Arlo announced a strategic partnership with ADT, the largest security company in North America, in June.
The partnership involves device and service revenue, with a unique structure that is not comparable to previous deals like Verisure or Nest.
Details of the partnership are expected to be announced closer to the end of 2025 or early 2026, with a significant impact on revenue starting in 2026.
The sale involved extensive negotiations over several years, highlighting a major strategic pivot for the company.
The transaction included spectrum assets, which are expected to be monetized further through upcoming sales to AT&T and Verizon, projected to generate $2 billion in proceeds.
The completion of this sale is seen as a key milestone in the company's transformation and focus on infrastructure assets.
AvePoint reported Q2 2025 total revenues of $102 million, up 31% year-over-year and above the high end of guidance.
Customer retention improved with a trailing 12-month gross retention rate of 89% (91% excluding migration products) and a net retention rate of 112%, the highest ever.
Gross profit was $76.3 million with a gross margin of 74.8%, slightly down from 76.2% due to a higher mix of low-margin services revenue.
Net new ARR added was $22.1 million, the highest ever, with total ARR reaching $367.6 million, up 27% year-over-year.
Operating income was $18.8 million with an 18.4% operating margin, representing a margin expansion of over 700 basis points year-over-year.
SaaS revenues reached $77.3 million, growing 44% year-over-year and comprising 76% of total revenues, the highest quarterly mix to date.
Significant Market Share Gains in Europe and U.S. Tier 2 Carriers
European market strength, particularly in Germany and Italy, with ongoing momentum and new customer wins.
U.S. Tier 2 carriers contributed to market share growth, with approximately 10-11 new carriers added in fiber access during the quarter.
Strategic focus on replacing Eastern vendors and expanding customer base in Tier 2 and Tier 3 segments, with about 50% of new business involving cross-selling of optical and fiber access products.
Leidos' Strategic Focus on North Star 2030 Growth Pillars
Leidos is aligning all efforts around its North Star 2030 strategy, which includes five growth pillars: space and maritime, energy infrastructure, digital modernization and cyber, mission software, and managed health services.
Management emphasizes ongoing validation of these pillars through multiyear funding, notably from the One Big Beautiful Bill, which supports programs in space, maritime, mission software, TSA airport security modernization, border security, and veteran health services.
The strategy aims to leverage government funding and priorities to drive long-term growth and innovation.
Launch of AXON Ads Manager and International Expansion Strategy
AppLovin announced the quiet launch of its new AXON ads manager, a self-service portal designed to enable automated workflows and reduce friction for advertisers.
The company plans to open AXON to most major international markets on October 1, 2025, marking a significant step in global expansion.
Management highlighted that the platform's benefits include direct control for advertisers, credit card billing, and deep integrations with attribution providers.
Feedback from initial partners will guide the global public launch in the first half of 2026, with a focus on broadening access and increasing advertiser base.
The launch is timed to coincide with the holiday season, aiming to capitalize on increased advertising demand during this period.
This strategic move aims to help any business of any size grow profitably worldwide, leveraging AppLovin's large user base and advanced technology.
Record-Breaking Q2 Performance and Customer Growth
Q2 was the greatest in T-Mobile history for growth, with record postpaid phone nets, total postpaid net additions, and gross additions, all in double digits YoY.
Customer share increased across all cohorts, including rural markets, with momentum in port-in leadership and customer quality improving, ARPA growth over 5%.
New rate plans launched in April significantly increased premium segment adoption, with more than double the rate of Go5G Next plans a year ago, and up over 50% in one quarter.
Dafinchi