Dafinchi AI

AMCX

Technology

Adjusted EPS was $0.69 per share.
Consolidated AOI declined 28% to $109 million with an 18% margin.
Content licensing revenue was $84 million for the quarter, with strong demand and variability due to timing of deliveries.
Domestic Operations advertising revenue decreased 18% year-over-year due to linear ratings declines and lower marketplace pricing.
Domestic Operations revenue decreased 2% to $527 million, with subscription revenue down 1% but streaming revenue up 12%.
Free cash flow totaled $96 million in Q2, with a raised full-year outlook to approximately $250 million.
International AOI was $15 million with a 20% margin, down 15% excluding adjustments.
International revenues were $76 million, down 6% excluding prior-period adjustments and FX impact.
Second quarter consolidated net revenue declined 4% year-over-year to $600 million.
Streaming subscribers grew 2% year-over-year and sequentially, ending the quarter with 10.4 million streaming subs.

YELP

Technology

Adjusted EBITDA rose 10% year-over-year to $100 million, with a 27% margin, surpassing the high end of guidance by $11 million.
Average cost per click (CPC) increased 11% year-over-year, driven by higher services demand and fewer overall clicks.
Net income increased by 16% year-over-year to $44 million, representing a 12% margin and $0.67 earnings per share on a diluted basis.
Paying advertising locations decreased 3% year-over-year to 515,000, and ad clicks declined 7% due to macro pressures and increased competition.
Services revenue grew 8% year-over-year to a quarterly record $241 million, while Restaurants, Retail & Other (RR&O) revenue declined 5% to $113 million.
Yelp reported record net revenue of $370 million in Q2 2025, a 4% year-over-year increase, exceeding the high end of their outlook by $3 million.

IPGP

Technology

Cash, cash equivalents, and short-term investments totaled $900 million with no debt; $15 million spent on CapEx and $30 million on share repurchases in Q2.
GAAP net income was $7 million or $0.16 per diluted share; adjusted EPS was $0.30, above guidance range.
GAAP operating income was breakeven; adjusted EBITDA was $32 million, slightly above the top end of guidance.
Gross margin was 37.3%, flat year-over-year, with adjusted gross margin at 37.8%, at the top of guidance, driven by improved manufacturing cost absorption and lower inventory provisions.
Regional sales: North America up 31% sequentially but down 4% year-over-year; Europe stable sequentially but down 11% year-over-year excluding divestitures; Asia up 4% sequentially and 14% year-over-year.
Revenue from materials processing decreased 6% year-over-year due to divestitures and lower sales in cutting, welding, and additive manufacturing, partially offset by micromachining and cleanLASER acquisition.
Revenue from other applications increased 21%, driven by medical and advanced applications.
Second quarter revenue was $251 million, up 10% sequentially and down 3% year-over-year, excluding divestitures revenue increased 2% year-over-year, marking the first increase since 2022.
Tariff impact was 115 basis points, better than expected.

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