Dafinchi AI

TYL

Technology

Annualized recurring revenue was approximately $2.07 billion, up 15.2%.
Cash flows from operations were $98.3 million, driven by higher margins and working capital improvements.
Free cash flow grew 80.9% to $88 million, significantly exceeding expectations.
Merchant fees increased to approximately $53 million from $45 million last year.
Non-GAAP operating margin expanded 200 basis points to 26.5%.
Professional services revenues declined 18.5% to $58.6 million due to deemphasizing low-margin services and project reserves.
Subscriptions revenue increased 21.4%, with SaaS revenues growing 21.5% to $189.6 million.
Total revenues for the quarter were $596.1 million, up 10.2%.
Transaction revenues grew 21.3% to $215.5 million, driven by higher transaction volumes and new transaction-based services.

APP

Technology

Adjusted EBITDA nearly doubled to $1.020 billion, achieving an 81% adjusted EBITDA margin.
Free cash flow rose 72% year-over-year to $768 million, slightly lower than the previous quarter due to timing of bond interest and tax payments.
Q2 2025 revenue increased 77% year-over-year to approximately $1.260 billion, driven primarily by the core gaming advertising business.
Share repurchases totaled approximately 900,000 shares at a cost of $341 million, funded through free cash flow.
The sale of the Apps business to Tripledot Studios was completed during the quarter, with proceeds of $425 million included in cash and cash equivalents.
Weighted average diluted shares outstanding reduced from 346 million in Q4 2024 to 342 million in Q2 2025.

CALX

Technology

Calix reported second quarter 2025 revenue of $242 million, representing 10% sequential quarterly growth.
Cash and investments totaled $299 million after $33 million in share repurchases.
Days sales outstanding (DSO) improved to a record 24 days, down 6 days sequentially and 14 days year-over-year.
Free cash flow reached a record $36 million, marking the ninth consecutive quarter with 8-digit free cash flow.
Inventory turns were 3.4%, slightly down from 3.6% in the prior quarter.
Record non-GAAP gross margin of 56.8%, up 60 basis points sequentially, driven by customer mix and platform adoption.
Record remaining performance obligations (RPOs) grew 2% sequentially to $347 million and 30% year-over-year, with current RPOs at $134 million, up 5% sequentially and 30% year-over-year.

Earnings Feed