Dafinchi AI

ZIP

Technology

Adjusted EBITDA was $9.3 million with an 8% margin, down from 23% in Q2 2024 but improved from 5% in Q1 2025.
Cash, cash equivalents, and marketable securities totaled $421.2 million as of June 30, 2025.
In Q2, ZipRecruiter repurchased 10.2 million shares for $56.5 million.
Net loss was $9.5 million in Q2 2025, compared to net income of $7 million in Q2 2024 and net loss of $12.8 million in Q1 2025.
Q2 2025 revenue was $112.2 million, a 2% sequential increase and above the midpoint of guidance.
Quarterly paid employers (QPEs) grew 4% sequentially to 66,300 in Q2 2025, continuing growth since Q4 2024.
Revenue per paid employer was $1,693 in Q2, down 4% year-over-year and 2% sequentially due to new and returning employers ramping up hiring.

RXT

Technology

Cash flow from operations was positive $8 million, while free cash flow was negative $12 million for the quarter.
Non-GAAP loss per share was $0.06, at the lower end of the guided range of $0.04 to $0.06 loss per share.
Non-GAAP operating profit was $27 million, exceeding the high end of guidance and up 34% year-over-year.
Private Cloud revenue was $250 million, in line with guidance but down 4% year-over-year, with bookings growing 24% sequentially and 42% year-over-year.
Public Cloud revenue was $417 million, exceeding guidance but down 2% year-over-year, driven by declines in infrastructure resale but growth in services revenue.
Total company GAAP revenue for Q2 2025 was $666 million, down 3% year-over-year but slightly up sequentially, beating guidance.

APPF

Technology

AppFolio reported second quarter revenue of $236 million, representing 19% year-over-year growth.
AppFolio repurchased 244,000 shares in Q2 and 689,000 shares year-to-date under a $300 million stock repurchase program.
Combined sales and marketing, R&D, and G&A expenses were flat at 38% of revenue compared to last year, with sales and marketing increasing as a percentage and R&D and G&A decreasing.
Core solutions revenue was $52.5 million, up 19% year-over-year driven by premium tier adoption, new customers, and growth in units under management.
Cost of revenue, excluding depreciation and amortization, remained flat at 35% of revenue year-over-year.
Headcount increased 11% year-over-year to 1,685 employees, reflecting investments in go-to-market, product innovation, and the LiveEasy acquisition.
Non-GAAP operating margin was 26.2%, slightly up from 26% in the prior year.
Revenue from value-added services grew 19% year-over-year to $180 million, driven by screening, risk mitigation, payments, and growth in units under management.
The company ended the quarter with $128 million in cash and investment securities.
The company managed approximately 8.9 million units from 21,403 customers, a 6% increase in both units and customers compared to the prior year.

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