Dafinchi AI

Roblox Corporation

RBLX

Technology

2w

Financial Performance Summary

Average bookings per monthly unit payer increased by 6%.
Daily Active Users (DAUs) reached 111.8 million, up 41% year-on-year, with APAC growing 76% and U.S. and Canada 21%.
Developer Exchange (DevEx) payments were $316.4 million, up 52% year-on-year, nearly double the amount from two years ago.
Hours engaged in Q2 were 27.4 billion, up 58% year-on-year, with APAC hours up 95% and U.S. and Canada 35%.
Monthly unique payers hit a record 23.4 million, up 42%, with 4.6 million new monthly unique payers.
Q2 bookings were $1.4 billion, up 51% year-on-year, with strong growth across all regions including U.S. and Canada (43%) and APAC (75%).
Roblox reported Q2 2025 revenue of $1.1 billion, up 21% year-on-year.

TRMB

Technology

1w

Financial Performance Summary

Earnings per share (EPS) was $0.71, a 15% year-over-year increase and above guidance by $0.09.
Free cash flow was strong at $90 million year-to-date despite a $277 million tax payment related to the agriculture divestiture.
Gross margins expanded by 210 basis points to 70.6%, and EBITDA margins improved by 170 basis points to 27.4%.
Leverage ratio stood at 1.4x, well below the long-term target of 2.5x.
Operating income margins improved across segments: AECO at 30.4%, Field Systems at 30.8%, and Transportation and Logistics at 21.5%.
Software and services accounted for 79% of revenue, with recurring revenue representing 63%.
Trimble reported $876 million in revenue for Q2 2025, up 9% organically, with ARR reaching a record $2.21 billion, up 14% organically.

IONQ

Technology

1w

Financial Performance Summary

Adjusted EBITDA loss widened to $36.5 million from $23.7 million in the prior-year period due to increased investments.
Cash, cash equivalents, and investments totaled $656.8 million as of June 30, 2025, with a subsequent $1 billion equity raise at a 25% premium boosting pro forma cash to $1.6 billion.
IonQ reported Q2 2025 revenue of $20.7 million, beating the high end of guidance by 15%.
Net loss for Q2 2025 was $177.5 million compared to $37.6 million in the prior-year period, including a $39.6 million noncash warrant liability loss.
R&D expenses increased 231% to $103.4 million reflecting heavy investment in technology and headcount growth.
Stock-based compensation expense surged to $99.2 million from $21 million year-over-year due to incentives for new hires and acquisitions.
Total operating costs rose 201% year-over-year to $181.3 million, driven by R&D, sales and marketing, and G&A expenses.

SPS Commerce, Inc.

SPSC

Technology

2w

Financial Performance Summary

Adjusted EBITDA increased 27% to $56.1 million compared to $44.2 million in Q2 of last year.
Repurchased $20 million of SPS shares during the quarter.
Second quarter revenue grew 22% to $187.4 million, recurring revenue grew 24%.
The acquisition of Carbon6 added approximately 8,500 customers and had an adverse effect on ARPU by approximately $1,400 for the quarter.
Total cash and investments at quarter end were $108 million.
Total number of recurring revenue customers in Q2 was approximately 54,500 and ARPU was approximately $13,200.