Dafinchi AI

INTA

Technology

109 clients now have ARR over $1 million, a 49% increase year-over-year.
Cloud ARR grew 29% year-over-year to $383 million in Q4, representing 79% of total ARR of $485 million.
Free cash flow for Q4 was $37.5 million (28% of revenue) and $121.9 million (24% of revenue) for the full year.
Full year fiscal 2025 SaaS revenue was $331.9 million, up 28%, with total revenue reaching $504.1 million, up 17%.
Non-GAAP diluted EPS was $0.27 in Q4 versus $0.15 last year; full year EPS was $0.94, up from $0.45.
Non-GAAP gross margin improved to 78% in Q4 from 76.1% a year ago; full year margin was 77.3%.
Non-GAAP operating income rose to $21.3 million in Q4 from $13.5 million last year; full year operating income nearly doubled to $75.6 million.
Q4 SaaS revenue was $90 million, up 27% year-over-year; total revenue was $135 million, up 18%.

BLKB

Technology

Adjusted EBITDA margin improved by nearly 300 basis points year-over-year to 38.5%.
Adjusted free cash flow was $53 million in Q2, up from $36 million last year, with a margin of 18.9% compared to 12.7% in Q2 2024.
Blackbaud generated revenue of $281 million in Q2 2025, representing 6.8% organic growth year-over-year.
In the first half of 2025, Blackbaud repurchased approximately 4% of its outstanding shares.
Leverage decreased to 2.7x in Q2 from 2.9x in the prior quarter.
Non-GAAP diluted earnings per share increased 12% year-over-year to $1.21.

DBRG

Technology

DigitalBridge reported $85 million in fee revenue for Q2 2025, an 8% increase year-over-year.
Distributable earnings were negative $19 million due to a $40 million realized loss from an InfraBridge fund investment, with no cash flow impact.
Fee-earning equity under management (FEEUM) increased 21% year-over-year to $39.7 billion as of June 30, 2025.
Fee-related earnings (FRE) grew 23% year-over-year to $32 million, driven by organic growth and catch-up fees.
LTM FRE margin was 36%, including catch-up fees, with an underlying margin of approximately 32% excluding catch-up fees.
The company maintained a strong balance sheet with $158 million in available corporate cash and $1.6 billion in corporate assets.

MVIS

Technology

Capital expenditures were $0.2 million, in line with expectations.
Convertible notes outstanding are approximately $33 million, convertible at $1.60 per share, with the first payment due September 1, 2025.
MicroVision reported Q2 2025 revenues of $0.15 million, primarily driven by sales in the industrial verticals.
Raised approximately $35 million net from ATM during Q2, extending runway into 2027.
R&D and SG&A expenses for Q2 2025 were $14.1 million, including $3.4 million of noncash charges; cash expenses were $11 million, representing a 44% year-over-year reduction.
The company ended Q2 2025 with $91.4 million in cash and cash equivalents, plus $76.5 million available under the ATM facility and $30 million undrawn under the convertible note facility.

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