Dafinchi AI

PRGS

Technology

40% year-over-year growth

$250 million

Revenues of $250 million were well above our previous guidance and were again strong across products and geographies.

PRGS

Technology

Progress successfully completed the complex integration of the ShareFile acquisition, passing all major milestones on or before schedule.
The integration has enhanced ShareFile's net retention rate, driven by increased customer adoption of AI features like the AI document assistant.
Over 3,000 customers are now using ShareFile's AI capabilities, with a third of users actively engaging with these features.
The integration process has been smooth, with all vital systems now fully optimized within Progress, leading to better top-line growth.

Technology

Adjusted EBITDA profit was $6.4 million, representing the third consecutive quarter of adjusted EBITDA profitability.
Backlog increased to $736.1 million, up 245% year-over-year, providing strong revenue visibility for the next 12 to 24 months.
Civil government sector revenue declined about 4% year-over-year due to contract expirations, notably Norway NICFI.
Commercial sector revenue grew approximately 6% year-over-year and 13% quarter-over-quarter, driven by agriculture and energy.
Defense and Intelligence sector revenue grew approximately 41% year-over-year and 14% quarter-over-quarter.
Free cash flow was positive for the second consecutive quarter, with year-to-date free cash flow of $54.3 million and a margin of approximately 39%.
Non-GAAP gross margin improved to 61% from 58% a year ago, driven by high-margin usage-based data subscription revenue.
Q2 revenue reached $73.4 million, marking approximately 20% year-over-year growth and a quarter of growth reacceleration.

MEI

Technology

$18 million free cash flow

The business delivered free cash flow of $18 million in the quarter, marking the third quarter in a row of strong free cash flow.

SNX

Technology

TD SYNNEX achieved a new record for non-GAAP gross billings at $22.7 billion, up 12% in constant currency, and EPS of $3.58, a 25% increase year over year.
The company’s performance was driven by strong execution, a differentiated go-to-market strategy, and a comprehensive global product portfolio.
Gross billings growth was broad-based across regions, with exceptional performance in Latin America and Asia Pacific and Japan, each exceeding expectations.
The record EPS and gross billings highlight the company's ability to surpass guidance and demonstrate robust financial health in Q3 2025.

ORCL

Technology

Cloud application revenue was $3.8 billion, up 10%, with back-office apps up 16%.
Cloud database services revenue rose 32%, with Autonomous Database up 43%.
Multi-cloud database revenue surged 1529% in Q1, reflecting rapid adoption.
Non-GAAP EPS was $1.47, GAAP EPS was $1.01, with a non-GAAP tax rate of 20.5%.
OCI consumption revenue increased 57%, indicating strong demand outstripping supply.
Total cloud revenue grew 27% to $7.2 billion, with cloud infrastructure revenue up 54%.
Total revenues for Q1 FY2026 were $14.9 billion, up 11% year-over-year.
Total software revenue declined 2%, showing a shift towards cloud services.

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