Dafinchi AI

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.

Procore Technologies, Inc.

PCOR

Technology

2w

Financial Performance Summary

Cross-sell mix improved to 30% from 20%, driven primarily by higher attach of the financials suite.
Current RPO grew 21% year-over-year; current deferred revenue grew 13% year-over-year.
Free cash flow for the quarter was seasonally softer but on track for full-year expectations.
More than 2,500 customers contributed greater than $100,000 in ARR.
Non-GAAP operating income was $44 million, with a 13% non-GAAP operating margin, up 300 basis points quarter-over-quarter.
Q2 international revenue grew 13% year-over-year, impacted by a 3-point FX headwind; constant currency growth was 16%.
Q2 revenue was $324 million, up 14% year-over-year.
Strong quarter for large deals with 6- and 7-figure deals growing 21% year-over-year.

TOST

Technology

1w

Financial Performance Summary

Adjusted EBITDA reached $161 million with a margin expansion of 8 percentage points year-over-year to 35%.
ARR grew 31% year-over-year, with SaaS ARR up 30% and payments ARR up 32%.
GAAP operating income was $80 million, up significantly from $14 million a year ago.
GPV was $50 billion, growing 23% year-over-year, with GPV per location down 1%.
Nonpayment fintech solutions, led by Toast Capital, contributed $40 million in gross profit, with stable defaults and healthy demand.
Q2 2025 results exceeded expectations with 8,500 net new locations added and recurring gross profit growing 35%.
Subscription revenue increased 37% and gross profit grew 43%, benefiting from improved ARR to revenue conversion.

Advanced Micro Devices, Inc.

AMD

Technology

1w

Long-term Revenue Outlook and Market Share Strategy Post-Intel 18A Announcement

AMD remains confident in growing client processor revenue ahead of the market, driven by product portfolio and OEM expansion.
The company views the Intel 18A process node as a competitive challenge but expects continued share gains.
Long-term, AMD aims for tens of billions in annual revenue from MI400 series and AI infrastructure deployments.
The company is preparing for a multi-year ramp, with a focus on large-scale AI and data center markets.
Market share growth is supported by broad product adoption, strategic partnerships, and expanding AI use cases.