Dafinchi AI

BIGC

Technology

Annual recurring revenue (ARR) reached nearly $355 million, a 3% increase year-over-year.
Average revenue per enterprise account rose 9% year-over-year to $46,403.
Net debt position reduced by 73% year-over-year to $18 million.
Non-GAAP gross margin improved to 80%, up 280 basis points year-over-year.
Non-GAAP operating income was nearly $4.8 million, with a 335 basis point margin improvement year-over-year.
Operating cash flow was approximately $13.6 million, up nearly $2 million year-over-year.
Q2 revenue reached $84.4 million, growing 3% year-over-year, exceeding the high side of guidance.
Strong balance sheet with $136 million in cash, cash equivalents, and marketable securities.

ALIT

Technology

Alight reported second quarter 2025 revenue of $528 million with adjusted EBITDA of $127 million, reflecting an 80 basis point margin increase year-over-year.
Alight returned $42 million to shareholders via dividends and $20 million in share repurchases during the quarter.
Cash and cash equivalents at quarter end were $227 million, with total debt at $2 billion and a net leverage ratio of 3.1x, expected to normalize below 3x later in the year.
Free cash flow for the first half of 2025 was $102 million, up 31% from the prior year, on track for an annual target of $250 million to $285 million.
Recurring revenue comprised over 93% of total revenue, totaling $492 million for the quarter, with nonrecurring project revenues down 20% year-over-year.
The company took a noncash goodwill impairment charge of $983 million due to current market valuation and macro conditions.

INFY

Technology

Attrition increased marginally to 14.4%.
EPS grew 8.6% in rupee terms and 5.8% in dollar terms year-on-year.
Free cash flow was $884 million, representing 109% of net profit, marking the fifth consecutive quarter with free cash flow over 100% of net profit.
Infosys reported a 2.6% sequential revenue growth and 3.8% year-on-year growth in constant currency terms for Q1 FY '26.
Large deal wins totaled $3.8 billion with 55% net new deals, including multiple vendor consolidation deals.
Operating margin was 20.8%, down 20 basis points sequentially and 30 basis points year-on-year.
Third-party costs reduced by 60 basis points to 7.3% of revenue sequentially.
Utilization including trainees increased to 85.2% and 82.7% respectively.

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