Dafinchi AI

WDAY

Technology

Headcount stood at approximately 19,500 globally as of July 31, 2025.
Non-GAAP operating margin expanded to 29%, with operating income of $680 million.
Operating cash flow grew 8% to $616 million; share repurchases totaled $299 million.
Subscription revenue backlog (CRPO) rose 16.4% to $7.91 billion, driven by early renewals and new ACV momentum.
Subscription revenue grew 14% year over year to $2.169 billion in Q2 FY 2026.
Total revenue reached $2.348 billion, up 13% year over year.
Total subscription revenue backlog increased 18% to $25.37 billion.
U.S. revenue increased 13% to $1.76 billion; international revenue grew 11% to $584 million.

SNOW

Technology

Added 529 employees in Q2, including 364 in sales and marketing, supporting growth initiatives.
Ended the quarter with $4.6 billion in cash, cash equivalents, and investments.
Net revenue retention rate was a strong 125%, indicating healthy customer expansion.
Non-GAAP adjusted free cash flow margin was 6% in Q2, expected to be weighted to the second half of the year.
Non-GAAP operating margin improved to 11%, reflecting operational efficiency.
Non-GAAP product gross margin was 76.4% in Q2.
Q2 product revenue reached $1.09 billion, up 32% year over year, showing acceleration from the previous quarter.
Remaining performance obligations totaled $6.9 billion, growing 33% year over year.

JKHY

Technology

Complementary segment non-GAAP revenue increased 11% in Q4 with 155 basis points margin expansion; full year revenue grew 9% with 117 basis points margin expansion.
Core segment non-GAAP revenue grew 7% in Q4 with a 274 basis point margin expansion; full year core revenue grew 6% with 113 basis points margin expansion.
Fiscal 2025 non-GAAP revenue reached $2.3 billion and non-GAAP operating income was $541.1 million, both record highs.
Fully diluted GAAP EPS was $1.75 in Q4 (up 26%) and $6.24 for fiscal 2025 (up 19%).
GAAP revenue grew 10% in Q4 and 7% for the full year; non-GAAP revenue grew 8% in Q4 and 6% for the full year.
Operating cash flow for fiscal 2025 was a record $642 million, with free cash flow at $410 million and a 90% free cash flow conversion rate.
Payments segment non-GAAP revenue grew 6% in Q4 with 99 basis points margin expansion; full year revenue grew 6% with 109 basis points margin expansion.
Q4 non-GAAP revenue increased 7.5% with a non-GAAP operating margin of 23.2%, expanding 146 basis points year-over-year.

DMRC

Technology

Cash and short-term investments ended at $16.1 million.
Ending ARR for Q2 2025 was $15.9 million, down from $23.9 million in Q2 2024, impacted by lapses of $5.8 million and $3.5 million contracts.
Excluding contract lapses, ARR grew $1.3 million year-over-year, though muted by higher churn and strategic pricing outside focus areas.
Free cash flow usage improved to $5 million from $6.9 million, with adjusted usage at $3.8 million excluding severance and legal costs.
Net loss per share improved to $0.38 from $0.43; non-GAAP net loss per share improved to $0.11 from $0.23.
Non-GAAP operating expenses were $8.9 million, down 37% from prior year, driven by reorganization and cost streamlining.
Operating expenses decreased 22% to $13.1 million, with $600,000 legal expenses included; excluding legal, expenses fell 26%.
Service revenue decreased 15% to $3.4 million, mainly due to lower government service revenue from Central Banks.
Subscription gross profit margin was 85%, down 4 points from last year; service gross margin remained flat at 59%.
Subscription revenue declined 28% to $4.6 million, reflecting expired contracts.
Total revenue was $8 million, a 23% decrease from $10.4 million in Q2 2024.

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