Dafinchi AI

NABL

Technology

1w

Growth of N-able's Cyber Resilience Platform and Market Position

N-able surpassed $500 million in ARR, growing 14% year-over-year, highlighting strong market traction.
The platform's three pillars—endpoint management, security operations, and data protection—are central to its competitive advantage.
Management emphasized the platform's open ecosystem, which integrates with third-party tools, reducing vendor sprawl for customers.
The company is gaining wallet share, with ARR per device increasing as it expands across customer environments.
N-able's end-to-end platform is resonating in the market, differentiating from narrow point solution providers.
The platform's comprehensive approach is enabling the company to win large deals, including a nearly $200,000 ARR deal with a customer in M&A.

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.

Extreme Networks, Inc.

EXTR

Technology

1w

Extreme Platform 1 Launch and AI Integration

Extreme Platform 1 became generally available, marking a milestone as the first conversational multimodal AI-powered networking platform in the industry.
Early customer feedback is positive, with West Suffolk NHS in the UK migrating in just 47 minutes, highlighting rapid deployment and operational efficiency.
The platform automates tasks, breaks down silos between networking and security, and offers industry-leading features like subsecond convergence, micro segmentation, and a customizable AI dashboard.
Industry analysts recognize the platform as 'at the leading edge' in AI for networking, emphasizing its sophistication and market relevance.
Customers see the platform as a way to simplify planning, deployment, and troubleshooting, reducing downtime and increasing ROI.
The platform's multimodal AI agents are expected to become integral members of IT teams, enhancing network management and security.

Confluent, Inc.

CFLT

Technology

2w

Impact of Customer Optimization on Cloud Revenue Growth

Large customers' optimization efforts have led to consumption growth below prior years' levels.
An AI-native customer is shifting towards self-management, reducing their cloud usage, which is expected to dampen Q4 cloud revenue growth by low single digits.
Despite short-term headwinds, the company remains confident in long-term growth, with a 31% increase in RPO indicating deeper customer commitments.

Commvault Systems, Inc.

CVLT

Technology

2w

Rapid Growth in SaaS ARR and Customer Acquisition Milestones

Commvault's SaaS ARR soared 63% to $307 million, representing 60% growth in constant currency during Q1 2026.
The company surpassed 8,000 customers and is on track to exceed its $330 million ARR target ahead of schedule.
Q1 marked the best land and expand quarter ever, with significant wins including Honeywell, Equifax, and U-Haul.
The number of SaaS customers using two or more products increased by 45%, indicating strong cross-sell momentum.
Larger SaaS customers generating over $100,000 in ARR now constitute more than 30% of the SaaS base, demonstrating expansion among high-value clients.

Roper Technologies, Inc.

ROP

Technology

4w

Subsplash Acquisition and Strategic Fit in Faith-Based Market

Acquisition of Subsplash for $800 million, expected to deliver $115 million revenue and $36 million EBITDA in 12 months ending Q3 2026.
Subsplash serves 20,000 faith-based organizations, providing digital engagement, church management, and integrated giving solutions.
The platform is AI-enabled, cloud-native, and targets a $2.5 billion TAM with significant international expansion potential.
Management expects high teens revenue growth and margin improvements over 3-5 years, with EBITDA growth converting to high 20s%.
The acquisition aligns with Roper’s strategy of investing in maturing leader businesses with high organic growth and margin expansion.