Dafinchi AI

Technology

Added 401,000 postpaid phone net adds, ahead of expectations.
Adjusted EPS was $0.54, up approximately 6% from $0.51 in prior year.
Business Wireline revenues declined 9.3% with EBITDA down 11.3%.
Capital investment was $5.1 billion, up modestly year-over-year.
Consumer Wireline EBITDA grew 17.8% for the quarter, over 18% year-to-date.
Consumer Wireline revenue grew 5.8%, driven by 19% fiber revenue growth.
Free cash flow was $4.4 billion, up from $4 billion the prior year.
Mobility service revenue grew 3.5% with EBITDA growth of 3.2%.
Net leverage ended Q2 at 2.64x, essentially unchanged from Q1.
Repurchased approximately $1 billion of stock in Q2, with $300 million repurchased so far in Q3.
Total revenues and adjusted EBITDA each grew 3.5% year-over-year in Q2 2025.

AVPT

Technology

AvePoint reported Q2 2025 total revenues of $102 million, up 31% year-over-year and above the high end of guidance.
Customer retention improved with a trailing 12-month gross retention rate of 89% (91% excluding migration products) and a net retention rate of 112%, the highest ever.
Gross profit was $76.3 million with a gross margin of 74.8%, slightly down from 76.2% due to a higher mix of low-margin services revenue.
Net new ARR added was $22.1 million, the highest ever, with total ARR reaching $367.6 million, up 27% year-over-year.
Operating income was $18.8 million with an 18.4% operating margin, representing a margin expansion of over 700 basis points year-over-year.
SaaS revenues reached $77.3 million, growing 44% year-over-year and comprising 76% of total revenues, the highest quarterly mix to date.

COHU

Technology

Cash and investments increased by $8 million to $209 million, driven by $16 million cash flow from operations.
Interest income net of interest expense and foreign currency loss was approximately $900,000.
Non-GAAP EPS for Q2 was $0.02.
Non-GAAP gross margin was 44.4%, consistent with expectations.
No stock repurchases were completed in Q2; total debt remained flat at $18 million.
Operating expenses were $47.7 million, in line with guidance.
Q2 CapEx was $2.7 million, primarily for facility improvements.
Recurring revenue represented 63% of total revenue, largely consumable-driven and more stable than systems revenue.
Revenue for the second quarter of 2025 was $107.7 million, in line with guidance.
Tax provision was approximately $300,000 for Q2.

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