Dafinchi AI

CSGP

Technology

Adjusted EBITDA rose 108% to $85 million, exceeding consensus and the high end of guidance, with a 43% profit margin in commercial real estate information and marketplace businesses.
Apartments.com revenue grew 11% to $292 million, with a 20% increase in net new bookings year-over-year and a 99% monthly renewal rate.
BizBuySell revenue increased 9% to $8.8 million with a 200% increase in net new bookings year-over-year.
CoStar Group reported Q2 2025 revenue of $781 million, a 15% increase year-over-year, marking 57 consecutive quarters of double-digit revenue growth.
CoStar product revenue grew 7% year-over-year with a 93% renewal rate and a 70% NPS for the U.S. sales team.
Homes.com revenue grew 8% year-over-year with 6,300 net new members, a 56% increase in membership, and a 340% quarter-over-quarter increase in NPS to 38.
International businesses achieved 90% year-over-year net new bookings growth in Q2 2025, with U.K. revenue up 14% and cost savings of $40 million in Europe.
LoopNet revenue grew 8% year-over-year with net new bookings up 345% in the first half of 2025 compared to 2024.
Matterport revenue was $44 million, beating guidance, though the business is not yet profitable and growth has slowed.
Net new bookings reached a record $93 million, a 65% sequential increase and 38% year-over-year growth.

MSI

Technology

Capital allocation included $218 million in share repurchases, $182 million in dividends, and $48 million in CapEx.
First half operating cash flow was a record $783 million, up 39% versus prior year.
GAAP EPS was $3.04, up from $2.60, and non-GAAP EPS was $3.57, up 10%.
GAAP operating earnings were $692 million or 25% of sales, up from 24.5% last year.
Non-GAAP operating earnings were $818 million, up 8% year-over-year with a margin of 29.6%, expanding 80 basis points.
Operating cash flow for Q2 was $272 million, up $92 million, with free cash flow at $224 million, up $112 million.
Q2 revenue grew 5% year-over-year, driven by 15% growth in software and services.
Silvus acquisition closed for $4.4 billion, funded primarily through $2 billion long-term notes and $1.5 billion term loans.

AMAT

Technology

Applied Global Services revenue was $1.6 billion, up 1% year-over-year with 10% growth in core services.
Cash and cash equivalents ended at $5.4 billion; generated $2.6 billion cash from operations; free cash flow approx. $2 billion.
Display segment revenue was $263 million, marking the second consecutive quarter of growth.
Non-GAAP earnings per share reached a record $2.48, up 17% year-over-year due to revenue growth and share repurchases.
Non-GAAP gross margin was 48.9%, up 150 basis points year-over-year, driven by product mix and pricing.
Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue due to G&A optimization.
Q3 net revenue was approximately $7.3 billion, up 8% year-over-year and $100 million above guidance midpoint.
Semiconductor Systems revenue was $5.43 billion, up 10% year-over-year with growth in foundry/logic and DRAM.

LPSN

Technology

Adjusted EBITDA was $2.9 million, exceeding the high end of guidance.
Average revenue per customer increased 4% year-over-year to $655,000.
Cash balance at quarter end was $162 million, including proceeds from prior transactions.
LivePerson reported Q2 2025 revenue of $59.6 million, slightly above the midpoint of guidance.
Net revenue retention dropped to 78% in Q2 from 80% in Q1.
Professional services revenue declined 26% year-over-year to $9.3 million.
Recurring revenue accounted for 92% of total revenue at $55 million.
Revenue from hosted services declined 25% year-over-year to $50.3 million.

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