Dafinchi AI

TEAM

Technology

Atlassian closed FY 2025 with over $5.2 billion in revenue and $1.4 billion in free cash flow, maintaining balanced Rule of 40 plus performance.
Cloud net revenue retention rate was 120%, driven by strong enterprise sales and partner execution.
Data Center revenue growth was in line with guidance, supported by pricing and large customer renewals, partially offset by cloud migrations.
Marketplace outperformance driven by third-party app sales from Data Center.
Q4 free cash flow was $360 million, down 13% year-over-year, primarily due to strong prior year collections and transition to annual billing terms.
Record number of deals greater than $1 million in ACV signed in Q4, more than doubling year-over-year.
RPO balance increased 38% year-over-year to $3.3 billion, with 74% expected to be recognized as revenue in the next 12 months.

LRCX

Technology

Capital expenditures were $172 million, down from $288 million, focused on lab and manufacturing investments in the US and Asia.
Customer Support Business Group revenue was approximately $1.7 billion, consistent with prior quarters, with a third consecutive record quarter for upgrade revenue.
Deferred revenue balance increased by approximately $670 million from the prior quarter to $2.68 billion, related to advanced payments from newer customers.
Earnings per share were $1.33, exceeding the high end of guidance due to higher revenue, strong gross margin, and a lower tax rate of 4.8%.
Fiscal year 2025 revenue was a record $18.4 billion with a gross margin of 48.8%, and free cash flow was approximately $5.4 billion or 29% of revenue.
Gross margin reached 50.3%, the highest since the Lam-Novellus merger, and operating margin was 34.4%, near the high end of guidance.
Headcount increased by approximately 400 employees, primarily in R&D and manufacturing support.
Inventory turns improved to 2.4x from 2.2x, and days sales outstanding decreased to 59 days from 62 days.
Lam Research delivered revenues of $5.17 billion in the June 2025 quarter, a 10% increase from the prior quarter.
Regional revenue composition included 35% from China (up from 31%), 22% from Korea, 19% from Taiwan, and a record 14% from Japan.

ANET

Technology

Arista Networks reported Q2 2025 revenue of $2.2 billion, up 30.4% year-over-year and exceeding guidance by $100 million.
Cash, cash equivalents, and investments totaled $8.8 billion; $196 million of stock repurchased during the quarter.
Net income was $923.5 million, or 41.9% of revenue, with diluted EPS of $0.73, up 37.7% year-over-year.
Non-GAAP gross margin was 65.6%, above guidance of 63% and prior quarter's 64.1%, driven by efficient supply chain and inventory management.
Operating cash flow was approximately $1.2 billion, the highest in Arista's history.
Operating income reached $1.08 billion, or 48.8% of revenue, the first time crossing $1 billion in company history.

AMD

Technology

AMD reported record revenue of $7.7 billion for Q2 2025, a 32% year-over-year increase, exceeding the midpoint of guidance.
Client and Gaming segment revenue rose 69% year-over-year to $3.6 billion, driven by record client CPU sales and strong demand for gaming GPUs and semi-custom game console SoCs.
Data Center segment revenue increased 14% year-over-year to $3.2 billion but decreased 12% sequentially due to export controls impacting MI308 sales.
Diluted earnings per share were $0.48, reduced by approximately $0.43 due to inventory and related charges.
Embedded segment revenue declined 4% year-over-year to $824 million, with mixed demand and product mix impacting operating income.
Free cash flow was a record $1.2 billion, with $478 million returned to shareholders through share repurchases in the quarter.
Gross margin was 43%, down from 53% a year ago, primarily due to an $800 million inventory write-down related to U.S. export controls on MI308 sales to China; excluding this charge, non-GAAP gross margin was approximately 54%.
Operating income was $897 million, representing a 12% operating margin, down from $1.3 billion or 22% a year ago due to inventory charges.

LPSN

Technology

Adjusted EBITDA was $2.9 million, exceeding the high end of guidance.
Average revenue per customer increased 4% year-over-year to $655,000.
Cash balance at quarter end was $162 million, including proceeds from prior transactions.
LivePerson reported Q2 2025 revenue of $59.6 million, slightly above the midpoint of guidance.
Net revenue retention dropped to 78% in Q2 from 80% in Q1.
Professional services revenue declined 26% year-over-year to $9.3 million.
Recurring revenue accounted for 92% of total revenue at $55 million.
Revenue from hosted services declined 25% year-over-year to $50.3 million.

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