Dafinchi AI

TXN

Technology

Analog revenue grew 18% year-over-year and Embedded Processing grew 10%.
Capital expenditures were $1.3 billion in the quarter and $4.9 billion over the last 12 months.
Cash flow from operations was $1.9 billion in the quarter and $6.4 billion on a trailing 12-month basis.
Dividends paid were $1.2 billion and stock repurchases were $302 million in the quarter.
Free cash flow on a trailing 12-month basis was $1.8 billion.
Gross profit was $2.6 billion or 58% of revenue, with gross margin increasing 110 basis points sequentially.
Inventory was $4.8 billion, up $125 million sequentially, with days of inventory at 231, down 9 days sequentially.
Net income was $1.3 billion or $1.41 per share, including a $0.02 benefit not in original guidance.
Operating expenses were $1 billion, up 5% year-over-year, representing 23% of revenue on a trailing 12-month basis.
Operating profit was $1.6 billion or 35% of revenue, up 25% year-over-year.
Second quarter revenue was $4.4 billion, up 9% sequentially and 16% year-over-year.
Total debt outstanding is $14.15 billion with a weighted average coupon of 4%.

WIX

Technology

Non-GAAP gross margin improved to 70% from 69% in Q1, reflecting AI-driven productivity gains and vendor optimization.
Non-GAAP operating income was $110 million or 22% of revenue, up from 21% in Q1, excluding $6.1 million acquisition-related expenses.
Partners revenue increased 24% year-over-year to $183 million, fueled by professional audience and studio growth.
Q2 free cash flow was $148 million or 30% of revenue, with $100 million spent on share repurchases under a $400 million authorization.
Total bookings grew to $510 million in Q2 2025, up 10% year-over-year, driven by stronger new user cohorts and deeper adoption of AI and studio offerings.
Total revenue reached $490 million, up 12% year-over-year, exceeding the high end of guidance.
Transaction revenue was $64 million, up 18% year-over-year, supported by 11% growth in GPV to $3.6 billion and improved take rate.

CLVT

Technology

Adjusted diluted EPS was $0.18, impacted by divestitures and disposals.
Adjusted EBITDA margin for H1 2025 increased 50 basis points to 41%, driven by internal cost efficiencies.
Capital allocation included $50 million free cash flow used for share repurchases totaling $100 million in H1, reducing net debt.
Clarivate reported solid Q2 2025 financial performance with organic ACV growth of 1.3% year-over-year and a 40 basis point improvement from end of 2024.
Debt refinancing extended maturity by 5 years, with a swap to fixed interest rate, increasing annual cash interest by $7 million but favorable in current rate environment.
Free cash flow was $50 million in Q2 and $161 million for the first half of 2025.
Operating cash flow was $116 million in Q2, with $18 million of onetime restructuring costs related to the Value Creation Plan.
Q2 revenue was $621 million, with a net loss of $72 million, improved from prior year due to absence of noncash impairment charges.
Total organic revenue grew 0.5% in Q2, with recurring organic revenue growing nearly 1%.

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