Methode Electronics Earnings Presentation Third Quarter Fiscal 2026 March 6, 2026 Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect, when made, our current views with respect to current events and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to our operations and business environment, which may cause our actual results ...

Dick Warzala Chairman, President & CEO Jim Michaud Chief Financial Officer Nasdaq: ALNT March 6, 2026 Fourth Quarter & Full Year 2025 Financial Results Call SAFE HARBOR STATEMENT This presentation will discuss some non-GAAP financial measures, which the Company believes are useful in evaluating our performance. You should not consider the presentation of this additional information in isolation or as a substitute for results prepared in accordance with GAAP. The Company has provided reconciliations of compa ...

Results Conference Call 4Q25 Disclaimer and Forward-Looking Statement This presentation may contain forward-looking statements within the meaning of federal securities law that are subject to risks and uncertainties. These statements are only predictions based upon our current expectations and projections about possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives. In some cases, you can identify forward-looking statements by terminol ...

2025 Performance Webcast March 6, 2026 c P-78 First oil in December 2025, in the Búzios field Paleta Petrobras (cores principais e secundárias) — Disclaimer The presentation may contain forwardlooking statements about future events that are not based on historical facts and are not assurances of future results. Such forward- looking statements merely reflect the Company's current views and estimates of future economic circumstances, industry conditions, company performance and financial results. Such terms ...

Summary of Conference Call Notes Company and Industry Overview - **Company**: Corning Inc. (康宁) - **Industry**: Telecommunications and Optical Communications Key Points and Arguments 1. **Springboard Plan Revision**: The revenue targets for the Springboard plan have been revised upwards to $6.5 billion for 2026 and $11 billion for 2028, driven primarily by large orders from major clients like Meta [2][3] 2. **Optical Communications Growth**: The mid-term compound annual growth rate (CAGR) guidance for enterprise networks and data centers has been increased from 25% to 30%, with full optical interconnects expected to increase the number of internal optical connections by 5 to 10 times [2][4] 3. **AI-Driven Scale-Up/Out**: The configuration of single-node GPUs is evolving from 8 to 32/72, accelerating the transition from copper to fiber optics and MMC connectors within racks [2][5] 4. **Major Order from Meta**: A significant $6 billion order has been signed with Meta, covering a complete solution including fiber, devices, and integration, with a delivery period from 2026 to 2030 [2][6] 5. **Network Recovery**: There is a resurgence in operator networks, with a surge in demand for Data Center Interconnect (DCI), supported by a partnership with Lumen that secures about 10% of the company's fiber capacity for North American network construction [2][5] 6. **Solar Business Expansion**: The solar business aims for $2.5 billion in revenue by 2028, leveraging local manufacturing advantages through the acquisition of Hemlock to reduce risks and enhance returns [2][8] 7. **Investment Framework Shift**: The focus is shifting to evaluating the long-term capacity commitments from major clients rather than just the price elasticity of non-fiber products [2][11] Additional Important Content 1. **Historical Context**: Corning was founded in Corning, New York, and has a long history in glass and optical fiber innovation, with a revenue scale consistently around $10 billion annually [3] 2. **Global Capacity Distribution**: Fiber production capacity is primarily located in North Carolina and Poland, with additional facilities in India, while jumpers and cables are mainly produced in Mexico and China [7] 3. **Specialty Materials and Environmental Technology**: The specialty materials segment covers applications in telescopes, aerospace, and consumer electronics, while environmental technology focuses on materials to reduce pollution in automotive applications [9][10] 4. **Investment Evaluation**: The evaluation of Corning should not solely focus on fiber price fluctuations but rather on stable long-term partnerships with major clients and the company's ability to deliver customized solutions [11] This summary encapsulates the critical insights from the conference call, highlighting the company's strategic direction, growth opportunities, and market dynamics.

Financial Data and Key Metrics Changes - Total oncology revenue for 2025 was $286 million, including $71 million from R&D-related upfront and milestone revenues [5] - Net income recorded was $457 million, primarily due to a one-time gain from the SHPL divestment of $160 million; core operations remained profitable excluding this gain [5] - R&D expenses for 2025 were $148 million, lower than in 2024 due to many late-stage trials nearing completion [6] - Cash position strengthened to approximately $1.4 billion, allowing for accelerated global development and exploration of in-licensing and M&A opportunities [4][7] Business Line Data and Key Metrics Changes - Ex-China FRUZAQLA sales grew by 26% year-over-year, totaling $366 million in in-market sales [3] - China sales rebounded in the second half of 2025, achieving 21% growth compared to the first half [3] - ORPATHYS and SULANDA accounted for 11% of total 2025 in-market sales, facing challenges due to competition [10] Market Data and Key Metrics Changes - In the U.S., sales faced headwinds from Medicare Part D redesign, impacting overall performance [9] - China sales under the brand name ELUNATE experienced a -13% decline in the first half but rebounded with 33% growth in the second half [9] - The ITP market potential in China is significant, with over 250,000 actively treated patients, representing an addressable market of $500 million to $700 million [19] Company Strategy and Development Direction - The company aims to accelerate global development of ATTC programs while exploring business development opportunities [25] - Focus on expanding the hematology portfolio with new products and establishing a dedicated sales and marketing team for this specialized area [11][71] - The strategy includes potential partnerships for the ATTC platform to validate and enhance its value [50] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, with oncology revenue guidance set between $330 million and $450 million, reflecting strong growth expectations [7][25] - The company anticipates continued growth from new indications and the global expansion of FRUZAQLA [31] - Management highlighted the importance of maintaining a balance between existing commercial products and emerging opportunities from the ATTC platform [52] Other Important Information - The company has advanced two ATTC programs into clinical trials, with significant market potential anticipated [4] - The SAFFRON and SANOVO readouts are expected in mid-2026, which are critical for future growth [31][24] Q&A Session Summary Question: Can you elaborate on the oncology guidance for 2026? - Management indicated that the guidance reflects strong growth expectations, particularly from new indications and continued recovery in sales [30][31] Question: What is the status of the SAFFRON readout? - The SAFFRON readout is expected to occur in mid-2026 [31][36] Question: Can you provide details on the ATTC platform candidates? - A251 is currently enrolling HER2 expressing solid tumor patients, focusing on post-HER2 treatment settings [31] Question: How are commercial dynamics expected to stabilize in 2026? - Management noted that turnover rates have decreased and the sales team has been restructured to focus on top-tier hospitals, which should improve performance [41][42] Question: What is the impact of MET testing adoption on savolitinib? - No additional information was provided on the influence of MET testing adoption on savolitinib uptake [48] Question: What is the partnering strategy for the ATTC platform? - The company is considering licensing out some programs while maintaining control over others to maximize long-term value [50] Question: What is the guidance for R&D expenses this year? - Management indicated a desire to ramp up R&D investment to a range of $250 million to $300 million [60] Question: Can you elaborate on the in-licensing and M&A strategy? - The company is open to in-licensing late-stage commercial assets or complementary assets, given its strong cash position [63] Question: How will the move into hematology products affect sales and marketing investments? - A new business unit with dedicated sales and marketing capabilities has been established to address the hematology market [71]

Financial Data and Key Metrics Changes - Total oncology revenue for 2025 was $286 million, including $71 million from R&D-related upfront and milestone revenues [5] - Net income recorded was $457 million, primarily due to a one-time gain from the SHPL divestment of $160 million; core operations remained profitable excluding this gain [5] - R&D expenses decreased to $148 million in 2025, lower than in 2024 due to many late-stage trials nearing completion [6] Business Line Data and Key Metrics Changes - Ex-China sales of FRUZAQLA grew by 26% year-over-year, reaching $366 million in in-market sales [3] - China sales rebounded in the second half of 2025, achieving 21% growth compared to the first half [3] - ORPATHYS and Surufatinib accounted for 11% of total EMARC sales, facing challenges due to competition [10] Market Data and Key Metrics Changes - In the U.S., sales faced headwinds from Medicare Part D redesign, impacting growth [9] - China sales under the brand name ELUNATE experienced a decline of 13% in the first half but rebounded with 33% growth in the second half [9] - The ITP market in China is significant, with over 250,000 actively treated patients, representing a market potential of $500 million to $700 million [19] Company Strategy and Development Direction - The company aims to accelerate global development of its ATTC programs and explore potential in-licensing and M&A opportunities [4][26] - Focus on building a strong hematology portfolio, with the first-in-class treatment for EZH2 mutation approved [11] - The company is pursuing partnerships with multinational companies to validate and add value to its ATTC platform [48] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, with multiple potential NDA filings and expected growth from new hematology products [26] - The oncology revenue guidance for 2026 is projected to be between $330 million and $450 million, reflecting strong growth expectations [7][26] - Management acknowledged the challenges faced in the U.S. market but highlighted the continued expansion of FRUZAQLA in other countries [71] Other Important Information - The company has a strong cash position of approximately $1.4 billion, allowing for accelerated development and exploration of business opportunities [4] - The ATTC platform is designed to reduce toxicities by delivering payloads directly to tumors, targeting a significant market across various cancer types [20][21] Q&A Session Summary Question: Can you elaborate on the oncology guidance for 2026? - Management indicated that the guidance reflects strong momentum and growth from new indications, with expectations for continued recovery [31] Question: What is the status of the SAFFRON readout? - The SAFFRON readout is expected to occur in mid-2026 [32] Question: Can you provide details on the ATTC platform candidates? - The first candidate, HMPL-A251, is currently enrolling HER2-expressing solid tumor patients, focusing on post-HER2 treatment settings [32] Question: How do you expect the changes in Medicare Part D to impact sales? - Management noted that the impact from Medicare changes has already been reflected in 2025 results, but they anticipate continued growth in ex-U.S. markets [71] Question: What is the strategy for partnering with the ATTC program? - The company is open to licensing out some programs to accelerate development while maintaining control over others for long-term value [48] Question: How will the move into hematology products affect sales and marketing investments? - A new business unit with dedicated sales and marketing capabilities has been established to address the hematology market [69]

Financial Data and Key Metrics Changes - The company reported a revenue of $366 million for the period, reflecting a 26% increase compared to the previous year [1]. Business Line Data and Key Metrics Changes - Specific business line performance details were not provided in the available content, indicating a lack of clarity on individual segment contributions [5]. Market Data and Key Metrics Changes - No specific market data or key metrics changes were mentioned in the provided content [5]. Company Strategy and Development Direction - The company is focusing on first-in-class products and has several NDA submissions planned for 2025 and 2026, indicating a strong pipeline and commitment to innovation [2][4]. Management Comments on Operating Environment and Future Outlook - Management has not provided detailed comments on the operating environment or future outlook in the available content [5]. Other Important Information - The company is involved in various clinical trials and has multiple products in development, including those targeting specific biomarkers [3][4]. Q&A Session Summary Question: What is the guidance for 2026? - The company provided a revenue guidance of $148 million for 2025 and an estimated range of $200 million to $300 million for 2026 [6].

Financial Data and Key Metrics Changes - Total oncology revenue for 2025 was $286 million, including $71 million from R&D-related upfront and milestone revenues [4] - Net income recorded was $457 million, primarily due to a one-time gain from the SHPL divestment of $160 million; core operations remained profitable excluding this gain [4] - R&D expenses for 2025 were $148 million, lower than 2024 as many late-stage trials were nearing completion [4] Business Line Data and Key Metrics Changes - Ex-China FRUZAQLA sales grew by 26% year-over-year, totaling $366 million in in-market sales [2] - China sales rebounded in the second half of 2025, achieving 21% growth compared to the first half [2] - ORPATHYS and Surufatinib accounted for 11% of total 2025 EMARC sales but faced competition, impacting their performance [9] Market Data and Key Metrics Changes - In the U.S., sales faced headwinds due to Medicare Part D redesign, impacting overall performance [8] - In China, ELUNATE experienced a decline of 13% in the first half but rebounded with 33% growth in the second half [8] - The ITP market potential in China is significant, with over 250,000 actively treated patients, representing a market of $500 million to $700 million [18] Company Strategy and Development Direction - The company aims to accelerate global development of its ATTC programs and explore potential in-licensing and M&A opportunities [3] - A focus on building a strong hematology portfolio is evident, with the launch of the first-in-class treatment for EZH2 mutation and follicular lymphoma [10] - The company is committed to maintaining a balance between R&D investments and commercial income generation [50] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, with multiple potential NDA filings and expected growth from new hematology products [24] - The oncology revenue guidance for 2026 is projected between $330 million and $450 million, reflecting strong growth expectations [5] - Management acknowledged the challenges faced in the U.S. market but highlighted the continued expansion of FRUZAQLA in other countries [70] Other Important Information - The company has a strong cash position of approximately $1.4 billion, allowing for accelerated investments in ATTC development [3] - The ATTC platform is designed to reduce toxicities by delivering payloads directly to tumors, targeting a significant market across various cancer types [20] Q&A Session Summary Question: Can you elaborate on the oncology guidance for 2026? - Management indicated that the guidance reflects strong growth expectations, particularly from new indications and recovery momentum [28][29] Question: Why was the SAFFRON readout delayed? - The SAFFRON readout is now expected in mid-2026 [30] Question: What is the indication for the ATTC platform candidates? - The first candidate, HMPL-A251, is currently enrolling HER2 expressing solid tumor patients, focusing on post-HER2 treatment settings [30] Question: How do you expect the changes in Medicare Part D to impact sales? - Management noted that while there were impacts in 2025, they anticipate continued growth in the U.S. and other markets [70] Question: What is the strategy for the ATTC platform? - The company is considering potential licensing out of some programs while maintaining control over others to maximize long-term value [46]

Rumble (NasdaqGM:RUM) Update Summary Company Overview - **Company**: Rumble - **Date of Call**: March 05, 2026 - **Key Speaker**: Chris Pavlovski, Founder, CEO, and Chairman Key Industry Insights - **Growth Factors**: - Rumble Shorts has shown significant growth, achieving over **1 million unique video views daily** recently, indicating a strong demand for short-form content [10][19][23] - Concurrent streamers reached a new peak, surpassing numbers from the 2024 election night, showcasing increased engagement on the platform [16][19] - Monthly Active Users (MAUs) saw sequential growth from Q3 to Q4 2025, despite a challenging environment without a presidential election [17][18] - **Product Development**: - Rumble Shorts is positioned as a "free speech version of TikTok," focusing on informational content rather than entertainment [27] - Rumble Studio has been enhanced to support concurrent streaming and is expected to attract more creators [19][30] - The platform is undergoing continuous improvements in its algorithm to enhance user experience and content discoverability [15][96] Financial Performance - **2025 Overview**: - Described as a foundational year, focusing on product development and infrastructure improvements, setting the stage for future growth [22][25] - The company anticipates a shift in revenue profile with the acquisition of Northern Data, expected to close in Q2 2026 [45][145] Strategic Initiatives - **Advertising and Monetization**: - Plans to introduce ads on Rumble Shorts in Q3/Q4 2026, with a focus on maintaining a low ad load to support user growth [29][61] - A partnership with Tether aims to provide advertising support for new creators using Rumble Studio, enhancing monetization opportunities [51][54] - **Market Positioning**: - Rumble aims to leverage its unique user base and content offerings to differentiate itself from competitors like Twitch and YouTube [37][118] - The company is actively working on expanding its audience through targeted advertising and content diversification [61][62] Challenges and Risks - **Regulatory Concerns**: - Potential issues with censorship laws in Europe, which may impact Rumble's operations and content policies [79][80] - The competitive landscape in the sports streaming sector is noted as challenging due to high costs and investment requirements [99] Additional Insights - **Community Engagement**: - The platform has cultivated a strong community, which is seen as a competitive advantage for attracting advertisers [36] - The return of prominent streamers like Dan Bongino and Asmongold is expected to further boost platform visibility and engagement [30][41] - **Future Outlook**: - The company is optimistic about 2026, with expectations of capturing a larger audience and enhancing its product offerings [18][19][45] - Rumble is focusing on improving its AI capabilities for content management and user experience [90][91] This summary encapsulates the key points discussed during the Rumble update call, highlighting the company's growth trajectory, strategic initiatives, and market positioning.