Dafinchi AI

CARS

Technology

Management expects low single-digit revenue growth in H2 2025, with growth initiatives like marketplace Premium Plus, website repackaging, and increased sales velocity.
Repackaging efforts are expected to fully benefit Q4 and beyond, with dealer net additions and ARPD expected to grow sequentially.
Adjusted EBITDA margin is reaffirmed at 29-31%, supported by cost discipline, high-margin growth initiatives, and stable macro conditions.

VSAT

Technology

Adjusted EBITDA increased by 1% year-over-year to $408 million, with a 35% margin, supported by growth in infosec, cyber defense, and aviation.
Free cash flow was positive $60 million for the quarter, with a trailing 12-month positive free cash flow of $88 million.
Net leverage remained flat year-over-year at approximately 3.6x trailing 12 months adjusted EBITDA.
Net loss widened to $56 million from $33 million in Q1 fiscal 2025, mainly due to higher depreciation, amortization, and income tax provision.
Q1 fiscal 2026 revenue grew 4% year-over-year to $1.17 billion, driven by double-digit growth in Defense and Advanced Technologies segment.

ONTF

Technology

Cash provided by operations was $2.6 million, up from $1.4 million in Q2 2024.
G&A expenses decreased to $6.1 million or 17% of revenue.
Gross margin remained steady at 77%, consistent with prior periods.
In-period gross retention was the highest in 4 years, supported by deeper customer engagement.
Net income was $0.9 million or $0.02 per share, down from $1.5 million or $0.03 per share in Q2 2024.
Operating loss was $0.9 million (negative 3% margin), compared to $0.3 million loss in Q2 2024.
Positive adjusted EBITDA was achieved in Q2, along with positive free cash flow for the sixth consecutive quarter.
R&D expenses were $6.9 million or 19% of revenue, reflecting continued investment in product innovation.
Sales and marketing expenses decreased to $15.1 million, representing 43% of revenue.
Share repurchases totaled $4.3 million in Q2 under the $50 million capital return program.
Total ARR ended at $127.1 million, with core platform ARR at $125.1 million.
Total revenue for Q2 2025 was $35.3 million, exceeding expectations.

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