Dafinchi AI

International Business Machines Corporation

IBM

Technology

3w

Financial Performance Summary

Adjusted EBITDA margin expanded by 200 basis points, operating gross profit margin expanded by 230 basis points, and operating pretax margin expanded by 110 basis points.
Free cash flow for the first half of 2025 was $4.8 billion, the highest first half free cash flow margin in many years.
IBM delivered $17 billion in revenue, $4.7 billion of adjusted EBITDA, $3.2 billion of operating pretax income and operating earnings per share of $2.80 in Q2 2025.
IBM ended the quarter with $15.5 billion in cash and $64.2 billion in debt, including $11.7 billion of financing business debt.
IBM returned $3.1 billion to shareholders in dividends in the first half of 2025.
IBM Z revenue was up 67%, driven by the strong start of the z17 mainframe cycle.
Red Hat grew 14%, Automation grew 14%, Data was up 7%, and Transaction Processing declined 2% in the quarter.
Revenue grew over 5% at constant currency, with Software up 8%, Infrastructure up 11%, and Consulting flat.

DDOG

Technology

1w

Financial Performance Summary

Billings grew 20% year-over-year to $852 million, and remaining performance obligations (RPO) increased 35% to $2.43 billion.
Datadog reported Q2 2025 revenue of $827 million, a 28% year-over-year increase and above the high end of guidance.
Free cash flow was $165 million with a 20% free cash flow margin, and the company ended the quarter with $3.9 billion in cash and equivalents.
Gross profit was $669 million with a gross margin of 80.9%, slightly down from 82.1% a year ago but improved from last quarter.
Operating income was $164 million, representing a 20% operating margin, impacted by $13 million DASH conference costs and $6 million FX headwinds.

AVT

Technology

1w

Financial Performance Summary

Adjusted operating income for Q4 was $143 million with a 2.5% operating margin; Farnell operating margin improved to 4.3%.
Avnet reported fiscal year 2025 revenues of $22.2 billion and adjusted diluted EPS of $3.44.
Electronic Components sales increased 1% year-over-year and 6% sequentially; Farnell sales increased 3% year-over-year and 5% sequentially.
Gross margin for Q4 was 10.6%, down 99 basis points year-over-year mainly due to higher Asia sales mix.
Interest expense decreased by $6 million year-over-year, positively impacting EPS by $0.05.
Operating expenses were well managed, with SG&A at $451 million, slightly up year-over-year but down excluding FX impact.
Q4 sales were $5.6 billion, up 6% sequentially and slightly year-over-year, exceeding guidance.

ADEA

Technology

1w

Financial Performance Summary

Adeia delivered $85.7 million in revenue and $23.1 million in cash from operations in Q2 2025.
Adjusted EBITDA was $45.7 million with a margin of 53%.
Cash, cash equivalents, and marketable securities totaled $116.5 million at quarter-end.
Debt was reduced by $11.1 million in the quarter, with total debt paydown since separation exceeding $300 million.
Interest expense decreased to $10.2 million, reflecting continued debt repayments and a current effective interest rate of 7.8%.
Litigation expenses increased by 23% to $7.2 million due to ongoing litigation with Disney.
Operating expenses decreased by 1% quarter-over-quarter to $40.6 million, driven by reductions in R&D and SG&A costs.
Paid a cash dividend of $0.05 per share and declared another $0.05 per share dividend for Q3.

Jamf Holding Corp.

JAMF

Technology

1w

Financial Performance Summary

Adjusted EBITDA grew 40% to $35.3 million, a 20% margin, and trailing 12-month unlevered free cash flow surpassed $100 million, growing 24% to $102.9 million.
Cash increased to $482 million from $222 million in Q1, driven by a $400 million term loan facility and partially offset by acquisition payments.
Jamf reported strong Q2 2025 financial results with 15% year-over-year revenue growth to $176.5 million, exceeding the high end of guidance by $7 million.
Non-GAAP operating income was $33.5 million, representing a 19% margin, a 360 basis point improvement over Q2 2024.
Total ARR grew 14% year-over-year to $710 million, including $203 million in Security ARR, a 40% increase driven by Identity Automation and platform solutions.