Dafinchi AI

APH

Technology

Amphenol achieved record sales of $5.65 billion in Q2 2025, up 57% YoY, with record GAAP and adjusted EPS of $0.86 and $0.81.
Growth was driven by strong performance in high-technology products, especially in AI-related applications, which contributed approximately 2/3 of the growth.
The company outperformed guidance significantly, with sales exceeding expectations by about $150 million, largely due to AI and digital infrastructure demand.

DUOL

Technology

Adjusted EBITDA margin was approximately 29% in the first half of 2025, with guidance for the full year around 28.5% to 29%.
Average Revenue Per User (ARPU) increased by about 5-6% year-over-year, driven mainly by plan mix shifts and FX effects.
Bookings beat expectations by 9%, driven by FX tailwinds and ad revenue.
Daily Active Users (DAUs) grew 40% year-over-year, slightly below the 40-45% guidance range.
Duolingo reported record profitability and strong top-line growth in Q2 2025.

STEM

Technology

Cash operating expenses were reduced by nearly 40% year-over-year to $18 million, excluding $6 million in one-time reduction in force expenses.
GAAP gross margin was 33%, and non-GAAP gross margin reached a record 49%.
Operating cash flow was negative $21 million due to working capital outflows and one-time payments.
Positive adjusted EBITDA of $4 million was achieved, a $15 million year-over-year improvement.
Solar software revenue grew 20% year-over-year; storage software and managed services revenue grew 53% year-over-year.
Total ARR grew 3% sequentially and 22% year-over-year to $59 million.
Total revenue for Q2 2025 was $38.4 million, up 13% year-over-year.

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