Dafinchi AI

EXTR

Technology

Fiscal year 2025 revenue was $1.140 billion, up 2% year-over-year, with non-GAAP EPS of $0.84 compared to $0.70 prior year.
Free cash flow was $75 million, the highest quarterly level since 2023, with $50 million in EBITDA, the highest in seven quarters.
Non-GAAP gross margin was 62.3%, operating margin was 15.2%, up from 13.5% in the prior year quarter.
Non-GAAP operating margin expanded to 14.2% from 11.9% in fiscal 2024.
Product revenue was $192 million, growing 26% year-over-year and 8% sequentially, driven by strong demand and Wi-Fi 7 adoption.
Q4 revenue reached $307 million, a 20% year-over-year increase and 8% sequential growth, marking the fifth consecutive quarter of revenue growth.
SaaS ARR revenue accelerated to $208 million, up 24% year-over-year.

AMAT

Technology

Applied Materials is leveraging its global supply chain and manufacturing footprint to stay flexible amid macro uncertainties.
The company is cautious on operating expenses, aligning spending with revenue outlook, and maintaining financial discipline.
Leadership emphasized that quarterly growth may be uneven, but strategic focus remains on high-growth, secular trends like AI.
The company is actively managing its backlog, customer relationships, and investments to navigate uncertain external conditions.

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