Magnachip Semiconductor (NYSE: MX) Q3 2025 Earnings Materials November 3, 2025 1 Forward-Looking Statements Information in this presentation regarding Magnachip's forecasts, business outlook, expectations and beliefs are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. All forward-looking statements included or incorporated by reference in this presentation, including expectations about estimated historical or future ...

Navitas 3Q25 Earnings Call November 3, 2025 Forward-Looking Statements This presentation contains information about future events, our future strategies and our future financial performance, including predictions or trends in our industry and markets. Except for statements of historical fact, the information contained herein constitutes forward-looking statements. Forward-looking statements are provided to allow investors and potential investors the opportunity to understand management's beliefs and opinion ...

Safe Harbor and Non-GAAP Measures Voice of Your Business ©2025 RingCentral 1 This presentation includes forward-looking statements within the meaning of the federal securities laws. These statements relate to, among other things, our business strategy and goals, growth of the market for our services, our future financial and operating results, including our GAAP and non-GAAP guidance, the assumptions underlying our guidance, plans to reduce expenses and share-based compensation, leverage targets, our plans ...

Summary of Conference Call Company Overview - The company is identified as Garrett, a technology company primarily involved in the automotive and transportation sectors, with a focus on turbocharger technology [2][3] - The company has approximately 192 million shares, trading around $17, with a market capitalization of about $3.3 billion and net debt of $1.2 billion, leading to a total enterprise value of approximately $4.5 billion [1] Financial Performance - The company reports adjusted EBIT margins of over 14% and adjusted EBITDA margins of 18%, indicating strong profitability [2] - The company generates significant free cash flow due to its aerospace-derived products [2] Market Position and Strategy - Garrett is a leading player in the turbocharger market, primarily competing with BorgWarner, and is described as the "last man standing" in turbo technology [3] - The company has a strong geographic sales distribution, with a significant focus on Europe due to stringent emission standards [3][4] - Turbo penetration rates are high in Europe (over 70%) compared to the U.S. (around 50%), with all diesel engines being turbocharged [4] Product Development and Innovation - Garrett has developed new zero-emission products based on its aerospace-derived intellectual property [5] - The company has a diverse product portfolio, including high-speed rotating machines, air and gas compression technologies, and fuel cell compressors [11][12] - The e-cooling compressor technology is highlighted for its potential applications beyond automotive, including HVAC systems for buildings [19] Growth Opportunities - The company sees growth in the commercial vehicle sector, particularly in backup power generation for data centers, and anticipates recovery in mining and agriculture [29] - There is a growing interest in e-boosting technologies and range-extended vehicles (REVs) in markets like China, which could drive demand for Garrett's products [17][18] - The company is well-positioned to benefit from the shift towards hybrid and plug-in hybrid vehicles, which typically have higher turbo penetration [39][40] Competitive Landscape - Garrett's strong balance sheet and financial stability are seen as advantages over smaller competitors, which may struggle with price increases and financial viability [9] - The company is actively monitoring the competitive landscape in China, where local OEMs are gaining market share [37] Regulatory Environment - The regulatory environment in Europe is evolving, with potential extensions to emission deadlines, which could favor Garrett's turbocharged products [39][40] Financial Discipline and R&D - The company maintains a financial framework that limits R&D spending to 5% of revenue, currently operating in the low 4% range [23] - Garrett has redirected excess cash from its turbo business to invest in new technologies without exceeding its R&D budget [24] Future Outlook - The company has set a target of $1 billion in sales from electric products by 2030, which may be conservative given the evolving market dynamics [53] - An investor day is planned for 2026 to provide updates on growth and strategic direction [54] Key Metrics - Free cash flow for the year is projected at $385 million, representing over 10% of the company's equity capitalization [51] This summary encapsulates the key points discussed during the conference call, highlighting Garrett's market position, financial performance, product innovation, growth opportunities, and strategic outlook.

Q3 Business Update ©2025 Palanr Technologies Inc. 2025 PLANE Q3 Business Update Rule of 40 - Enterprise Soware Companies with >$1B in TTM Revenue Disclaimer Safe Harbor This presentaon contains "forward-looking" statements within the meaning of the federal securies laws, and these statements involve substanal risks and uncertaines. All statements other than statements of historical fact could be deemed forward-looking, including, but not limited to, statements regarding our financial outlook, product develo ...

3Q 2025 SUPPLEMENTAL SIMON PROPERTY GROUP EARNINGS RELEASE & SUPPLEMENTAL INFORMATION UNAUDITED THIRD QUARTER TABLE OF CONTENTS | GS | AS | SU | FO | IO | EA | RN | IN | RE | LE | E | AN | D | PP | LE | ME | NT | AL | IN | RM | AT | N | FO | QU | SE | 30 | 20 | 25 | GE | R | TH | E | AR | TE | R | EN | DE | D | PT | EM | BE | R | PA | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Q4 & FY'25 Financial Results November 3, 2025 Today's Presenters Jure Sola Chairman & CEO Jon Faust EVP & CFO 2 Safe Harbor Statement Certain statements made during this presentation, including our financial outlook for the first quarter fiscal 2026 and expectations for growth generally, constitute forward-looking statements within the meaning of the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. Actual results could differ materially from those projected in these statements a ...

Quarterly Investor Presentation REAL ESTATE PARTNER TO THE WORLD'S LEADING COMPANIES® November 2025 Safe Harbor For Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this presentation, the words "estimated," "anticipated," "expect," "believe," "intend," "continue," "sh ...

COMPANY OVERVIEW November 3, 2025 1 Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our business plans and objectives, potential growth opportunities, competitive position, industry environm ...

Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements relating to our plans and expectations including, without limitation, statements regarding the future performance and operations of our business, expectations regarding stabilization in demand, and expected growth from our digital investments, all of which are subject to risks and uncertainties. Such statements are based on management's expectations and assumptions as of the date of this presenta ...