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Luminar Technologies, Inc.

LAZR

Technology

4w

Financial Performance Summary

Cash and marketable securities ended at $108 million, with total liquidity access over $500 million including credit lines and financing programs.
Free cash flow improved to roughly $53 million, better than Q1 but below the prior year, driven by working capital investments and equity financing proceeds.
Gross loss was $12.4 million GAAP and $10.8 million non-GAAP, below guidance due to a $3 million noncash warranty adjustment and $1 million tariff charges.
Operating expenses were $27 million GAAP and $47 million non-GAAP, including noncash and nonrecurring charges, partially offset by cost-cutting actions.
Q2 revenue was $15.6 million, down 17% sequentially and 5% year-over-year, primarily due to lower sensor shipments and wind down of non-data contracts.

Luminar Technologies, Inc.

LAZR

Technology

4w

Luminar's Strategic Shift Toward Commercial Markets and Defense Applications

Luminar is actively shifting focus from automotive to near-term revenue opportunities in commercial markets such as trucking, security, and defense.
The company has already established a foundation in defense, leveraging its long-range, weather-resistant, and stealth-capable 1550-nanometer LiDAR technology.
Luminar is working with military customers on autonomous ground vehicles and exploring aerial and marine drone applications, especially as GPS jamming becomes more prevalent.
This strategic pivot aims to capitalize on faster-moving markets with more attractive unit economics, reducing reliance on slower automotive L3 adoption.
Management emphasized that these commercial opportunities are already generating revenue and are expected to grow through 2026.

LivePerson, Inc.

LPSN

Technology

1mo

Financial Performance Summary

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.

Science Applications International Corporation

SAIC

Technology

6d

Financial Performance Summary

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.

SentinelOne, Inc.

S

Technology

1w

Financial Performance Summary

Customers with ARR over $100,000 increased 23% to 1,513, with record average deal size highlighting platform adoption.
Free cash flow margin was 2% on a trailing 12-month basis, expected to improve in the second half of the year.
Gross margin remained strong at 79%, reflecting healthy pricing and platform unit economics.
Net income margin was positive for the fifth consecutive quarter, increasing to 5%.
Net new ARR reached $53 million in Q2, significantly exceeding expectations with broad-based momentum.
Operating margin improved by over 500 basis points year-over-year to 2%, achieving operating profitability.
Revenue grew 22% year-over-year to $242 million, with international markets growing 27% and representing 38% of total revenue.
Total ARR grew 24% year-over-year, surpassing $1 billion, marking a significant growth milestone.

MDB

Technology

2w

Financial Performance Summary

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.

ADSK

Technology

1w

Financial Performance Summary

Billings increased 36% as reported and 34% at constant currency, driven by the new transaction model.
Contribution from the new transaction model to revenue was approximately $105 million in Q2.
Free cash flow was $451 million, benefiting from earlier timing of billings.
GAAP and non-GAAP operating margins improved by 240 and 140 basis points respectively, reaching 25% and 39%.
Remaining performance strong in AECO sector, offsetting softness in commercial segments.
RPO grew 24% to $7.3 billion, with current RPO at $4.7 billion growing 20%.
Share repurchases totaled $356 million in Q2, with 1.2 million shares bought at an average price of $298 per share.
Total revenue grew 17% year-over-year as reported and 18% in constant currency in Q2.