Dafinchi AI

LYFT

Technology

1w

Financial Performance Summary

Adjusted EBITDA increased by 26% year-over-year, reflecting strong profitability.
Free cash flow reached $993 million on a trailing 12-month basis, marking significant organic cash flow progress.
Lyft delivered record-breaking Q2 2025 results with all-time highs in gross bookings, adjusted EBITDA, and free cash flow.
Lyft repurchased $200 million worth of stock, reducing share count for the first time in company history.

Skyworks Solutions, Inc.

SWKS

Technology

1w

Financial Performance Summary

Broad Markets grew 2% sequentially and 5% year-over-year, marking six consecutive quarters of growth.
Earnings per share were $1.33, $0.09 above guidance.
Free cash flow was $253 million, representing 26% of revenue.
Gross margin was 47.1%, driven by product mix and cost discipline.
Largest customer accounted for approximately 63% of revenue.
Mobile segment revenue was 62% of total, up 1% sequentially and 8% year-over-year.
Operating income was $224 million with a 23.3% operating margin.
Returned $430 million to shareholders through dividends and share repurchases.
Skyworks reported Q3 FY2025 revenue of $965 million, exceeding the high end of guidance.

Zillow Group, Inc. Class C

Z

Technology

1w

Financial Performance Summary

Cash and investments ended at $1.2 billion, down from $1.6 billion in Q1, primarily due to convertible notes settlement and share repurchases.
For Sale revenue grew 9% year-over-year to $482 million, outperforming the broader housing market.
Q2 EBITDA expenses were $500 million, slightly above outlook due to benefits costs and payroll taxes.
Q2 EBITDA was $155 million at the high end of the outlook, with a 24% EBITDA margin.
Rentals revenue accelerated 36% year-over-year to $159 million, driven by multifamily revenue growth of 56%.
Residential revenue increased 6% and Mortgages revenue surged 41% to $48 million.
Trailing 12-month EBITDA grew 26% year-over-year.
Zillow Group reported Q2 2025 revenue of $655 million, up 15% year-over-year, exceeding expectations.
Zillow reported its second consecutive quarter of positive GAAP net income.

NABL

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $41.6 million with a margin of approximately 31.7%, beating the high end of guidance by $6.6 million.
Customers contributing $50,000 or more of ARR increased by approximately 16% year-over-year, now representing about 60% of total ARR.
Gross margin was 81.8%, down from 84.7% in the same period in 2024.
N-able surpassed $500 million of ARR in Q2 2025, growing 14% year-over-year on a reported basis and 12% on a constant currency basis.
Net leverage stood at approximately 1.6x with $94 million cash and $337 million loan principal balance.
Non-GAAP earnings per share was $0.11 based on 189.3 million weighted average diluted shares.
Subscription revenue grew approximately 11% year-over-year on a reported basis.
Total revenue was $131.2 million, exceeding guidance by $4.7 million, representing approximately 10% year-over-year growth on a reported basis.
Unlevered free cash flow was $33.3 million, with CapEx at 5.2% of revenue.

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.

DDOG

Technology

1w

Financial Performance Summary

Billings grew 20% year-over-year to $852 million, and remaining performance obligations (RPO) increased 35% to $2.43 billion.
Datadog reported Q2 2025 revenue of $827 million, a 28% year-over-year increase and above the high end of guidance.
Free cash flow was $165 million with a 20% free cash flow margin, and the company ended the quarter with $3.9 billion in cash and equivalents.
Gross profit was $669 million with a gross margin of 80.9%, slightly down from 82.1% a year ago but improved from last quarter.
Operating income was $164 million, representing a 20% operating margin, impacted by $13 million DASH conference costs and $6 million FX headwinds.