Dafinchi AI

Technology

Adjusted earnings per share were $0.87, up $0.09 sequentially but down $0.05 year-over-year due to divestitures.
Adjusted operating income was about $179 million, representing a 19.0% margin, including $12 million of tariff pass-through revenues which diluted margins by 20 basis points.
Adjusted operating margins improved 70 basis points sequentially from Q1 2025 and were flat year-over-year excluding tariff impacts.
Corporate and other adjusted operating expenses increased by $4 million year-over-year, mainly due to higher variable compensation.
Free cash flow was $116 million, a 17% increase year-over-year, with a 91% cash conversion rate, up 17 percentage points from Q1 2025 and 20 points from Q2 2024.
Performance Sensing revenue declined 10% year-over-year to $652 million due to divestitures and lower on-road truck production, but margins expanded 20 basis points to 22.5%.
Sensata reported Q2 2025 revenue of approximately $943 million, down from $1.036 billion in Q2 2024, primarily due to divestitures but up $32 million sequentially from Q1 2025.
Sensing Solutions revenue grew 9% year-over-year to $291 million, driven by industrials and aerospace growth, with margin expansion of 50 basis points to 30.2%.

Technology

Datacom revenue declined 12% year-over-year but increased 10% sequentially, driven by new higher data rate products.
Full fiscal year 2025 revenue reached a record $3.4 billion, a 19% increase over prior year.
Gross margin in Q4 was 12.5%, better than expected, with operating margin at 10.7%, a 50 basis point improvement from Q3.
Non-GAAP EPS hit a record $2.65 in Q4 and $10.17 for the full fiscal year.
Non-optical communications revenue rose 41% year-over-year to $221 million, with automotive and industrial laser segments performing well.
Optical communications revenue was $689 million in Q4, up 15% year-over-year and 5% sequentially.
Q4 revenue was $910 million, exceeding guidance and up 21% year-over-year and 4% sequentially.
Telecom revenue grew 46% year-over-year to $412 million, driven by data center interconnect (DCI) products.

PANW

Technology

Diluted non-GAAP EPS was $0.95, ahead of guidance.
Free cash flow margin was 38% for the third consecutive year, with $3.5 billion free cash flow generated in FY25.
Next-Generation Security ARR reached $5.58 billion, up 32% year-over-year, with net new ARR up 12%.
Operating margins expanded by 340 basis points to above 30% for the first time in company history.
Product revenue grew 19%, driven by software form factors, while services revenue grew 15%, with subscription revenue up 17%.
RPO grew 24% year-over-year to $15.8 billion, the highest growth in 7 quarters.
Software firewalls and SASE showed strong ARR growth, with software ARR up nearly 20% year-over-year.
Total revenue for Q4 FY25 was $2.54 billion, growing 16% year-over-year, exceeding the high end of guided range.

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