Dafinchi AI

SBAC

Technology

Acquired 4,329 sites for approximately $563 million, mostly from Millicom in Guatemala and Panama.
Declared a quarterly dividend of $1.11 per share, a 13% increase over Q3 2024, representing approximately 35% of the midpoint of full year AFFO outlook.
Domestic organic leasing revenue grew 5% gross and 1% net year-over-year, with 4% churn including $11 million related to Sprint consolidation.
International organic leasing revenue grew 0.8% net on a constant currency basis, with elevated churn mainly due to carrier consolidation and Oi wireless churn in Brazil.
Purchased 799,000 shares for $172 million during Q2 at an average price of $215.33 per share.
Reported $12.6 billion total debt and $12.3 billion net debt with leverage at 6.3x net debt to adjusted EBITDA, near historical lows.
SBA exceeded internal projections in Q2 2025 with strong performance in both U.S. and international businesses.

PCTY

Technology

Adjusted EBITDA for Q4 was $130.7 million with a 32.6% margin, exceeding guidance by $8 million.
Fiscal 2025 adjusted EBITDA was $583 million with a 36.5% margin, a 15% increase from fiscal 2024.
For fiscal 2025, recurring revenue grew 15% and total revenue increased 14% to $1.6 billion.
Free cash flow margin for fiscal 2025 was 21.5%, up 12% in dollar terms despite headwinds from tax status and Airbase acquisition.
GAAP net income for fiscal 2025 was $227.1 million with operating income of $304 million.
Paylocity reported Q4 recurring revenue of $369.9 million, up 14% year-over-year, and total revenue growth of 12%.

ALRM

Technology

Free cash flow was $18.2 million for the quarter, ending with $1.02 billion in cash and equivalents.
GAAP net income increased 3.1% year-over-year to $34.6 million; GAAP EPS was $0.63.
Gross profit grew 9.4% year-over-year to $166.8 million with a 40 basis point improvement in gross margins.
Hardware revenue outperformance contributed to stronger adjusted EBITDA and efficient customer acquisition.
Non-GAAP adjusted EBITDA grew 13% year-over-year to $48.4 million; non-GAAP adjusted net income grew 6.5% to $34.1 million.
SaaS and license revenue grew 9% year-over-year to $170 million, exceeding the midpoint of guidance for Q2 2025.
Total revenue grew 8.8% year-over-year to $254.3 million, marking the first quarter with an annual run rate exceeding $1 billion.

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