Dafinchi AI

Uber Technologies, Inc.

UBER

Technology

1w

Financial Performance Summary

Adjusted EBITDA, GAAP operating income, and free cash flow reached new highs during the quarter.
Moto, a lower-cost two-wheeler product in developing markets, surpassed $1.5 billion in gross bookings with 40% growth.
The premium business exceeded $10 billion in gross bookings, growing 35%, while the reserve business grew 60%.
Uber achieved all-time highs in audience and frequency, with trips and gross bookings both up 18% in Q2 2025.
Uber One membership grew to 36 million members, with members spending 3x more than non-members.

Monolithic Power Systems, Inc.

MPWR

Technology

2w

Financial Performance Summary

Automotive segment is expected to grow between 40% to 50% for the full year 2025.
MPS achieved record quarterly revenue of $664.6 million in Q2 2025, a 4.2% increase from Q1 2025 and 31.0% higher than Q2 2024.
Revenue growth was diversified across all end markets, with strong performance in storage, compute, and initial shipments for ASIC-based AI products.
Storage and notebook segments showed significant competitive gains and revenue increases in Q2.

Bentley Systems, Incorporated

BSY

Technology

1w

Financial Performance Summary

Adjusted operating income less stock-based compensation expense was $105 million for Q2, up 10% year-over-year with a margin of 28.9%, up 10 basis points.
Annual recurring revenue (ARR) grew 11.5% year-over-year to $1.379 billion at quarter-end spot rates, or 12% excluding China, which now represents only 2% of total ARR.
Bentley Systems reported Q2 2025 total revenues of $364 million, up 10% year-over-year on a reported basis and 9% on a constant currency basis.
Free cash flow was $57 million for the quarter and $273 million year-to-date, with an increased full-year outlook of $430 million to $470 million due to new U.S. tax benefits.
Subscription revenues grew 12% year-over-year for the quarter and now represent 92% of total revenues, up 2 percentage points from last year.

VMEO

Technology

2w

Financial Performance Summary

Adjusted EBITDA guidance for 2025 was raised to approximately $35 million, up from the previous range of $25 million to $30 million.
Despite a slight miss on bookings growth goals, the company highlighted strong fundamentals and competitive wins.
Self-serve bookings grew by 11%, reaching levels last seen in 2021, driven by pricing and packaging changes and new product improvements.
Vimeo Enterprise revenue grew by 25%, achieving its second highest booking level on a dollar basis.
Vimeo reported a 6% year-over-year growth in bookings for Q2 2025, marking the strongest growth since 2022.

BAND

Technology

2w

Financial Performance Summary

Adjusted EBITDA was $22 million, exceeding the high end of guidance and growing 17% year-over-year.
Average annual revenue per customer set a record at $230,000 ($216,000 excluding political campaign revenue).
Bandwidth reported Q2 2025 revenue of $180 million, a 9% year-over-year increase normalized for political campaign revenue.
Enterprise voice revenue grew 29% year-over-year, driven by customer expansion and new cloud migrations.
Free cash flow was $26 million, representing a 19% margin.
Global Voice Plans revenue grew 7% year-over-year, the highest growth rate since 2021.
Net retention rate was 112%, and customer name retention remained above 99%.
Non-GAAP gross profit increased 11% year-over-year to $79 million, with gross margin improving 2 percentage points to 58%.
Programmable messaging achieved 7% normalized year-over-year growth.