Earnings Feed

OOMA

Technology

Adjusted EBITDA reached a record $7.2 million, representing 11% of revenue, highest to date.
Business subscription and services revenue grew 66% year over year, now 62% of total subscription revenue.
GAAP net income was $1.3 million; cash flow from operations was $6.4 million.
Operating expenses were stable year over year at $35.1 million, with sales and marketing up slightly and R&D down 6%.
Q2 revenue grew to $66.4 million, up 3.5% year over year, exceeding guidance.
Record non-GAAP net income of $6.5 million, a 59% increase year over year.
Residential subscription and services revenue declined 2% year over year but was up sequentially.
Total gross margin remained flat at 62%, with product gross margin improving due to inventory cost normalization.

SAIC

Technology

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.

Technology

Datacom revenue declined 12% year-over-year but increased 10% sequentially, driven by new higher data rate products.
Full fiscal year 2025 revenue reached a record $3.4 billion, a 19% increase over prior year.
Gross margin in Q4 was 12.5%, better than expected, with operating margin at 10.7%, a 50 basis point improvement from Q3.
Non-GAAP EPS hit a record $2.65 in Q4 and $10.17 for the full fiscal year.
Non-optical communications revenue rose 41% year-over-year to $221 million, with automotive and industrial laser segments performing well.
Optical communications revenue was $689 million in Q4, up 15% year-over-year and 5% sequentially.
Q4 revenue was $910 million, exceeding guidance and up 21% year-over-year and 4% sequentially.
Telecom revenue grew 46% year-over-year to $412 million, driven by data center interconnect (DCI) products.