Dafinchi AI

QuinStreet, Inc.

QNST

Technology

1w

Financial Performance Summary

Adjusted EBITDA for full fiscal year 2025 grew approximately 300% to $81.3 million.
Auto Insurance revenue grew 62% year-over-year in Q4, while Home Services revenue grew 21%.
Financial Services vertical represented 71% of Q4 revenue and grew 36% year-over-year; Home Services represented 27% of Q4 revenue.
Full fiscal year 2025 revenue grew 78% year-over-year to $1.1 billion, surpassing $1 billion for the first time.
QuinStreet reported fiscal Q4 2025 revenue growth of 32% year-over-year to $262.1 million and adjusted EBITDA growth of 101% to $22.1 million.
The company ended fiscal 2025 with $101 million in cash and no bank debt.

Ultra Clean Holdings, Inc.

UCTT

Technology

3w

Financial Performance Summary

Cash and cash equivalents increased to $327.4 million from $317.6 million.
Cash flow from operations was $29.2 million, up from $28.2 million.
EPS was $0.27 on net income of $12.1 million, compared to $0.28 and $12.7 million in prior quarter.
Operating expenses decreased to $56.1 million from $59.4 million, representing 10.8% of revenue versus 11.5%.
Operating margin improved to 5.5% from 5.2%.
Product gross margin was 14.4%, down from 14.9%.
Product revenue was $454.9 million, down from $457 million last quarter.
Q2 total revenue was $518.8 million, slightly above prior quarter's $518.6 million.
Services gross margin was 29.9%, slightly up from 29.8%.
Services revenue increased to $63.9 million from $61.6 million in Q1.
Total gross margin was 16.3%, down from 16.7% last quarter.

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.

Onto Innovation Inc.

ONTO

Technology

1w

Financial Performance Summary

Advanced nodes revenue was $89 million (35% of total), specialty devices and advanced packaging $117 million (46%), and software and services $48 million (19%).
Cash and investments increased by $44 million to approximately $895 million at quarter-end.
Cash from operations was $58 million, with a cash conversion rate of 95% of non-GAAP net income.
Earnings per share were $1.25, impacted slightly by foreign exchange losses and a higher effective tax rate of 16%.
Gross margin was 54.5%, or approximately 55% excluding $1.1 million in tariff expenses.
Onto Innovation reported Q2 2025 revenue of $253.6 million, a 5% year-over-year increase.
Operating margin reached 25.9%, near the high end of guidance, driven by productivity gains in R&D and operations.

Dolby Laboratories, Inc.

DLB

Technology

2w

Financial Performance Summary

Cash and investments totaled $777 million at quarter end.
Declared a $0.33 dividend, up 10% year-over-year.
Licensing revenue was $290 million, also up 9% year-over-year.
Non-GAAP earnings per diluted share were $0.78, above the high end of guidance.
Operating cash flow generated was $68 million.
Product and services revenue was $26 million, up 18% year-over-year.
Q3 revenue was $316 million, up 9% year-over-year.
Repurchased $40 million of common stock with $312 million remaining on repurchase authorization.

Cadence Design Systems, Inc.

CDNS

Technology

3w

Financial Performance Summary

Cadence delivered exceptional financial results for Q2 2025, exceeding revenue and EPS guidance with 20% revenue growth and 29% non-GAAP EPS growth year-over-year.
Cash balance at quarter end was $2.823 billion, debt outstanding was $2.5 billion, operating cash flow was $378 million, and $175 million was used to repurchase shares.
Core EDA revenue grew 16% year-over-year, IP business grew more than 25% year-over-year, and system design and analysis business grew 35% year-over-year.
Recurring revenue was 78% in Q2, a multiyear low, impacted by strong hardware demand and paused ratable revenue in China.
Total revenue was $1.275 billion, GAAP operating margin was 19%, non-GAAP operating margin was 42.8%, GAAP EPS was $0.59, and non-GAAP EPS was $1.65.