INVESTOR PRESENTATION FY26 Q3 February 2026 Disclaimer CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS: Certain information contained in this presentation constitutes forward-looking statements under applicable securities laws. Any statements that are contained in this presentation that are not statements of historical fact may be deemed to be forward-looking statements. Forward looking statements are often identified by terms such as "may", "should", "anticipate", "expect", "potential", "believe", "in ...

AURORA CANNABIS INC. Interim Condensed Consolidated Financial Statements (Unaudited) For the three and nine months ended December 31, 2025 and 2024 (in Canadian Dollars) AURORA CANNABIS INC. Interim Condensed Consolidated Statements of Financial Position (Unaudited) | ($ thousands) | Note | December 31, 2025 | March 31, 2025 | | --- | --- | --- | --- | | | | $ | $ | | Assets | | | | | Current assets | | | | | Cash and cash equivalents | | 56,363 | 137,921 | | Restricted cash | 10, 2(c) | 45,987 | 47,407 | | ...

Core Insights - Aurora Mobile Limited has been recognized for its contributions to customer engagement and marketing technology services in China, with its CEO Mr. Weidong Luo being named a 2025 Greater Bay Area Strategic Emerging Industry Youth Leader [1][2] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services for enterprises [10] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to facilitate omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [10] Leadership and Recognition - Mr. Weidong Luo's leadership has been pivotal in driving the company's international expansion and AI integration, earning him recognition for his contributions to the industry [1][2][3] - The award reflects the industry's acknowledgment of Aurora Mobile's overseas strategy and its role in empowering companies in the Greater Bay Area to scale globally [2] Growth Strategy - Aurora Mobile has adopted a dual-engine growth strategy focusing on international expansion and AI integration, providing intelligent, end-to-end user engagement solutions for global companies [3] - The company has established service networks across key regions, including North America, Southeast Asia, the Middle East, and Latin America, to support Chinese companies expanding abroad and international brands operating in China [3] Product Offerings - EngageLab, a key product of Aurora Mobile, offers omnichannel customer engagement solutions, including App Push, Web Push, Email, SMS, and marketing automation, ensuring compatibility with global communication channels [4] - The company has developed a unified platform that consolidates user data from multiple channels, enabling businesses to achieve consistent identity verification and behavioral tracking [5] AI Integration - GPTBots.ai serves as the underlying technology for EngageLab and LiveDesk, providing enterprise-grade AI capabilities for customer engagement and support [6] - LiveDesk offers 24/7 automated responses and multilingual support, enhancing service efficiency and customer satisfaction [6] Future Commitment - The company aims to strengthen its localized service capabilities, enhance its product suite, and improve its AI technology to help more companies in the Greater Bay Area connect with global users efficiently [8]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with the Shenzhen Stock Exchange to enhance its digital infrastructure through the deployment of its intelligent push notification solution, JPush, ensuring efficient delivery of critical market information [1][5]. Group 1: Partnership and Technology Integration - The partnership aims to strengthen SZSE's digital infrastructure, which is crucial for maintaining market transparency and fair disclosure in China's capital markets [2][6]. - Aurora Mobile will implement a customized "network-wide aggregation + intelligent distribution" solution to address SZSE's challenges in mobile messaging delivery, particularly during high traffic periods [3][4]. Group 2: Challenges and Solutions - SZSE previously faced issues with message delivery failures due to high traffic and device fragmentation, which are critical for ensuring information symmetry in capital markets [3]. - The JPush solution integrates with multiple operating systems and major device manufacturers, allowing notifications to bypass system restrictions and appear directly in notification bars, even when the app is inactive [4][5]. Group 3: Performance and Impact - The infrastructure powered by JPush can handle tens of billions of daily requests, providing millisecond-level message throughput, which significantly improves message delivery rates and user engagement [5][6]. - This collaboration emphasizes Aurora Mobile's expertise in technical and financial infrastructure, positioning it as a key technology partner in SZSE's digital transformation efforts [6].

Core Insights - The 2025 China Internet Annual Summary Report by MoonFox highlights significant macroeconomic trends, digital consumption patterns, AI-driven innovations, and cross-industry shifts in China's internet market [1][2]. Group 1: Report Overview - The report is based on extensive data collection and analysis, utilizing MoonFox's proprietary alternative data assets and advanced analytics [2]. - It serves as a resource for institutional investors, multinational corporations, policymakers, and industry professionals to understand structural changes and emerging trends in China's internet sector [2][4]. Group 2: Research Methodology - The research methodology combines macroeconomic analysis, sector-specific monitoring, and digital behavioral insights to provide a comprehensive view of China's digital transformation [3]. - It also assesses the implications of technological advancements and regulatory changes for global stakeholders [3]. Group 3: Target Audience - The report is particularly relevant for institutional investors and asset managers, corporate strategists, policy analysts, and global technology and consumer brands [4]. - It aims to equip these groups with actionable intelligence to navigate the evolving landscape of China's internet industry [4]. Group 4: Company Background - MoonFox Data, a sub-brand of Aurora Mobile, specializes in data insights and analysis services, leveraging a robust mobile big data foundation and advanced AI algorithms [5]. - The company offers various services, including iAPP, iBrand, iMarketing, and professional research and consulting, to assist businesses in making informed decisions [5].

Core Insights - PlusAI has joined Daimler Truck North America and Penske Transportation Solutions as a presenting sponsor for ACT Expo 2026, emphasizing the industry's shift towards AI, automation, and digital tools in fleet operations [1][2] - The conference will focus on the integration of autonomous technology into commercial fleets, highlighting improvements in safety, productivity, and sustainability [2][3] Industry Trends - The trucking industry is experiencing a digital transformation with the introduction of advanced technologies such as autonomous trucks, AI-enabled safety systems, and predictive maintenance tools [2][3][4] - ACT Expo serves as a key platform for fleets to understand the implications of EPA 2027 emission standards and the integration of zero- and low-emission strategies into operations [2][4] Technology Focus - Key technologies showcased at ACT Expo include advanced telematics, connected vehicle platforms, AI-powered analytics, and over-the-air vehicle updates, which are essential for enhancing fleet efficiency and safety [5][6] - The conference will feature sessions on the practical applications of AI in fleet operations, with insights from industry leaders [6][7] Event Details - ACT Expo 2026 will take place from May 4 to 7 at the Las Vegas Convention Center, with registration currently open [8][9] - The event will also recognize fleets through its annual Fleet Awards, including a new category for Digital Technology Innovation Leader [7][9] Company Profile - PlusAI specializes in AI-based virtual driver software for autonomous trucks and has partnerships with major automotive manufacturers to accelerate the deployment of next-generation autonomous vehicles [10]

Industry Overview - The cannabis sector is experiencing growth despite historical volatility, with expectations for significant developments by 2026 that could benefit shareholders [1][2] - Recent legislative changes in the U.S., including the reversal of the 2018 farm bill and an executive order to reschedule cannabis, have sparked speculation about the future profitability for legal operators [2] Company Highlights - **Cronos Group Inc.**: Engages in the cultivation, production, distribution, and marketing of cannabis products internationally. Recently entered the Netherlands market by acquiring CanAdelaar B.V., the largest cannabis company in the Netherlands, which is seen as a strategic move to expand its footprint in Europe [3][4][5] - **Aurora Cannabis Inc.**: Focuses on the production and distribution of cannabis products. The company has made significant advancements in disease resistance research, moving from research to production trials of cultivars with verified PM2 resistance [6][7][8] - **SNDL Inc.**: Engages in the production and sale of cannabis products for the adult-use market in Canada. Recently received approval for a share repurchase program, allowing the company to repurchase up to C$100 million of its outstanding common shares [9][10]

Core Insights - Aurora Cannabis Inc. has made significant advancements in research related to powdery mildew resistance, reinforcing its leadership in cannabis science [1][2] - The company is transitioning from research to production trials for cultivars with verified PM2 resistance, aiming for commercialization later this year [3][4] Research and Development - Aurora has conducted multiple rounds of genetic crosses to integrate PM2 resistance into elite breeding lines, ensuring that high-performing genetics maintain quality traits essential for patients and consumers [2] - The proprietary genetic marker technology for PM2 was developed at Aurora's research facility, building on previous collaborations with the University of British Columbia and Genome British Columbia [4] Production and Commercialization - The company is validating its research through production trials at the Aurora Ridge manufacturing facility, which is a critical step toward the commercialization of powdery mildew-resistant cultivars [3] - Successful production trials are expected to protect plant health, reduce operational costs, and improve product quality, with plans to commercialize these cultivars later this year [4] Industry Position and Innovation - Aurora is committed to pushing the boundaries of cannabis science by integrating advanced breeding techniques with rigorous research, setting new standards for quality and efficiency [5] - The company holds patent-pending intellectual property in multiple regions, including Canada, the United States, Europe, Australia, New Zealand, and Israel [5]

Core Viewpoint - Aurora Mobile Limited has entered into a strategic partnership with Xiaoe Inc. to integrate its intelligent push notification solution, JPush, into Xiaoe's private domain SaaS platform, enhancing user engagement and operational efficiency [1][6]. Group 1: Partnership Details - The partnership aims to improve the efficiency and reliability of Xiaoe's messaging system by integrating JPush as a core infrastructure component [2][6]. - JPush supports various operating systems and messaging channels, optimizing message delivery based on device type and system-level restrictions [4][6]. Group 2: Benefits of JPush - JPush significantly enhances message delivery rates, allowing merchants to communicate key information more effectively with their target users [4][5]. - The platform offers advanced audience segmentation features, enabling merchants to push personalized notifications to targeted user segments, thereby increasing marketing effectiveness and user engagement [5][6]. Group 3: Company Background - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [7]. - The company has developed solutions like Cloud Messaging and Cloud Marketing to assist enterprises in achieving omnichannel customer reach and digital transformation [7].

Core Viewpoint - Pot Inc. is lobbying the Trump administration, arguing that Wall Street is obstructing the implementation of the president's executive order that classifies marijuana as a medical drug [1][6]. Group 1: Executive Order and Banking Issues - The Trump executive order reclassifies marijuana from a Schedule 1 drug to a Schedule 3 drug, similar to Tylenol with codeine, but does not grant banks the authority to provide services to the marijuana industry [2][4]. - Major banks, including JPMorgan, Bank of America, and Citigroup, have expressed that they cannot support the marijuana industry until it is formally classified as a Schedule III drug and the law changes [4][5]. - The U.S. Attorney General Pam Bondi has yet to finalize the executive order, which is necessary for full implementation [4]. Group 2: Market Potential and Advocacy - The recreational marijuana market, which includes products like joints and gummies, is not addressed in the executive order, leading to concerns from bankers about their ability to support this segment [3][4]. - Marc Cohodes, a former hedge fund manager, argues that banks are misinterpreting the executive order and emphasizes the need for banking services in the medical marijuana sector, which is projected to be a $35 billion market [10][14]. - Pot Inc. is a $60 billion industry, and advocates believe that the reclassification will lead to significant growth opportunities for dispensaries and related businesses [14][15]. Group 3: Exchange Listings and Regulatory Challenges - Current policies of major U.S. stock exchanges, such as NYSE and Nasdaq, prevent the listing of U.S. marijuana companies, although Canadian companies are listed due to their foreign domicile [5][7]. - The inability to access banking services poses significant hurdles for marijuana companies in their expansion plans, as banking is heavily regulated at the federal level [15].