Investor Presentation November 2022 First Quarter Fiscal Year 2026 Supplemental Presentation February 3, 2026 Cautionary Statement Regarding Forward-Looking Statements Certain matters discussed in this presentation and the accompanying oral presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made based on known events and circumstances at the time of presentation, and as such, are subject to uncertainty ...

TORONTO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- illumin Holdings Inc. (TSX:ILLM) (OTCQB:ILLMF) (“illumin” or the “Company”) today announced changes to its board of directors (the “Board”) and the composition of its audit committee (“Audit Committee”) and corporate compensation and governance committee (“CCGC”). The Board has received and accepted the resignations of directors Roger Dent, Michele Tobin, and Yishay Waxman, effective February 1, 2026. “Roger, Michele and Yishay have been instrumental to our growth, ...

Financial Performance - Full Year 2025 - Net income reached $134.2 million[9] - Earnings per share (EPS) amounted to $3.49[9] - Return on average assets (ROA) was 1.38%[9] - Return on average equity (ROE) stood at 9.29%[9] Financial Performance - Fourth Quarter 2025 - Net income totaled $34.0 million[13] - Earnings per share (EPS) were $0.89[13] - Return on average assets (ROA) was 1.37%[13] - Return on average equity (ROE) stood at 9.13%[13] - Pre-provision net revenue to average assets (PPNR) increased by 6 basis points to 1.95%[16] - Net interest margin (NIM) expanded by 6 basis points to 3.99%[16] Balance Sheet - Total loan growth reached $329.0 million, a 4.25% increase[9, 11] - Total deposit growth was $175.7 million, with customer deposit growth of $220.5 million, representing a 2.92% increase[9, 11] - Loan growth of $91.0 million, annualized at 4.52%, primarily in commercial loans[13, 24] - Total deposit growth of $36.9 million, annualized at 1.85%, with customer deposit growth of $56.9 million, annualized at 2.92%[13, 24] Asset Quality - Net loan charge-offs were $11.0 million, representing 0.54% of total loans[33] - The allowance for credit losses (ACL) decreased by 8 basis points to 1.15% compared to 1.23% at the end of the previous quarter[33] Capital Management - The company repurchased 948,270 shares for $36.2 million in the fourth quarter[16, 54] - A new share repurchase authorization of $100 million was approved in January 2026[16, 54]

Core Points - M-tron Industries, Inc. has appointed Cameron Pforr as Chief Executive Officer, effective immediately, after serving as Interim CEO since February 2025 [1][2] - The Board of Directors expressed confidence in Pforr's leadership and strategic vision for the company's future growth and value creation [2] - Pforr emphasized Mtron's critical role in the defense industrial base, supporting essential systems and programs for national defense and allies [2] Company Overview - M-tron Industries, Inc. designs, manufactures, and markets high-reliability frequency and spectrum control products and solutions [3] - The company operates design and manufacturing facilities in Orlando, Florida, and Yankton, South Dakota, with additional sales and manufacturing locations in Hong Kong and Noida, India [3]

Core Insights - CleanCore Solutions, Inc. is experiencing stock price volatility attributed to broader market conditions rather than company-specific developments [2][3] - The company maintains a strong balance sheet and an unchanged strategic roadmap, focusing on disciplined execution and transparency [3] - CleanCore is considering a share repurchase program if stock prices remain low, aiming to enhance shareholder value [3] Company Overview - CleanCore Solutions, Inc. specializes in cleaning and disinfection practices using patented aqueous ozone technology, promoting cost-effective and sustainable solutions [4] - The company's mission is to create a healthier and greener future through innovation and commitment to excellence [4] Market Context - Recent declines in cryptocurrency markets and tightening liquidity in digital asset markets are impacting market conditions [2] - Market volatility is creating temporary pricing dislocations between intrinsic value and market valuation [3]

Business Highlights - Codexis secured a $37.8 million Supply Assurance Agreement with Merck [7, 15] - The company expects to receive the cash from the Merck agreement by the end of 2025 [7, 15] - Codexis has a cash runway through 2027 [7] - Codexis has 11 customers this year and a pipeline of 40 prospects [7, 13] - The company will sign a lease on a 34,000 square feet multi-purpose GMP facility in the next few weeks [7] Executive Management Transition and Cost Reduction - Codexis is reducing operating expenses by 25% through the elimination of 46 positions [10] - Dr Stephen Dilly will transition to Chairman, and Dr Alison Moore will assume the role of President and CEO [10] Q3 2025 Financial Results - Total revenue for Q3 2025 was $8.6 million, compared to $12.8 million in Q3 2024 [16] - Product gross margin increased to 64% in Q3 2025 from 61% in Q3 2024 [16] - R&D expenses for Q3 2025 were $13.9 million, compared to $11.5 million in Q3 2024 [16] - Net loss for Q3 2025 was $19.6 million, or $0.22 per share, compared to a net loss of $20.6 million, or $0.29 per share, in Q3 2024 [16]

Q3 2025 Performance - Nextdoor's Platform Weekly Active Users (WAU) reached 216 million, a modest 1% sequential decline due to reduced notifications aimed at improving usage quality[8] - Revenue for Q3 2025 was $69 million, representing a 5% year-over-year increase, driven by strong demand from self-serve advertisers[8, 11] - The self-serve channel experienced significant growth, with a 33% year-over-year increase, accounting for nearly 60% of the total Q3 revenue[8, 11] - Nextdoor reported a net loss of $13 million in Q3 2025, but the net loss margin improved by 4 percentage points year-over-year to (19%)[8, 20, 21] - Adjusted EBITDA for Q3 2025 was $4 million, resulting in a 6% margin, an 8 percentage point improvement year-over-year[8, 24] Productivity and Financial Outlook - Revenue per Full-Time Equivalent (FTE) has improved by 21% year-to-date, indicating increased productivity[27] - Nextdoor has a strong balance sheet with $403 million in cash, cash equivalents, and marketable securities at the end of Q3[27] - The revenue outlook for Q4 2025 is projected to be between $67 million and $68 million, representing a 3-4% year-over-year increase[28] - Adjusted EBITDA for Q4 2025 is expected to be between $35 million and $45 million, with an adjusted EBITDA margin of 5-7%, a potential increase of 0-2 percentage points year-over-year[28] - Nextdoor anticipates achieving full-year adjusted EBITDA breakeven in 2026[29]

Core Insights - MetLife, Inc. has released a financial update for the third quarter of 2025, presented by CFO John McCallion [1][8] - The company reported a net income of $818 million, translating to earnings per share of $1.22, with adjusted earnings increasing by 15% to $1.6 billion [8] Financial Performance - Net income for Q3 2025 was $818 million, or $1.22 per share [8] - Adjusted earnings rose by 15% to $1.6 billion, driven by higher variable investment income and volume growth [8] - Adjusted earnings per share, excluding notable items, increased by 21% [8] - Return on Equity (ROE) was reported at 13.1%, while adjusted ROE was 16.9% [8] Company Overview - MetLife, Inc. is a leading financial services company providing insurance, annuities, employee benefits, and asset management [2] - The company operates in over 40 markets globally and has a strong presence in the U.S., Asia, Latin America, Europe, and the Middle East [2]

Core Viewpoint - Beyond Meat is rescheduling the reporting of its third-quarter financial results due to the expectation of a material non-cash impairment charge related to long-lived assets [1][2]. Financial Reporting - The financial results for the third quarter ended September 27, 2025, will now be reported on November 11, 2025, after market close [1]. - A conference call to discuss these results is scheduled for November 11, 2025, at 5:00 p.m. Eastern Time [3]. Impairment Charge - The company anticipates a significant non-cash impairment charge for the three months ended September 27, 2025, but has not yet quantified the amount [2]. Company Overview - Beyond Meat is a leader in the plant-based meat industry, offering products made from simple ingredients without GMOs, added hormones, or antibiotics, and with 0 mg of cholesterol per serving [4]. - The company aims to provide meat alternatives that replicate the taste and texture of animal-based meat while promoting better health and environmental sustainability [4].

Financial Highlights - Core pre-tax pre-provision income was $62.9 million[8] - Core PTPP ROAA was 2.05%[8] - The TCE ratio was 9.6%[8] - Core EPS was $0.39, an increase of $0.01 from the previous quarter[10] Balance Sheet and Income Statement - Net interest income (FTE) increased $4.9 million from the last quarter (LQ) and $14.6 million year-over-year (YoY), reaching $111.5 million[14] - Net interest margin increased 9 basis points (bps) from LQ and 36 bps YoY, reaching 3.92%[14] - Total loans increased by $137.0 million, or 5.7% annualized, from the previous quarter[22] - Average deposits grew by $102.7 million, or 4.0% annualized, from the previous quarter[27] Credit Quality and Capital - Provision expense was $11.3 million, an increase of $2.4 million from the previous quarter (excluding Day-1 non-PCD provision)[10,42] - Nonperforming loans decreased $10.8 million from LQ, totaling $88.7 million[42] - The company repurchased 625,483 shares with an aggregate value of $10.5 million during the quarter[10] Liquidity and Investment Portfolio - Available liquidity totaled $5.4 billion[8] - The investment securities portfolio totaled $1.5 billion, with 31% held-to-maturity (HTM) and 69% available-for-sale (AFS)[60]