Dafinchi AI

Technology

Cash and investments ended at $1.2 billion, down from $1.6 billion in Q1, primarily due to convertible notes settlement and share repurchases.
For Sale revenue grew 9% year-over-year to $482 million, outperforming the broader housing market.
Q2 EBITDA expenses were $500 million, slightly above outlook due to benefits costs and payroll taxes.
Q2 EBITDA was $155 million at the high end of the outlook, with a 24% EBITDA margin.
Rentals revenue accelerated 36% year-over-year to $159 million, driven by multifamily revenue growth of 56%.
Residential revenue increased 6% and Mortgages revenue surged 41% to $48 million.
Trailing 12-month EBITDA grew 26% year-over-year.
Zillow Group reported Q2 2025 revenue of $655 million, up 15% year-over-year, exceeding expectations.
Zillow reported its second consecutive quarter of positive GAAP net income.

CRUS

Technology

Cash and investments ended at $847.8 million, up $12.9 million from prior quarter, with no debt outstanding.
Cash flow from operations was $116.1 million and CapEx was $2.8 million, resulting in a free cash flow margin of 28% for the quarter.
Cirrus Logic reported Q1 fiscal 2026 revenue of $407.3 million, exceeding the top end of guidance due to strong smartphone demand.
Inventory decreased to $279 million with approximately 132 days of inventory.
Non-GAAP gross profit was $214.3 million with a gross margin of 52.6%, up year-over-year due to favorable product mix.
Non-GAAP net income was $80.3 million, with earnings per share of $1.51.
Non-GAAP operating expenses were $119.5 million, slightly down sequentially and up year-over-year due to salary increases.
Non-GAAP operating income was $94.9 million or 23.3% of revenue.
Revenue was down 4% sequentially but up 9% year-over-year, driven by higher smartphone unit volumes and latest generation products.

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