet surging demand.

LPSN

Technology

Adjusted EBITDA was $2.9 million, exceeding the high end of guidance.
Average revenue per customer increased 4% year-over-year to $655,000.
Cash balance at quarter end was $162 million, including proceeds from prior transactions.
LivePerson reported Q2 2025 revenue of $59.6 million, slightly above the midpoint of guidance.
Net revenue retention dropped to 78% in Q2 from 80% in Q1.
Professional services revenue declined 26% year-over-year to $9.3 million.
Recurring revenue accounted for 92% of total revenue at $55 million.
Revenue from hosted services declined 25% year-over-year to $50.3 million.