Earnings Feed

CRDO

Technology

Cash flow from operations was $54.2 million, slightly down due to working capital increases.
Ended Q1 with $479.6 million in cash and equivalents, up $48.3 million from Q4.
Free cash flow was $51.3 million, down slightly from the previous quarter.
Non-GAAP gross margin was 67.6%, slightly above the high end of guidance and up 20 basis points sequentially.
Non-GAAP net income hit a record $98.3 million, a 51% sequential increase from Q4.
Non-GAAP operating margin improved to 43.1%, up 635 basis points sequentially.
Product revenue was $217.1 million, up 31% sequentially and 279% year-over-year.
Q1 revenue reached $223.1 million, up 31% sequentially and 274% year-over-year, exceeding guidance expectations.

HPQ

Technology

Free cash flow was approximately $1.5 billion, with $1.7 billion cash from operations, and over $400 million returned to shareholders via dividends and buybacks.
Gross margin was 20.5%, down year-over-year due to higher personal systems mix, trade-related costs, and currency impacts, partially offset by pricing and cost management.
HP delivered a fifth consecutive quarter of growth with top-line revenue increasing 3% year-over-year, driven by strong personal systems performance.
Non-GAAP diluted EPS was $0.75, slightly above the midpoint of guidance, reflecting a 6% sequential improvement.
Non-GAAP operating margins for print and personal systems were within guidance, with personal systems margin returning to long-term target range at 5.4%.
Personal systems revenue grew 6% year-over-year, exceeding expectations, with 5% unit growth and increased ASPs.
Print revenue declined 3% in constant currency, reflecting a softer office segment and competitive pricing environment.

SAIC

Technology

Adjusted diluted EPS was $3.63, boosted by a favorable tax settlement and increased EBITDA.
Adjusted EBITDA for the quarter was $185 million, with a margin of 10.5%, benefiting from strong program execution and a favorable legal settlement.
Free cash flow improved to $150 million in Q2, recovering from Q1 challenges related to invoice payment timing.
FY 2026 adjusted EBITDA margin guidance lowered slightly due to a 10 basis point headwind from state and local tax changes.
FY 2026 adjusted EPS guidance increased to $9.40 to $9.60, benefiting from tax settlements and a lower effective tax rate assumption.
FY 2026 revenue guidance lowered to $7.25 billion to $7.325 billion, reflecting a 2% to 3% organic contraction.
Second quarter revenue declined 2.7% year-over-year, primarily due to a 3% headwind from Cloud One compute and store revenue.
Underlying adjusted EBITDA margin, excluding legal settlement and tax impacts, was 10.2%, up 180 basis points quarter-over-quarter and 80 basis points year-over-year.

WOW

Technology

1mo

Adjusted EBITDA increased marginally by 0.4% to $70.3 million with a strong margin of 48.8%.
ARPU reached a record high of $75.30, up 4.9% year-over-year, mainly due to a rate increase and higher demand for faster speed tiers.
Capital expenditures totaled $47.9 million, with $14.1 million spent on greenfield expansions and $4.3 million on edge-outs.
High-speed data (HSD) revenue slightly decreased by 0.2% year-over-year to $104.8 million in Q2 2025.
Total cash was $31.8 million, with outstanding debt at $1.05 billion and a leverage ratio of 3.5x.
Total revenue declined 9.2% to $144.2 million, driven by significant drops in video (39.9%) and telephony (10.3%) revenues.