Dafinchi AI

RMBS

Technology

Capital expenditures were $10.4 million, depreciation expense was $7.4 million, and free cash flow was $84 million.
Cash, cash equivalents, and marketable securities totaled $594.8 million, up from Q1, driven by record cash from operations of $94.4 million.
Contract and other revenue, mainly silicon IP, was $22.3 million.
Non-GAAP net income was $67.1 million assuming a 20% tax rate.
Product revenue reached a record $81.3 million, marking a 7% sequential increase and 43% year-over-year growth driven by DDR5 products.
Rambus delivered a strong second quarter with revenue of $172.2 million, exceeding expectations.
Royalty revenue was $68.6 million and licensing billings were $66.4 million, with timing differences between billing and revenue recognition.
The company continued its stock repurchase program during the quarter.
Total operating costs were $93.2 million, with operating expenses of $60.4 million in line with expectations.

FICO

Technology

FICO reported Q3 revenues of $536 million, up 20% over last year.
Free cash flow reached a record $276 million, a 34% increase from the prior year.
GAAP net income was $182 million, up 44%, with GAAP earnings per share of $7.40, up 47%.
Non-GAAP net income was $211 million, up 35%, with non-GAAP earnings per share of $8.57, up 37%.
Non-GAAP operating margin expanded 470 basis points year-over-year to 57%.
Operating expenses increased 8% sequentially to $274 million, driven by FICO World event, incremental headcount, and retirement plan mark-to-market adjustments.
Scores segment revenues were $324 million, up 34%, driven by B2B Scores growth and encouraging B2C Scores growth.
Share repurchases totaled over $0.5 billion in Q3, the largest single quarter buyback in FICO history, with 284,000 shares repurchased at an average price of $1,802 per share.
Software segment revenues were $212 million, up 3%, mainly driven by platform SaaS growth.
Total debt was $2.78 billion with a weighted average interest rate of 5.25%, all fixed rate as of June 30, 2025.

OPRX

Technology

Adjusted EBITDA improved significantly to $5.8 million in Q2 2025 from $0.5 million in Q2 2024.
Gross margin expanded to 63.8% in Q2 2025 from 62.2% in Q2 2024, driven by favorable product mix and economies of scale.
Net income was $1.5 million or $0.08 per share in Q2 2025 compared to a net loss of $4 million or $0.22 per share in Q2 2024.
Non-GAAP net income was $4.5 million or $0.24 per share in Q2 2025 versus $0.3 million or $0.02 per share in Q2 2024.
Operating cash flow was $8.4 million for the first half of 2025, with a cash balance of $16.6 million at quarter-end.
Operating expenses remained flat year-over-year at $15.4 million despite significant revenue growth.
Q2 2025 revenue increased 55% year-over-year to $29.2 million, surpassing consensus estimates and internal expectations.

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