Dafinchi AI

VRNS

Technology

ARR contribution margin improved to 16.5% from 14.9% last year.
Cash and equivalents totaled $1.2 billion as of June 30, 2025.
Gross profit was $122.6 million with a gross margin of 80.6%, down from 84.1% in Q2 2024.
Net income was $3.8 million or $0.03 per diluted share versus $6.8 million or $0.05 per diluted share last year.
Operating loss was $1.9 million or -1.2% operating margin compared to operating income of $2.1 million last year.
Q2 ARR grew 19% year-over-year to $693.2 million with SaaS ARR representing about 69% of total ARR.
Share repurchases totaled 2.5 million shares for $100 million year-to-date.
Total revenues for Q2 were $152.2 million, up 17% year-over-year, with SaaS revenues at $105.9 million.
Year-to-date free cash flow was $82.7 million, up from $67.3 million last year.

Technology

Adjusted diluted EPS grew 11.4% year-over-year to $0.88, exceeding the high end of guidance.
Genpact reported Q2 2025 revenue of $1.25 billion, up 7% year-over-year, driven by broad-based business growth.
Gross margin expanded by 50 basis points to 35.9%, and adjusted operating income margin increased by 40 basis points to 17.3%.
Non-FTE revenue accounted for 46% of total revenue, consistent with the prior year.
Operating cash flow was $177 million, down from $209 million in the prior year, with cash and equivalents at $663 million.

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