Dafinchi AI

Technology

Annual recurring revenue (ARR) reached $1.82 billion, growing 16% year-over-year.
Dynatrace reported strong Q1 fiscal 2026 results with total revenue of $477 million, up 19% year-over-year, exceeding the high end of guidance by approximately 200 basis points.
Free cash flow for Q1 was $262 million, with trailing 12-month free cash flow at $465 million or 26% of revenue, and pretax free cash flow at 33% of revenue.
Net new ARR was $51 million, up 13% year-over-year, with expansion activity particularly strong in North America and the GSI channel.
Non-GAAP operating margin was 30%, exceeding guidance by 150 basis points, and non-GAAP net income was $126 million or $0.42 per diluted share, $0.04 above guidance.
Subscription revenue also grew 19% to $458 million, driven by incremental on-demand consumption (ODC) revenue.
The company repurchased 905,000 shares for $45 million in Q1, with a total of 4.4 million shares repurchased for $218 million since May 2024.

GOGO

Technology

Adjusted EBITDA was $61.7 million with a margin of 27.3%, exceeding initial long-term expectations.
Equipment revenue rose 59% year-over-year to $32.1 million, driven by record AVANCE equipment shipments.
Free cash flow was $34 million for the quarter, totaling $64 million for the first half of 2025.
Gogo's Q2 2025 total revenue was $226 million, up 1% year-over-year and down 2% sequentially.
Net income for the quarter was $12.8 million with diluted EPS of $0.09.
Total ATG aircraft online declined 4% year-over-year and 2.5% sequentially, but AVANCE AOL grew nearly 14% year-over-year.
Total service revenue increased 137% year-over-year to $194 million but declined 2% sequentially.

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