Dafinchi AI

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.

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.

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.

Technology

Deferred revenue grew 5% year-over-year to $1.48 billion; RPO increased over 5% to approximately $4 billion.
Enterprise business revenue grew 7% year-over-year, representing 60% of total revenue, up 1 point.
Non-GAAP diluted EPS was $1.53, $0.16 above guidance and $0.14 higher than prior year.
Non-GAAP gross margin improved to 79.8%, up 128 basis points from prior year.
Non-GAAP operating income grew 10.5% year-over-year to $503 million, beating guidance by $38 million.
Non-GAAP operating margin increased 216 basis points to 41.3%.
Operating cash flow grew 15% to $516 million; free cash flow grew 39% to $508 million.
Total revenue grew 4.7% year-over-year to $1.217 billion, exceeding guidance by $17 million.

DELL

Technology

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.

AVGO

Technology

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.

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