Dafinchi AI

STGW

Technology

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.

Technology

Ended Q2 with $1.2 billion in cash and investments, down from $1.6 billion due to convertible notes settlement and share repurchases.
For Sale revenue grew 9% year-over-year to $482 million, outperforming the broader housing market.
Q2 EBITDA was $155 million at the high end of the outlook range, with a 24% EBITDA margin.
Rentals revenue accelerated 36% year-over-year to $159 million, driven by multifamily revenue growth of 56%.
Residential revenue increased 6% and mortgages revenue surged 41% to $48 million.
Share repurchases totaled $150 million in Q2 at an average price of $65, with $981 million remaining authorization.
The company reported its second consecutive quarter of positive GAAP net income.
Total operating expenses and cost of revenue grew 9% year-over-year, while fixed costs grew only 3%.
Zillow Group reported Q2 2025 revenue of $655 million, up 15% year-over-year, exceeding expectations.

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