Dafinchi AI

VSAT

Technology

Adjusted EBITDA increased by 1% year-over-year to $408 million, with a 35% margin, supported by growth in infosec, cyber defense, and aviation.
Free cash flow was positive $60 million for the quarter, with a trailing 12-month positive free cash flow of $88 million.
Net leverage remained flat year-over-year at approximately 3.6x trailing 12 months adjusted EBITDA.
Net loss widened to $56 million from $33 million in Q1 fiscal 2025, mainly due to higher depreciation, amortization, and income tax provision.
Q1 fiscal 2026 revenue grew 4% year-over-year to $1.17 billion, driven by double-digit growth in Defense and Advanced Technologies segment.

KLIC

Technology

Gross margin was 46.7%, with total operating expenses of $75.3 million GAAP and $68 million non-GAAP.
Kulicke & Soffa reported Q3 2025 revenue of $148.4 million, a GAAP loss per share of $0.06, and non-GAAP earnings per share of $0.07.
Tax expense was $3.2 million, with an expected effective tax rate above 20% in the near term.
The company repurchased approximately 668,000 shares during the quarter, totaling over 5 million shares repurchased since Q1 2024.

MTCH

Technology

Adjusted operating income (AOI) was $290 million, down 5% year-over-year, with an AOI margin of 34%.
E&E direct revenue declined 8% year-over-year; payers declined 15%, RPP rose 8%.
Excluding live streaming business exits, total revenue was up 1% year-over-year and flat FX-neutral.
Excluding restructuring and legal settlement charges, OI increased 10% and AOI increased 5% year-over-year.
Gross leverage was 2.8x and net leverage was 2.5x at quarter-end.
Hinge direct revenue grew 25% year-over-year to $168 million; payers grew 18%, RPP grew 6%.
Match Group Asia direct revenue was $69 million, down 6% year-over-year; payers increased 6%, RPP declined 12%.
Match Group reported Q2 2025 total revenue of $864 million, flat year-over-year and down 1% on an FX-neutral basis.
Operating income (OI) was $194 million, down 5% year-over-year, with an OI margin of 22%.
Payers declined 5% year-over-year to 14.1 million, while revenue per payer (RPP) grew 5% to $20.
Share repurchases totaled $7.6 million shares for $225 million; dividends paid were $47 million.
Tinder direct revenue was $461 million, down 4% year-over-year; payers declined 7%, RPP grew 3%.
Total expenses increased 2% year-over-year; selling and marketing costs decreased 4%.

TOST

Technology

Adjusted EBITDA reached $161 million with a margin expansion of 8 percentage points year-over-year to 35%.
ARR grew 31% year-over-year, with SaaS ARR up 30% and payments ARR up 32%.
GAAP operating income was $80 million, up significantly from $14 million a year ago.
GPV was $50 billion, growing 23% year-over-year, with GPV per location down 1%.
Nonpayment fintech solutions, led by Toast Capital, contributed $40 million in gross profit, with stable defaults and healthy demand.
Q2 2025 results exceeded expectations with 8,500 net new locations added and recurring gross profit growing 35%.
Subscription revenue increased 37% and gross profit grew 43%, benefiting from improved ARR to revenue conversion.

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