Earnings Feed

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.

SAIC

Technology

Adjusted diluted EPS was $3.63, boosted by a favorable tax settlement and increased EBITDA.
Adjusted EBITDA for the quarter was $185 million, with a margin of 10.5%, benefiting from strong program execution and a favorable legal settlement.
Free cash flow improved to $150 million in Q2, recovering from Q1 challenges related to invoice payment timing.
FY 2026 adjusted EBITDA margin guidance lowered slightly due to a 10 basis point headwind from state and local tax changes.
FY 2026 adjusted EPS guidance increased to $9.40 to $9.60, benefiting from tax settlements and a lower effective tax rate assumption.
FY 2026 revenue guidance lowered to $7.25 billion to $7.325 billion, reflecting a 2% to 3% organic contraction.
Second quarter revenue declined 2.7% year-over-year, primarily due to a 3% headwind from Cloud One compute and store revenue.
Underlying adjusted EBITDA margin, excluding legal settlement and tax impacts, was 10.2%, up 180 basis points quarter-over-quarter and 80 basis points year-over-year.

PUBM

Technology

Adjusted EBITDA margin was 20%, marking the 37th consecutive quarter of profitability.
CTV revenue grew over 50% year-over-year, representing nearly 20% of total revenue.
Emerging revenue streams more than doubled year-over-year, accounting for 8% of total revenue.
Free cash flow was $9.3 million with $117.6 million in cash and marketable securities and zero debt.
PubMatic delivered strong Q2 2025 results with revenue and adjusted EBITDA exceeding expectations.
Q2 GAAP net loss was $5.2 million or $0.11 per diluted share.
Reported revenue grew 6% year-over-year, while underlying business revenue (excluding DSP and political advertising impacts) grew 19%.
Share repurchases totaled $178.2 million through Q2 2025 with $96.8 million remaining authorized.

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.