Dafinchi AI

ROP

Technology

Acquisition of Subsplash for $800 million, expected to deliver $115 million revenue and $36 million EBITDA in 12 months ending Q3 2026.
Subsplash serves 20,000 faith-based organizations, providing digital engagement, church management, and integrated giving solutions.
The platform is AI-enabled, cloud-native, and targets a $2.5 billion TAM with significant international expansion potential.
Management expects high teens revenue growth and margin improvements over 3-5 years, with EBITDA growth converting to high 20s%.
The acquisition aligns with Roper’s strategy of investing in maturing leader businesses with high organic growth and margin expansion.

SSNC

Technology

Adjusted consolidated EBITDA reached a record $600.4 million, up 7.4%, with a margin of 39%, a 50 basis point expansion.
Adjusted earnings per share increased 9.8% to $1.45.
Cash from operating activities for the six months ended June 30, 2025, was $645.1 million, up 14% year-over-year.
Net debt stood at $6.4 billion with a net leverage ratio of 2.72x based on last 12 months consolidated EBITDA of $2.4 billion.
Net interest expense decreased by $8 million to $106 million due to lower short-term interest rates.
Organic revenue growth was 3.5%, driven by GlobeOp, GIDS, and WIT businesses.
SS&C repurchased 3.4 million shares for $269 million at an average price of $77.99 in Q2 and increased share repurchase authorization to $1.5 billion.
SS&C Technologies reported record adjusted revenue of $1.5378 billion for Q2 2025, up 5.9% year-over-year.

QCOM

Technology

Chipset business revenues were $9 billion, with automotive and IoT revenues increasing 21% and 24% year-over-year, respectively.
In fiscal Q3, Qualcomm delivered revenues of $10.4 billion and non-GAAP earnings per share of $2.77, near the high end of guidance.
Licensing business revenues were $1.3 billion with an EBT margin of 71%, above midpoint guidance.
QCT automotive revenues reached $984 million, up 21% year-over-year, driven by Snapdragon Digital Chassis platform content growth.
QCT delivered revenues of $9 billion and EBT of $2.7 billion, growing 11% and 22% year-over-year respectively, with a 30% EBT margin at the high end of guidance.
QCT handset revenues increased 7% year-over-year to $6.3 billion, driven by premium tier handsets and Snapdragon 8 Elite platform.
QCT IoT revenues grew 24% year-over-year to $1.7 billion, led by Snapdragon AR1 chipset demand.
Returned $3.8 billion to stockholders including $2.8 billion in stock repurchases and $967 million in dividends.

SWKS

Technology

Broad Markets grew 2% sequentially and 5% year-over-year, marking six consecutive quarters of growth.
Earnings per share were $1.33, $0.09 above guidance.
Free cash flow was $253 million, representing 26% of revenue.
Gross margin was 47.1%, driven by product mix and cost discipline.
Largest customer accounted for approximately 63% of revenue.
Mobile segment revenue was 62% of total, up 1% sequentially and 8% year-over-year.
Operating income was $224 million with a 23.3% operating margin.
Returned $430 million to shareholders through dividends and share repurchases.
Skyworks reported Q3 FY2025 revenue of $965 million, exceeding the high end of guidance.

CCSI

Technology

Adjusted EBITDA was $48.1 million with a margin of 54.8%, exceeding expectations by over 100 basis points.
Adjusted net income increased 3.2% year-over-year to $28.4 million, with adjusted EPS of $1.46, up 2%.
Capital allocation included $12 million in common stock repurchases and $6 million in bond repurchases.
Consensus reported Q2 2025 consolidated revenue of $87.7 million, a 0.3% increase year-over-year, marking the first quarterly revenue growth in 8 quarters.
Corporate channel revenue grew 6.9% year-over-year to a record $55.3 million, driven by strong health care vertical growth and strategic partnerships.
Free cash flow rose 29% to $20.3 million, supported by operational performance and lower interest expense.
SoHo channel revenue declined 9.4% year-over-year to $32.4 million, reflecting a planned reduction and strategic focus on profitability.

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