Dafinchi AI

WLY

Technology

Adjusted EBITDA declined 3%, impacted by margin mix and timing effects.
Adjusted EPS increased 2%, showing modest earnings growth.
Adjusted revenue grew 1% year-over-year in Q1 2026, reflecting steady top-line performance despite seasonal softness.
Free cash flow was a use of $100 million, an improvement from $107 million last year, reflecting seasonal cash flow timing.
Learning revenue declined 8%, impacted by lower AI revenue and softness in professional publishing.
Net debt to EBITDA ratio improved to 1.9 from 2.0, supported by $120 million divestiture proceeds used to reduce debt.
Research publishing revenue declined 1%, affected by a tough prior-year comp and seasonal factors.
Research segment grew 5%, driven by AI licensing revenue increase from $17 million to $29 million.

Technology

Adjusted EBITDA profit was $6.4 million, representing the third consecutive quarter of adjusted EBITDA profitability.
Backlog increased to $736.1 million, up 245% year-over-year, providing strong revenue visibility for the next 12 to 24 months.
Civil government sector revenue declined about 4% year-over-year due to contract expirations, notably Norway NICFI.
Commercial sector revenue grew approximately 6% year-over-year and 13% quarter-over-quarter, driven by agriculture and energy.
Defense and Intelligence sector revenue grew approximately 41% year-over-year and 14% quarter-over-quarter.
Free cash flow was positive for the second consecutive quarter, with year-to-date free cash flow of $54.3 million and a margin of approximately 39%.
Non-GAAP gross margin improved to 61% from 58% a year ago, driven by high-margin usage-based data subscription revenue.
Q2 revenue reached $73.4 million, marking approximately 20% year-over-year growth and a quarter of growth reacceleration.

Technology

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

ADBE

Technology

Adobe entered a $2.5 billion share repurchase agreement, with $8.4 billion remaining under the $25 billion authorization.
Adobe reported record Q3 revenue of $5.99 billion, representing 10% year-over-year growth in constant currency and 11% as reported.
AI-influenced ARR surpassed $5 billion, up from $3.5 billion at fiscal year-end 2024, exceeding full-year AI-first ARR target early.
Cash flow from operations hit a Q3 record of $2.20 billion; ending cash and short-term investments totaled $5.94 billion.
Digital Experience segment revenue reached $1.48 billion, up 9% year-over-year with subscription revenue of $1.37 billion growing 11%.
Digital Media segment revenue was $4.46 billion, growing 11% year-over-year with ending ARR of $18.59 billion, up 11.7%.
GAAP earnings per share were $4.18, up 11% year-over-year; non-GAAP EPS was $5.31, up 14% year-over-year.
Remaining performance obligations grew 13% year-over-year to $20.44 billion, with contract revenue performance obligations up 10%.

ACN

Technology

Accenture delivered 7% revenue growth in fiscal year 2025, adding $5 billion in revenue with over $80 billion in bookings.
Adjusted EPS grew 8% year-over-year to $12.93 for FY25 and 9% to $3.03 in Q4.
Adjusted operating margin expanded by 10 basis points to 15.6% for the full year and 15.1% for Q4.
Federal business was a 20 basis point headwind to overall growth for the year.
Fourth quarter revenues were $17.6 billion, at the top of guided range, reflecting 7% growth in U.S. dollars and 4.5% in local currency.
Free cash flow increased 26% year-over-year to $10.9 billion for FY25 and was $3.8 billion in Q4.
Returned $8.3 billion to shareholders in FY25, a 7% increase over FY24, including $1.4 billion in Q4.

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