Dafinchi AI

VMEO

Technology

1w

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.

PUBM

Technology

5d

Financial Performance Summary

Adjusted EBITDA margin was 20%, marking the 37th consecutive quarter of profitability.
CTV revenue grew over 50% year-over-year, representing nearly 20% of total revenue.
Emerging revenue streams more than doubled year-over-year, accounting for 8% of total revenue.
Free cash flow was $9.3 million with $117.6 million in cash and marketable securities and zero debt.
PubMatic delivered strong Q2 2025 results with revenue and adjusted EBITDA exceeding expectations.
Q2 GAAP net loss was $5.2 million or $0.11 per diluted share.
Reported revenue grew 6% year-over-year, while underlying business revenue (excluding DSP and political advertising impacts) grew 19%.
Share repurchases totaled $178.2 million through Q2 2025 with $96.8 million remaining authorized.

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.

SBGI

Technology

1w

Financial Performance Summary

Core advertising revenue grew $13 million year-over-year, including contributions from the Digital Remedy acquisition.
Distribution revenue was flat year-over-year but slightly below expectations due to slower virtual MVPD subscriber growth.
Media expenses were $23 million favorable to guidance, driven by cost savings and reversal of prior FCC expense accruals.
Sinclair delivered solid Q2 2025 results with adjusted EBITDA of $103 million, exceeding the midpoint of guidance despite macroeconomic challenges.
Tennis Channel revenue increased 1% year-over-year, with adjusted EBITDA at the high end of guidance.
The company repurchased $81 million of 2027 notes at a discount, improving leverage metrics.

FIVN

Technology

2w

AI Momentum and Enterprise Adoption Accelerates Significantly

Enterprise AI bookings more than tripled year-over-year in Q2, with net new AI bookings doubling and installed base AI bookings quadrupling.
AI now represents over 20% of Enterprise ACV bookings, up from 10% of subscription revenue, indicating rapid growth and increasing market penetration.
Customers are achieving substantial ROI, including 80% reduction in abandonment rate and 50%+ increase in containment rate, demonstrating tangible value.

FIVN

Technology

2w

Financial Performance Summary

Adjusted EBITDA grew 63% year-over-year, reaching a record margin of 24%.
Commercial business declined in the single digits on an LTM basis, by design due to focus on large customers.
Five9 reported strong Q2 results exceeding guidance across all key metrics.
LTM dollar-based retention rate increased to 108% from 107% last quarter.
Operating cash flow was $35.1 million (12.4% of revenue) and free cash flow was $21.6 million (7.6% of revenue), both Q2 records despite $7.8 million in one-time restructuring costs.
Q2 non-GAAP EPS grew 45% year-over-year to $0.76 per diluted share.
Subscription revenue grew 16% year-over-year, driven by Enterprise AI revenue growth accelerating to 42% year-over-year.
Subscription revenue now makes up 81% of total revenue.
The company paid off $434 million principal balance of 2025 convertible notes in cash on June 1.

Electronic Arts Inc.

EA

Technology

2w

Financial Performance Summary

Earnings per share was $0.79 for the quarter.
Electronic Arts delivered net bookings of $1.3 billion in Q1 FY '26, up 3%, exceeding the high end of guidance.
Full game net bookings were $214 million, up 27%, led by Split Fiction and Star Wars Battlefront II resurgence.
Live services net bookings were $1.08 billion, down 1%, but excluding Apex Legends, live services grew in the low single digits.
Net revenue was $1.67 billion, up 1%, with gross margin at 83.3%, down 90 basis points due to royalty-bearing titles.
Operating cash flow was $17 million for Q1, trailing 12-month basis was $1.98 billion, and free cash flow was $1.75 billion.
Operating expenses were $1.12 billion, up 9%, driven by increased people costs and strategic investments.
Returned $423 million to shareholders via buybacks and dividends during the quarter.

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.