Dafinchi AI

SBGI

Technology

1w

Financial Performance Summary

Core advertising revenue grew $13 million year-over-year, including contributions from the Digital Remedy acquisition.
Distribution revenue was flat year-over-year but slightly below expectations due to slower virtual MVPD subscriber growth.
Media expenses were $23 million favorable to guidance, driven by cost savings and reversal of prior FCC expense accruals.
Sinclair delivered solid Q2 2025 results with adjusted EBITDA of $103 million, exceeding the midpoint of guidance despite macroeconomic challenges.
Tennis Channel revenue increased 1% year-over-year, with adjusted EBITDA at the high end of guidance.
The company repurchased $81 million of 2027 notes at a discount, improving leverage metrics.

HLIT

Technology

2w

Financial Performance Summary

Adjusted EBITDA was $10.8 million for Broadband and $6.2 million for Video.
Backlog and deferred revenue totaled $504.5 million, with 51% expected to ship within 12 months.
Book-to-bill ratio improved to 1.1 in Q2 from 0.9 in Q1 and 0.5 in Q2 2024, driven by strong Broadband bookings.
Broadband revenue was $86.9 million with a gross margin of 46.5%, down 110 basis points year-over-year mainly due to tariff costs.
EPS rose from $0.08 to $0.09 year-over-year.
Free cash flow was negative $15.5 million, with a cash balance of $123.9 million at quarter end, up $78 million year-over-year net of $50 million stock repurchases.
Harmonic reported Q2 2025 revenue of $138 million, exceeding guidance in both Broadband and Video segments.
One customer, Comcast, represented 39% of total revenue.
Video revenue was $51.1 million, up 11.6% year-over-year, with a gross margin of 67%, up 260 basis points year-over-year.

VMEO

Technology

1w

Financial Performance Summary

Adjusted EBITDA guidance for 2025 was raised to approximately $35 million, up from the previous range of $25 million to $30 million.
Despite a slight miss on bookings growth goals, the company highlighted strong fundamentals and competitive wins.
Self-serve bookings grew by 11%, reaching levels last seen in 2021, driven by pricing and packaging changes and new product improvements.
Vimeo Enterprise revenue grew by 25%, achieving its second highest booking level on a dollar basis.
Vimeo reported a 6% year-over-year growth in bookings for Q2 2025, marking the strongest growth since 2022.

Playtika Holding Corp.

PLTK

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $167 million, showing a slight sequential decline of 0.2% and a 12.6% year-over-year decrease.
Cost of revenue increased 16.4% YoY; operating expenses rose 22.6% YoY, driven by sales and marketing increases of 52.1% YoY due to SuperPlay acquisition.
D2C revenue reached $175.9 million, slightly down 1.8% sequentially but up 1.3% year-over-year.
GAAP net income was $33.2 million, up 8.5% sequentially but down 61.7% year-over-year.
Playtika reported Q2 2025 revenue of $696 million, a 1.4% sequential decline but an 11% year-over-year increase.
Top titles showed mixed performance: Bingo Blitz revenue was $160.2 million (down 1.3% sequentially, up 2.9% YoY), Slotomania revenue declined sharply to $86.5 million (down 22.7% sequentially, down 35.4% YoY), and June's Journey was $69.1 million (up 0.3% sequentially, down 7.4% YoY).

LYFT

Technology

1w

Financial Performance Summary

Adjusted EBITDA increased by 26% year-over-year, reflecting strong profitability.
Free cash flow reached $993 million on a trailing 12-month basis, marking significant organic cash flow progress.
Lyft delivered record-breaking Q2 2025 results with all-time highs in gross bookings, adjusted EBITDA, and free cash flow.
Lyft repurchased $200 million worth of stock, reducing share count for the first time in company history.

LivePerson, Inc.

LPSN

Technology

6d

Financial Performance Summary

Adjusted EBITDA was $2.9 million, exceeding the high end of guidance.
Average revenue per customer increased 4% year-over-year to $655,000.
Cash balance at quarter end was $162 million, including proceeds from prior transactions.
LivePerson reported Q2 2025 revenue of $59.6 million, slightly above the midpoint of guidance.
Net revenue retention dropped to 78% in Q2 from 80% in Q1.
Professional services revenue declined 26% year-over-year to $9.3 million.
Recurring revenue accounted for 92% of total revenue at $55 million.
Revenue from hosted services declined 25% year-over-year to $50.3 million.

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.