Dafinchi AI

AGYS

Technology

3w

Record Sales Performance Driven by Subscription Growth and New Customer Wins

Q1 fiscal 2026 sales reached $76.7 million, a record for the 14th consecutive quarter, with a 20.7% increase year-over-year.
Subscription revenue grew 44.3%, with record quarterly subscription sales, driven by new customer acquisitions and increased project implementations.
Added 24 new customers, excluding Book4time, with an average purchase of 6 products each, and some deals involving up to 14 products, highlighting ecosystem strength.

Axcelis Technologies, Inc.

ACLS

Technology

1w

Financial Performance Summary

Adjusted EBITDA margin was 20%, reflecting strong profitability despite a soft demand environment.
Axcelis Technologies reported Q2 2025 revenue of $195 million, exceeding guidance.
Cash and equivalents stood at $581 million, including $31 million in long-term securities.
GAAP gross margin was 44.9%, above the expected 41.7%, driven by higher CS&I revenue and cost efficiencies.
Non-GAAP diluted EPS was $1.13, beating the outlook of $0.73.
Share repurchases totaled approximately $45 million in Q2, with $168 million remaining authorization.

Extreme Networks, Inc.

EXTR

Technology

1w

Financial Performance Summary

Fiscal year 2025 revenue was $1.140 billion, up 2% year-over-year, with non-GAAP EPS of $0.84 compared to $0.70 prior year.
Free cash flow was $75 million, the highest quarterly level since 2023, with $50 million in EBITDA, the highest in seven quarters.
Non-GAAP gross margin was 62.3%, operating margin was 15.2%, up from 13.5% in the prior year quarter.
Non-GAAP operating margin expanded to 14.2% from 11.9% in fiscal 2024.
Product revenue was $192 million, growing 26% year-over-year and 8% sequentially, driven by strong demand and Wi-Fi 7 adoption.
Q4 revenue reached $307 million, a 20% year-over-year increase and 8% sequential growth, marking the fifth consecutive quarter of revenue growth.
SaaS ARR revenue accelerated to $208 million, up 24% year-over-year.

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.

Commvault Systems, Inc.

CVLT

Technology

2w

Rapid Growth in SaaS ARR and Customer Acquisition Milestones

Commvault's SaaS ARR soared 63% to $307 million, representing 60% growth in constant currency during Q1 2026.
The company surpassed 8,000 customers and is on track to exceed its $330 million ARR target ahead of schedule.
Q1 marked the best land and expand quarter ever, with significant wins including Honeywell, Equifax, and U-Haul.
The number of SaaS customers using two or more products increased by 45%, indicating strong cross-sell momentum.
Larger SaaS customers generating over $100,000 in ARR now constitute more than 30% of the SaaS base, demonstrating expansion among high-value clients.

FSLY

Technology

1w

Financial Performance Summary

Cash flow from operations was $26 million, or 17% of revenue, and free cash flow was $10.9 million, a significant improvement from negative $18.5 million in Q2 2024.
Fastly reported Q2 2025 revenue of $148.7 million, a 12% year-over-year increase, exceeding the high end of guidance.
Gross margin improved to 59%, up 170 basis points quarter-over-quarter due to margin leverage and network efficiencies.
Operating loss was $4.6 million, better than the guided midpoint of $6 million loss, with operating expenses up only 2% year-over-year.
Security revenue reached a record $29.3 million, representing 20% of total revenue and growing 15% year-over-year.
Top 10 customers accounted for 31% of revenue, down from 33% in Q1, with revenue outside the top 10 growing 17% year-over-year.

GDDY

Technology

1w

Airo's Impact on Revenue and Customer Engagement Metrics

Airo's integration into the platform is driving higher average order sizes and better customer retention.
Customers exposed to Airo are more likely to purchase multiple products, increasing ARPU.
Airo's role in guiding high-value customer cohorts is central to GoDaddy's growth strategy.
Management expects Airo to continue expanding its influence on customer lifetime value.
Airo's success is reflected in the 10% ARPU growth and improved engagement metrics.