Financial Performance - Arcus reported revenues of $33 million for Q4 2025, a decrease from $36 million in Q4 2024, with $23 million from Gilead collaboration and $7 million from Taiho's option exercise[17]. - The net loss for Q4 2025 was $106 million, compared to a net loss of $94 million in Q4 2024[17]. - Total revenues for Q4 2025 were $33 million, a decrease of 8.3% from $36 million in Q4 2024[22]. - Basic and diluted net loss per share improved slightly to $(0.89) in Q4 2025 from $(1.03) in Q4 2024[22]. - GAAP revenue for the full year 2026 is projected to be between $45 million and $55 million[17]. Research and Development - Research and Development (R&D) expenses increased to $121 million in Q4 2025 from $111 million in Q4 2024, driven by higher late-stage development costs[17]. - Arcus anticipates a decrease in R&D expenses for the full year 2026 compared to 2025, influenced by the results of the futility analysis of the STAR-121 study[17]. - Research and development expenses for the year ended December 31, 2025, were $523 million, up from $448 million in 2024, indicating a continued focus on innovation[22]. - The Phase 3 PEAK-1 study for casdatifan is currently enrolling globally, targeting a peak sales opportunity exceeding $5 billion in the IO-experienced and first-line settings[3]. - Casdatifan demonstrated a median progression-free survival (PFS) of 15.1 months and a confirmed overall response rate (cORR) of 45% in late-line kidney cancer[6]. - Arcus plans to initiate a Phase 3 study for casdatifan in a TKI-free combination by the end of 2026, focusing on first-line metastatic settings[6]. - The company expects to advance its first inflammation program, a potential oral MRGPRX2 antagonist, into clinical development in 2026[12]. Financial Position - Arcus has $1.0 billion in cash, cash equivalents, and marketable securities as of December 31, 2025, up from $992 million in 2024, providing a cash runway until at least the second half of 2028[17]. - Cash, cash equivalents, and marketable securities increased to $1,010 million as of December 31, 2025, compared to $992 million a year earlier[24]. - Total assets decreased to $1,139 million in 2025 from $1,150 million in 2024[24]. - Total liabilities decreased significantly from $665 million in 2024 to $508 million in 2025, indicating improved financial health[24]. - Total stockholders' equity increased to $631 million in 2025, up from $485 million in 2024, reflecting a strong capital position[24]. Operating Expenses - Total operating expenses rose to $147 million in Q4 2025, up from $139 million in Q4 2024, primarily driven by increased research and development costs[22].

Financial Performance - Fourth quarter revenue reached $225.4 million, representing a 23% year-over-year increase, contributing to a full-year revenue of $836.6 million, up 22% year-over-year [2]. - GAAP net income for Q4 was $14.0 million, or $0.19 per diluted share, a decrease of 64% compared to the previous year, while full-year net income was $48.7 million, or $0.64 per diluted share [5]. - Adjusted EBITDA for Q4 was $36.7 million, a 19% increase year-over-year, while full-year adjusted EBITDA reached $145.0 million [5]. - Net income for the year ended December 31, 2025, was $48.7 million, a 60% increase from $30.4 million in 2024 [21]. - Non-GAAP operating income for the year ended December 31, 2025, was $96.0 million, a 102% increase from $47.6 million in 2024 [30]. - Adjusted EBITDA for the year ended December 31, 2025, reached $145.0 million, a 35% increase from $107.9 million in 2024 [30]. - The company expects 2026 annual GAAP operating income to be in the range of $72-$89 million and non-GAAP operating income to be in the range of $95-$110 million [33]. - GAAP operating income is projected to be between $22 million and $27 million for the first quarter of 2026 [35]. - Non-GAAP operating income is expected to range from $28 million to $32 million for the first quarter of 2026 [35]. - Full year 2026 GAAP operating income is anticipated to be between $72 million and $89 million [35]. - Full year 2026 non-GAAP operating income is expected to be in the range of $95 million to $110 million [35]. Revenue Breakdown - Loans revenue surged 141% year-over-year to $42.3 million, driven by growth in personal and mortgage loans [6]. - Insurance revenue increased by 13% year-over-year to $81.2 million, primarily due to expanded budgets for auto insurance products [6]. - Credit card revenue decreased by 24% year-over-year to $26.5 million, attributed to ongoing challenges in organic search traffic [6]. - SMB products revenue fell 12% year-over-year to $22.5 million, also impacted by organic search traffic headwinds [6]. - Revenue is expected to be in the range of $224-$232 million, representing a 9% year-over-year increase at the midpoint [36]. Cash and Investments - Cash and cash equivalents increased by 48% year-over-year to $98.3 million [7]. - The company reported a net increase in cash and cash equivalents of $32.0 million for the year ended December 31, 2025 [21]. - Adjusted free cash flow for the year ended December 31, 2025, was $117.8 million, compared to $48.5 million in 2024, indicating a significant increase [32]. - Capitalized software development costs for the year ended December 31, 2025, were $16.9 million, down from $20.7 million in 2024 [32]. Operational Metrics - The operating income margin for the year ended December 31, 2025, was 8%, compared to 1% in 2024 [30]. - The company reported a non-GAAP operating income margin of 11% for the year ended December 31, 2025, up from 7% in 2024 [30]. Future Outlook - The company is unable to provide a quantitative reconciliation of forecasted GAAP net income to forecasted adjusted EBITDA due to uncertainties in certain reconciling items [34]. - The company faces significant risks and uncertainties that may cause actual results to differ materially from forward-looking statements [39]. - The company aims to grow traffic, engagement, and monetization on its platform while expanding within existing and new verticals [41]. - The company is focused on developing scalable technology and enhancing user engagement through personalized guidance [41]. Shareholder Returns - The company announced a $100 million increase in its share repurchase program, bringing the total authorized amount to $225 million [14]. Reporting Changes - Effective Q1 2026, revenue will be reported by user groups: Consumer and SMB, aligning with management's evaluation of financial performance [10].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number: 001-39186 ARCUTIS BIOTHERAPEUTICS, INC. (Exact name of registrant as specified in its charter) Delaware (State or Other Jurisdiction of Inco ...

Revenue Projections - Veracyte expects total revenue for Q4 2025 to be between $138 million and $140 million, with testing revenue between $134 million and $136 million[5]. - For the full year 2025, Veracyte expects total revenue between $515 million and $517 million, with testing revenue between $491 million and $493 million[5]. Testing Volume - The company anticipates testing volume of approximately 45,500 tests for Q4 2025[5]. - The projected testing volume for the full year 2025 is approximately 169,700 tests[5]. Financial Metrics - Veracyte expects an adjusted EBITDA margin of greater than 25% for the full year 2025[5]. - The company is unable to provide an estimate of net income margin for the full year 2025 due to the unavailability of reliable estimates[6]. - Key components affecting net income margin may include stock-based compensation expenses and acquisition-related expenses[6]. Financial Reporting - The preliminary financial results are subject to completion of financial closing procedures and audit adjustments[6]. - Veracyte's audited financial statements for the full year ended December 31, 2025, are not yet available[6]. - The press release regarding these results was issued on January 11, 2026[5].

CONTACT: Brendon Frey Brendon.frey@icrinc.com HAMILTON BEACH BRANDS HOLDING COMPANY ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS Fourth Quarter Revenue Relatively Flat at $212.9 Million Fourth Quarter Gross Margin Expands 220 Basis Points Fourth Quarter Operating Profit Grows 8.0% to $25.4 Million Selling, general and administrative expenses (SG&A) increased to $34.7 million compared to $32.1 million. The increase was primarily driven by higher performance-based compensation expense related to improv ...

Revenue Growth - Fourth quarter revenue reached $1.28 billion, reflecting a 30% year-over-year growth[1] - Product revenue for the fourth quarter was $1.23 billion, also up 30% year-over-year, with remaining performance obligations totaling $9.77 billion, a 42% increase year-over-year[2] - For fiscal 2027, product revenue guidance is set between $1,262 million and $1,267 million for Q1, and $5,660 million for the full year, both reflecting a 27% year-over-year growth[6] - Full-year product revenue for fiscal 2026 was $4,472.3 million, a 29% increase year-over-year, with a non-GAAP operating income of $489.7 million[8] - Product revenue for the fiscal year ended January 31, 2026, was $4,683,946,000, representing a 29.3% increase from $3,626,396,000 in the previous year[25] - Product revenue for Q1 2026 reached $1,226.6 million, a 30% increase year-over-year from $943.3 million in Q1 2025[31] - Total revenue for the twelve months ended January 31, 2026, was $4,683.9 million, up 29% from $3,626.4 million in the previous year[31] - Year-over-year growth for total revenue was 30% for Q1 2026, compared to 27% for Q1 2025[31] Customer Metrics - The net revenue retention rate stood at 125%, indicating strong customer engagement and expansion[4] - Snowflake added 740 net new customers in the quarter, marking a 40% year-over-year growth, with 733 customers now spending over $1 million annually[4] - The company served 790 of the Forbes Global 2000 customers, indicating a 5% year-over-year growth in enterprise adoption[5] - The number of customers with trailing 12-month product revenue greater than $1 million is a key metric, reflecting the company's ability to attract high-value clients[18] - User data metrics show a significant increase in engagement, supporting future revenue growth projections[1] Financial Performance - Non-GAAP product gross profit margin for Q4 was 75%, while operating income was reported at $139.2 million, representing an 11% margin[7] - Operating loss for the quarter was $318,159,000, a slight improvement from a loss of $386,678,000 in the same quarter last year[25] - Net loss attributable to Snowflake Inc. for the fiscal year was $1,331,616,000, compared to $1,285,640,000 in the previous year, indicating ongoing investment in growth despite losses[25] - The company reported interest income of $42,445,000 for the quarter, down from $56,310,000 in the previous year, reflecting changes in market conditions[25] - Net loss for the three months ended January 31, 2026, was $309,550 thousand, a slight improvement from a net loss of $325,724 thousand in the same period last year[29] - Non-GAAP operating margin was reported at 11%, down from 12.7% in the previous year[1] - The company reported a net increase in cash, cash equivalents, and restricted cash of $879,672 thousand for the current quarter, compared to $532,440 thousand in the same quarter last year[29] Expenses and Investments - Total operating expenses reached $1.175 billion, reflecting a 22% increase year-over-year[1] - Research and development expenses increased to $511 million, representing a 38% increase year-over-year[1] - General and administrative expenses were reported at $113.5 million, a 29% increase compared to the previous year[1] - The company reported a net restructuring charge of $96 million, indicating ongoing strategic adjustments[1] - The company is focusing on strategic acquisitions and investments, with associated expenses of $474 million[1] - Future guidance indicates a continued emphasis on R&D, with expectations for further increases in development expenses[1] Cash Flow and Assets - Free cash flow for the quarter was $857,663,000, resulting in a free cash flow margin of approximately 66.8% of revenue[16] - Net cash provided by operating activities for the twelve months ended January 31, 2026, was $1,221,942 thousand, up from $959,764 thousand in the previous year, representing a 27.3% increase[29] - Cash and cash equivalents at the end of the period rose to $2,864,303 thousand, up from $2,698,678 thousand, indicating a 6.1% increase[29] - Total assets increased to $9,132,495 thousand as of January 31, 2026, compared to $9,033,938 thousand in the previous year, reflecting a growth of 1.1%[27] Strategic Focus - Snowflake aims to enhance its product offerings and market presence, particularly in AI and data cloud services, to drive future growth and customer engagement[19] - The company plans to expand its market presence through new product launches and technological advancements[1] - The company is exploring potential mergers and acquisitions to enhance its competitive position in the market[1] - Future guidance indicates a focus on strategic investments and acquisitions to drive growth[33] - The company plans to enhance its market expansion efforts in key regions[33] - New product development initiatives are underway, aimed at increasing market share[33]

Chime Reports Fourth Quarter and Full Year 2025 Financial Results 31% year-over-year revenue growth in full year 2025, exceeding guidance Scaled MyPay to over $400 million in revenue run rate and achieved 1% loss rate after one year Expects to achieve GAAP profitability in 2026 SAN FRANCISCO – (BUSINESS WIRE) – February 26, 2026 – Chime® (Nasdaq: CHYM), America's #1 Choice for Banking , today reported financial results for the quarter ended December 31, 2025. 1 "We delivered strong results in 2025, with 31% ...

Exhibit 99.1 agilon health Reports Fourth Quarter and Full Year Fiscal 2025 Results Issues 2026 Guidance Highlighting Expected Breakeven Adjusted EBITDA Midpoint Westerville, O.H., February 25, 2026 – agilon health, inc. (NYSE: AGL), the trusted partner empowering physicians to transform health care in our communities, today announced results for the fourth quarter and fiscal year ended December 31, 2025. "2025 was a pivotal year for agilon. We confronted challenges head-on and focused our actions to accele ...

Exhibit 99.1 SkyWater Technology Reports Fourth Quarter and Full Fiscal Year 2025 Results Record revenues and 29% year-over-year growth for fiscal year 2025 reflect acquisition of Fab 25 and strong momentum in quantum computing BLOOMINGTON, Minn., – February 25, 2026 – SkyWater Technology, Inc. (NASDAQ: SKYT) today announced financial results for the fourth quarter and full fiscal year 2025 ended December 28, 2025. Previously Announced Agreement to Acquire SkyWater Technology: On January 26, 2026, IonQ (NYS ...

Exhibit 99.1 SAFETY INSURANCE GROUP, INC. ANNOUNCES FOURTH QUARTER AND YEAR ENDED 2025 RESULTS Boston, Massachusetts, February 25, 2026. Safety Insurance Group, Inc. (NASDAQ:SAFT) ("Safety" or the "Company") today reported fourth quarter and year ended 2025 results. George M. Murphy, Chairman of the Board of Directors, President and Chief Executive Officer, commented: "In 2025, Safety achieved a combined ratio of 99.0% for the year ended December 31, 2025, compared to 101.1% from the prior year. The year-ov ...