Dafinchi AI

GDDY

Technology

1w

Financial Performance Summary

Annual recurring revenue grew 9% to $4.2 billion and international revenue grew 11%.
Applications & Commerce (A&C) revenue grew 14% to $464 million, approaching an annualized run rate of approximately $2 billion and representing 38% of total revenue, an all-time high.
Core Platform revenue increased 5% to $754 million, driven by growth in primary domains and aftermarket.
Free cash flow grew 21% to $392 million, with a conversion ratio of normalized EBITDA to free cash flow greater than 1:1.
GoDaddy reported total revenue growth of 8% year-over-year to $1.2 billion in Q2 2025, surpassing the high end of guided range.
Net debt stood at $2.8 billion with net leverage of 1.6x on a trailing 12-month basis.
Normalized EBITDA grew 15% to $382 million with margin expansion of nearly 200 basis points to 31%, in line with guidance.
Year-to-date share repurchases totaled approximately $900 million.

Zebra Technologies Corporation

ZBRA

Technology

1w

Financial Performance Summary

Adjusted EBITDA margin improved by 10 basis points to 20.6%.
Adjusted gross margin declined 70 basis points to 47.9%, primarily due to higher U.S. import tariffs.
Balance sheet remains strong with $872 million cash, 1.2x net debt to adjusted EBITDA leverage, and $1.5 billion credit capacity.
Non-GAAP diluted earnings per share were $3.61, a 14% increase compared to the prior year and above the high end of guidance.
Strong sales growth was seen in North America (+8%), Asia Pacific (+20%), and Latin America (+11%), while EMEA declined 1% due to tough comparisons.
Year-to-date free cash flow was $288 million, with $250 million returned to shareholders via stock repurchases.
Zebra reported Q2 sales of $1.3 billion, a greater than 6% increase year-over-year on a constant currency basis, excluding recent acquisitions.

Badger Meter, Inc.

BMI

Technology

3w

Financial Performance Summary

Consolidated EPS was $1.17 versus $1.12 in the prior year quarter.
Free cash flow increased 19% year-over-year to $40.6 million largely due to higher earnings and working capital improvements.
Gross margins expanded 170 basis points to 41.1%, above the normalized range of 38% to 40%.
Income tax provision was 24.5%, slightly above prior year’s 23.8%.
Operating earnings increased 8% year-over-year to $44.9 million with operating margins at 18.8%.
SEA expenses increased by $9.1 million year-over-year, primarily due to SmartCover acquisition and higher personnel costs.
Second quarter 2025 sales were $238 million, up 10% year-over-year or 5% excluding SmartCover acquisition sales.
Second quarter 2025 total sales were $238 million, up 10% year-over-year or 5% excluding SmartCover acquisition sales.
Utility water product line sales increased 11% year-over-year or 6% excluding SmartCover.

Nexstar Media Group, Inc.

NXST

Technology

1w

Financial Performance Summary

Adjusted EBITDA for Q2 2025 was $389 million, a 31.7% margin, down $25 million from Q2 2024.
Adjusted free cash flow increased to $101 million in Q2 2025 from $77 million in the prior year quarter.
Advertising revenue declined 9% year-over-year, with political advertising down $36 million and nonpolitical advertising down 2.5%, slightly better than expectations.
CapEx decreased to $29 million from $37 million year-over-year, reflecting timing and lower spending in nonelection years.
CW profitability improved by $21 million year-over-year, driven by reduced broadcast rights amortization and lower operating expenses.
Distribution revenue remained stable at $733 million, with modest subscriber renewals and contractual rate escalations offsetting MVPD subscriber attrition.
Net interest expense declined by $16 million to $97 million due to lower SOFR rates and reduced debt balances.
Nexstar reported Q2 2025 net revenue of $1.23 billion, down 3.2% year-over-year, mainly due to reduced political advertising.
Nexstar returned $106 million to shareholders in Q2 through $56 million in dividends and $50 million in share repurchases.