Dafinchi AI

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.

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.

CRDO

Technology

Cash flow from operations was $54.2 million, slightly down due to working capital increases.
Ended Q1 with $479.6 million in cash and equivalents, up $48.3 million from Q4.
Free cash flow was $51.3 million, down slightly from the previous quarter.
Non-GAAP gross margin was 67.6%, slightly above the high end of guidance and up 20 basis points sequentially.
Non-GAAP net income hit a record $98.3 million, a 51% sequential increase from Q4.
Non-GAAP operating margin improved to 43.1%, up 635 basis points sequentially.
Product revenue was $217.1 million, up 31% sequentially and 279% year-over-year.
Q1 revenue reached $223.1 million, up 31% sequentially and 274% year-over-year, exceeding guidance expectations.

MDB

Technology

Atlas revenue grew 29% year over year, representing 74% of total revenue, up from 71% last year.
Customer base grew to over 59,900, adding approximately 2,800 customers sequentially.
Gross margin was 74%, slightly down from 75% due to Atlas growing as a percent of revenue.
Net income was $87 million or $1 per share, compared to $59 million or 70¢ per share last year.
Non-Atlas ARR grew 7% year over year, with multiyear deals contributing to revenue outperformance.
Non-GAAP operating income was $87 million, with a 15% operating margin, up from 11% a year ago.
Operating cash flow was $72 million and free cash flow was $70 million, a significant improvement from negative cash flow last year.
Total revenue of $591 million, up 24% year over year, exceeding the high end of guidance.

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.

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