Earnings Feed

MRVL

Technology

Marvell completed a $1 billion notes offering and used proceeds to repay debt, improving leverage ratios.
The company’s gross debt-to-EBITDA ratio improved to 1.63x, with net debt-to-EBITDA at 1.19x, reflecting strong EBITDA growth.
Proceeds from the automotive Ethernet sale are being used for stock buybacks and strategic investments.
The company’s capital allocation strategy emphasizes organic growth, tuck-in acquisitions, and share repurchases.
Marvell’s focus remains on deploying capital to accelerate AI and data center technology development.

CRWD

Technology

CrowdStrike maintains a strong balance sheet with over $4.97 billion in cash and cash equivalents.
The company is focused on thoughtful tuck-in acquisitions aligned with its platform strategy.
Management emphasized that acquisitions are carefully selected to enhance customer experience and platform integration.
The company sees opportunities in federal sector deals, which, while currently a smaller part, align with its consolidation strategy.
Guidance for FY 2026 projects over 40% net new ARR growth in the second half, with a path to $10 billion ARR by FY 2031.

ADI

Technology

Automotive revenue was 30% of total, down 1% sequentially but up 22% year-over-year.
Cash and short-term investments totaled $3.5 billion; net leverage ratio stable at 1.1; inventory increased $72 million sequentially.
Communications segment grew 18% sequentially and 40% year-over-year, driven by wireline, data center, and wireless.
Consumer segment grew 16% sequentially and 21% year-over-year, marking the fourth consecutive quarter of double-digit growth.
EPS was $2.05, above the high end of guidance and up 30% year-over-year.
Gross margin was 69.2%, operating margin 42.2%, both up 100 basis points sequentially and year-over-year.
Industrial segment represented 45% of revenue, growing 12% sequentially and 23% year-over-year.
Q3 revenue was $2.88 billion, exceeding the high end of guidance, up 9% sequentially and 25% year-over-year.

WOW

Technology

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.