Dafinchi AI

PATH

Technology

Cloud ARR exceeded $1.080 billion, growing more than 25% year-over-year, including hybrid and SaaS.
Dollar-based gross retention remained strong at 98%, and dollar-based net retention rate held at 108%.
GAAP operating loss improved by $83 million to a $20 million loss, including $78 million in stock-based compensation.
Non-GAAP adjusted free cash flow was $45 million, with a strong balance sheet of $1.5 billion in cash and no debt.
Non-GAAP operating income rose to $62 million, representing a 17% margin, an improvement of over 1,500 basis points year-over-year.
Operating expenses decreased 6% year-over-year to $243 million, reflecting disciplined cost management.
Second-quarter ARR grew 11% year-over-year to $1.723 billion, driven by $31 million in net new ARR.
Second-quarter revenue increased 14% year-over-year to $362 million, with a 12% growth normalized for FX impact.

PATH

Technology

UiPath launched its AgenTiQ platform in May 2026, and currently has 450 active customers building agents for production deployment.
Customers like Voya Financial and a Fortune 15 tech company are expanding their automation initiatives using AgenTiQ, indicating strong market acceptance.
AgenTiQ's capabilities are increasing deal sizes faster than traditional RPA, with significant deals driven by its combination with orchestration and API automation.
The platform is deepening customer engagement and opening new opportunities, especially in complex enterprise environments like SAP transformations.
UiPath is monetizing AgenTiQ through a consumption-based model, which aligns well with customer needs for flexible, predictable pricing.
The company expects AgenTiQ to contribute meaningfully to revenue in FY 2027, although it is still early in adoption.

CIEN

Technology

Adjusted EPS was $0.67, up 60% sequentially and 91% year over year, demonstrating strong operating leverage.
Adjusted gross margin was 41.9%, 90 basis points above guidance, driven by sales of previously reserved material and lower tariff impacts.
Adjusted net income was $96 million; adjusted EBITDA was $158 million or 13% of revenue.
Adjusted operating expense was $380 million, higher due to incentive compensation linked to strong order performance.
Adjusted operating margin improved 270 basis points year over year to 10.7%.
Ended the quarter with $1.4 billion in cash and investments; repurchased 1 million shares for $81.8 million in Q3, totaling $245 million year-to-date.
Generated $174 million in cash from operations with a free cash flow margin of 11%.
Q3 2025 revenue was $1.22 billion, exceeding the top end of guidance, up 8% sequentially and nearly 30% year over year.

SNPS

Technology

Backlog stood at $10.1 billion including ANSYS, indicating business resilience.
Design automation segment revenue grew 23% to $1.31 billion, with a 44.5% adjusted operating margin.
Design IP segment revenue declined 8% to $428 million, impacted by export restrictions, foundry customer challenges, and roadmap/resource decisions.
Free cash flow was approximately $632 million; cash and short-term investments totaled $2.6 billion with $14.3 billion in debt.
Non-GAAP EPS was $3.39, with GAAP EPS at $1.50 for the quarter.
Non-GAAP operating margin for the quarter was 38.5%, reflecting headwinds in IP and tailwinds from ANSYS and design automation.
Q3 revenue reached $1.74 billion, a 14% year-over-year increase, driven by strong design automation growth and the ANSYS acquisition.

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