Dafinchi AI

SNPS

Technology

Backlog stood at $10.1 billion including ANSYS, indicating business resilience.
Design automation segment revenue grew 23% to $1.31 billion, with a 44.5% adjusted operating margin.
Design IP segment revenue declined 8% to $428 million, impacted by export restrictions, foundry customer challenges, and roadmap/resource decisions.
Free cash flow was approximately $632 million; cash and short-term investments totaled $2.6 billion with $14.3 billion in debt.
Non-GAAP EPS was $3.39, with GAAP EPS at $1.50 for the quarter.
Non-GAAP operating margin for the quarter was 38.5%, reflecting headwinds in IP and tailwinds from ANSYS and design automation.
Q3 revenue reached $1.74 billion, a 14% year-over-year increase, driven by strong design automation growth and the ANSYS acquisition.

PATH

Technology

Cloud ARR exceeded $1.080 billion, growing more than 25% year-over-year, including hybrid and SaaS.
Dollar-based gross retention remained strong at 98%, and dollar-based net retention rate held at 108%.
GAAP operating loss improved by $83 million to a $20 million loss, including $78 million in stock-based compensation.
Non-GAAP adjusted free cash flow was $45 million, with a strong balance sheet of $1.5 billion in cash and no debt.
Non-GAAP operating income rose to $62 million, representing a 17% margin, an improvement of over 1,500 basis points year-over-year.
Operating expenses decreased 6% year-over-year to $243 million, reflecting disciplined cost management.
Second-quarter ARR grew 11% year-over-year to $1.723 billion, driven by $31 million in net new ARR.
Second-quarter revenue increased 14% year-over-year to $362 million, with a 12% growth normalized for FX impact.

Technology

Adjusted EBITDA profit was $6.4 million, representing the third consecutive quarter of adjusted EBITDA profitability.
Backlog increased to $736.1 million, up 245% year-over-year, providing strong revenue visibility for the next 12 to 24 months.
Civil government sector revenue declined about 4% year-over-year due to contract expirations, notably Norway NICFI.
Commercial sector revenue grew approximately 6% year-over-year and 13% quarter-over-quarter, driven by agriculture and energy.
Defense and Intelligence sector revenue grew approximately 41% year-over-year and 14% quarter-over-quarter.
Free cash flow was positive for the second consecutive quarter, with year-to-date free cash flow of $54.3 million and a margin of approximately 39%.
Non-GAAP gross margin improved to 61% from 58% a year ago, driven by high-margin usage-based data subscription revenue.
Q2 revenue reached $73.4 million, marking approximately 20% year-over-year growth and a quarter of growth reacceleration.

PHR

Technology

Adjusted EBITDA rose to $22 million, up $16 million year over year, with a margin of 19%.
Average healthcare services clients (AHSCs) reached 4,467, up 298 from the prior year.
Cash and cash equivalents ended at $98.3 million, up from $90.9 million in the prior quarter.
Free cash flow was $9.6 million, up $6 million year over year, marking four consecutive quarters of positive free cash flow.
Operating cash flow was $14.8 million, up $3.8 million year over year.
Phreesia achieved its first-ever positive net income quarter with net income of $700,000.
Revenue per average healthcare services client was $26,249, up 7% year over year and flat quarter over quarter.
Total revenue for Q2 2026 was $117.3 million, a 15% increase year over year.

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