Dafinchi AI

SNPS

Technology

Backlog stood at $10.1 billion including ANSYS, indicating business resilience.
Design automation segment revenue grew 23% to $1.31 billion, with a 44.5% adjusted operating margin.
Design IP segment revenue declined 8% to $428 million, impacted by export restrictions, foundry customer challenges, and roadmap/resource decisions.
Free cash flow was approximately $632 million; cash and short-term investments totaled $2.6 billion with $14.3 billion in debt.
Non-GAAP EPS was $3.39, with GAAP EPS at $1.50 for the quarter.
Non-GAAP operating margin for the quarter was 38.5%, reflecting headwinds in IP and tailwinds from ANSYS and design automation.
Q3 revenue reached $1.74 billion, a 14% year-over-year increase, driven by strong design automation growth and the ANSYS acquisition.

ADSK

Technology

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.

INTU

Technology

Consumer Group revenue grew 10% in fiscal 2025, driven by TurboTax Live growth of 47%.
Credit Karma revenue grew 32% for the full year, contributing 1 point to tax revenue growth.
Full year revenue grew 16% with strong operating margin expansion.
GAAP diluted EPS was $1.35 in Q4 versus a loss of $0.07 last year; non-GAAP diluted EPS grew 38% to $2.75.
GAAP operating income in Q4 was $339 million, compared to a loss of $151 million last year.
Global Business Solutions Group revenue grew 18% in Q4 and 16% for the full year.
Non-GAAP operating income grew 39% in Q4 to $1 billion.
Q4 revenue was $3.8 billion, up 20% year-over-year.

PUBM

Technology

Adjusted EBITDA margin was 20%, marking the 37th consecutive quarter of profitability.
CTV revenue grew over 50% year-over-year, representing nearly 20% of total revenue.
Emerging revenue streams more than doubled year-over-year, accounting for 8% of total revenue.
Free cash flow was $9.3 million with $117.6 million in cash and marketable securities and zero debt.
PubMatic delivered strong Q2 2025 results with revenue and adjusted EBITDA exceeding expectations.
Q2 GAAP net loss was $5.2 million or $0.11 per diluted share.
Reported revenue grew 6% year-over-year, while underlying business revenue (excluding DSP and political advertising impacts) grew 19%.
Share repurchases totaled $178.2 million through Q2 2025 with $96.8 million remaining authorized.

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.

DOMO

Technology

Adjusted free cash flow was positive at $1.4 million, improving $7 million year-over-year.
Billings reached $70.3 million, also beating expectations.
Gross retention remained steady at 85%, with expectations to improve in Q4.
Non-GAAP EPS was positive for the first time at $0.02 per share.
Operating margin hit a company record of 7.7% in Q2.
Q2 total revenue was $79.7 million, exceeding guidance.
Subscription gross margin improved to 81.9%, marking the second consecutive quarter of growth.
Subscription RPO grew 19% year-over-year to $409.8 million, the highest ever.

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