Dafinchi AI

SWKS

Technology

Broad Markets grew 2% sequentially and 5% year-over-year, marking six consecutive quarters of growth.
Earnings per share were $1.33, $0.09 above guidance.
Free cash flow was $253 million, representing 26% of revenue.
Gross margin was 47.1%, driven by product mix and cost discipline.
Largest customer accounted for approximately 63% of revenue.
Mobile segment revenue was 62% of total, up 1% sequentially and 8% year-over-year.
Operating income was $224 million with a 23.3% operating margin.
Returned $430 million to shareholders through dividends and share repurchases.
Skyworks reported Q3 FY2025 revenue of $965 million, exceeding the high end of guidance.

JAMF

Technology

Adjusted EBITDA grew 40% to $35.3 million, a 20% margin, and trailing 12-month unlevered free cash flow surpassed $100 million, growing 24% to $102.9 million.
Cash increased to $482 million from $222 million in Q1, driven by a $400 million term loan facility and partially offset by acquisition payments.
Jamf reported strong Q2 2025 financial results with 15% year-over-year revenue growth to $176.5 million, exceeding the high end of guidance by $7 million.
Non-GAAP operating income was $33.5 million, representing a 19% margin, a 360 basis point improvement over Q2 2024.
Total ARR grew 14% year-over-year to $710 million, including $203 million in Security ARR, a 40% increase driven by Identity Automation and platform solutions.

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