Dafinchi AI

CHGG

Technology

Adjusted EBITDA was $23 million, representing a 22% margin, exceeding guidance.
Capital expenditures were $7 million in Q2, down 60% year-over-year, with full-year 2025 CapEx expected around $30 million.
Cash and investments totaled $114.1 million, with a net cash balance of $52 million at quarter-end.
Chegg reported Q2 2025 revenue of $105 million, a 36% year-over-year decline, with subscription services revenue at $90 million.
Free cash flow was negative $12 million, impacted by $12.5 million in severance payments and annual prepayments.
Non-GAAP operating expenses decreased by 33% year-over-year to $64 million due to restructuring efforts.

ZETA

Technology

Adjusted EBITDA grew 52% year-over-year to $59 million, with a margin of 19.1%, marking the 18th consecutive quarter of margin expansion.
ARPU for scaled customers increased 11% year-over-year to $532,000, and super-scaled customer ARPU rose 19% to $1.6 million.
Customer base expanded to 567 scaled customers, up 21% year-over-year, with 168 super-scaled customers growing 17% year-over-year.
Free cash flow increased 69% year-over-year to $33.6 million, with a free cash flow conversion rate of 57%, up from 51% in the prior year.
GAAP net loss improved to $12.8 million from $28.1 million in Q2 2024.
Zeta reported Q2 2025 revenue of $308 million, a 35% year-over-year increase, surpassing guidance by 4%.

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