Earnings Feed

HPE

Technology

Financial services revenue was $886 million, down 1% year over year, with improved return on equity to 17.7%.
Free cash flow improved significantly to $719 million, aided by inventory reduction and supply chain execution.
Hybrid cloud revenue increased 11% year over year, marking the fourth consecutive quarter of growth.
Networking segment revenue grew 54% year over year to $1.7 billion, with operating profit up 43%.
Non-GAAP diluted net earnings per share were $0.44, near the high end of guidance.
Non-GAAP gross margin was 29.9%, down 190 basis points year over year but up 50 basis points sequentially.
Q3 revenue reached $9.1 billion, up 18% year over year, driven by AI, networking, and hybrid cloud growth.
Server segment revenue hit an all-time high of $4.9 billion, up 16% year over year and 21% sequentially.

MDB

Technology

Atlas revenue grew 29% year over year, representing 74% of total revenue, up from 71% last year.
Customer base grew to over 59,900, adding approximately 2,800 customers sequentially.
Gross margin was 74%, slightly down from 75% due to Atlas growing as a percent of revenue.
Net income was $87 million or $1 per share, compared to $59 million or 70¢ per share last year.
Non-Atlas ARR grew 7% year over year, with multiyear deals contributing to revenue outperformance.
Non-GAAP operating income was $87 million, with a 15% operating margin, up from 11% a year ago.
Operating cash flow was $72 million and free cash flow was $70 million, a significant improvement from negative cash flow last year.
Total revenue of $591 million, up 24% year over year, exceeding the high end of guidance.

DMRC

Technology

Cash and short-term investments ended at $16.1 million.
Ending ARR for Q2 2025 was $15.9 million, down from $23.9 million in Q2 2024, impacted by lapses of $5.8 million and $3.5 million contracts.
Excluding contract lapses, ARR grew $1.3 million year-over-year, though muted by higher churn and strategic pricing outside focus areas.
Free cash flow usage improved to $5 million from $6.9 million, with adjusted usage at $3.8 million excluding severance and legal costs.
Net loss per share improved to $0.38 from $0.43; non-GAAP net loss per share improved to $0.11 from $0.23.
Non-GAAP operating expenses were $8.9 million, down 37% from prior year, driven by reorganization and cost streamlining.
Operating expenses decreased 22% to $13.1 million, with $600,000 legal expenses included; excluding legal, expenses fell 26%.
Service revenue decreased 15% to $3.4 million, mainly due to lower government service revenue from Central Banks.
Subscription gross profit margin was 85%, down 4 points from last year; service gross margin remained flat at 59%.
Subscription revenue declined 28% to $4.6 million, reflecting expired contracts.
Total revenue was $8 million, a 23% decrease from $10.4 million in Q2 2024.