Dafinchi AI

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.

PUBM

Technology

Adjusted EBITDA margin was 20%, marking the 37th consecutive quarter of profitability.
CTV revenue grew over 50% year-over-year, representing nearly 20% of total revenue.
Emerging revenue streams more than doubled year-over-year, accounting for 8% of total revenue.
Free cash flow was $9.3 million with $117.6 million in cash and marketable securities and zero debt.
PubMatic delivered strong Q2 2025 results with revenue and adjusted EBITDA exceeding expectations.
Q2 GAAP net loss was $5.2 million or $0.11 per diluted share.
Reported revenue grew 6% year-over-year, while underlying business revenue (excluding DSP and political advertising impacts) grew 19%.
Share repurchases totaled $178.2 million through Q2 2025 with $96.8 million remaining authorized.

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.

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.

TLS

Technology

1mo

Adjusted EBITDA was a $400,000 profit, outperforming guidance which forecasted a loss between $2.1 million and $600,000.
GAAP gross margin was 33.2%, and cash gross margin was 38.4%, both within guidance ranges but lower year-over-year due to revenue mix.
Operating cash flow was $7 million, and free cash flow was $4.6 million, representing a 12.9% free cash flow margin for the quarter.
Security Solutions accounted for approximately 90% of total revenue and was the primary driver of growth.
Telos reported second quarter 2025 revenue of $36 million, a 26% year-over-year increase, exceeding guidance of $32.5 million to $34.5 million.
Year-to-date free cash flow was $8.4 million or 12.6% margin, with significant improvements driven by revenue growth, cost discipline, and working capital management.

AVGO

Technology

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.

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