Dafinchi AI

WLY

Technology

Adjusted EBITDA declined 3%, impacted by margin mix and timing effects.
Adjusted EPS increased 2%, showing modest earnings growth.
Adjusted revenue grew 1% year-over-year in Q1 2026, reflecting steady top-line performance despite seasonal softness.
Free cash flow was a use of $100 million, an improvement from $107 million last year, reflecting seasonal cash flow timing.
Learning revenue declined 8%, impacted by lower AI revenue and softness in professional publishing.
Net debt to EBITDA ratio improved to 1.9 from 2.0, supported by $120 million divestiture proceeds used to reduce debt.
Research publishing revenue declined 1%, affected by a tough prior-year comp and seasonal factors.
Research segment grew 5%, driven by AI licensing revenue increase from $17 million to $29 million.

ZIP

Technology

1mo

Adjusted EBITDA was $9.3 million with an 8% margin, down from 23% in Q2 2024 but improved from 5% in Q1 2025.
Cash, cash equivalents, and marketable securities totaled $421.2 million as of June 30, 2025.
In Q2, ZipRecruiter repurchased 10.2 million shares for $56.5 million.
Net loss was $9.5 million in Q2 2025, compared to net income of $7 million in Q2 2024 and net loss of $12.8 million in Q1 2025.
Q2 2025 revenue was $112.2 million, a 2% sequential increase and above the midpoint of guidance.
Quarterly paid employers (QPEs) grew 4% sequentially to 66,300 in Q2 2025, continuing growth since Q4 2024.
Revenue per paid employer was $1,693 in Q2, down 4% year-over-year and 2% sequentially due to new and returning employers ramping up hiring.

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.

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.

CRM

Technology

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

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