Dafinchi AI

DGII

Technology

Adjusted EBITDA margins reached a record 25.6%, driven by ARR growth and favorable product mix, partially offset by increased freight and duties costs.
Annual recurring revenue (ARR) grew double digits year-over-year for the third consecutive quarter, now representing approximately 30% of trailing 12-month revenues.
Digi International returned to year-over-year revenue growth in Q3 2025.
Free cash flow generation remained strong with a 9% free cash flow yield, supported by disciplined operations, AI productivity initiatives, and inventory optimization.
The company retired $30 million in debt this quarter, reducing net debt to $20 million and aiming to be net cash positive by the end of fiscal 2025.

DOCS

Technology

Adjusted EBITDA was $79.8 million with a margin of 55%, up from $65.9 million and 52% margin in the prior year, reflecting margin expansion.
Doximity reported Q1 fiscal 2026 revenue of $146 million, representing 15% year-over-year growth and exceeding the high end of guidance by 4%.
Free cash flow grew 52% year-over-year to $60.1 million, supported by a strong balance sheet with $841 million in cash and equivalents.
Non-GAAP gross margin was 91%, slightly down from 92% in the prior year period.
The company repurchased $122.3 million of shares at an average price of $53.99, with $302 million remaining in the repurchase program.

MPWR

Technology

Automotive segment is expected to grow between 40% to 50% for the full year 2025.
MPS achieved record quarterly revenue of $664.6 million in Q2 2025, a 4.2% increase from Q1 2025 and 31.0% higher than Q2 2024.
Revenue growth was diversified across all end markets, with strong performance in storage, compute, and initial shipments for ASIC-based AI products.
Storage and notebook segments showed significant competitive gains and revenue increases in Q2.

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