Dafinchi AI

MITK

Technology

Adjusted EBITDA was $13.1 million, representing a 28.6% margin, an improvement of 170 basis points compared to the prior year.
Check Fraud Defender annual contract value reached approximately $13.1 million, up 56% year-over-year.
Free cash flow for the last 12 months was $56 million, representing a 99% conversion rate of adjusted EBITDA.
Non-GAAP gross margin was 85%, slightly down by 100 basis points year-over-year due to a mix shift away from higher-margin deposits products.
The company ended Q3 with over $175 million in cash and investments and $155 million in convertible notes due February 2026.
Total revenue for Q3 2025 was $45.7 million, up 2% year-over-year, driven primarily by a 24% increase in Identity products revenue.
Trailing 12-month Identity revenue reached $75 million, up 13% year-over-year, nearing the fulcrum point for durable profitability.

SITM

Technology

Cash from operations was $15.3 million, with capital expenditures of $18.3 million.
Gross margin improved to 58.2%, up 80 basis points sequentially, driven by favorable product mix and cost improvements.
Non-GAAP EPS rose to $0.47 from $0.12 a year ago.
Operating income improved by $9.9 million year-over-year to $7.2 million.
SiTime reported Q2 2025 revenue of $69.5 million, a 58% year-over-year increase.
The company ended the quarter with $796.7 million in cash and short-term investments and no debt.

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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