Dafinchi AI

DOMO

Technology

Adjusted free cash flow was positive at $1.4 million, improving $7 million year-over-year.
Billings reached $70.3 million, also beating expectations.
Gross retention remained steady at 85%, with expectations to improve in Q4.
Non-GAAP EPS was positive for the first time at $0.02 per share.
Operating margin hit a company record of 7.7% in Q2.
Q2 total revenue was $79.7 million, exceeding guidance.
Subscription gross margin improved to 81.9%, marking the second consecutive quarter of growth.
Subscription RPO grew 19% year-over-year to $409.8 million, the highest ever.

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.

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.

OSIS

Technology

Gross margin improved to 33.3% in Q4, up 120 basis points from prior year, driven by favorable revenue mix and efficiencies.
Healthcare division sales declined in Q4, negatively impacting consolidated growth but with plans for improvement.
Net interest expense decreased to $7.2 million due to lower debt levels and favorable convertible notes impact.
Operating expenses were well controlled with SG&A at 14.8% of sales and R&D increased to 3.7% of revenues reflecting investment in innovation.
Optoelectronics division set a new Q4 record with $113 million in revenues including intercompany sales.
Q4 revenues increased 5% year-over-year to $505 million, driven by a 28% increase in Security division service revenues and 10% growth in Optoelectronics division revenues.
Record Q4 non-GAAP adjusted EPS of $3.24, the highest quarterly adjusted EPS in company history.
Security division revenues in Q4 were $367 million, up 7% year-over-year, with a 50% growth excluding Mexico contracts and acquisitions.

GLOB

Technology

49 clients now generate more than $10 million annually, up from 39 a year ago; 339 clients generate over $1 million annually, up from 329.
Business optimization plan led to a one-time charge of $47.6 million and is expected to generate $80 million in annualized savings.
Cash and cash equivalents plus short-term investments totaled $174.2 million; net debt was $255 million as of June 30.
Free cash flow was negative $2.9 million, an improvement from negative $28 million in the same period last year.
Non-IFRS adjusted diluted EPS increased slightly to $1.53 from $1.51 in Q2 2024.
Non-IFRS adjusted operating margin held steady at 15% despite FX headwinds in Latin America.
Q2 2025 revenue was $614.2 million, representing 4.5% year-over-year growth and 0.5% sequential growth.

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