Dafinchi AI

Zebra Technologies Corporation

ZBRA

Technology

1w

Financial Performance Summary

Adjusted EBITDA margin improved by 10 basis points to 20.6%.
Adjusted gross margin declined 70 basis points to 47.9%, primarily due to higher U.S. import tariffs.
Balance sheet remains strong with $872 million cash, 1.2x net debt to adjusted EBITDA leverage, and $1.5 billion credit capacity.
Non-GAAP diluted earnings per share were $3.61, a 14% increase compared to the prior year and above the high end of guidance.
Strong sales growth was seen in North America (+8%), Asia Pacific (+20%), and Latin America (+11%), while EMEA declined 1% due to tough comparisons.
Year-to-date free cash flow was $288 million, with $250 million returned to shareholders via stock repurchases.
Zebra reported Q2 sales of $1.3 billion, a greater than 6% increase year-over-year on a constant currency basis, excluding recent acquisitions.

GDDY

Technology

1w

Financial Performance Summary

Annual recurring revenue grew 9% to $4.2 billion and international revenue grew 11%.
Applications & Commerce (A&C) revenue grew 14% to $464 million, approaching an annualized run rate of approximately $2 billion and representing 38% of total revenue, an all-time high.
Core Platform revenue increased 5% to $754 million, driven by growth in primary domains and aftermarket.
Free cash flow grew 21% to $392 million, with a conversion ratio of normalized EBITDA to free cash flow greater than 1:1.
GoDaddy reported total revenue growth of 8% year-over-year to $1.2 billion in Q2 2025, surpassing the high end of guided range.
Net debt stood at $2.8 billion with net leverage of 1.6x on a trailing 12-month basis.
Normalized EBITDA grew 15% to $382 million with margin expansion of nearly 200 basis points to 31%, in line with guidance.
Year-to-date share repurchases totaled approximately $900 million.

Procore Technologies, Inc.

PCOR

Technology

2w

Financial Performance Summary

Cross-sell mix improved to 30% from 20%, driven primarily by higher attach of the financials suite.
Current RPO grew 21% year-over-year; current deferred revenue grew 13% year-over-year.
Free cash flow for the quarter was seasonally softer but on track for full-year expectations.
More than 2,500 customers contributed greater than $100,000 in ARR.
Non-GAAP operating income was $44 million, with a 13% non-GAAP operating margin, up 300 basis points quarter-over-quarter.
Q2 international revenue grew 13% year-over-year, impacted by a 3-point FX headwind; constant currency growth was 16%.
Q2 revenue was $324 million, up 14% year-over-year.
Strong quarter for large deals with 6- and 7-figure deals growing 21% year-over-year.

Power Integrations, Inc.

POWI

Technology

1w

Financial Performance Summary

Cash flow from operations was $29 million, with $44 million returned to shareholders via buybacks and dividends.
GAAP results included a $9 million charge related to an employment litigation case, with potential cash impact pending appeals.
Inventory levels decreased by 30 days to 296 days, and channel inventory remained within normal range at 7.6 weeks.
Non-GAAP EPS was $0.35, with a non-GAAP gross margin of 55.8%, slightly down 10 basis points sequentially due to higher input costs.
Operating expenses rose to $46.7 million due to salary increases, executive transition costs, and litigation expenses.
Q2 revenues increased 9% year-over-year to $116 million, with a 10% sequential increase driven primarily by industrial segment growth.

QUALCOMM Incorporated

QCOM

Technology

2w

Financial Performance Summary

Chipset business revenues were $9 billion, with automotive and IoT revenues increasing 21% and 24% year-over-year, respectively.
In fiscal Q3, Qualcomm delivered revenues of $10.4 billion and non-GAAP earnings per share of $2.77, near the high end of guidance.
Licensing business revenues were $1.3 billion with an EBT margin of 71%, above midpoint guidance.
QCT automotive revenues reached $984 million, up 21% year-over-year, driven by Snapdragon Digital Chassis platform content growth.
QCT delivered revenues of $9 billion and EBT of $2.7 billion, growing 11% and 22% year-over-year respectively, with a 30% EBT margin at the high end of guidance.
QCT handset revenues increased 7% year-over-year to $6.3 billion, driven by premium tier handsets and Snapdragon 8 Elite platform.
QCT IoT revenues grew 24% year-over-year to $1.7 billion, led by Snapdragon AR1 chipset demand.
Returned $3.8 billion to stockholders including $2.8 billion in stock repurchases and $967 million in dividends.