Dafinchi AI

SAIL

Technology

Add-on modules attach rate for new SaaS customers increased to 40% from 25% last year.
Adjusted operating margin expanded by 980 basis points to 20.4%.
Closed Q2 2026 with $982 million in ARR, a 28% year-over-year increase.
Generated record $50 million cash flow from operating activities and $46 million free cash flow (17.4% margin).
Net Revenue Retention (NRR) was strong at 114%, driven by cross-sell, upsell, suite upgrades, and platform modernizations.
Q2 saw the largest new logo ARR quarter ever, with a 30% increase in average ARR per new SaaS customer.
SaaS ARR grew 37% year-over-year, reaching $623 million.
Total Q2 revenue was $264 million, up 33% year-over-year.

LITE

Technology

Cloud & Networking segment revenue grew 16% sequentially and 67% year-over-year to $424.1 million.
Fiscal 2025 non-GAAP gross margin was 34.7%, up 450 basis points from prior year.
Full fiscal year 2025 revenue was $1.65 billion, up 21% year-over-year.
GAAP gross margin for Q4 was 33.3%, non-GAAP gross margin was 37.8%, up 260 basis points sequentially.
Industrial Tech segment revenue declined 6% sequentially but increased 6% year-over-year.
Non-GAAP EPS for Q4 was $0.88, above expectations.
Non-GAAP operating margin improved to 15%, up 420 basis points sequentially.
Q4 revenue was $480.7 million, exceeding the high end of revised guidance.

COHR

Technology

Debt leverage ratio improved to 2x from 2.5x at end of 2024, with $437 million debt paid down in fiscal 2025.
Full year fiscal 2025 revenue increased 23% year-over-year to a record $5.81 billion.
Non-GAAP EPS for full year 2025 was $3.53, a 191% increase from $1.21 in 2024.
Non-GAAP gross margin expanded 358 basis points to 37.9% for full year 2025.
Non-GAAP operating margin for full year 2025 was 17.8%, up 472 basis points from 2024.
Q4 non-GAAP EPS doubled year-over-year to $1 per share.
Q4 non-GAAP gross margin was 38.1%, down 43 basis points sequentially due to FX headwinds but up 220 basis points year-over-year.
Q4 revenue grew 16% year-over-year to a new record $1.53 billion and 2% sequentially.

NTNX

Technology

ARR ended at $2.22 billion for fiscal 2025, growing 17% year over year with a Q4 NRR of 108%.
Balance sheet strengthened with $1.993 billion in cash and short-term investments at Q4 end, up from $1.882 billion in Q3.
Fiscal year 2025 revenue reached $2.54 billion, an 18% increase year over year, surpassing prior guidance.
Free cash flow was $208 million in Q4 with a 32% margin, and $750 million for the full year with a 30% margin.
GAAP net income for fiscal 2025 was $188 million, marking the first full year of positive GAAP net income.
Non-GAAP gross margin was 88.3% in Q4 and 88.1% for the full fiscal year, a 140 basis point improvement.
Non-GAAP operating margin was 18% in Q4, above guidance, and 21.1% for fiscal 2025, a 5 percentage point increase year over year.
Q4 2025 revenue was $653 million, up 19% year over year, exceeding guidance range of $635 to $645 million.

NTAP

Technology

All-flash array revenue grew 5% year-over-year to $893 million, with an annualized run rate of $3.6 billion.
Cash flow from operations reached a record $673 million; free cash flow was $620 million. Strong balance sheet with $3.3 billion in cash and $2.5 billion in debt, net cash position approximately $840 million.
Consolidated gross margin improved sequentially by 1.6 points to 71.1%.
Diluted EPS was $1.55, aligned with expectations.
Hybrid cloud revenue was $1.4 billion, up 1% year-over-year, driven by 3% growth in support and 18% growth in professional services.
Operating margin was 25.7% with operating profit of $401 million.
Public cloud revenue was $161 million, up 1% year-over-year and 18% excluding the divested Spot business.
Q1 revenue was $1.56 billion, up 1% year-over-year and above the midpoint of guidance.

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