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Telephone and Data Systems, Inc.

TDS

Technology

1mo

Financial Performance Summary

Array's third-party tower revenues increased by 12% year-over-year, with third-party colocations up 6%.
Capital expenditures increased primarily due to spending on the E-ACAM fiber program.
Cash expenses increased 1% year-over-year, aligned with 2025 priorities including sales, marketing, and transformation efforts.
Distributions from noncontrolling investment interests increased from $58 million to $77 million year-over-year, including $23 million from Verizon wireless partnerships.
S&P upgraded TDS credit rating to BBB- from BB, removing it from credit watch.
TDS closed the $4.3 billion sale of UScellular wireless business and certain spectrum assets to T-Mobile, significantly strengthening balance sheets.
TDS Telecom delivered 27,000 new fiber service addresses in Q2, with 10,300 fiber net additions, representing 19% growth in total fiber connections year-over-year.
Total operating revenues were down 1% year-over-year, but excluding divestitures, revenue increased 1%, driven by fiber subscriber growth and higher residential revenue per connection.

BOX

Technology

2w

Financial Performance Summary

EPS of $0.33, $0.02 above the high end of guidance.
Free cash flow of $36 million and operating cash flow of $46 million, up 927% year-over-year.
Gross margin of 81.4%, up 40 basis points year-over-year excluding prior year data center equipment sales.
Operating margin of 28.6%, improved year-over-year despite tougher comps.
Q2 billings of $265 million, up 3% year-over-year and 6% in constant currency, outperforming expectations despite FX headwinds.
Q2 revenue of $294 million, up 9% year-over-year and 7% in constant currency, exceeding the high end of guidance.
Remaining performance obligations (RPO) grew 16% year-over-year to $1.5 billion.
Short-term RPO grew 12% year-over-year, reflecting strong multiyear contract commitments.

Pure Storage, Inc.

PSTG

Technology

2w

Financial Performance Summary

Annual recurring revenue (ARR) increased 18% to $1.8 billion.
Free cash flow was $150 million, with a 17.4% free cash flow margin on revenue.
Gross margin remained strong at 72.1%, with subscription gross margin at 76.5% and product gross margin improving to 68%.
Operating profit was $130 million with a 15.1% operating margin, above expectations.
Q2 revenue reached $861 million, growing 13% year over year, exceeding guidance.
Remaining performance obligations (RPO) grew 22% to $2.8 billion, with 21% growth exiting Q2.
Subscription services revenue grew 15% year over year to $415 million, representing 48% of total revenue.
US revenue grew 7% to $577 million; international revenue grew 26% to $284 million.

WideOpenWest, Inc.

WOW

Technology

1mo

Financial Performance Summary

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.

Analog Devices, Inc.

ADI

Technology

3w

Financial Performance Summary

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.

Dell Technologies Inc.

DELL

Technology

1w

Financial Performance Summary

Cash flow from operations was strong at $2.5 billion, with $9.8 billion in cash and investments.
Earnings per share increased 19% to a Q2 record of $2.32.
Gross margin was $5.6 billion or 18.7% of revenue, impacted by AI server mix shift.
ISG and CSG combined revenue grew 22%, with ISG up 44% and CSG up 1%.
Net income increased 13% to $1.6 billion.
Operating expenses decreased 4% to $3.3 billion, improving operational efficiency.
Operating income rose 10% to $2.3 billion, representing 7.7% of revenue.
Q2 revenue reached a record $29.8 billion, up 19% year-over-year.

Cisco Systems, Inc.

CSCO

Technology

4w

Financial Performance Summary

Fiscal year 2025 revenue was $56.7 billion, up 5%, with record non-GAAP operating income and margin, and EPS of $3.81, up 2%.
Networking revenue increased 12%, led by internet infrastructure and enterprise routing; security grew 9%, collaboration 2%, and observability 4%.
Non-GAAP operating margin was 34.3%, at the high end of guidance, with an 18.1% tax rate.
Operating cash flow was $4.2 billion, up 14%, supporting $2.9 billion capital returned to shareholders in Q4 and $12.4 billion for fiscal year 2025.
Q4 total revenue was $14.7 billion, up 8% year-over-year, with non-GAAP net income of $4 billion, up 12%, and non-GAAP EPS of $0.99, up 14%.
Total non-GAAP gross margin was 68.4%, up 50 basis points, with product gross margin at 67.5% and services gross margin at 70.8%.
Total product revenue grew 10% to $10.9 billion; services revenue was flat at $3.8 billion.

SailPoint Technologies Holdings, Inc.

SAIL

Technology

1d

Financial Performance Summary

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.