Dafinchi AI

CSGP

Technology

Achieved a record $93 million in net new bookings in Q2 2025, a 65% increase over the previous quarter.
All business segments, including Apartments.com, CoStar, and LoopNet, contributed to strong bookings growth.
Growth driven by strategic investments in sales force expansion and innovative product development.

CCOI

Technology

CapEx for the quarter was $56.2 million, down $1.9 million sequentially.
EBITDA as adjusted increased sequentially by 7% to $73.5 million with a margin expansion of 200 basis points to 29.8%.
EBITDA increased sequentially by 11% to $48.5 million with a margin increase of 200 basis points to 19.7%.
IPv4 leasing revenues increased 6.3% sequentially to $15.3 million, a 40.1% increase year-over-year.
Revenue for Q2 2025 was $246.2 million, showing a slight sequential decline of $0.8 million.
SG&A expenses declined by $5.6 million sequentially, representing 25% of revenues, down 27% year-over-year.
Wavelength revenues grew 150% year-over-year to $9.1 million and increased 27% sequentially.

CNXN

Technology

Gross profit increased to a record $137.8 million, but gross margins declined by 40 basis points to 18.1% due to changes in partner subscription licensing programs.
The decline in gross margin was primarily driven by these licensing program adjustments, which management indicated had a significant impact in Q2.

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