Dafinchi AI

CDW

Technology

Adjusted free cash flow was $210 million for the quarter, with a year-to-date total of approximately $460 million.
CDW reported consolidated net sales of $6 billion in Q2 2025, up 10% year-over-year.
Gross profit increased 5% to $1.2 billion, exceeding expectations.
Net debt remained stable at roughly $5.2 billion, with strong liquidity of about $1.7 billion in cash and revolver availability.
Non-GAAP net income per diluted share rose 3.9% to $2.60.
Non-GAAP operating income was $520 million, up 2%, with a margin of 8.7%, down 70 basis points year-over-year.
Non-GAAP SG&A expenses increased 7.2% to $722 million, driven by commissions and performance-based expenses.

MTCH

Technology

Adjusted operating income (AOI) was $290 million, down 5% year-over-year, with an AOI margin of 34%.
E&E direct revenue declined 8% year-over-year; payers declined 15%, RPP rose 8%.
Excluding live streaming business exits, total revenue was up 1% year-over-year and flat FX-neutral.
Excluding restructuring and legal settlement charges, OI increased 10% and AOI increased 5% year-over-year.
Gross leverage was 2.8x and net leverage was 2.5x at quarter-end.
Hinge direct revenue grew 25% year-over-year to $168 million; payers grew 18%, RPP grew 6%.
Match Group Asia direct revenue was $69 million, down 6% year-over-year; payers increased 6%, RPP declined 12%.
Match Group reported Q2 2025 total revenue of $864 million, flat year-over-year and down 1% on an FX-neutral basis.
Operating income (OI) was $194 million, down 5% year-over-year, with an OI margin of 22%.
Payers declined 5% year-over-year to 14.1 million, while revenue per payer (RPP) grew 5% to $20.
Share repurchases totaled $7.6 million shares for $225 million; dividends paid were $47 million.
Tinder direct revenue was $461 million, down 4% year-over-year; payers declined 7%, RPP grew 3%.
Total expenses increased 2% year-over-year; selling and marketing costs decreased 4%.

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