Dafinchi AI

GOOG

Technology

1mo

Financial Performance Summary

Alphabet reported consolidated revenue of $96.4 billion for Q2 2025, up 14% year-over-year or 13% in constant currency.
Capital expenditures were $22.4 billion, primarily invested in technical infrastructure including servers and data centers.
Free cash flow was $5.3 billion for the quarter and $66.7 billion for the trailing 12 months.
Google Cloud revenues grew 32% to $13.6 billion, with operating income increasing to $2.8 billion and operating margin expanding to 20.7%.
Google Services revenues increased 12% to $82.5 billion, driven by strong growth in Search and YouTube advertising and subscriptions.
Net income increased 19% to $28.2 billion, and earnings per share rose 22% to $2.31.
Operating expenses increased 20% to $26.1 billion, mainly due to legal charges and increased R&D investments.
Operating income rose 14% to $31.3 billion with an operating margin of 32.4%, despite a $1.4 billion legal charge.
Stock repurchases totaled $13.6 billion and dividends paid were $2.5 billion.
Total cost of revenue was $39 billion, up 10%, driven by content acquisition costs and depreciation.

Palantir Technologies Inc.

PLTR

Technology

2w

Financial Performance Summary

Adjusted operating margin expanded to 46%, exceeding prior guidance by nearly 300 basis points, and adjusted free cash flow was $569 million with a 57% margin.
Customer count grew 43% year-over-year to 849, with top 20 customers averaging $75 million in trailing 12-month revenue, up 30% year-over-year.
GAAP operating income was $269 million (27% margin), GAAP net income was $327 million (33% margin), and GAAP earnings per share was $0.13.
Palantir surpassed $1 billion in quarterly revenue for the first time in Q2 2025, with overall revenue growth accelerating to 48% year-over-year.
The company achieved a Rule of 40 score of 94% in Q2, up 11 points quarter-over-quarter, indicating strong combined revenue growth and profitability.
Total Contract Value (TCV) bookings reached $2.3 billion, the highest ever, with Annual Contract Value (ACV) at $684 million.
U.S. business revenue grew 68% year-over-year and 17% sequentially, with U.S. commercial leading at 93% year-over-year growth and 20% sequential growth.

The Trade Desk, Inc.

TTD

Technology

2w

Financial Performance Summary

Adjusted EBITDA for Q2 was $271 million, representing about 39% of revenue.
Adjusted net income was $203 million or $0.41 per diluted share.
Cash flow remained strong with $165 million in net cash from operations and $117 million in free cash flow.
Operating expenses excluding stock-based compensation rose 23% year-over-year to $448 million, driven by investments in platform operations and AI capabilities.
The company ended the quarter with $1.7 billion in cash, cash equivalents, and short-term investments.
The Trade Desk reported Q2 2025 revenue of $694 million, a 19% year-over-year increase, or approximately 20% excluding political ad spend from the prior year.
The Trade Desk repurchased $261 million of Class A common stock during the quarter.

SS&C Technologies Holdings, Inc.

SSNC

Technology

1mo

Financial Performance Summary

Adjusted consolidated EBITDA reached a record $600.4 million, up 7.4%, with a margin of 39%, a 50 basis point expansion.
Adjusted earnings per share increased 9.8% to $1.45.
Cash from operating activities for the six months ended June 30, 2025, was $645.1 million, up 14% year-over-year.
Net debt stood at $6.4 billion with a net leverage ratio of 2.72x based on last 12 months consolidated EBITDA of $2.4 billion.
Net interest expense decreased by $8 million to $106 million due to lower short-term interest rates.
Organic revenue growth was 3.5%, driven by GlobeOp, GIDS, and WIT businesses.
SS&C repurchased 3.4 million shares for $269 million at an average price of $77.99 in Q2 and increased share repurchase authorization to $1.5 billion.
SS&C Technologies reported record adjusted revenue of $1.5378 billion for Q2 2025, up 5.9% year-over-year.

Lumentum Holdings Inc.

LITE

Technology

1w

Financial Performance Summary

Cloud & Networking segment revenue grew 16% sequentially and 67% year-over-year to $424.1 million.
Fiscal 2025 non-GAAP gross margin was 34.7%, up 450 basis points from prior year.
Full fiscal year 2025 revenue was $1.65 billion, up 21% year-over-year.
GAAP gross margin for Q4 was 33.3%, non-GAAP gross margin was 37.8%, up 260 basis points sequentially.
Industrial Tech segment revenue declined 6% sequentially but increased 6% year-over-year.
Non-GAAP EPS for Q4 was $0.88, above expectations.
Non-GAAP operating margin improved to 15%, up 420 basis points sequentially.
Q4 revenue was $480.7 million, exceeding the high end of revised guidance.

DXC Technology Company

DXC

Technology

3w

Financial Performance Summary

Adjusted EBIT margin was 6.8%, down modestly by 10 basis points year-over-year.
Bookings increased 14% year-over-year, marking the third consecutive quarter of double-digit growth, with a trailing 12-month book-to-bill ratio of 1.06, up from 1.03 at fiscal 2025 year-end.
Capital expenditures declined to 2.8% of revenue from 6% last year, and net debt was reduced by approximately $630 million since fiscal 2025 start.
DXC Technology reported first quarter fiscal 2026 total revenue of $3.2 billion, declining 4.3% organically year-over-year, at the high end of their guidance range.
Free cash flow generation was strong at $97 million, more than doubling from $45 million in the prior year quarter.
Non-GAAP diluted EPS was $0.68, down from $0.75 in the prior year quarter, driven by lower adjusted EBIT and higher taxes, partially offset by lower net interest expense.
Segment results: CES revenue declined 4.4% organically with bookings growth of 32% and a book-to-bill ratio of 1.2; GIS revenue declined 5.7% organically with modest bookings growth and a book-to-bill of 0.7; Insurance segment grew 3.6% organically driven by software and volume increases.