Dafinchi AI

Charter Communications, Inc.

CHTR

Technology

3w

Financial Performance Summary

Adjusted EBITDA grew 0.5% year-over-year; net income was $1.3 billion, up from $1.2 billion last year.
Advertising revenue declined 6.7%, excluding political revenue down 4.4%, offset by higher advanced advertising.
Capital expenditures were flat at just under $2.9 billion; 2025 CapEx guidance lowered to approximately $11.5 billion from $12 billion.
Charter added 500,000 Spectrum Mobile lines in Q2 and 2.1 million over the last 12 months, growing nearly 25%.
Commercial revenue grew 0.8% year-over-year, with mid-market and large business revenue up 2.9%.
Internet customer losses improved to 117,000 from 149,000 last year; video customer losses improved fivefold to 80,000.
Operating expenses increased 0.6% year-over-year; programming costs declined 8.8%, other costs rose due to mobile device sales and service costs.
Residential revenue declined 0.4% despite a 1.7% increase in revenue per customer relationship due to promotional rate step-ups and mobile growth.
Revenue was up slightly year-over-year; Q2 EBITDA grew by 0.5%, with full-year EBITDA growth expected.
Second quarter free cash flow was $1 billion, down $250 million year-over-year due to higher cash taxes, interest, and working capital headwinds.

NOVT

Technology

1w

Financial Performance Summary

Adjusted gross margin was 46.1%, slightly down from 46.6% in Q2 2024 but flat sequentially, and adjusted EBITDA margin was 22%, up 2% year-over-year.
Automation Enabling Technologies segment revenue grew 4% year-over-year, driven by Robotics and Automation business up nearly 16%.
Bookings grew 10% year-over-year and 20% sequentially with a book-to-bill ratio of 1.02, indicating strengthening backlog and outlook.
Gross debt ended at $465 million with a gross leverage ratio of 2.2x and net leverage ratio of approximately 1.7x.
Medical market sales represented 54% of total sales, with advanced industrial markets at 46%.
Medical Solutions segment revenue was roughly flat year-over-year, with Advanced Surgery up 17% and Precision Medicine down 13% year-over-year but up 10% sequentially.
New product revenue grew over 50% year-over-year, with customer orders up 10% year-over-year and 20% sequentially.
Non-GAAP adjusted earnings per share increased 4% to $0.76 in Q2 2025.
Novanta reported second quarter 2025 revenue of $241 million, representing 2% reported growth and a 2% organic decline, surpassing guidance.
Operating cash flow declined to $15 million from $41 million in the prior year quarter, mainly due to timing of tax payments, increased inventory purchases, and the Kion acquisition.

Silicon Laboratories Inc.

SLAB

Technology

1w

Financial Performance Summary

Cash, cash equivalents, and short-term investments totaled $416 million; days sales outstanding was 30 days; inventory days improved to 86 days from 94 days.
GAAP gross margin was 56.1%, non-GAAP gross margin was 56.3%, up 90 basis points sequentially and above guidance midpoint.
GAAP loss per share was $0.67; non-GAAP earnings per share was $0.11, beating guidance midpoint by $0.02.
GAAP operating loss was $23 million; non-GAAP operating income was $1 million.
Home & Life segment revenue was $83 million, up 2% sequentially and 45% year-over-year, led by medical customer ramps and smart home stabilization.
Industrial and Commercial segment revenue was $110 million, up 14% sequentially and 25% year-over-year, driven by electronic shelf labeling, smart meter rollouts, and broad industrial demand.
Silicon Labs reported Q2 revenue of $193 million, up 9% sequentially and 33% year-over-year, in line with guidance midpoint.

Thryv Holdings, Inc.

THRY

Technology

2w

Financial Performance Summary

ARPU for SaaS customers was $352 overall, with Thryv at $340 and Keep at $431, showing sequential growth.
Keep contributed $17.7 million in Q2; excluding Keep, Thryv's SaaS grew 25% year-over-year.
Marketing Services billings declined 38% year-over-year due to strategic shift to SaaS platform.
Marketing Services revenue was $95.5 million, above guidance, with adjusted EBITDA of $27.8 million and a 29% margin.
Net debt decreased by $24 million to $274 million, with leverage ratio improving to 2.2x, ahead of expectations.
Net revenue retention was 103%, with clients buying multiple products increasing to 19%.
SaaS adjusted EBITDA reached $23.4 million with a record margin of 20%, exceeding guidance.
SaaS adjusted gross margin increased 430 basis points to 74%.
SaaS reported revenue was $115 million in Q2, a 48% year-over-year increase, meeting the top end of guidance.

Digital Turbine, Inc.

APPS

Technology

1w

Operational Efficiency and Cost Discipline Enhancing Profitability

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.