Dafinchi AI

Rackspace Technology, Inc.

RXT

Technology

1w

Financial Performance Summary

Cash flow from operations was positive $8 million, while free cash flow was negative $12 million for the quarter.
Non-GAAP loss per share was $0.06, at the lower end of the guided range of $0.04 to $0.06 loss per share.
Non-GAAP operating profit was $27 million, exceeding the high end of guidance and up 34% year-over-year.
Private Cloud revenue was $250 million, in line with guidance but down 4% year-over-year, with bookings growing 24% sequentially and 42% year-over-year.
Public Cloud revenue was $417 million, exceeding guidance but down 2% year-over-year, driven by declines in infrastructure resale but growth in services revenue.
Total company GAAP revenue for Q2 2025 was $666 million, down 3% year-over-year but slightly up sequentially, beating guidance.

ZipRecruiter, Inc.

ZIP

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $9.3 million with an 8% margin, down from 23% in Q2 2024 but improved from 5% in Q1 2025.
Cash, cash equivalents, and marketable securities totaled $421.2 million as of June 30, 2025.
In Q2, ZipRecruiter repurchased 10.2 million shares for $56.5 million.
Net loss was $9.5 million in Q2 2025, compared to net income of $7 million in Q2 2024 and net loss of $12.8 million in Q1 2025.
Q2 2025 revenue was $112.2 million, a 2% sequential increase and above the midpoint of guidance.
Quarterly paid employers (QPEs) grew 4% sequentially to 66,300 in Q2 2025, continuing growth since Q4 2024.
Revenue per paid employer was $1,693 in Q2, down 4% year-over-year and 2% sequentially due to new and returning employers ramping up hiring.

Blackbaud, Inc.

BLKB

Technology

2w

Financial Performance Summary

Adjusted EBITDA margin improved by nearly 300 basis points year-over-year to 38.5%.
Adjusted free cash flow was $53 million in Q2, up from $36 million last year, with a margin of 18.9% compared to 12.7% in Q2 2024.
Blackbaud generated revenue of $281 million in Q2 2025, representing 6.8% organic growth year-over-year.
In the first half of 2025, Blackbaud repurchased approximately 4% of its outstanding shares.
Leverage decreased to 2.7x in Q2 from 2.9x in the prior quarter.
Non-GAAP diluted earnings per share increased 12% year-over-year to $1.21.

MGNI

Technology

1w

Financial Performance Summary

Adjusted EBITDA grew 22% to $54 million with a margin expansion to 34% from 30% last year.
Capital expenditures were $20 million, supporting hybrid infrastructure strategy.
Contribution ex-TAC grew 10% to $162 million, exceeding the high end of guidance.
CTV contribution ex-TAC increased 14% (15% excluding political) to $72 million.
DV+ contribution ex-TAC rose 8% to $90 million, above guidance.
Net income was $11 million compared to a net loss of $1 million in Q2 2024.
Net leverage remained stable at 0.6x with $426 million cash balance.
Non-GAAP earnings per share increased to $0.20 from $0.14 last year.
Operating expenses decreased slightly to $151 million from $153 million last year.
Q2 2025 total revenue was $173 million, up 6% year-over-year.

ACI Worldwide, Inc.

ACIW

Technology

1w

Financial Performance Summary

ACI Worldwide reported Q2 2025 revenue of $401 million, up 7% year-over-year, with recurring revenue growing 13%.
Biller segment revenue grew 13% and adjusted EBITDA grew 4% in the first half of 2025.
Cash flow from operations was $128 million in the first half, down from $178 million last year due to receivables timing.
For the first half of 2025, revenue grew 15%, recurring revenue grew 11%, and adjusted EBITDA increased 24% compared to the first half of 2024.
Payment Software segment revenue declined 1% in Q2 with a 12% decrease in adjusted EBITDA, reflecting expected renewal timing impacts.
Payment Software segment revenue grew 18% and adjusted EBITDA grew 29% in the first half, with strong growth in banking solutions.
The Biller segment grew 16% in revenue and 6% in adjusted EBITDA in Q2, driven by government, consumer finance, and utility markets.
The company ended Q2 with $190 million in cash and a net leverage ratio of 1.4x adjusted EBITDA, well below the 2x target.
Total adjusted EBITDA for Q2 was $181 million, down 13% year-over-year due to timing of license-based contracts and Payment Software segment performance.