Dafinchi AI

TLS

Technology

1mo

Adjusted EBITDA was a $400,000 profit, outperforming guidance which forecasted a loss between $2.1 million and $600,000.
GAAP gross margin was 33.2%, and cash gross margin was 38.4%, both within guidance ranges but lower year-over-year due to revenue mix.
Operating cash flow was $7 million, and free cash flow was $4.6 million, representing a 12.9% free cash flow margin for the quarter.
Security Solutions accounted for approximately 90% of total revenue and was the primary driver of growth.
Telos reported second quarter 2025 revenue of $36 million, a 26% year-over-year increase, exceeding guidance of $32.5 million to $34.5 million.
Year-to-date free cash flow was $8.4 million or 12.6% margin, with significant improvements driven by revenue growth, cost discipline, and working capital management.

GPRO

Technology

1mo

Adjusted EBITDA improved 83% year-over-year to negative $6 million.
Cash flow from operations increased to $9 million from $1 million in Q2 2024.
Gross margin improved to 36% from 30.7% in Q2 2024, the highest since Q3 2022.
Inventory decreased 12% sequentially and 30% since Q4 2024.
Non-GAAP EPS loss improved from negative $0.24 to negative $0.08 year-over-year.
Non-GAAP operating expenses decreased 32% year-over-year to $63 million.
Q2 2025 revenue was $153 million, 6% above the midpoint of guidance.

PHR

Technology

Adjusted EBITDA rose to $22 million, up $16 million year over year, with a margin of 19%.
Average healthcare services clients (AHSCs) reached 4,467, up 298 from the prior year.
Cash and cash equivalents ended at $98.3 million, up from $90.9 million in the prior quarter.
Free cash flow was $9.6 million, up $6 million year over year, marking four consecutive quarters of positive free cash flow.
Operating cash flow was $14.8 million, up $3.8 million year over year.
Phreesia achieved its first-ever positive net income quarter with net income of $700,000.
Revenue per average healthcare services client was $26,249, up 7% year over year and flat quarter over quarter.
Total revenue for Q2 2026 was $117.3 million, a 15% increase year over year.

ASAN

Technology

Core customers (spending $5,000+) grew revenues by 12% year over year, representing 76% of total revenues.
Customers spending $100,000+ grew 19% year over year, with 770 such customers in Q2.
Dollar-based net retention rate (NRR) was 96% overall and for core customers, stable from last quarter; $100,000+ cohort NRR was 95%.
Gross margins held steady at 90%, with adjusted free cash flow of $35.4 million (18% margin).
Non-GAAP operating margin expanded by nearly 1,600 basis points year over year to 7%, above guidance range.
Q2 revenues reached $196.9 million, up 10% year over year, exceeding the high end of guidance by 1%.
R&D expenses decreased 16% year over year to $47.7 million (24% of revenue); sales and marketing expenses down 3% to $88.2 million (45% of revenue).
Share repurchases totaled $27.8 million, buying back almost 2 million shares at an average price of $14.20.

GLOB

Technology

49 clients now generate more than $10 million annually, up from 39 a year ago; 339 clients generate over $1 million annually, up from 329.
Business optimization plan led to a one-time charge of $47.6 million and is expected to generate $80 million in annualized savings.
Cash and cash equivalents plus short-term investments totaled $174.2 million; net debt was $255 million as of June 30.
Free cash flow was negative $2.9 million, an improvement from negative $28 million in the same period last year.
Non-IFRS adjusted diluted EPS increased slightly to $1.53 from $1.51 in Q2 2024.
Non-IFRS adjusted operating margin held steady at 15% despite FX headwinds in Latin America.
Q2 2025 revenue was $614.2 million, representing 4.5% year-over-year growth and 0.5% sequential growth.

Technology

Customers with ARR over $100,000 increased 23% to 1,513, with record average deal size highlighting platform adoption.
Free cash flow margin was 2% on a trailing 12-month basis, expected to improve in the second half of the year.
Gross margin remained strong at 79%, reflecting healthy pricing and platform unit economics.
Net income margin was positive for the fifth consecutive quarter, increasing to 5%.
Net new ARR reached $53 million in Q2, significantly exceeding expectations with broad-based momentum.
Operating margin improved by over 500 basis points year-over-year to 2%, achieving operating profitability.
Revenue grew 22% year-over-year to $242 million, with international markets growing 27% and representing 38% of total revenue.
Total ARR grew 24% year-over-year, surpassing $1 billion, marking a significant growth milestone.

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