Dafinchi AI

The Interpublic Group of Companies, Inc.

IPG

Technology

3w

Impact of Account Activity Losses on Revenue and Growth

The company's organic revenue decreased by 3.5%, primarily due to account activity that concluded in 2024.
The three largest client losses in 2024 impacted growth by approximately 5.5% in Q2, notably affecting media and healthcare sectors.
Sequential improvement in underlying growth in media and healthcare sectors was observed despite headwinds.

INTA

Technology

5d

Impact of Regulatory and Accounting Changes on Growth Opportunities

Intapp discussed the upcoming QC 1000 accounting change as an opportunity for growth in compliance solutions.
Regulatory frameworks in different jurisdictions are evolving, creating a need for specialized, compliant AI solutions.
The company is actively updating its platform to meet new regulatory standards, which is expected to support future growth.
Firms are increasingly relying on Intapp's industry-specific solutions to navigate complex regulatory environments.

HUBS

Technology

1w

Financial Performance Summary

Average subscription revenue per customer was $11,300, flat year-over-year in constant currency and up 1 point as reported.
Calculated billings were $814 million, growing 20% year-over-year in constant currency and 26% as reported.
Cash and marketable securities totaled $1.9 billion, with $250 million remaining in the share repurchase program.
Free cash flow was $116 million or 15% of revenue.
HubSpot reported Q2 2025 revenue growth of 18% year-over-year in constant currency and 19% on an as-reported basis.
International revenue represented 48% of total revenue and grew 19% in constant currency and 21% as reported.
Net income was $117 million or $2.19 per fully diluted share.
Net new customers added were over 9,700, ending the quarter with 268,000 customers, an 18% year-over-year increase.
Net revenue retention was 103%, up roughly 1 point sequentially, driven by faster seat upgrades.
Operating margin was 17%, flat year-over-year and up 3 points sequentially.
Subscription revenue grew 19% year-over-year, while services and other revenue increased 21% as reported.

MQ

Technology

1w

Financial Performance Summary

Adjusted EBITDA reached an all-time high of $29 million, representing a 19% margin, reflecting both revenue growth and disciplined operating expenses.
Adjusted operating expenses decreased 7% year-over-year to $76 million, aided by investment timing delays, tax benefits, and operational efficiencies.
GAAP net loss was minimal at $0.6 million, including $8 million of interest income, indicating near breakeven profitability.
Gross profit was $104 million, up 31% year-over-year, with a gross margin of 69%, including an 8.6% benefit from a revised accounting policy on card network incentives.
Marqeta reported strong Q2 2025 financial results with total processing volume (TPV) reaching $91 billion, a 29% year-over-year increase.
Net revenue grew 20% year-over-year to $150 million, driven by diverse use cases and strong customer growth.
Share repurchases continued with 35.2 million shares bought back in Q2 at an average price of $4.62, totaling 61.5 million shares repurchased year-to-date.

i3 Verticals, Inc.

IIIV

Technology

1w

Financial Performance Summary

Adjusted diluted EPS from continuing operations was $0.23 for the quarter.
Adjusted EBITDA increased 18% to $12.7 million, with margin expansion to 24.5% from 23.3%, reflecting lower corporate expenses.
Annual recurring revenues (ARR) rose 12% to $160.8 million compared to $143.6 million in the prior year quarter.
RemainCo revenues for Q3 2025 increased 12.4% to $51.9 million from $46.2 million in Q3 2024, driven by 8% organic growth and $2 million from recent acquisitions.
SaaS revenue grew 24%, payments revenue grew 11%, and transaction-based revenue grew 9%.
The company ended the quarter with $55 million in cash, no debt, and $400 million borrowing capacity under its revolving credit facility.

T

Technology

3w

Financial Performance Summary

Added 401,000 postpaid phone net adds, ahead of expectations.
Adjusted EPS was $0.54, up approximately 6% from $0.51 in prior year.
Business Wireline revenues declined 9.3% with EBITDA down 11.3%.
Capital investment was $5.1 billion, up modestly year-over-year.
Consumer Wireline EBITDA grew 17.8% for the quarter, over 18% year-to-date.
Consumer Wireline revenue grew 5.8%, driven by 19% fiber revenue growth.
Free cash flow was $4.4 billion, up from $4 billion the prior year.
Mobility service revenue grew 3.5% with EBITDA growth of 3.2%.
Net leverage ended Q2 at 2.64x, essentially unchanged from Q1.
Repurchased approximately $1 billion of stock in Q2, with $300 million repurchased so far in Q3.
Total revenues and adjusted EBITDA each grew 3.5% year-over-year in Q2 2025.

AXTI

Technology

2w

Financial Performance Summary

Cash and cash equivalents decreased by $3.1 million to $35.1 million as of June 30.
Geographic revenue: Asia Pacific 90%, Europe 9%, North America 1%.
Net inventory decreased by approximately $300,000 to $80.1 million.
Non-GAAP gross margin improved to 8.2% in Q2 from negative 6.1% in Q1; GAAP gross margin was 8.0%.
Non-GAAP net loss was $6.4 million or $0.15 per share; GAAP net loss was $7.0 million or $0.16 per share.
Non-GAAP operating expenses decreased to $7.6 million from $8.5 million in Q1; GAAP operating expenses were $8.2 million.
Non-GAAP operating loss was $6.1 million, improved from $9.6 million in Q1; GAAP operating loss was $6.7 million.
Product category revenue: indium phosphide $3.6 million, gallium arsenide $6.2 million, germanium substrates $1.5 million, raw material joint ventures $6.7 million.
Revenue for Q2 2025 was $18.0 million, down from $19.4 million in Q1 2025 and $27.9 million in Q2 2024.
Top 5 customers generated 30.9% of total revenue; one customer over 10%.