Earnings Feed

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.

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.

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.

LAZR

Technology

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.