Dafinchi AI

Lumen Technologies, Inc.

LUMN

Technology

2w

Financial Performance Summary

Adjusted EBITDA was $877 million with a 28.4% margin, down 250 basis points year-over-year, impacted by a $46 million onetime RDOF giveback and special items totaling $152 million.
Fiber broadband revenue in Mass Markets increased 19.9% year-over-year, with 117,000 fiber-enabled homes added and 34,000 Quantum Fiber customers added during the quarter.
Free cash flow excluding special items was negative $209 million, with capital expenditures at $891 million.
Lumen reported total revenue decline of 5.4% to $3.092 billion in 2Q 2025, with business segment revenue down 3.4% to $2.49 billion and Mass Markets segment revenue down 12.8% to $602 million.
North American enterprise channels revenue declined 2.4% year-over-year, with Grow product revenue up 8.5%, Nurture down 18%, and Harvest up 2.1%.
Public Sector revenue grew 8.2% year-over-year, helped by Grow revenue up 9.4% and Harvest revenue up approximately 49%, though Harvest is expected to normalize in H2 2025.
Total business Grow revenue increased 6% year-over-year, with total IP sales up nearly 38% and IP revenue up mid-single digits.
Wholesale revenue declined approximately 5%, with Harvest revenue down 6.2% and Nurture revenue down 8.6%.

Appian Corporation

APPN

Technology

1w

Financial Performance Summary

Adjusted EBITDA was positive $8.1 million, significantly beating guidance of negative $5 million to negative $2 million.
Appian's cloud subscription revenue grew 21% year-over-year to $106.9 million in Q2 2025.
Cash and cash equivalents plus investments increased to $184.8 million from $159.9 million at the end of 2024.
Cash used by operations was $1.9 million, a significant improvement from $17.6 million used in the prior year period.
Gross margin remained stable at 75%, with subscription gross margin at 87% and professional services gross margin improving to 33%.
Net income was $0.3 million, compared to a net loss of $18.2 million in Q2 2024.
Total revenue rose 17% year-over-year to $170.6 million, with 78% of revenue from subscriptions.
Total subscription revenue increased 17% year-over-year to $132.7 million.

NetScout Systems, Inc.

NTCT

Technology

1w

Financial Performance Summary

Cash and investments increased by $51 million to $543.5 million; free cash flow was $71.7 million.
Days sales outstanding improved significantly to 41 days from 63 days a year ago.
Enterprise customer vertical revenue grew 17.7%, while service provider vertical revenue declined 5.6%.
Gross profit margin expanded by 1.6 percentage points to 78.7%, driven primarily by product volume and mix.
NETSCOUT reported Q1 fiscal 2026 revenue of approximately $187 million, a 7% year-over-year increase driven by strong growth in cybersecurity and timing of orders.
Non-GAAP diluted EPS was $0.34, up 21% year-over-year, reflecting benefits from restructuring and cost management initiatives.
Operating profit margin improved to 14.2% from 8% in the prior year quarter.
Product revenue increased 19.3% to $73 million, while service revenue grew slightly by 0.3% to $113.8 million.

FUBO

Technology

1w

Financial Performance Summary

Fubo reported its first quarter of positive adjusted EBITDA with $20.7 million, an improvement of over $30 million year-over-year.
Net cash used in operating activities was $34.6 million and free cash flow was negative $37.7 million, down $2.4 million year-over-year.
Net loss narrowed to $8 million or $0.02 per share compared to a loss of $25.8 million or $0.08 per share a year ago.
North America revenue was $371 million, down 3% year-over-year, with 1.356 million paid subscribers, down 6.5%.
Rest of World revenue was $8.7 million, up 4.7% year-over-year, with 349,000 paid subscribers, down 12.5%.
The company ended the quarter with over $285 million in cash, cash equivalents, and restricted cash.

Motorola Solutions, Inc.

MSI

Technology

1w

Financial Performance Summary

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.