Dafinchi AI

LivePerson, Inc.

LPSN

Technology

6d

Financial Performance Summary

Adjusted EBITDA was $2.9 million, exceeding the high end of guidance.
Average revenue per customer increased 4% year-over-year to $655,000.
Cash balance at quarter end was $162 million, including proceeds from prior transactions.
LivePerson reported Q2 2025 revenue of $59.6 million, slightly above the midpoint of guidance.
Net revenue retention dropped to 78% in Q2 from 80% in Q1.
Professional services revenue declined 26% year-over-year to $9.3 million.
Recurring revenue accounted for 92% of total revenue at $55 million.
Revenue from hosted services declined 25% year-over-year to $50.3 million.

BigCommerce Holdings, Inc.

BIGC

Technology

2w

Financial Performance Summary

Annual recurring revenue (ARR) reached nearly $355 million, a 3% increase year-over-year.
Average revenue per enterprise account rose 9% year-over-year to $46,403.
Net debt position reduced by 73% year-over-year to $18 million.
Non-GAAP gross margin improved to 80%, up 280 basis points year-over-year.
Non-GAAP operating income was nearly $4.8 million, with a 335 basis point margin improvement year-over-year.
Operating cash flow was approximately $13.6 million, up nearly $2 million year-over-year.
Q2 revenue reached $84.4 million, growing 3% year-over-year, exceeding the high side of guidance.
Strong balance sheet with $136 million in cash, cash equivalents, and marketable securities.

SBGI

Technology

1w

Financial Performance Summary

Core advertising revenue grew $13 million year-over-year, including contributions from the Digital Remedy acquisition.
Distribution revenue was flat year-over-year but slightly below expectations due to slower virtual MVPD subscriber growth.
Media expenses were $23 million favorable to guidance, driven by cost savings and reversal of prior FCC expense accruals.
Sinclair delivered solid Q2 2025 results with adjusted EBITDA of $103 million, exceeding the midpoint of guidance despite macroeconomic challenges.
Tennis Channel revenue increased 1% year-over-year, with adjusted EBITDA at the high end of guidance.
The company repurchased $81 million of 2027 notes at a discount, improving leverage metrics.

Playtika Holding Corp.

PLTK

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $167 million, showing a slight sequential decline of 0.2% and a 12.6% year-over-year decrease.
Cost of revenue increased 16.4% YoY; operating expenses rose 22.6% YoY, driven by sales and marketing increases of 52.1% YoY due to SuperPlay acquisition.
D2C revenue reached $175.9 million, slightly down 1.8% sequentially but up 1.3% year-over-year.
GAAP net income was $33.2 million, up 8.5% sequentially but down 61.7% year-over-year.
Playtika reported Q2 2025 revenue of $696 million, a 1.4% sequential decline but an 11% year-over-year increase.
Top titles showed mixed performance: Bingo Blitz revenue was $160.2 million (down 1.3% sequentially, up 2.9% YoY), Slotomania revenue declined sharply to $86.5 million (down 22.7% sequentially, down 35.4% YoY), and June's Journey was $69.1 million (up 0.3% sequentially, down 7.4% YoY).

CoStar Group, Inc.

CSGP

Technology

3w

Financial Performance Summary

Adjusted EBITDA rose 108% to $85 million, exceeding consensus and the high end of guidance, with a 43% profit margin in commercial real estate information and marketplace businesses.
Apartments.com revenue grew 11% to $292 million, with a 20% increase in net new bookings year-over-year and a 99% monthly renewal rate.
BizBuySell revenue increased 9% to $8.8 million with a 200% increase in net new bookings year-over-year.
CoStar Group reported Q2 2025 revenue of $781 million, a 15% increase year-over-year, marking 57 consecutive quarters of double-digit revenue growth.
CoStar product revenue grew 7% year-over-year with a 93% renewal rate and a 70% NPS for the U.S. sales team.
Homes.com revenue grew 8% year-over-year with 6,300 net new members, a 56% increase in membership, and a 340% quarter-over-quarter increase in NPS to 38.
International businesses achieved 90% year-over-year net new bookings growth in Q2 2025, with U.K. revenue up 14% and cost savings of $40 million in Europe.
LoopNet revenue grew 8% year-over-year with net new bookings up 345% in the first half of 2025 compared to 2024.
Matterport revenue was $44 million, beating guidance, though the business is not yet profitable and growth has slowed.
Net new bookings reached a record $93 million, a 65% sequential increase and 38% year-over-year growth.

Atlassian Corporation

TEAM

Technology

1w

Financial Performance Summary

Atlassian closed FY 2025 with over $5.2 billion in revenue and $1.4 billion in free cash flow, maintaining balanced Rule of 40 plus performance.
Cloud net revenue retention rate was 120%, driven by strong enterprise sales and partner execution.
Data Center revenue growth was in line with guidance, supported by pricing and large customer renewals, partially offset by cloud migrations.
Marketplace outperformance driven by third-party app sales from Data Center.
Q4 free cash flow was $360 million, down 13% year-over-year, primarily due to strong prior year collections and transition to annual billing terms.
Record number of deals greater than $1 million in ACV signed in Q4, more than doubling year-over-year.
RPO balance increased 38% year-over-year to $3.3 billion, with 74% expected to be recognized as revenue in the next 12 months.

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.