Dafinchi AI

Confluent, Inc.

CFLT

Technology

2w

Impact of Customer Optimization on Cloud Revenue Growth

Large customers' optimization efforts have led to consumption growth below prior years' levels.
An AI-native customer is shifting towards self-management, reducing their cloud usage, which is expected to dampen Q4 cloud revenue growth by low single digits.
Despite short-term headwinds, the company remains confident in long-term growth, with a 31% increase in RPO indicating deeper customer commitments.

CDW Corporation

CDW

Technology

1w

CDW's Full Stack Solutions Drive Double-Digit Growth Amid Market Headwinds

CDW delivered 10% net sales growth to $6 billion, with strong performance in commercial, healthcare, UK, and Canada.
Full stack, full life cycle solutions contributed to the growth, emphasizing the strategic advantage of diversified product and service offerings.
Customer focus on must-do priorities, such as client devices and mission-critical infrastructure, was key to exceeding expectations.

GDDY

Technology

1w

Airo's Impact on Revenue and Customer Engagement Metrics

Airo's integration into the platform is driving higher average order sizes and better customer retention.
Customers exposed to Airo are more likely to purchase multiple products, increasing ARPU.
Airo's role in guiding high-value customer cohorts is central to GoDaddy's growth strategy.
Management expects Airo to continue expanding its influence on customer lifetime value.
Airo's success is reflected in the 10% ARPU growth and improved engagement metrics.

Broadridge Financial Solutions, Inc.

BR

Technology

1w

Tokenization and Digital Assets Market Leadership

Broadridge's distributed ledger repo platform is the largest for tokenized assets globally, with daily trading volumes exceeding $200 billion in June, nearly 5x larger than any other platform.
The platform's growth is driven by momentum in speeding settlement times and reducing liquidity requirements across asset classes.
The company has signed 8 new clients for its distributed ledger repo platform in FY '28, including Tier 1 banks, with volumes expected to rise to $200 billion, indicating significant long-term potential.

HUBS

Technology

1w

Financial Performance Summary

Average subscription revenue per customer was $11,300, flat year-over-year in constant currency and up 1 point as reported.
Calculated billings were $814 million, growing 20% year-over-year in constant currency and 26% as reported.
Cash and marketable securities totaled $1.9 billion, with $250 million remaining in the share repurchase program.
Free cash flow was $116 million or 15% of revenue.
HubSpot reported Q2 2025 revenue growth of 18% year-over-year in constant currency and 19% on an as-reported basis.
International revenue represented 48% of total revenue and grew 19% in constant currency and 21% as reported.
Net income was $117 million or $2.19 per fully diluted share.
Net new customers added were over 9,700, ending the quarter with 268,000 customers, an 18% year-over-year increase.
Net revenue retention was 103%, up roughly 1 point sequentially, driven by faster seat upgrades.
Operating margin was 17%, flat year-over-year and up 3 points sequentially.
Subscription revenue grew 19% year-over-year, while services and other revenue increased 21% as reported.

NABL

Technology

1w

Growth of N-able's Cyber Resilience Platform and Market Position

N-able surpassed $500 million in ARR, growing 14% year-over-year, highlighting strong market traction.
The platform's three pillars—endpoint management, security operations, and data protection—are central to its competitive advantage.
Management emphasized the platform's open ecosystem, which integrates with third-party tools, reducing vendor sprawl for customers.
The company is gaining wallet share, with ARR per device increasing as it expands across customer environments.
N-able's end-to-end platform is resonating in the market, differentiating from narrow point solution providers.
The platform's comprehensive approach is enabling the company to win large deals, including a nearly $200,000 ARR deal with a customer in M&A.

Charter Communications, Inc.

CHTR

Technology

3w

Charter's Rapid Mobile Growth and Strategic MVNO Partnership with T-Mobile

Added 500,000 Spectrum Mobile lines in Q2 and 2.1 million over 12 months, nearly 25% growth.
Long-term MVNO relationship with T-Mobile announced, enhancing Spectrum's business package and potential for accelerated growth.
Mobile EBITDA less CapEx positive, contributing to free cash flow growth.
Focus on convergence to reduce churn and increase mobile lines per customer, leveraging higher-value unlimited plans.

WideOpenWest, Inc.

WOW

Technology

6d

Financial Performance Summary

Adjusted EBITDA increased marginally by 0.4% to $70.3 million with a strong margin of 48.8%.
ARPU reached a record high of $75.30, up 4.9% year-over-year, mainly due to a rate increase and higher demand for faster speed tiers.
Capital expenditures totaled $47.9 million, with $14.1 million spent on greenfield expansions and $4.3 million on edge-outs.
High-speed data (HSD) revenue slightly decreased by 0.2% year-over-year to $104.8 million in Q2 2025.
Total cash was $31.8 million, with outstanding debt at $1.05 billion and a leverage ratio of 3.5x.
Total revenue declined 9.2% to $144.2 million, driven by significant drops in video (39.9%) and telephony (10.3%) revenues.

SmartRent, Inc.

SMRT

Technology

1w

Strategic Shift Away from Bulk Hardware Sales

The move away from bulk hardware sales is part of a broader effort to align revenue with customer buying cycles, which should benefit revenue predictability starting in 2026.
This transition has caused a temporary decline in hardware margins but is expected to improve overall margin profile as SaaS and recurring revenues grow.
The company booked over 24,000 new units in Q2, the highest in over a year, indicating early positive traction from the new sales approach.