Dafinchi AI

AVT

Technology

Asia delivered 18% year-over-year growth in Q4, continuing four consecutive quarters of growth.
Management expressed confidence in Asia's continued strong performance and its role in leading the company's recovery.
Asia's growth has significantly impacted the overall revenue mix, increasing its share from 41% to 48%.
The team remains committed to expanding Asia's market share without sacrificing margins, which have been held steady.

INTA

Technology

109 clients now have ARR over $1 million, a 49% increase year-over-year.
Cloud ARR grew 29% year-over-year to $383 million in Q4, representing 79% of total ARR of $485 million.
Free cash flow for Q4 was $37.5 million (28% of revenue) and $121.9 million (24% of revenue) for the full year.
Full year fiscal 2025 SaaS revenue was $331.9 million, up 28%, with total revenue reaching $504.1 million, up 17%.
Non-GAAP diluted EPS was $0.27 in Q4 versus $0.15 last year; full year EPS was $0.94, up from $0.45.
Non-GAAP gross margin improved to 78% in Q4 from 76.1% a year ago; full year margin was 77.3%.
Non-GAAP operating income rose to $21.3 million in Q4 from $13.5 million last year; full year operating income nearly doubled to $75.6 million.
Q4 SaaS revenue was $90 million, up 27% year-over-year; total revenue was $135 million, up 18%.

MPWR

Technology

Automotive segment is expected to grow between 40% to 50% for the full year 2025.
MPS achieved record quarterly revenue of $664.6 million in Q2 2025, a 4.2% increase from Q1 2025 and 31.0% higher than Q2 2024.
Revenue growth was diversified across all end markets, with strong performance in storage, compute, and initial shipments for ASIC-based AI products.
Storage and notebook segments showed significant competitive gains and revenue increases in Q2.

NOW

Technology

Current Remaining Performance Obligations (RPO) ended at approximately $23.9 billion, representing 25.5% year-over-year constant currency growth.
Free cash flow margin was 16.5%, up 3% year-over-year, with a strong balance sheet including $10.8 billion in cash and investments.
Operating margin was 29.5%, over 2.5 points above guidance, driven by top line outperformance and AI operational efficiencies.
Renewal rate remained robust at 98%, underscoring ServiceNow's strategic importance as an AI platform for business transformation.
ServiceNow reported Q2 subscription revenues of $3.113 billion, growing 21.5% year-over-year in constant currency, beating guidance by 200 basis points.
Strong growth was seen across industries, notably transportation and logistics (100%+ growth), technology, media and telecom (70%+ growth), retail and hospitality, and energy & utilities (50%+ growth).
The company closed 89 deals greater than $1 million in net new ACV, including 11 deals over $5 million, with 528 customers generating over $5 million in ACV.

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