Dafinchi AI

DBX

Technology

Cash flow from operations increased 13% to $261 million, with unlevered free cash flow of $276 million or $1.00 per share.
Dropbox reported Q2 2025 revenue of $626 million, a 1.4% year-over-year decline, impacted by strategic scaling back of FormSwift and reduced outbound sales support.
Dropbox repurchased approximately 14 million shares for $400 million in Q2, with $470 million remaining under the current authorization.
Non-GAAP net income was $198 million, up 2% year-over-year, with diluted EPS of $0.71, an 18% increase from the prior year quarter.
Operating margin was 41.5%, exceeding guidance by 400 basis points and up 560 basis points year-over-year, driven by headcount reductions and lower marketing spend.
Total ARR was $2.542 billion, down 1.2% year-over-year, with FormSwift contributing a 160 basis point headwind.

Technology

Made significant progress on strategic initiatives, reaffirming outlook for fiscal 2026 and advancing toward fiscal 2028 objectives.
Focus on growth vectors such as Kyndryl Consult, hyperscaler collaborations, and technology partnerships.
Delivered a 39% YoY increase in adjusted pretax income in Q1 driven by growth in consulting, cloud, cybersecurity, and AI.
All revenue decline in Q1 was due to actions on 8 focus accounts, which reduced revenue by half but increased gross margins.

KLIC

Technology

Gross margin was 46.7%, with total operating expenses of $75.3 million GAAP and $68 million non-GAAP.
Kulicke & Soffa reported Q3 2025 revenue of $148.4 million, a GAAP loss per share of $0.06, and non-GAAP earnings per share of $0.07.
Tax expense was $3.2 million, with an expected effective tax rate above 20% in the near term.
The company repurchased approximately 668,000 shares during the quarter, totaling over 5 million shares repurchased since Q1 2024.

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