Dafinchi AI

DDOG

Technology

1w

Financial Performance Summary

Billings grew 20% year-over-year to $852 million, and remaining performance obligations (RPO) increased 35% to $2.43 billion.
Datadog reported Q2 2025 revenue of $827 million, a 28% year-over-year increase and above the high end of guidance.
Free cash flow was $165 million with a 20% free cash flow margin, and the company ended the quarter with $3.9 billion in cash and equivalents.
Gross profit was $669 million with a gross margin of 80.9%, slightly down from 82.1% a year ago but improved from last quarter.
Operating income was $164 million, representing a 20% operating margin, impacted by $13 million DASH conference costs and $6 million FX headwinds.

Motorola Solutions, Inc.

MSI

Technology

1w

Financial Performance Summary

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.

International Business Machines Corporation

IBM

Technology

3w

Financial Performance Summary

Adjusted EBITDA margin expanded by 200 basis points, operating gross profit margin expanded by 230 basis points, and operating pretax margin expanded by 110 basis points.
Free cash flow for the first half of 2025 was $4.8 billion, the highest first half free cash flow margin in many years.
IBM delivered $17 billion in revenue, $4.7 billion of adjusted EBITDA, $3.2 billion of operating pretax income and operating earnings per share of $2.80 in Q2 2025.
IBM ended the quarter with $15.5 billion in cash and $64.2 billion in debt, including $11.7 billion of financing business debt.
IBM returned $3.1 billion to shareholders in dividends in the first half of 2025.
IBM Z revenue was up 67%, driven by the strong start of the z17 mainframe cycle.
Red Hat grew 14%, Automation grew 14%, Data was up 7%, and Transaction Processing declined 2% in the quarter.
Revenue grew over 5% at constant currency, with Software up 8%, Infrastructure up 11%, and Consulting flat.

Zeta Global Holdings Corp.

ZETA

Technology

1w

Financial Performance Summary

Adjusted EBITDA grew 52% year-over-year to $59 million, with a margin of 19.1%, marking the 18th consecutive quarter of margin expansion.
ARPU for scaled customers increased 11% year-over-year to $532,000, and super-scaled customer ARPU rose 19% to $1.6 million.
Customer base expanded to 567 scaled customers, up 21% year-over-year, with 168 super-scaled customers growing 17% year-over-year.
Free cash flow increased 69% year-over-year to $33.6 million, with a free cash flow conversion rate of 57%, up from 51% in the prior year.
GAAP net loss improved to $12.8 million from $28.1 million in Q2 2024.
Zeta reported Q2 2025 revenue of $308 million, a 35% year-over-year increase, surpassing guidance by 4%.

PDF Solutions, Inc.

PDFS

Technology

1w

Financial Performance Summary

Analytics revenue reached a record $48.8 million, growing 28% year-over-year.
Capital expenditures increased to $8.5 million in Q2, primarily for eProbe machine builds.
Cash and cash equivalents ended at $40.4 million, down from $54.1 million last quarter due to CapEx spend.
Earnings per share were $0.19 for the quarter, with 18% growth year-over-year for the first half of 2025.
Gross margins improved to 76%, exceeding the long-term target of 75%.
Operating margin expanded to 19%, up from 14% a year ago for the six-month period.
PDF Solutions reported record Q2 revenues of $51.7 million, up 24% year-over-year and 8% sequentially.