© 2026 Azenta, Inc. • All rights reserved Safe Harbor Statement Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, statements regarding future financial performance including our fiscal year 2026 guidance, business trends, market demand, operational initiatives, strategic priorities, and other expectations or forecasts. These statements are based ...

Core Insights - The central theme of the report is "The Great Acceleration," highlighting the rapid convergence of five major innovation platforms centered around artificial intelligence (AI) that are expected to drive significant global economic growth by the end of the decade [1][4]. Group 1: Economic Growth Projections - The report predicts that the global GDP growth rate could reach 7.3% by 2030, significantly higher than the International Monetary Fund's forecast of 3.1% [4]. - Capital investment in innovation assets is expected to increase from approximately $5 trillion in 2025 to around $28 trillion by 2030, with the market share of innovation assets rising from about 20% to 50% [9][14]. Group 2: Technological Convergence - ARK identifies a 35% increase in the "Convergence Network Strength" by 2025, indicating a significant acceleration in the inter-catalysis of different technologies [7]. - AI is described as a "Central Dynamo" that drives multiple technology curves simultaneously, leading to a shift from linear to highly coupled technological relationships [4][12]. Group 3: Investment in Data Centers - Investment in data center systems is projected to grow from approximately $500 billion in 2025 to about $1.4 trillion by 2030, with a compound annual growth rate of 30% [20][17]. - The demand for AI is driving this investment surge, with the cost of inference dropping over 99% in the past year, leading to exponential growth in AI usage [22]. Group 4: AI and Consumer Behavior - AI is reshaping consumer interaction with digital platforms, with AI chatbots achieving a 25% penetration rate among smartphone users within seven years, faster than the internet's adoption rate [23]. - The share of AI-related search traffic is expected to increase from 10% in 2025 to 65% by 2030, with a projected annual growth rate of 50% in AI-related search advertising spending [26]. Group 5: Robotics and Automation - The global robotics market is estimated to present a revenue opportunity of approximately $26 trillion, with significant potential in both manufacturing and household services [32]. - The report emphasizes the transformative potential of humanoid robots, which could convert significant amounts of unpaid household labor into measurable GDP contributions [34]. Group 6: Autonomous Vehicles - The market for autonomous taxis is projected to create about $34 trillion in enterprise value by 2030, with autonomous technology providers capturing approximately 98% of the EBIT [37]. - The cost of autonomous taxi services is expected to drop significantly, with projections suggesting a price of $0.25 per mile by 2035 [35]. Group 7: Multiomics and AI in Healthcare - The integration of multiomics with AI is expected to revolutionize biology, with the cost of whole genome sequencing potentially dropping to $10 by 2030 [41]. - AI-driven drug development could reduce time to market by 40%, from 13 years to 8 years, while significantly lowering overall drug costs [45]. Group 8: Space Economy - The use of reusable rockets is anticipated to propel the economy into the space age, with SpaceX leading the market and significantly reducing launch costs [50][52]. - The market opportunity for satellite connectivity is projected to exceed $160 billion annually by 2030, driven by cost reductions and performance improvements [55]. Group 9: Energy and Infrastructure - The report highlights the need for a substantial increase in capital investment in the energy sector, estimating a requirement of about $10 trillion by 2030 to meet global electricity demand [60]. - Distributed energy systems are becoming crucial for supporting the energy needs of AI data centers, with ongoing declines in energy intensity across major economies [57].

Conference Call Fiscal Fourth Quarter and Full Year 2025 Financial Results November 21, 2025 © 2025 Azenta, Inc. • All rights reserved 1 1 Safe Harbor Statement "Safe Harbor" Statement under the U.S. Private Securities Litigation Reform Act of 1995; certain matters in this presentation, including forecasts of future demand and future Company performance, are forward- looking statements that are subject to risks and uncertainties that could cause actual results to materially differ, either better or worse, f ...

Core Viewpoint - Azenta, Inc. reported a transformative fiscal year 2025 with significant revenue growth and margin expansion, positioning the company for continued growth in fiscal 2026 [3][5]. Financial Performance - For Q4 2025, revenue from continuing operations was $159 million, a 6% increase year-over-year, with organic growth of 4% [2][6]. - Full year revenue for fiscal 2025 reached $594 million, up 4% year-over-year, with organic revenue growth of 3% [2][6]. - Adjusted EBITDA for Q4 2025 was $21 million, representing a 29% increase from the previous year, with an adjusted EBITDA margin of 13.0% [2][6]. - The company achieved a diluted EPS from continuing operations of $1.11 for Q4 2025, compared to a loss of $0.04 in the same quarter last year [2][6]. Segment Performance - Sample Management Solutions generated $86 million in revenue for Q4 2025, a 2% increase year-over-year, while Multiomics revenue was $73 million, up 11% year-over-year [2][6]. - For the full year, Sample Management Solutions revenue was $325 million, a 2% increase, and Multiomics revenue was $269 million, up 6% year-over-year [2][6]. Management Insights - The CEO highlighted the company's streamlined structure and focus on customer needs, projecting core growth of 3% to 5% and approximately 300 basis points of adjusted EBITDA margin expansion for fiscal 2026 [3][5]. - The company emphasized improvements in quality, delivery, and productivity as key drivers of its recent success [3]. Cash and Liquidity - As of September 30, 2025, Azenta had a total balance of cash, cash equivalents, restricted cash, and marketable securities amounting to $546 million [2][6]. Guidance - Azenta expects organic revenue growth for fiscal 2026 to be in the range of 3% to 5%, along with an anticipated adjusted EBITDA margin expansion of approximately 300 basis points [5][6].

Financial Performance - Azenta's Q2 2025 revenue reached $143 million, demonstrating a 5% year-over-year (YoY) growth on a reported basis and 6% on an organic basis[10] - The company's Non-GAAP EPS stood at $005[10] - Adjusted EBITDA was reported at 100%, reflecting a 400 bps YoY margin expansion[10,11] - Free cash flow generation amounted to $7 million, inclusive of B Medical[10] Segment Performance - Sample Management Solutions (SMS) experienced an 8% YoY organic growth[10,16] - Multiomics segment saw a 3% YoY organic growth[10,14] - Within SMS, Consumables and Instruments (C&I) showed a significant 22% growth[20] - Next-Generation Sequencing (NGS) within Multiomics grew by 20%, driven by double-digit volume growth[21] Balance Sheet and Cash Flow - The company holds a strong cash balance of $540 million, including B Medical, with no outstanding debt[10] - Cash flow from operations was $14 million[32] Fiscal Year 2025 Guidance - The company anticipates organic revenue growth of 3% to 5% YoY for fiscal year 2025[38] - Expects 300bps of Adjusted EBITDA margin expansion[39]

Core Insights - The company reported a total revenue of $143 million for the quarter ended March 31, 2025, reflecting a 5% increase year-over-year, driven by growth in Sample Management Solutions and Multiomics [2][7] - The diluted EPS from continuing operations was $(0.40), compared to $(0.29) in the same quarter of the previous year, indicating a significant loss [2][24] - The company has a strong cash position with total cash, cash equivalents, and marketable securities amounting to $540 million as of March 31, 2025 [14] Financial Performance - Revenue from continuing operations was $143 million, down 3% from the previous quarter but up 5% year-over-year [2][7] - Organic revenue growth was 6% year-over-year, with Sample Management Solutions revenue at $80 million, up 8% year-over-year [2][7] - Adjusted EBITDA for continuing operations was $14 million, with an adjusted EBITDA margin of 10.0%, an improvement of 400 basis points year-over-year [2][7] Management Commentary - The CEO highlighted the company's strong performance amidst a challenging macroeconomic environment, emphasizing the resilience of the portfolio and the commitment of the teams [3] - The management expressed confidence in the company's positioning and disciplined operations while navigating uncertainties [3] Cash Flow and Guidance - Operating cash flow for the quarter was $14 million, with capital expenditures of $7 million, resulting in free cash flow of $7 million [14] - The company reiterated its revenue guidance for fiscal year 2025, expecting total organic revenue growth in the range of 3% to 5% compared to fiscal 2024 [14]