Dafinchi AI

Technology

Adjusted diluted EPS grew 11.4% year-over-year to $0.88, exceeding the high end of guidance.
Genpact reported Q2 2025 revenue of $1.25 billion, up 7% year-over-year, driven by broad-based business growth.
Gross margin expanded by 50 basis points to 35.9%, and adjusted operating income margin increased by 40 basis points to 17.3%.
Non-FTE revenue accounted for 46% of total revenue, consistent with the prior year.
Operating cash flow was $177 million, down from $209 million in the prior year, with cash and equivalents at $663 million.

DOX

Technology

Amdocs reported Q3 2025 revenue of $1.14 billion, up 3.5% year-over-year on a pro forma constant currency basis, exceeding the midpoint of guidance.
Free cash flow before restructuring was $230 million in Q3, with reported free cash flow at $212 million after $19 million restructuring payments.
Managed Services revenue reached a record $771 million, up 4.1% year-over-year, representing about two-thirds of total revenue.
Non-GAAP diluted EPS was $1.72, $0.01 above the midpoint of expectations, with GAAP diluted EPS at $1.39 slightly above guidance.
Non-GAAP operating margin improved by 280 basis points year-over-year to 21.4%, driven by phaseout of low-margin business and operational efficiencies.
Share repurchases totaled $135 million in the quarter, with $1.12 billion remaining under the current authorization.
The company ended Q3 with $342 million in cash and a $500 million revolving credit facility, maintaining strong liquidity.

VRNS

Technology

ARR contribution margin improved to 16.5% from 14.9% last year.
Cash and equivalents totaled $1.2 billion as of June 30, 2025.
Gross profit was $122.6 million with a gross margin of 80.6%, down from 84.1% in Q2 2024.
Net income was $3.8 million or $0.03 per diluted share versus $6.8 million or $0.05 per diluted share last year.
Operating loss was $1.9 million or -1.2% operating margin compared to operating income of $2.1 million last year.
Q2 ARR grew 19% year-over-year to $693.2 million with SaaS ARR representing about 69% of total ARR.
Share repurchases totaled 2.5 million shares for $100 million year-to-date.
Total revenues for Q2 were $152.2 million, up 17% year-over-year, with SaaS revenues at $105.9 million.
Year-to-date free cash flow was $82.7 million, up from $67.3 million last year.

TLS

Technology

Adjusted EBITDA was a $400,000 profit, outperforming guidance which forecasted a loss between $2.1 million and $600,000.
GAAP gross margin was 33.2%, and cash gross margin was 38.4%, both within guidance ranges but lower year-over-year due to revenue mix.
Operating cash flow was $7 million, and free cash flow was $4.6 million, representing a 12.9% free cash flow margin for the quarter.
Security Solutions accounted for approximately 90% of total revenue and was the primary driver of growth.
Telos reported second quarter 2025 revenue of $36 million, a 26% year-over-year increase, exceeding guidance of $32.5 million to $34.5 million.
Year-to-date free cash flow was $8.4 million or 12.6% margin, with significant improvements driven by revenue growth, cost discipline, and working capital management.

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