Dafinchi AI

Procore Technologies, Inc.

PCOR

Technology

2w

Financial Performance Summary

Cross-sell mix improved to 30% from 20%, driven primarily by higher attach of the financials suite.
Current RPO grew 21% year-over-year; current deferred revenue grew 13% year-over-year.
Free cash flow for the quarter was seasonally softer but on track for full-year expectations.
More than 2,500 customers contributed greater than $100,000 in ARR.
Non-GAAP operating income was $44 million, with a 13% non-GAAP operating margin, up 300 basis points quarter-over-quarter.
Q2 international revenue grew 13% year-over-year, impacted by a 3-point FX headwind; constant currency growth was 16%.
Q2 revenue was $324 million, up 14% year-over-year.
Strong quarter for large deals with 6- and 7-figure deals growing 21% year-over-year.

Zebra Technologies Corporation

ZBRA

Technology

1w

Financial Performance Summary

Adjusted EBITDA margin improved by 10 basis points to 20.6%.
Adjusted gross margin declined 70 basis points to 47.9%, primarily due to higher U.S. import tariffs.
Balance sheet remains strong with $872 million cash, 1.2x net debt to adjusted EBITDA leverage, and $1.5 billion credit capacity.
Non-GAAP diluted earnings per share were $3.61, a 14% increase compared to the prior year and above the high end of guidance.
Strong sales growth was seen in North America (+8%), Asia Pacific (+20%), and Latin America (+11%), while EMEA declined 1% due to tough comparisons.
Year-to-date free cash flow was $288 million, with $250 million returned to shareholders via stock repurchases.
Zebra reported Q2 sales of $1.3 billion, a greater than 6% increase year-over-year on a constant currency basis, excluding recent acquisitions.

Blackbaud, Inc.

BLKB

Technology

2w

Blackbaud's Record Quarterly Performance and Rule of 45 Achievement

Blackbaud achieved its highest quarterly Rule of 45, indicating a strong performance across revenue, EBITDA, EPS, and cash flow.
Second quarter revenue was $281 million, up 6.8% organic year-over-year.
Adjusted EBITDA margin reached 38.5%, up nearly 300 basis points YoY.
Non-GAAP EPS increased by 12% to $1.21, with performance boosted by operational efficiencies.

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.