Dafinchi AI

LAMR

Technology

Adjusted EBITDA increased by 2% on an acquisition-adjusted basis, with margins slightly improving compared to Q2 2024.
Adjusted funds from operations (AFFO) rose 5.5% to $225.3 million, with diluted AFFO per share increasing 6.7% to $2.22.
Billboard operations showed low single-digit growth, while airport and logos divisions outpaced with 11.7% and 6.1% revenue growth respectively.
Lamar reported acquisition-adjusted revenue growth of 1.9% in Q2 2025, marking the 17th consecutive quarter of growth.
Total CapEx for Q2 was $38.2 million, with $13.3 million allocated to maintenance; full year CapEx guidance is $180 million.

DUOL

Technology

Adjusted EBITDA margin was approximately 29% in the first half of 2025, with guidance for the full year around 28.5% to 29%.
Average Revenue Per User (ARPU) increased by about 5-6% year-over-year, driven mainly by plan mix shifts and FX effects.
Bookings beat expectations by 9%, driven by FX tailwinds and ad revenue.
Daily Active Users (DAUs) grew 40% year-over-year, slightly below the 40-45% guidance range.
Duolingo reported record profitability and strong top-line growth in Q2 2025.

LITE

Technology

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.

Technology

Adjusted diluted EPS grew over 5% to $1.24 compared to $1.18 in Q2 2024, despite a $0.10 per share negative impact from foreign exchange losses.
Adjusted EBITDA for Q2 2025 was $107.7 million, a nearly 12% increase from the prior year period, with a margin of 30.6%.
Four of five reportable segments showed revenue growth, with Cybersecurity & Martech declining less than 1% but posting over 5% adjusted EBITDA growth.
Q2 2025 revenues were $352.2 million, up nearly 10% year-over-year, marking the strongest quarterly revenue growth since 2021.
Trailing 12 months free cash flow was $233 million, up nearly 27% year-over-year.

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