Dafinchi AI

Zeta Global Holdings Corp.

ZETA

Technology

1w

Financial Performance Summary

Adjusted EBITDA grew 52% year-over-year to $59 million, with a margin of 19.1%, marking the 18th consecutive quarter of margin expansion.
ARPU for scaled customers increased 11% year-over-year to $532,000, and super-scaled customer ARPU rose 19% to $1.6 million.
Customer base expanded to 567 scaled customers, up 21% year-over-year, with 168 super-scaled customers growing 17% year-over-year.
Free cash flow increased 69% year-over-year to $33.6 million, with a free cash flow conversion rate of 57%, up from 51% in the prior year.
GAAP net loss improved to $12.8 million from $28.1 million in Q2 2024.
Zeta reported Q2 2025 revenue of $308 million, a 35% year-over-year increase, surpassing guidance by 4%.

CommScope Holding Company, Inc.

COMM

Technology

1w

Financial Performance Summary

Adjusted EBITDA for the quarter was $338 million, up 79% year-over-year and 41% sequentially from Q1 2025.
Adjusted EBITDA margin improved to 24.3%, the highest since the ARRIS acquisition, increasing 640 basis points year-over-year.
Adjusted EPS was $0.44 per share compared to $0.03 in Q2 2024.
CCS segment revenue grew 20% year-over-year to $875 million with adjusted EBITDA up 23% to $211 million.
CommScope reported second quarter 2025 net sales of $1.388 billion, a 32% year-over-year increase.
The RemainCo segments (ANS and RUCKUS) delivered $127 million in adjusted EBITDA, up 326% year-over-year and 101% sequentially.

RPD

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $43 million and non-GAAP net income per share was $0.58.
Free cash flow for Q2 was $42 million, with cash and investments totaling $600 million.
Product gross margin was 76%, total gross margin 74%, and operating income was $36 million, above guidance.
Q2 revenue was $214 million, up 3% year-over-year, exceeding guided range, with product subscription revenue growing 4%.
Rapid7 ended Q2 2025 with $841 million in ARR, growing 3% year-over-year, in line with expectations.
Rapid7 fully repaid $46 million of 2025 convertible notes and secured a $200 million revolving credit facility.

DDOG

Technology

1w

Financial Performance Summary

Billings grew 20% year-over-year to $852 million, and remaining performance obligations (RPO) increased 35% to $2.43 billion.
Datadog reported Q2 2025 revenue of $827 million, a 28% year-over-year increase and above the high end of guidance.
Free cash flow was $165 million with a 20% free cash flow margin, and the company ended the quarter with $3.9 billion in cash and equivalents.
Gross profit was $669 million with a gross margin of 80.9%, slightly down from 82.1% a year ago but improved from last quarter.
Operating income was $164 million, representing a 20% operating margin, impacted by $13 million DASH conference costs and $6 million FX headwinds.

CHGG

Technology

1w

Financial Performance Summary

Adjusted EBITDA was $23 million, representing a 22% margin, exceeding guidance.
Capital expenditures were $7 million in Q2, down 60% year-over-year, with full-year 2025 CapEx expected around $30 million.
Cash and investments totaled $114.1 million, with a net cash balance of $52 million at quarter-end.
Chegg reported Q2 2025 revenue of $105 million, a 36% year-over-year decline, with subscription services revenue at $90 million.
Free cash flow was negative $12 million, impacted by $12.5 million in severance payments and annual prepayments.
Non-GAAP operating expenses decreased by 33% year-over-year to $64 million due to restructuring efforts.