Dafinchi AI

WIX

Technology

Non-GAAP gross margin improved to 70% from 69% in Q1, reflecting AI-driven productivity gains and vendor optimization.
Non-GAAP operating income was $110 million or 22% of revenue, up from 21% in Q1, excluding $6.1 million acquisition-related expenses.
Partners revenue increased 24% year-over-year to $183 million, fueled by professional audience and studio growth.
Q2 free cash flow was $148 million or 30% of revenue, with $100 million spent on share repurchases under a $400 million authorization.
Total bookings grew to $510 million in Q2 2025, up 10% year-over-year, driven by stronger new user cohorts and deeper adoption of AI and studio offerings.
Total revenue reached $490 million, up 12% year-over-year, exceeding the high end of guidance.
Transaction revenue was $64 million, up 18% year-over-year, supported by 11% growth in GPV to $3.6 billion and improved take rate.

TXN

Technology

Analog revenue grew 18% year-over-year and Embedded Processing grew 10%.
Capital expenditures were $1.3 billion in the quarter and $4.9 billion over the last 12 months.
Cash flow from operations was $1.9 billion in the quarter and $6.4 billion on a trailing 12-month basis.
Dividends paid were $1.2 billion and stock repurchases were $302 million in the quarter.
Free cash flow on a trailing 12-month basis was $1.8 billion.
Gross profit was $2.6 billion or 58% of revenue, with gross margin increasing 110 basis points sequentially.
Inventory was $4.8 billion, up $125 million sequentially, with days of inventory at 231, down 9 days sequentially.
Net income was $1.3 billion or $1.41 per share, including a $0.02 benefit not in original guidance.
Operating expenses were $1 billion, up 5% year-over-year, representing 23% of revenue on a trailing 12-month basis.
Operating profit was $1.6 billion or 35% of revenue, up 25% year-over-year.
Second quarter revenue was $4.4 billion, up 9% sequentially and 16% year-over-year.
Total debt outstanding is $14.15 billion with a weighted average coupon of 4%.

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