Dafinchi AI

Rackspace Technology, Inc.

RXT

Technology

1w

Private Cloud Bookings Surge and Strategic Expansion

Private Cloud bookings grew 24% sequentially and 42% year-over-year, driven by large, long-term deals across healthcare, BFSI, and telecom sectors.
Despite a delayed healthcare deal, management expects it to close in Q3, indicating ongoing pipeline strength.
Revenue for Private Cloud was $250 million, down 4% YoY, but shows signs of stabilization as existing bookings convert into revenue.
The company is expanding into mid-market and enterprise segments, with a focus on larger, longer-term contracts, increasing deal size and contract length.
Notable wins include a U.S. healthcare provider transitioning from hyperscale public cloud to private cloud for better control and cost predictability.
Strategic product releases, including Rackspace OpenStack Business, aim to support mission-critical and regulated workloads, reinforcing technical leadership.

STGW

Technology

2w

Financial Performance Summary

Adjusted EBITDA was $93 million with a 15.5% margin, flat year-over-year; excluding advocacy margin improved by 160 basis points to 14.3%.
Adjusted EPS increased by more than 20% year-over-year to $0.17.
Cash flow from operations improved by $122 million year-to-date, with free cash flow conversion expected to exceed 45%.
Consumer insights and strategy grew 6% to $51 million.
Creativity and Communications delivered $264 million in net revenue, up 8%.
Digital transformation net revenue grew 6% to $109 million, and 12% excluding advocacy.
Excluding a $18 million cloud investment, adjusted EBITDA margin would have been 18.5%, a 300 basis point improvement.
Marketing Cloud net revenue increased 28% to $66 million, 38% excluding advocacy.
Net leverage improved to 3.18x from 3.48x last year, with expectations to finish the year in the 2s.
Performance Media and Data returned to growth with a 1% increase to $108 million.
Stagwell reported net revenue of $598 million in Q2 2025, an 8% increase year-over-year, with 10% growth excluding advocacy.
Stock repurchases totaled approximately 9.6 million shares at an average price of $4.95 per share, costing about $48 million.

Extreme Networks, Inc.

EXTR

Technology

1w

Financial Performance Summary

Fiscal year 2025 revenue was $1.140 billion, up 2% year-over-year, with non-GAAP EPS of $0.84 compared to $0.70 prior year.
Free cash flow was $75 million, the highest quarterly level since 2023, with $50 million in EBITDA, the highest in seven quarters.
Non-GAAP gross margin was 62.3%, operating margin was 15.2%, up from 13.5% in the prior year quarter.
Non-GAAP operating margin expanded to 14.2% from 11.9% in fiscal 2024.
Product revenue was $192 million, growing 26% year-over-year and 8% sequentially, driven by strong demand and Wi-Fi 7 adoption.
Q4 revenue reached $307 million, a 20% year-over-year increase and 8% sequential growth, marking the fifth consecutive quarter of revenue growth.
SaaS ARR revenue accelerated to $208 million, up 24% year-over-year.

Insight Enterprises, Inc.

NSIT

Technology

2w

Financial Performance Summary

Adjusted diluted earnings per share were $2.45, flat year-over-year in U.S. dollars and down 1% in constant currency.
Adjusted earnings from operations margin was 6.2%, also a Q2 record.
Adjusted EBITDA was $138 million, a 2% decrease, while margin expanded 10 basis points to 6.6%.
Adjusted return on invested capital for trailing 12 months was 14.4%, down from 17% a year ago.
Adjusted SG&A expenses were down 3% due to prudent expense management.
Cash flow from operations used $177 million in Q2, primarily due to inter-quarter working capital requirements which reversed in July.
Cloud gross profit was $123 million, down 5% due to partner program changes, in line with expectations.
Gross profit decreased 2%, primarily due to partner program changes, with hardware gross profit up 2%.
Hardware revenue increased 2%, marking the second consecutive quarter of growth, with hardware revenue in North America growing 4%.
Insight Core Services gross profit was $78 million, down 3% due to delays in large enterprise client projects.
Net revenue was $2.1 billion, a decrease of 3% in U.S. dollars and 4% in constant currency, driven by a 4% decline in product revenue primarily due to on-prem software decline of 14%.
Share repurchases totaled approximately $76 million in Q2, with $224 million remaining in the program.
Total debt at quarter end was approximately $1.3 billion, up from $1 billion a year ago.
Total gross margin was 21.1%, an increase of 10 basis points, setting a Q2 record.

Roper Technologies, Inc.

ROP

Technology

4w

Subsplash Acquisition and Strategic Fit in Faith-Based Market

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.

Cloudflare, Inc.

NET

Technology

2w

Financial Performance Summary

Annual run rate revenue crossed $2 billion this quarter.
Cloudflare reported $512.3 million in revenue for Q2 2025, representing 28% year-over-year growth, up from 26.5% in Q1.
Dollar-based net retention was 114%, up 3% quarter-over-quarter.
Free cash flow was $33.3 million, or 6% of revenue, compared to $38.3 million or 10% last year.
Gross margin was 76.3%, within the long-term target range of 75% to 77%, though down 80 basis points sequentially and 270 basis points year-over-year.
Net income was $75.1 million, or $0.21 diluted net income per share.
Network CapEx was 11% of revenue, with full-year guidance of 12% to 13%.
Operating expenses decreased to 62% of revenue, with sales and marketing at 36%, R&D at 16%, and G&A at 10%.
Operating profit was $72.3 million, with an operating margin of 14.1%, slightly down 10 basis points year-over-year.
Remaining performance obligations (RPO) were $1.977 billion, up 6% sequentially and 39% year-over-year.
The company has 3,712 customers paying more than $100,000 annually, a 22% increase year-over-year, contributing 71% of revenue, up from 67% last year.

ServiceNow, Inc.

NOW

Technology

3w

Financial Performance Summary

Current Remaining Performance Obligations (RPO) ended at approximately $23.9 billion, representing 25.5% year-over-year constant currency growth.
Free cash flow margin was 16.5%, up 3% year-over-year, with a strong balance sheet including $10.8 billion in cash and investments.
Operating margin was 29.5%, over 2.5 points above guidance, driven by top line outperformance and AI operational efficiencies.
Renewal rate remained robust at 98%, underscoring ServiceNow's strategic importance as an AI platform for business transformation.
ServiceNow reported Q2 subscription revenues of $3.113 billion, growing 21.5% year-over-year in constant currency, beating guidance by 200 basis points.
Strong growth was seen across industries, notably transportation and logistics (100%+ growth), technology, media and telecom (70%+ growth), retail and hospitality, and energy & utilities (50%+ growth).
The company closed 89 deals greater than $1 million in net new ACV, including 11 deals over $5 million, with 528 customers generating over $5 million in ACV.