Dafinchi AI

CIEN

Technology

Adjusted EPS was $0.67, up 60% sequentially and 91% year over year, demonstrating strong operating leverage.
Adjusted gross margin was 41.9%, 90 basis points above guidance, driven by sales of previously reserved material and lower tariff impacts.
Adjusted net income was $96 million; adjusted EBITDA was $158 million or 13% of revenue.
Adjusted operating expense was $380 million, higher due to incentive compensation linked to strong order performance.
Adjusted operating margin improved 270 basis points year over year to 10.7%.
Ended the quarter with $1.4 billion in cash and investments; repurchased 1 million shares for $81.8 million in Q3, totaling $245 million year-to-date.
Generated $174 million in cash from operations with a free cash flow margin of 11%.
Q3 2025 revenue was $1.22 billion, exceeding the top end of guidance, up 8% sequentially and nearly 30% year over year.

Technology

Adjusted EBITDA profit was $6.4 million, representing the third consecutive quarter of adjusted EBITDA profitability.
Backlog increased to $736.1 million, up 245% year-over-year, providing strong revenue visibility for the next 12 to 24 months.
Civil government sector revenue declined about 4% year-over-year due to contract expirations, notably Norway NICFI.
Commercial sector revenue grew approximately 6% year-over-year and 13% quarter-over-quarter, driven by agriculture and energy.
Defense and Intelligence sector revenue grew approximately 41% year-over-year and 14% quarter-over-quarter.
Free cash flow was positive for the second consecutive quarter, with year-to-date free cash flow of $54.3 million and a margin of approximately 39%.
Non-GAAP gross margin improved to 61% from 58% a year ago, driven by high-margin usage-based data subscription revenue.
Q2 revenue reached $73.4 million, marking approximately 20% year-over-year growth and a quarter of growth reacceleration.

CRM

Technology

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

MEI

Technology

Adjusted EBITDA rose $5.9 million year-over-year to $15.7 million, despite sales headwinds, reflecting operational improvements and cost reductions.
Adjusted income from operations increased by $6.7 million year-over-year to $2 million, driven by $9.6 million reduction in SG&A expenses.
Adjusted pretax loss improved by $4 million year-over-year to a loss of $5.1 million, with adjusted diluted loss per share improving by $0.09 to $0.22.
Capital expenditures were $7.1 million, down from $13.6 million year-over-year, reflecting efficiency gains and completion of major program launch investments.
First quarter net sales were $240.5 million, down 7% year-over-year and 6% sequentially, impacted by program transitions and lower EV demand in North America.
Free cash flow was $18 million, a $20.7 million improvement from negative $2.7 million in prior year, marking the third consecutive quarter of strong free cash flow.
Net debt decreased by $11.7 million sequentially to $202.3 million, with a total reduction of $41 million over the last three quarters.

AVGO

Technology

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.

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