Financial Performance & Guidance - Emerald is on track to achieve full-year objectives, delivering a 133% year-over-year growth in Revenue and a 324% year-over-year growth in Adjusted EBITDA year-to-date 2025[12] - For Q3 2025, Revenue grew by 67% and Adjusted EBITDA grew by 24%[12] - Full Year 2025 revenue guidance is updated to a range of $460-$465 million, and Adjusted EBITDA guidance is $1225 - $1275 million, reflecting the acquisition of Generis[12, 14, 17] Organic Revenue Analysis - Year-to-date 2025, reported Organic Revenue growth was 10% from the prior year period[12] - Without recent acquisitions, year-to-date Organic Revenue growth would have been 43%[12] - Reported Organic Revenue declined by 68% in Q3 2025; without recent acquisitions, the decline would have been 29%[12] Capital Allocation - The company repurchased 116,094 shares of common stock for $05 million at an average price of $487 per share in Q3 2025[12] - The Board of Directors declared a dividend of $0015 per share for the quarter ending December 31, 2025[12] - The company has bought back a total of 170 million shares of common stock for an aggregate of $700 million since the restart of the share repurchase program in 2021 through September 30, 2025[42] Market Position & Strategy - Emerald is the largest US-based B2B events platform, diversified across end markets, with Connections representing approximately 90% of revenue[18, 19] - B2B US Marketing spend for events and sponsorships is expected to grow by a CAGR of +7% through 2030[29] - The company has completed and integrated over 30 acquisitions over the last decade, deploying approximately $10 billion in capital[39]

Financial Performance - Emerald Holding's Q1 2025 revenue reached $147.7 million, demonstrating a 10.7% year-over-year growth[10, 27] - Adjusted EBITDA for Q1 2025 was $53.6 million, a 34.7% increase compared to the previous year[10, 27] - The company reaffirmed its full-year 2025 revenue guidance, expecting between $450 million and $460 million[10, 35, 36] - Emerald also reaffirmed its full-year 2025 Adjusted EBITDA guidance, projecting between $120 million and $125 million[10, 35, 36] - Free cash flow for Q1 2025 was $10.8 million[27, 41] Capital Allocation - Emerald repurchased $8.8 million of its common stock in Q1 2025, at an average price of $4.33 per share[10, 27] - The Board of Directors authorized an additional $25 million for share repurchases through December 31, 2025[10] - A quarterly dividend of $0.015 per share was declared for the quarter ending June 30, 2025[10] Strategic Initiatives - Emerald received regulatory approval for the acquisition of This is Beyond, a luxury travel event business, expected to close soon[10] - Connections segment accounted for approximately 90% of FY 2024 revenue[11]

Emerald Holding, Inc. Fourth Quarter and Full Year 2024 March 14, 2025 Legal Disclaimer Forward-Looking Statements This presentation also includes certain non-GAAP financial measures. These non-GAAP financial measures are in addition to, and should not be considered as a substitute for or superior to, measures of financial performance prepared in accordance with generally accepted accounting principles ("GAAP"). The non-GAAP measures included herein may be different from similarly titled non-GAAP measures u ...