Powering and transforming financial markets Investor Presentation February 2026 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as "expects," "assumes, ...

Financial Data and Key Metrics Changes - In Q2, net sales grew 3% year-over-year in both segments, while gross profits increased by 1% year-over-year [7] - Profitability was negatively impacted by unexpected expenses, leading to declines in both gross profit and EBITDA margins compared to Q1 [4] - Adjusted ROIC was 11.9% for the quarter and 13.3% for the first half of FY 2026 [9] - Full year revenue is now projected to be in the range of $3 billion to $3.1 billion, with Adjusted EBITDA expected between $140 million and $150 million [10] Business Line Data and Key Metrics Changes - Specialty Technology Solutions segment saw net sales increase by 3% year-over-year and 4% quarter-over-quarter, with gross profits up by 1% year-over-year [7] - The Intelisys and Advisory segment also reported a 3% year-over-year increase in net sales, with annual net billings reaching approximately $2.85 billion [8] Market Data and Key Metrics Changes - The percentage of gross profits from recurring revenues in the Specialty Technology Solutions segment grew to approximately 18% [8] - Brazil's market experienced a 9% organic decline this quarter, attributed to challenging market conditions [28][30] Company Strategy and Development Direction - The company is launching a new converged communication sales team to unify communications products and services, aiming to capitalize on the convergence of hardware, cloud, and customer experience technologies [4][5] - The strategy focuses on helping channel partners deliver innovative, converged solutions, driving organic net sales and free cash flow [6] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for growth in the second half of the fiscal year, despite the challenges faced in the first half [10] - The company is confident in its business model and expects large deals to resume, which is crucial for future revenue growth [15][16] Other Important Information - The company closed on a new 5-year credit facility to support strategic objectives and capital priorities [7] - Share repurchases for the quarter totaled $18 million, with $179 million remaining under the share repurchase authorization [9] Q&A Session Summary Question: Clarification on period costs and their impact on future quarters - Management indicated that higher period expenses were primarily related to mix and freight costs, and they expect these to be localized to the current quarter [14] Question: Slower growth in the technology segment - Management noted that large deals have been broken into smaller pieces, affecting invoicing and revenue recognition [15] Question: Impact of memory supply issues on pricing - Management acknowledged potential challenges due to memory supply issues but stated that current guidance does not reflect significant impacts from shortages [24] Question: Future sales acceleration in Intelisys - Management believes that new order growth will accelerate, driven by additional sales capabilities and a focus on acquiring new customers [25][26] Question: Competitive environment in the TSD market - Management noted that the TSD space remains competitive, with a shift towards organic growth among competitors [44][45] Question: Magnitude of guidance reduction - Management clarified that the guidance reduction is primarily due to the absence of large deals rather than product shortages [43] Question: Dynamics of new orders lagging behind billings - Management explained that new orders are expected to convert into billings over time, indicating a positive future revenue outlook [66]

Summary of Abacus Global Management Conference Call Company Overview - **Company Name**: Abacus Global Management (NasdaqCM: ABL) - **Industry**: Asset Management focused on life insurance assets - **History**: Over 20 years of operation, public for 10 quarters Key Financial Metrics - **Q1 Revenue Growth**: Year-over-year growth of over 100% in revenue [4] - **Adjusted Net Income Guidance**: Targeting approximately 80% year-over-year growth [4] - **EBITDA Margin**: Greater than 60% [4] - **Return on Equity (ROE) and Return on Invested Capital (ROIC)**: Both over 20% [4] - **Dividend Yield**: Over 2.5% with the first annual dividend announced [6] - **Market Valuation**: Trading at a multiple of approximately 2.5 earnings, with expectations for growth [5] Business Model and Strategy - **Core Business**: Abacus operates as both an origination company and an asset manager, controlling the lifecycle of client assets [3] - **Market Opportunity**: Positioned in a $14 trillion life insurance industry, with a focus on acquiring life insurance policies as assets [7][10] - **Recurring Revenue**: Aiming to increase recurring revenue from 15% to 70% over the next three to five years [15] - **Growth Strategy**: Plans to triple revenue over the last two years and double it again in the next three years [16] Unique Selling Proposition - **Regulatory Advantage**: Licensed in every state to operate in a highly regulated market [10] - **Data Utilization**: Developed technology to track mortality with 99% accuracy within 48 hours, significantly outperforming traditional systems [18] - **Asset Characteristics**: Life insurance policies are typically A-rated, cash-reserved, and uncorrelated to market fluctuations [12][13] Growth Areas - **Asset Management**: Currently managing approximately $3-$3.5 billion in assets under management (AUM), with expectations to reach $10 billion in five years [26] - **Technology Division**: Significant growth in tracking lives for mortality data, expanding from 26,000 to 2.6 million lives monitored [29] - **Wealth Advisory Services**: Developing financial solutions based on lifespan data to assist clients in retirement planning [19] Market Position and Future Outlook - **Market Penetration**: Abacus is a dominant player in an underpenetrated market, with a unique position as the only public company in its industry with recurring revenue [7] - **Securitization Plans**: Launched its first securitization in October, with plans for more in 2026 to optimize capital costs [32] - **Investor Engagement**: Committed to educating investors about the business model and growth potential [36] Conclusion - **Investment Opportunity**: Abacus presents a compelling investment opportunity with strong growth metrics, a unique business model, and a significant market opportunity in the life insurance asset management space [36]