Dafinchi AI

LRCX

Technology

Capital expenditures were $172 million, down from $288 million, focused on lab and manufacturing investments in the US and Asia.
Customer Support Business Group revenue was approximately $1.7 billion, consistent with prior quarters, with a third consecutive record quarter for upgrade revenue.
Deferred revenue balance increased by approximately $670 million from the prior quarter to $2.68 billion, related to advanced payments from newer customers.
Earnings per share were $1.33, exceeding the high end of guidance due to higher revenue, strong gross margin, and a lower tax rate of 4.8%.
Fiscal year 2025 revenue was a record $18.4 billion with a gross margin of 48.8%, and free cash flow was approximately $5.4 billion or 29% of revenue.
Gross margin reached 50.3%, the highest since the Lam-Novellus merger, and operating margin was 34.4%, near the high end of guidance.
Headcount increased by approximately 400 employees, primarily in R&D and manufacturing support.
Inventory turns improved to 2.4x from 2.2x, and days sales outstanding decreased to 59 days from 62 days.
Lam Research delivered revenues of $5.17 billion in the June 2025 quarter, a 10% increase from the prior quarter.
Regional revenue composition included 35% from China (up from 31%), 22% from Korea, 19% from Taiwan, and a record 14% from Japan.

MSI

Technology

Capital allocation included $218 million in share repurchases, $182 million in dividends, and $48 million in CapEx.
First half operating cash flow was a record $783 million, up 39% versus prior year.
GAAP EPS was $3.04, up from $2.60, and non-GAAP EPS was $3.57, up 10%.
GAAP operating earnings were $692 million or 25% of sales, up from 24.5% last year.
Non-GAAP operating earnings were $818 million, up 8% year-over-year with a margin of 29.6%, expanding 80 basis points.
Operating cash flow for Q2 was $272 million, up $92 million, with free cash flow at $224 million, up $112 million.
Q2 revenue grew 5% year-over-year, driven by 15% growth in software and services.
Silvus acquisition closed for $4.4 billion, funded primarily through $2 billion long-term notes and $1.5 billion term loans.

TEAM

Technology

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.

ARLO

Technology

Annual recurring revenue (ARR) grew 34% to $316 million, and adjusted EBITDA rose 82% to $18 million, achieving a 14% EBITDA margin.
Arlo reported total revenue of $129 million in Q2 2025, up year-over-year and sequentially by over $10 million.
Free cash flow for the first half of 2025 was $34 million, up 33% year-over-year, with a free cash flow margin of nearly 14%.
Non-GAAP consolidated gross margin expanded to 46%, up nearly 800 basis points year-over-year despite a 100 basis point tariff headwind.
Non-GAAP earnings per share increased 70% year-over-year to $0.17, with GAAP EPS turning profitable at $0.03 compared to a loss of $0.12 last year.
Non-GAAP service gross margin hit a record 85%, up 850 basis points year-over-year.
Product revenue declined to $51.2 million due to lower ASPs and promotional activities, impacted by tariffs.
Subscription and services revenue reached $78 million, representing over 60% of total revenue and growing 30% year-over-year.

Earnings Feed