Dafinchi AI

CERT

Technology

Adjusted EBITDA rose to $31.9 million with a margin of 31%, up from $26.3 million in the prior year quarter.
Certara reported second quarter 2025 revenue of $104.6 million, a 12% year-over-year increase on a reported basis and 10% on a constant currency basis.
Diluted loss per share improved to $0.01 from a loss of $0.08, with adjusted diluted EPS steady at $0.07.
Net loss narrowed to $2 million from $12.6 million in the prior year quarter, while adjusted net income was $11.6 million, slightly up from $11.4 million.
Services revenue increased 5% to $57.9 million, supported by strong bookings growth in QSP and Simcyp services.
Software revenue grew 22% to $46.7 million, driven by strong growth from Simcyp and a $5.1 million contribution from Chemaxon.
Total bookings for the quarter were $112 million, up 13% year-over-year, with trailing 12-month bookings reaching $470.8 million, a 15% increase.

RPD

Technology

Adjusted EBITDA was $43 million and non-GAAP net income per share was $0.58.
Free cash flow for Q2 was $42 million, with cash and investments totaling $600 million.
Product gross margin was 76%, total gross margin 74%, and operating income was $36 million, above guidance.
Q2 revenue was $214 million, up 3% year-over-year, exceeding guided range, with product subscription revenue growing 4%.
Rapid7 ended Q2 2025 with $841 million in ARR, growing 3% year-over-year, in line with expectations.
Rapid7 fully repaid $46 million of 2025 convertible notes and secured a $200 million revolving credit facility.

APPS

Technology

The company achieved a 73% year-over-year increase in EBITDA, driven by operational efficiencies and cost management.
Gross margins improved by over 100 basis points to 47%, reflecting favorable product and segment mix shifts.
Operating expenses decreased by 8% year-over-year, demonstrating disciplined cost control.
Management remains committed to further streamlining operations while investing strategically for growth.

GTN

Technology

Adjusted EBITDA was $169 million, a 25% decrease from Q2 2024.
Net loss of $56 million in Q2 2025 compared to net income of $22 million in Q2 2024.
Operating expenses before depreciation and other items were slightly below the low end of original guidance.
Political advertising revenue was significantly higher than expected for an off-cycle year, totaling $9 million versus a guide of $2-3 million.
Total revenue for Q2 2025 was $772 million, down 7% year-over-year but 1% above the high end of original guidance.

Earnings Feed