Dafinchi AI

BHE

Technology

Benchmark reported record multiyear bookings in Q2, led by medical and AC&C sectors, which have been slower to recover.
Management emphasized that these bookings indicate strong demand and positive future outlook, supporting expectations of sequential momentum and return to annual growth in Q4.
The record bookings are seen as a key indicator of the company's strategic positioning and operational strength.

CHGG

Technology

Chegg is exploring multiple strategic outcomes including acquisition, go-private, or remaining public.
Comprehensive evaluation of internal operations and market landscape underway.
Engagement with a select group of potential partners and buyers.
Focus on maximizing long-term shareholder value and optimizing company structure.

CDNS

Technology

Cadence delivered exceptional financial results for Q2 2025, exceeding revenue and EPS guidance with 20% revenue growth and 29% non-GAAP EPS growth year-over-year.
Cash balance at quarter end was $2.823 billion, debt outstanding was $2.5 billion, operating cash flow was $378 million, and $175 million was used to repurchase shares.
Core EDA revenue grew 16% year-over-year, IP business grew more than 25% year-over-year, and system design and analysis business grew 35% year-over-year.
Recurring revenue was 78% in Q2, a multiyear low, impacted by strong hardware demand and paused ratable revenue in China.
Total revenue was $1.275 billion, GAAP operating margin was 19%, non-GAAP operating margin was 42.8%, GAAP EPS was $0.59, and non-GAAP EPS was $1.65.

AMAT

Technology

Applied Global Services revenue was $1.6 billion, up 1% year-over-year with 10% growth in core services.
Cash and cash equivalents ended at $5.4 billion; generated $2.6 billion cash from operations; free cash flow approx. $2 billion.
Display segment revenue was $263 million, marking the second consecutive quarter of growth.
Non-GAAP earnings per share reached a record $2.48, up 17% year-over-year due to revenue growth and share repurchases.
Non-GAAP gross margin was 48.9%, up 150 basis points year-over-year, driven by product mix and pricing.
Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue due to G&A optimization.
Q3 net revenue was approximately $7.3 billion, up 8% year-over-year and $100 million above guidance midpoint.
Semiconductor Systems revenue was $5.43 billion, up 10% year-over-year with growth in foundry/logic and DRAM.

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