2 This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include but are not limited to statements relating to: our financial guidance for 2026 and underlying assumptions; expected timing of the closing of the Depop transaction; the impact of AI, ML, and LLMs, including expanded AI-driven tools and insights; the impact of agentic shopping and our partnerships with OpenAI, Google Gemini, Microsoft Copilot, and Stripe; our product de ...

Financial Data and Key Metrics Changes - Revenue for the first quarter was reported at $68.9 million, down from $90.8 million in the prior year, primarily due to the conversion of certain programs to small business set-aside contracts, resulting in an approximate $18 million decrease [11][12] - Adjusted EBITDA for the quarter was $6.5 million, compared to $9.9 million in the prior year, with an adjusted EBITDA margin improving sequentially to 9.5% [12][14] - Free cash flow usage was approximately $4.8 million during the quarter, a significant improvement from $12.1 million in the previous year [13] Business Line Data and Key Metrics Changes - The revenue contraction was largely attributed to small business set-aside conversions, particularly from the CMOP and Head Start programs [11] - The company is focused on expanding efficiencies and margins while managing indirect costs, which are expected to improve in the second quarter [12][30] Market Data and Key Metrics Changes - The company noted improved demand across core markets, particularly in defense and intelligence, with a focus on rapid delivery, cost efficiency, and digital modernization [5][8] - Federal health agencies received funding increases compared to fiscal 2025 levels, which is expected to positively impact the company's addressable markets [4][8] Company Strategy and Development Direction - The company is committed to three strategic pillars: digital transformation and cybersecurity, science, research and development, and systems engineering and integration [8] - There is a focus on leveraging technology and innovative tools to enhance productivity and competitive positioning [6][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in exiting fiscal 2026 in a stronger position, supported by improved budget clarity and a healthy addressable market [10][15] - The management team emphasized the importance of agility and responsiveness to compete effectively in the evolving market landscape [58][60] Other Important Information - The company is actively working on deleveraging its balance sheet, with debt increasing to $136.6 million during the quarter, but remains compliant with financial covenants [14][15] - The management highlighted the importance of maintaining a competitive indirect cost profile to support organic growth [28] Q&A Session Summary Question: What accounted for the remaining $4 million in revenue decline? - The decline was attributed to smaller impacts from DOGE initiatives and the completion of a USAID project [19][21] Question: Update on CMOP contracts and transition timing? - The company expects a complete wrap-up of CMOP work by Q3 of the current fiscal year, with improved transition processes in place [25] Question: Insights on cost reductions and their impact? - Cost reductions are reflected in Q1 results, and the company is scaling costs in line with the volume changes from CMOP [30][31] Question: Market opportunities and bidding activity? - The company has seen limited bid opportunities due to budget uncertainty but anticipates more stability moving forward [36][40] Question: Focus on civilian clients and commercial opportunities? - The company works with federal civilian agencies and is exploring more commercial opportunities, particularly in biotech [50][51]

Core Insights - Celestica reported strong financial performance for fiscal year 2025, with revenue of $12.4 billion and adjusted EPS of $6.05, reflecting growth of 28% and 56% respectively [1] - The company achieved an adjusted operating margin of 7.5%, marking the second consecutive year of 100 basis points improvement, driven by AI-related demand and operational execution [1] Financial Performance - For Q4 2025, Celestica's revenue reached $3.65 billion, a 44% increase year over year, exceeding guidance [3][4] - Adjusted EPS for Q4 was $1.89, up 70% from the previous year, also surpassing the top end of guidance [3][4] - The adjusted operating margin for Q4 was a record 7.7%, up 90 basis points [3][4] Segment Performance - The Connectivity & Cloud Solutions (CCS) segment drove growth, with revenue increasing 64% to $2.86 billion, accounting for 78% of total revenue [6][7] - The Advanced Technology Solutions (ATS) segment saw a slight decline of 1% to $795 million, attributed to lower volumes in capital equipment and portfolio reshaping [8] Capital Expenditure and Growth Plans - Celestica plans to significantly increase capital expenditures to approximately $1 billion in 2026, up from $201 million in 2025, to expand operations in Texas, Thailand, and other locations [5][10] - The company raised its 2026 revenue guidance to $17 billion and adjusted EPS to $8.75, representing year-over-year growth of 37% and 45% respectively [15] Market Demand and Future Outlook - Demand from hyperscalers for networking and AI compute systems is expected to support CCS segment revenue growth of approximately 50% in 2026 [17] - Celestica has secured a design and manufacturing award for a 1.6T networking switch platform, with production expected to begin in 2027 [18] - Customer visibility extends into 2027 and beyond, with Celestica being viewed as a technology leader rather than just a supply chain partner [20]

Core Insights - Resmed (RMD) is scheduled to announce its second-quarter fiscal 2026 results on January 29, with adjusted earnings per share (EPS) of $2.55 in the last quarter, exceeding the Zacks Consensus Estimate by 2.41% [1] Group 1: Q2 Estimates - The Zacks Consensus Estimate for Resmed's revenues in Q2 fiscal 2026 is $1.39 billion, reflecting an 8.3% increase from the previous year [2] - The EPS estimate for the same quarter suggests a 10.3% rise to $2.68 [2] Group 2: Estimate Revision Trend - Earnings estimates for Resmed's fiscal second-quarter have remained stable over the past 60 days, indicating consistent expectations leading up to the announcement [3] Group 3: Factors Influencing Q2 Results - Strong demand for Resmed's mask portfolio in the U.S., Canada, and Latin America is expected to drive growth, with additional contributions from the VirtuOx acquisition [4] - Recent product innovations in the mask portfolio, such as the AirTouch F30i Comfort and AirTouch F30i Clear, are anticipated to positively impact revenues [5] - The integration of machine learning, AI, and generative AI in digital health products, including the Dawn personal sleep health assistant, may enhance overall revenue [6] - Device sales are likely to benefit from the availability of AirSense 10 and AirSense 11 sleep devices, with a projected 6.3% revenue increase in the Sleep and Breathing Health segment [7] Group 4: Residential Care Software - The Residential Care Software division is crucial for supporting the core Sleep and Breathing Health business, with expected revenue growth of 7.1% in Q2 fiscal 2026 [10] - The company is focusing on high-growth, higher-margin areas while reducing exposure to lower-growth segments [9] Group 5: Earnings ESP and Zacks Rank - Resmed has an Earnings ESP of -0.81%, indicating a lower chance of beating estimates, while holding a Zacks Rank of 2 (Buy) [11]

Group 1: Company Overview - Nova Ltd. is a leading provider of metrology equipment and software essential for semiconductor manufacturing, with a market cap of approximately $9.1 billion [2] - The company's share was trading at $403.62 as of January 12th, with trailing and forward P/E ratios of 52.42 and 41.15 respectively [1][2] Group 2: Financial Performance - In 2024, Nova achieved a revenue growth of 29% to $672 million, driven by strong demand across various industry segments [3] - The company reported a gross margin of 57.5%, an operating margin of 25.1%, and a net income margin of 27.3%, indicating strong profitability [4] - Free cash flow grew by 105% year-over-year to $210 million, showcasing effective cash generation [4] - Nova has a return on equity of 19.8% and a return on assets of 13.2%, reflecting effective capital utilization [4] Group 3: Market Position and Opportunities - The ongoing continuation of Moore's Law, advanced packaging technologies, and rising demand in AI, ML, IoT, and automotive semiconductors are expanding Nova's addressable market [3] - Growing global investment in fabrication facilities amid supply chain diversification creates new opportunities for equipment suppliers like Nova [3] - Nova's technology leadership and innovation-driven model position it well within the semiconductor ecosystem, making it a high-quality compounder poised for future growth [5] Group 4: Competitive Landscape - While cyclical industry trends and competitive pressures exist, Nova's strategic positioning and technology leadership provide a competitive edge [5] - The company is not among the 30 most popular stocks among hedge funds, with 22 hedge fund portfolios holding NVMI at the end of the second quarter, down from 25 in the previous quarter [7]

Core Insights - NextNRG Inc. (NASDAQ:NXXT) experienced a significant share price increase of 36.22% from December 5 to December 12, 2025, making it one of the top-performing energy stocks for that week [1][2]. Company Performance - The company reported preliminary unaudited revenue of $7.51 million for November 2025, reflecting a substantial increase of 271% compared to the same month in the previous year [3]. - For the first eleven months of 2025, NextNRG's revenue reached approximately $73.5 million, indicating a strong potential for record full-year performance as it approaches December [3]. Strategic Developments - NextNRG secured a long-term Power Purchase Agreement (PPA) with Topanga Terrace Rehabilitation & Subacute Care Center in California, which spans 28 years and includes 2% annual rate escalators, expected to generate around $3.85 million in gross revenue over the contract duration [3]. - The company is focused on executing its growth strategy, expanding its project pipeline, and meeting annual targets, as stated by Michael D. Farkas, Executive Chairman and CEO [3]. Industry Context - NextNRG operates in mobile fueling operations and offers services in wireless EV charging, commercial fleet electrification, predictive grid analytics, and advanced microgrid systems, positioning itself within the growing energy sector [2].

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MLOps Fundamentals - MadeWithML is highlighted as a prime resource for integrating AI/ML with software engineering for production-grade solutions [1] - The first principles approach to MLOps is emphasized [1] - These MLOps fundamentals are directly applicable to LLMOps (Large Language Model Operations) [1] Resource Accessibility - The learning resource is 100% free and open-source [1]

Core Insights - AmpliTech Group Inc. is recognized as a promising long-term penny stock with significant upside potential, particularly following its recent strategic partnerships [1] - The company's involvement in ORAN 5G has led to substantial Letters of Intent (LOIs) translating into actual business, including a $78 million LOI that has already produced over $2 million in funded orders [2] - AmpliTech is integrating AI and machine learning into its ORAN 5G and Wi-Fi 6/7 solutions to enhance network optimization, security, and energy efficiency [3] Company Overview - AmpliTech Group Inc. specializes in designing, engineering, and assembling microwave component-based amplifiers, operating in two segments: Manufacturing & Engineering and Distribution [4] Business Developments - The company has secured a $40 million LOI that has generated more than half of its projected value in funded orders, along with an additional $3 million in orders exceeding the original LOI's expectations [2] - AmpliTech is set to showcase its advanced ORAN 5G technology, including a high-configuration 64T64R MIMO radio tailored for densely populated and military applications [3]

Core Insights - Teradata Corporation (NYSE: TDC) is transitioning from traditional on-premises business to a cloud-based platform powered by AI and machine learning [1] Company Overview - Teradata is an enterprise analytics and data platform provider [1] - The company is focusing on hybrid platforms as part of its transition strategy [1]