Dafinchi AI

FIVN

Technology

2w

AI Momentum and Enterprise Adoption Accelerates Significantly

Enterprise AI bookings more than tripled year-over-year in Q2, with net new AI bookings doubling and installed base AI bookings quadrupling.
AI now represents over 20% of Enterprise ACV bookings, up from 10% of subscription revenue, indicating rapid growth and increasing market penetration.
Customers are achieving substantial ROI, including 80% reduction in abandonment rate and 50%+ increase in containment rate, demonstrating tangible value.

Extreme Networks, Inc.

EXTR

Technology

1w

Financial Performance Summary

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.

TRMB

Technology

1w

AI-Driven Data Insights and Industry Leadership

Trimble processed over 1.5 million drawings with AI since November 2024, saving significant manual effort.
Management emphasized the importance of data quality and quantity for AI success, highlighting their unique industry-specific data set.
The company is deploying AI across most functions, including engineering, marketing, and sales, to unlock efficiency and customer value.
AI content was about half of the recent biannual technology conference, indicating strategic focus.
Management is optimistic about AI's future impact, with early efforts in AI training and deployment across the organization.

Monolithic Power Systems, Inc.

MPWR

Technology

2w

Financial Performance Summary

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.

EQIX

Technology

2w

Accelerated Path to Data Center Stabilization and Build Efficiency

Adaire Fox-Martin indicated plans to accelerate stabilization of new data centers, reducing the typical 18-24 month build cycle by leveraging fewer phases and larger footprints.
The strategy involves pre-selling or pre-leasing assets to de-risk investments and support faster revenue stabilization.
This approach is driven by increased customer footprint requirements, especially for AI workloads, and aims to support durable growth beyond 2029.

Cisco Systems, Inc.

CSCO

Technology

4d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.