Dafinchi AI

ANET

Technology

Arista Networks reported Q2 2025 revenue of $2.2 billion, up 30.4% year-over-year and exceeding guidance by $100 million.
Cash, cash equivalents, and investments totaled $8.8 billion; $196 million of stock repurchased during the quarter.
Net income was $923.5 million, or 41.9% of revenue, with diluted EPS of $0.73, up 37.7% year-over-year.
Non-GAAP gross margin was 65.6%, above guidance of 63% and prior quarter's 64.1%, driven by efficient supply chain and inventory management.
Operating cash flow was approximately $1.2 billion, the highest in Arista's history.
Operating income reached $1.08 billion, or 48.8% of revenue, the first time crossing $1 billion in company history.

TEAM

Technology

Atlassian closed FY 2025 with over $5.2 billion in revenue and $1.4 billion in free cash flow, maintaining balanced Rule of 40 plus performance.
Cloud net revenue retention rate was 120%, driven by strong enterprise sales and partner execution.
Data Center revenue growth was in line with guidance, supported by pricing and large customer renewals, partially offset by cloud migrations.
Marketplace outperformance driven by third-party app sales from Data Center.
Q4 free cash flow was $360 million, down 13% year-over-year, primarily due to strong prior year collections and transition to annual billing terms.
Record number of deals greater than $1 million in ACV signed in Q4, more than doubling year-over-year.
RPO balance increased 38% year-over-year to $3.3 billion, with 74% expected to be recognized as revenue in the next 12 months.

CRSR

Technology

Adjusted net income was $1.3 million or $0.01 per diluted share compared to an adjusted net loss of $6.8 million in Q2 2024.
Adjusted operating income improved to $6.6 million in Q2 2025 from a loss of $3.8 million in Q2 2024.
Corsair delivered 23% year-over-year revenue growth in Q2 2025, reaching $320 million, surpassing consensus expectations.
EBITDA for Q2 2025 was $8.1 million, a significant improvement from a loss of $1.2 million in Q2 2024.
For the first half of 2025, adjusted EBITDA increased 83.4% to $30.8 million from $16.8 million in the prior year period.
Gross profit increased 36.1% year-over-year to $85.9 million, with gross margin expanding by 270 basis points to 26.8%.
Net loss attributable to common shareholders narrowed to $17 million ($0.16 per diluted share) from $29.6 million ($0.28 per diluted share) in Q2 2024.
The Gaming Components and Systems segment grew revenue by 30% year-over-year, while the Gamer and Creator Peripherals segment grew 9%.

BAND

Technology

Adjusted EBITDA was $22 million, exceeding the high end of guidance and growing 17% year-over-year.
Average annual revenue per customer set a record at $230,000 ($216,000 excluding political campaign revenue).
Bandwidth reported Q2 2025 revenue of $180 million, a 9% year-over-year increase normalized for political campaign revenue.
Enterprise voice revenue grew 29% year-over-year, driven by customer expansion and new cloud migrations.
Free cash flow was $26 million, representing a 19% margin.
Global Voice Plans revenue grew 7% year-over-year, the highest growth rate since 2021.
Net retention rate was 112%, and customer name retention remained above 99%.
Non-GAAP gross profit increased 11% year-over-year to $79 million, with gross margin improving 2 percentage points to 58%.
Programmable messaging achieved 7% normalized year-over-year growth.

Earnings Feed