Dafinchi AI

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.

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.

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