Dafinchi AI

MCHP

Technology

Adjusted free cash flow was $244.4 million, and total debt decreased by $175 million, though net debt increased by $30.2 million.
GAAP net loss was $46.4 million or $0.09 per share, impacted by acquisition amortization and special charges.
Inventory reduced by $124.4 million sequentially to $1.169 billion, with inventory days down from 266 to 214 over two quarters.
Microchip reported net sales of $1.075 billion for Q1 FY2026, up 10.8% sequentially and $5.5 million above the high end of guidance.
Non-GAAP gross margin was 54.3%, including $77.1 million inventory write-offs and $51.5 million underutilization charges.
Non-GAAP net income was $154.7 million with earnings per diluted share of $0.27, beating guidance by $0.01.
Non-GAAP operating margin improved by 670 basis points sequentially to 20.7% of sales.

TOST

Technology

Adjusted EBITDA reached $161 million with a margin expansion of 8 percentage points year-over-year to 35%.
ARR grew 31% year-over-year, with SaaS ARR up 30% and payments ARR up 32%.
GAAP operating income was $80 million, up significantly from $14 million a year ago.
GPV was $50 billion, growing 23% year-over-year, with GPV per location down 1%.
Nonpayment fintech solutions, led by Toast Capital, contributed $40 million in gross profit, with stable defaults and healthy demand.
Q2 2025 results exceeded expectations with 8,500 net new locations added and recurring gross profit growing 35%.
Subscription revenue increased 37% and gross profit grew 43%, benefiting from improved ARR to revenue conversion.

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