Wesco International Q1 2026 Investor Presentation Forward-Looking Statements and Non-GAAP Measures All statements made herein that are not historical facts should be considered as "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties and other factors that may cause actual results to differ materially. These statements include, but are not limited to, statements regarding business strategy, grow ...

Group 1 - UTI Group appointed Romain Aumard as General Director and Jean-Christophe Bernard as a board member following an Extraordinary General Assembly on February 16, 2026 [1] - The majority shareholder of EEKEM Group, which holds 91.12% of UTI Group, has completed the acquisition of 100% of Maltem Consulting Group [1] Group 2 - Maltem Consulting Group specializes in consulting for companies in digital transformation and agile innovation, employing 600 engineers and generating approximately 50 million euros in revenue, with over half coming from international markets [2] - Maltem operates in multiple countries including France, Belgium, Luxembourg, Morocco, Portugal, the USA (New York), Mauritius, Madagascar, Singapore, Hong Kong, and Australia [2] Group 3 - In Morocco, Maltem Africa and its strategic consulting subsidiary Valkima are key players in the digital transformation of businesses [3] - Maltem's subsidiaries, Esokia and Bocasay, are significant offshore players in Mauritius and Madagascar, alongside Astek [3] - In the Asia-Pacific region, Maltem is recognized for data processing and AI, employing over 100 engineers in Australia, Singapore, and Hong Kong [3] - Following the acquisition, Robinson Technologies, the parent company of Astek, UTI Group, and EEKEM Group, will have nearly 11,000 engineers and a pro forma revenue of 850 million euros [3]

Core Insights - AGIBOT is accelerating its entry into the Thailand market through a strategic engagement program that showcases its humanoid robots, aligning with Thailand's Smart Tourism and digital innovation goals [1][2][3] Group 1: Market Entry and Engagement - The strategic engagement program took place from February 11-13, 2026, marking a significant milestone ahead of AGIBOT's official market entry later in 2026 [2] - AGIBOT introduced next-generation humanoid robots to local stakeholders, emphasizing their applications in hospitality, retail, transportation, and cultural sectors [2][6] - The engagement included discussions with the Tourism Authority of Thailand (TAT) on how humanoid robots can enhance visitor experiences through interactive engagement and service automation [6] Group 2: Technological Capabilities - AGIBOT's humanoid robots demonstrated advanced interactive intelligence, multilingual communication, and high-precision mobility during live showcases [11] - The robots were featured in local television programs and public events, reinforcing their capability for real-world deployment in dynamic environments [11] Group 3: Industry Position and Future Plans - According to Omdia, AGIBOT shipped over 5,100 humanoid robots globally in 2025, ranking first in both shipment volume and market share [12] - AGIBOT's engagement in Thailand is seen as a foundation for long-term collaboration with public institutions and local innovation ecosystems as it prepares for its official market entry [13]

Core Insights - Accenture's dividend payout ratio is 53.8%, indicating room for growth compared to the typical 60-70% threshold [1] - The company has a strong free cash flow coverage of its dividend, at 2.94 times, allowing for potential dividend growth even in softer business conditions [2] - Accenture's operating cash flow increased to $11.47 billion in fiscal 2025, contributing to a free cash flow of $10.87 billion after capital expenditures [3] - Over the past five years, Accenture's dividend has grown by 85.1%, with a remarkable 510.8% increase over the last decade [4] - The quarterly dividend was raised by 10.1% to $1.63 per share, resulting in an annualized payout of $6.22, a 12.1% increase year-over-year [5] Financial Performance - Accenture's stock has declined by 41% over the past year, trading at $224.08, raising questions about its place in dividend portfolios despite a consistent dividend growth history [6][7] - The stock trades at 20 times trailing earnings, with an average target price of $292.42, suggesting a potential 30% upside [8] - The S&P 500 gained 14.8% over the past year, while Accenture's total returns, including dividends, significantly lag behind the index [9] Growth and Strategic Positioning - Accenture's revenue for Q4 fiscal 2025 was $17.60 billion, growing 7.3% year-over-year, but guidance for fiscal 2026 suggests only 2-5% growth, raising concerns about maintaining premium valuation [10] - The company has secured significant contracts, including a multi-billion dollar mandate with the U.S. Department of Veterans Affairs, which may support future dividend growth [11] - Accenture Federal Services won a $1.4 billion task order for cybersecurity modernization, and partnerships in AI infrastructure position the company for growth in high-demand sectors [12][13] Capital Allocation - In fiscal 2025, Accenture repurchased $4.62 billion of stock, totaling $8.32 billion in shareholder returns, which is about 71.6% of operating cash flow [14] - The company ended the quarter with $11.48 billion in cash and has a $5 billion share buyback authorization, providing flexibility for future capital allocation [15] Analyst Sentiment - Institutional investors continue to support Accenture, with ING Groep increasing its stake significantly [16] - Analysts maintain a moderate buy rating for Accenture, reflecting confidence in its long-term income potential despite recent stock performance [17] - The dividend is considered sustainable, with a coverage ratio of 2.94 times cash flow, although total return potential is questioned due to stock performance [18][22]

Financial Data and Key Metrics Changes - The company closed the quarter with a 16.9% ROE and 19% for the full year, reflecting record high net income and diversification of revenue sources across various segments [18][46] - Net interest income increased by 4.2%, driven by loan portfolio growth and a contraction in interest expenses, resulting in a NIM of 6.6% [21][44] - The NPL ratio stood at 4.5%, indicating improved asset quality, while the cost of risk was 1.8% [21][43] Business Line Data and Key Metrics Changes - In Universal Banking, BCP reinforced its leadership in Peru, serving over 3.2 million loan clients and achieving a full-year ROE of 24.7% [10][27] - Microfinance, through Mibanco, delivered double-digit loan growth and improved profitability, with a NPA ratio of 5.3% [11][35] - Grupo Pacífico in Insurance and Pensions achieved a solid ROE of 21.4%, with net income rising 13% due to the full consolidation of the Banmédica transaction [38][40] Market Data and Key Metrics Changes - Peru's GDP grew around 3.5% in 2025, supported by strong domestic demand and high commodity prices [6][24] - Inflation in Peru closed at 1.5%, the lowest in seven years, while Colombia's inflation accelerated to 4.51% [25][26] - The mining investment pipeline for 2025 was estimated at $64 billion, up 17% from 2024, indicating a favorable investment climate [8] Company Strategy and Development Direction - The company aims to expand financial inclusion, deepen risk and capital discipline, scale AI and digital platforms, and build trust through operational excellence [15] - A strategic acquisition of Helm Bank for $180 million was announced to enhance cross-border capabilities and strengthen the U.S. offering [16][17] - The company expects to continue investing in data transformation and disruptive initiatives to bolster long-term competitive positioning [48] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in Peru's economic stability and growth potential, despite political uncertainties, with expectations for GDP growth around 3.5% in 2026 [24][50] - The company anticipates loan growth of approximately 8.5% in 2026, driven primarily by retail banking and Mibanco [47] - Management highlighted the importance of maintaining sound capital levels and improving operational efficiency, with an expected efficiency ratio between 45% and 46.5% in 2026 [48] Other Important Information - The company reported a risk-adjusted NIM of 5.28%, reflecting improved pricing and risk management capabilities [45] - Yape, the digital wallet initiative, closed the year with nearly 16 million monthly active users, significantly contributing to revenue growth [13][32] Q&A Session Summary Question: Update on political outlook and upcoming elections - Management noted that López Aliaga is leading the polls with 12%, while Keiko Fujimori follows at 8%, with a significant portion of undecided voters [54][55] Question: Expectations for operating expenses growth - Management expects operating expenses to moderate compared to 2025, with continued investments in innovation and core business [61][62] Question: Insights on Yape's lending and cost of risk - Management confirmed that Yape is shifting towards longer-duration loans, which should keep the cost of risk controlled while enhancing revenue [70][73] Question: Growth expectations amid election year - Management indicated that economic activity is performing well, with consumer confidence at its highest since early 2020, suggesting potential upside risks for growth [75][76]

Financial Data and Key Metrics Changes - The company closed the quarter with a 16.9% ROE and 19% for the full year, reflecting record high net income and diversification of revenue sources across various segments [17][21] - Net interest income increased by 4.2%, driven by loan portfolio growth and a contraction in interest expenses, resulting in a NIM of 6.6% [20][44] - The NPL ratio stood at 4.5%, indicating improved asset quality, while the cost of risk was 1.8% [19][43] Business Line Data and Key Metrics Changes - In Universal Banking, BCP reinforced its leadership with over 3.2 million loan clients and strong retail lending growth [9] - Microfinance saw double-digit loan growth and increased profitability, with Mibanco achieving a 20% profitability rate this quarter [10][34] - Grupo Pacífico's ROE was 21.4%, supported by strong commercial dynamics, although net income dropped 1% due to decreased insurance underwriting results [37][38] Market Data and Key Metrics Changes - Peru's GDP grew around 3.5% in 2025, with domestic demand expanding close to 6%, supported by strong commodity prices and investment flows [5][23] - In Colombia, GDP growth was around 2.7%, while inflation accelerated to 4.51% following a minimum wage increase [7][25] - Chile's GDP also expanded around 2.7%, driven by investment, while Bolivia faced a contraction in GDP [7][8] Company Strategy and Development Direction - The company aims to expand financial inclusion, deepen risk and capital discipline, scale AI and digital platforms, and build trust through operational excellence [13] - The acquisition of Helm Bank for $180 million aligns with the strategy to enhance cross-border capabilities and serve affluent clients in the U.S. [14][16] - The company plans to continue investing in data transformation and disruptive initiatives to bolster long-term competitive positioning [48] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 from a stronger position, with expectations of continued economic growth and improved governance [6][23] - The outlook for Peru's GDP growth in 2026 is revised to around 3.5%, with total loan book growth expected to be around 8.5% [46][47] - Despite local political uncertainties, the fundamentals are in place to support profitability levels around 19.5% ROE in 2026 [49] Other Important Information - Yape closed the year with nearly 16 million monthly active users, significantly contributing to the company's risk-adjusted revenue [12][33] - The efficiency ratio for the year stood at 46.6%, with operating expenses growing 12% due to investments in innovation and core businesses [45] Q&A Session Summary Question: Update on political outlook and upcoming elections - Management noted that López Aliaga is leading the polls with 12%, and there is a high level of undecided voters at around 42% [54][56] - The elections are scheduled for April 12, with expectations of a more stable political environment due to the return to a dual chamber system [56][57] Question: Expectations for OpEx growth and digital initiatives - Management expects OpEx growth to moderate compared to 2025, with a target of 42% in cost to income over the mid-term [61] - Non-credit-related revenues are anticipated to grow in the double digits, driven by digital initiatives [64] Question: Yape's lending and cost of risk - The shift towards multi-installment loans is expected to maintain a controlled cost of risk, with risk-adjusted NIM remaining comparable [72] - Management confirmed that digital initiatives are expected to become accretive to ROE starting this year [80]

Core Viewpoint - Republic Services, Inc. has appointed Ian Craig to its board of directors, enhancing its leadership with expertise in digital transformation and sustainability initiatives [1] Company Overview - Republic Services, Inc. is a leader in the environmental services industry, providing a comprehensive range of products and services including recycling, solid waste, special waste, hazardous waste, and field services [1] - The company is committed to advancing circularity and supporting decarbonization, aiming to create a more sustainable world [1] Leadership Appointment - Ian Craig, currently the CEO of Coca-Cola FEMSA, has been appointed to the board, which now consists of 13 members, including 12 independent directors [1] - Craig has a strong background in strategic growth, having led over $7 billion in mergers and acquisitions across Latin America [1] - His leadership at Coca-Cola FEMSA has focused on digital transformation and sustainability, aligning with Republic's commitment to environmental stewardship [1] Strategic Importance - The addition of Craig is expected to drive growth in complex markets and enhance the company's focus on sustainability initiatives [1] - His experience in building digital platforms and implementing AI-enabled capabilities will support Republic's strategic priorities [1]

Core Insights - Advantage Solutions Inc. is implementing changes to its executive leadership team to enhance its growth strategy and operational performance [1][2] Leadership Changes - Bob Hardester has been appointed as Chief Information Officer, bringing over 20 years of digital transformation experience, particularly in ecommerce and supply chain automation [2][8] - Jo O'Hazo has been promoted to Deputy CIO & Chief Data Officer, recognized for her leadership in data and analytics capabilities [3][8] - David Fall has been elevated to Chief Growth & Strategy Officer, focusing on strategic planning and innovation to drive sustained growth [4][8] - George Johnson has been named COO of Demonstration Services & Workforce Operations, tasked with overseeing commercial strategy and operational execution in high-demand service areas [5][8] Company Background - Advantage Solutions Inc. is a leading omnichannel retail solutions agency in North America, positioned at the intersection of consumer-packaged goods brands and retailers, leveraging data and technology to drive demand [7]

Core Insights - UBS Group AG plans to hire up to 3,000 employees in India as part of its expansion strategy while reducing headcount in Switzerland due to the integration of Credit Suisse [1][10] Group 1: Hiring and Workforce Changes - UBS is set to add between 2,000 and 3,000 roles in Hyderabad, effectively doubling its workforce in the city to enhance technology and operations capabilities [4][10] - The company has previously announced plans to cut around 3,000 jobs in Switzerland, primarily through natural attrition and early retirement measures, with most reductions expected by 2026 [2][10] - As of December 31, 2025, UBS reported a total workforce of 119,589 employees, having reduced headcount by 2,793 positions sequentially and by 9,394 roles year over year [3] Group 2: Industry Trends - India has emerged as a key hub for global financial firms seeking access to technology talent and cost-efficient operating models, with firms like BlackRock and Citigroup also expanding their operations in the country [5][6][7] - BlackRock plans to add around 1,200 jobs in India to enhance its artificial intelligence and data analytics capabilities [6] - Citigroup is reallocating 1,000 technology jobs to its Indian business support centers following staff reductions in China, highlighting the importance of India-based global capability centers [7] Group 3: Integration and Cost Efficiency - UBS is making steady progress in the integration of Credit Suisse, with around 85% of Swiss-booked client accounts migrated and the transition of Personal & Corporate Banking clients largely completed [8] - The bank achieved an additional $0.7 billion in gross cost savings during the fourth quarter of 2025, bringing cumulative gross savings to $10.7 billion, with a target of $13.5 billion by the end of 2026 [9][10] - Integration-related expenses are expected to total around $15 billion by the end of 2026 [9]

FEBRUARY 12, 2026 Strategy, innovation, Datadog platform and product Q&A Safe Harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. ("Datadog" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Datadog or any officer, director, employee, agent or advisor of Datadog. This presentation does not purport ...