Financial Performance - Total revenue reached $54.8 million, a 16% increase compared to the second quarter of 2024[10] - Software revenue grew by 15% to $40.5 million[10] - Drug discovery revenue increased by 19% to $14.2 million[10] - Cash and marketable securities increased by 21% to $462.3 million as of June 30, 2025[28] - Deferred revenue surged by 289% to $186.5 million[28] Guidance and Outlook - The company maintains its software growth and drug discovery revenue guidance[10] - Operating expenses are expected to be lower than in 2024[10] - Third-quarter software revenue is projected to be between $36 million and $40 million[10] - The company anticipates software revenue to increase by 10%–15% in 2025[31] - Drug discovery revenue is projected to be between $45 million and $50 million in 2025[31] Pipeline and Development - Initial Phase 1 data for SGR-1505 was presented in June, with strategic opportunities for clinical development being explored[11] - Initial Phase 1 data for SGR-2921 and SGR-3515 are expected in the fourth quarter of 2025[11]

Q3 FY25 Performance Highlights - The company achieved record Q3 and Year-to-Date GAAP and Non-GAAP EPS [12] - Significant margin expansion was observed during the quarter [12] - There was a major improvement in workplace safety performance [12] Financial Results - Q3 net sales were $960.913 million [49] - GAAP gross margin was 34.6% [49] - Non-GAAP operating income was $139.041 million [49] - Adjusted EBITDA reached $166.568 million [50] Segment Performance - Pet segment net sales were $493 million with a non-GAAP operating margin of 15.8% [28] - Garden segment net sales were $468 million with a non-GAAP operating margin of 18.2%, up 310 bps [29, 30] Outlook - The company reaffirmed fiscal year 2025 non-GAAP EPS guidance of approximately $2.60 [15]

Q2 2025 Earnings Call August 6, 2025 1 Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. All statements that are not historical fact are forward-looking statements. Forward-looking statements discuss the Company's current expectations and projections relating to its financial position, results of operations, plans, objectives, future performance, and business. Forwa ...

Market Opportunity & Financial Performance - The quantum computing and networking market is projected to create up to $880 billion in economic value by 2040[8] - IonQ anticipates FY25 revenue between $82 million and $100 million[12] - The company's cash, cash equivalents, and investments balance was $697 million as of March 31, 2025[12] Technology & Roadmap - IonQ is targeting 2 million qubits and 80,000 logical qubits by 2030[10] - The company plans to release a 100-qubit system in 2025[10] - IonQ's error correction overhead is exceedingly low at 13:1[10] Expansion & Acquisitions - IonQ has been expanding its global footprint across 5 countries[10] - The company intends to acquire Oxford Ionics, with the agreement signed in June 2025[12] - IonQ acquired a majority stake in ID Quantique in April 2025[14] Applications & Partnerships - Quantum machine learning applications are expected to impact most industries[9] - Ansys simulation times improved by up to 12% using IonQ's quantum solution[58] - AstraZeneca simulations achieved 20x faster time-to-solution using IonQ's quantum solution[59]

Corporate Overview Presentation August 2025 2025 Vir Biotechnology, Inc. 1 Legal disclaimer Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without limitation, statements regarding: the therapeutic and commercial potential of Vir Biotechnology's CHD program, as well as Vir Biotechnology's strategy, plans and expectations related thereto; the therapeutic and commercial potential of V ...

Second Quarter 2025 Results August 6, 2025 Forward-looking Statements This presentation contains, and of Warrior Met Coal, Inc.'s (the "Company", "WMC" or "Warrior") officers and representatives may from time to time make, forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included in this presentation that address activities, eve ...

Financial Performance Highlights - Blue Bird's Q3 FY2025 net sales reached $398 million, a $65 million increase compared to Q3 FY2024[20, 25] - The company's Adjusted EBITDA for Q3 FY2025 was $58 million, up $10 million from Q3 FY2024[20, 25] - Adjusted Free Cash Flow for Q3 FY2025 was $52 million, a $56 million increase compared to Q3 FY2024[20, 25] - Blue Bird is raising its full-year FY2025 Adjusted EBITDA guidance to $210 million and expects ~14.5% margin[36, 37] - The company's Q3 Adjusted EBITDA margin was 14.7%, a 20 bps increase compared to Q3 FY2024[21, 27] Business Operations and Backlog - The company sold 2,467 units in Q3 FY2025, an increase of 316 units compared to Q3 FY2024[20, 25] - Blue Bird has a strong backlog of approximately 3,900 units, valued at around $618 million[20, 27] - The company has approximately $174 million in firm orders for electric vehicles (EVs) in its backlog[20] - Alternative power sales accounted for 61% of the sales mix[20] Future Outlook and Capital Allocation - Blue Bird anticipates approximately $1.5 billion in revenue for FY2026, with an Adjusted EBITDA of around $220 million, representing a margin of approximately 14.5%[39] - The company has initiated a new share repurchase program of up to $100 million over two years[32, 34, 52]

Q2 2025 Highlights - OmniAb sold and installed xPloration instrument shortly after launch, with strong partner interest[11] - Partner pipeline advancement continued[11] - Deal flow and new partner additions are accelerating[11] - Outlook for 2025 remains on track[11] Partnership and Programs - The company has 100 active partners as of June 30, 2025, with 54% in the US, 25% in Europe, 20% in Asia, and 1% in the Middle East[12, 13] - Active programs totaled 381 as of June 30, 2025, a net addition of 18 programs year-to-date[16, 18] - Approximately 99% of active programs have contracted future economics to OmniAb[21] - Antibody Standard Licenses account for 90% of active programs[20] - Total remaining milestones for Antibody Standard Licenses are greater than $3 billion, with an average royalty rate of 3.36%[21] - Post-discovery stage programs have grown by 22% over the last 12 months[24] - There are 32 active clinical programs and approved products as of June 30, 2025[27, 29] Financial Performance - Q2 2025 total revenue was $3.9 million, compared to $7.6 million in Q2 2024[49, 54] - Q2 2025 license and milestone revenue was $1.2 million, down from $3.1 million in Q2 2024[54] - Q2 2025 service revenue was $1.9 million, down from $4.2 million in Q2 2024[54] - Q2 2025 xPloration revenue was $0.6 million[54] - Q2 2025 royalty revenue was $0.1 million, down from $0.3 million in Q2 2024[54] - Q2 2025 net loss was $15.9 million, compared to a net loss of $13.6 million in Q2 2024[54] 2025 Guidance - Revenue is expected to be in the range of $20 million to $25 million[57] - Operating expense is expected to be in the range of $85 million to $90 million[57]

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Financial Performance - Q2 2025 net product revenue reached $81.5 million, a 164% increase compared to Q2 2024[28,39] - Net product revenues increased by 28% quarter-over-quarter from Q1 2025 to Q2 2025[39,73] - Net loss decreased by 70% from $(52.3) million in Q2 2024 to $(15.9) million in Q2 2025[73] - Cash, cash equivalents, and marketable securities totaled $191.1 million as of June 30, 2025[75] Product & Commercial Updates - ZORYVE portfolio achieved approximately 16,500 weekly total prescriptions on a rolling 4-week basis[40] - Total prescriptions growth was +13% from Q1 2025 to Q2 2025 and +117% compared to Q2 2024[41] - Over 80% of ZORYVE prescriptions are covered by insurance[49] - Launched ZORYVE foam 0.3% for plaque psoriasis of the scalp and body[28] Research & Development - Anticipated approval of ZORYVE cream 0.05% for atopic dermatitis ages 2-5 with target PDUFA October 2025[28,58] - Phase 2 trial initiated for ZORYVE cream 0.05% in ages 3-24 months for atopic dermatitis[58,62]