Dafinchi AI

POWI

Technology

Cash flow from operations was $29 million, with $44 million returned to shareholders via buybacks and dividends.
GAAP results included a $9 million charge related to an employment litigation case, with potential cash impact pending appeals.
Inventory levels decreased by 30 days to 296 days, and channel inventory remained within normal range at 7.6 weeks.
Non-GAAP EPS was $0.35, with a non-GAAP gross margin of 55.8%, slightly down 10 basis points sequentially due to higher input costs.
Operating expenses rose to $46.7 million due to salary increases, executive transition costs, and litigation expenses.
Q2 revenues increased 9% year-over-year to $116 million, with a 10% sequential increase driven primarily by industrial segment growth.

APPN

Technology

Adjusted EBITDA was positive $8.1 million, significantly beating guidance of negative $5 million to negative $2 million.
Appian's cloud subscription revenue grew 21% year-over-year to $106.9 million in Q2 2025.
Cash and cash equivalents plus investments increased to $184.8 million from $159.9 million at the end of 2024.
Cash used by operations was $1.9 million, a significant improvement from $17.6 million used in the prior year period.
Gross margin remained stable at 75%, with subscription gross margin at 87% and professional services gross margin improving to 33%.
Net income was $0.3 million, compared to a net loss of $18.2 million in Q2 2024.
Total revenue rose 17% year-over-year to $170.6 million, with 78% of revenue from subscriptions.
Total subscription revenue increased 17% year-over-year to $132.7 million.

ZBRA

Technology

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.

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