2Q25 Performance & Macro Environment - Loan book increased by 14% QoQ, exceeding the industry growth of 11.2%[5] - Total deposit base grew by 6% QoQ and 42% YoY, with US$ deposits reaching record levels, up 16% QoQ and 154% YoY[5] - Net Income increased to Ps 14 billion, up 62% QoQ[5] - NPL ratio stood at 2.7%[5] - CET 1 ratio was at 13.9%[5] Strategic Initiatives - Integrated Gen Al-powered interactions via the Bank's app, reaching over 150,000 interactions in July[9] - Investment transactions powered by IOL (invertironline): Over 4,700 clients placed US$ 28 million in time deposits[9] - Innovative Remunerated AR$ Savings Accounts increased by 13%, 3.5% above market, while US$ savings accounts increased by 6.2%, 10% above market[9] - SME checking accounts increased by 14% in AR$ and 43% in US$[9] Revised 2025 Perspectives - Loans are expected to grow between 40-50% in real terms[24] - Deposits are projected to increase by 20-30%[24] - NIM is expected to decline to 18-20%[24]

Financial Performance - Revenue increased by 4.5% to $21.2 million in the second quarter of 2025, aligning with the company's single-digit revenue growth target for FY2025[10] - Gross margin improved significantly to 47.4% in 2Q25, compared to 37.3% in 2Q24[10] - Fully diluted GAAP EPS reached $0.96 in 2Q25, a notable increase from $0.47 in 2Q24[10] - Fully diluted non-GAAP adjusted EPS was $1.30 in 2Q25, compared to $0.55 in 2Q24[10] - The company is increasing its full-year margin target to 47+% from a previous target of 42+%[13] - Adjusted EBITDA for 2Q25 was $4.417 million, compared to $2.489 million in 2Q24[17] Product and Orders - The company launched and received a purchase order for RelayONE, a rapid deployment portable repeater kit[10] - Following the close of 2Q25, the company received several purchase orders from the USDA Forest Service totaling $12.9 million[10] Financial Position and Outlook - The company has updated its FY2025 financial targets, expecting single-digit revenue growth at the high end of the range and GAAP diluted EPS of $3.15[29] - The company anticipates non-GAAP diluted adjusted EPS of $3.80 for FY2025[29] - Cash and cash equivalents increased from $7.1 million to $11.9 million[24] - Shareholders' equity increased from $29.8 million to $36.8 million[25]

THE POWER OF WATER FROM AIR AirJoule Technologies Corporation Q2 2025 Earnings Presentation August 14, 2025 Nasdaq: AIRJ https://airjouletech.com DISCLAIMERS Forward Looking Statements The information in this presentation includes "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 present or historical fact included in this presentation, regardin ...

Financial Performance - Total Revenue for Q2 2025 reached $113 million, an 18% increase compared to $96 million in Q2 2024[47] - Subscription Revenue for Q2 2025 was $103 million, a 21% increase from $85 million in Q2 2024[47] - Annual Recurring Revenue (ARR) as of June 2025 was $419 million, a 21% increase compared to $346 million in June 2024[47] - Adjusted EBITDA for Q2 2025 was $28 million, representing 25% of revenue, compared to $22 million and 23% in Q2 2024[47] - The company's free cash flow margin has increased each quarter, reaching 34% for the trailing twelve months (TTM) ended June 30, 2025[70] Growth and Expansion - Cellebrite is set to acquire Corellium for $170 million in cash, with a potential $30 million earn-out over 2 years, expecting the deal to close by the end of Q3 2025[42] - The Americas showed an ARR growth of 24%, EMEA 17%, and APAC 21% as of June 2025[60] - Gross revenue retention is approximately 91%, with existing customer expansion driving most of the ARR growth[57] Market and Customer Base - Cellebrite has a global customer base of approximately 7,000, including over 3,000 public sector accounts[9] - Digital evidence is a component in 91% of crimes[17] - 76% growth in digital data from devices over the past three years has been noted by agency managers[104]

Financial Performance - Second quarter revenue increased by 4.9% year-over-year to EUR 26.1 million (USD 30.6 million)[56] - Factoring out Netherlands contraction, revenue growth was +21%[12] - Adjusted EBITDA for the second quarter decreased by 4.4% year-over-year to EUR 3.5 million (USD 4.1 million)[56] - Gross profit increased by 10.8% year-over-year in Q2[20] - Realized EUR 2 million in annualized synergies[12] Product Mix and Content - Proprietary content revenue increased by 44% year-over-year[12] - Proprietary content accounted for 14.8% of total revenue in 2Q25, up from 10.8% in 2Q24[28] - PAM & Turnkey revenue was EUR 3.8 million, representing 14.6% of total revenue in 2Q25, compared to EUR 4.9 million and 19.9% in 2Q24[28] Market Growth and Strategy - U S revenue grew by 64% and Brazil by 56% in the second quarter[12] - U S online casino market is projected to grow to USD 75 billion+ at maturity[36] - Brazil is projected to contribute approximately 10% of revenue in 2025[39] - Total Netherlands market exposure is projected to reduce to 32% in FY 2025, with BetCity revenue projected at 17%[40]

Acuren-NV5 Transaction - The merger between Acuren and NV5 was announced on May 15, 2025, and closed on August 4, 2025 [12] - NV5 shareholders received $10.00 in cash and 1.1523 shares of Acuren stock for each NV5 share [12] - The transaction's enterprise value was approximately $1.7 billion, including the repayment of NV5's $208 million outstanding debt and the issuance of approximately 79 million Acuren shares to NV5 shareholders [12] - New debt financing of $875 million was used to fund the cash consideration, resulting in a net leverage ratio of 4.1x [12] Combined Company Financial Highlights - The combined company is expected to be a $2 billion+ revenue leader in tech-enabled TICC and engineering services [12] - Illustrative combined revenue for 2024 was $2.039 billion [29] - Illustrative combined revenue for the first half of 2025 was $1.034 billion, compared to $976.2 million for the first half of 2024 [30, 80] - Approximately 70% of the combined revenue is from the United States, and approximately 30% is from international markets [20] Legacy Acuren Q2 2025 Performance - Acuren's Q2 2025 revenue was $314 million, compared to $309 million in Q2 2024 [26] - Adjusted EBITDA for Q2 2025 was $54.561 million, compared to $59.111 million in Q2 2024 [71] - Adjusted Gross Profit for Q2 2025 was $90.320 million, with an Adjusted Gross Margin of 28.8% [69]

Financial Performance & Market Position - NiCE boasts over $2.8 billion in total revenue[10] - The company has $2.5 billion in recurring revenue[10] - NiCE's cloud revenue exceeds $2.1 billion[10] - Cash from operations amounts to $755 million[10] Customer & Partner Ecosystem - NiCE serves over 3,300 customers[10] - The company has a broad partner ecosystem with over 400 global CX partners[32] - Partners are involved in 75% of NiCE's wins[32] - NiCE has over 85% Fortune 100 customers[10] Product & Technology Leadership - NiCE is recognized as a leader in the Contact Center as a Service (CCaaS) market by Gartner and Forrester[26, 29] - NiCE Actimize is a market leader in Enterprise Fraud Management Solutions, according to Forrester[49] - NiCE's Evidencentral is recognized as a leading Public Safety & Justice AI Cloud Platform[64]

Q1 FY26 Highlights - Operating portfolio increased by 23% year-over-year (YoY) due to the commissioning of 2.2 GW since July 2024[19, 21] - Committed portfolio stands at 18.2 GW (+1.1 GWh BESS), with 3.7 GW of PPAs signed in the trailing twelve months (TTM) and a pipeline of 25 GW+ (+~3 GWh BESS)[19] - Adjusted EBITDA for Q1 FY26 reached INR 27.2 billion, a 43% increase YoY[19] - Profit After Tax (PAT) for Q1 FY26 was INR 5.1 billion, a ~13x increase YoY[19] Manufacturing Performance - Over 900 MW of modules and 400 MW of cells were produced in Q1 FY26[19] - Adjusted EBITDA from manufacturing was INR 5.3 billion[19] - FY26 Adjusted EBITDA guidance from manufacturing revised from INR 5-7 billion to INR 8-10 billion[19] ESG and Sustainability - Scope 1 and 2 GHG emissions reduced by 18.2% from the baseline, exceeding the target of 12.6%[19] - Water saved amounted to 540,372 cubic meters, a 51% YoY increase[19] Financial Guidance - FY26 Adjusted EBITDA guidance is INR 87-93 billion (includes INR 8-10 billion from manufacturing + INR 1-2 billion gain from asset sales)[54] - Total committed portfolio is expected to reach 18.2 GW[54]

IDEXX Laboratories, Inc. Investor Day August 15, 2024 Innovation-Driven Growth Strategy Jay Mazelsky President and Chief Executive Officer Spider & Shu Shu 2024 IDEXX Investor Day Agenda | Time Topic | | Length | | --- | --- | --- | | 8:00 – 8:05 am Welcome and | Introductions | 5 min | |  | Jay Mazelsky, President and Chief Executive Officer | | | 8:05 – 9:10 am | IDEXX Opportunity and Strategy | | |  Jay Mazelsky – | Innovation-Driven Growth Strategy | 45 min | |  Tina Hunt, PhD – | Strategy and Sector ...

Financial Performance - For the fourth quarter of fiscal year 2025, net sales reached $5082 million, a 43% increase, while adjusted EBIT was $611 million, up by 34%[12] - Fiscal year 2025 net sales amounted to $15009 million, an 11% increase, and adjusted EBIT reached $1723 million, a 12% increase[12] - Adjusted EPS for the fourth quarter decreased by 5% to 200 cents per share, while for the full fiscal year 2025, it increased by 3% to 712 cents per share[12] - The company anticipates adjusted EPS for fiscal year 2026 to be approximately 80 to 83 cents per share, representing a constant currency growth of 12% to 17% compared to fiscal year 2025[47] - The company expects free cash flow of approximately $18 to $19 billion for fiscal year 2026[47] Acquisition and Integration - The transformational acquisition of Berry Global was completed on April 30, 2025, strengthening the business and offering more complete solutions for customers[10, 5] - Integration and synergy realization are tracking in line with expectations[10] - Synergy expectations are reaffirmed, with $650 million expected by year 3 and $260 million in fiscal year 2026[19, 51] Portfolio Optimization - The company has identified a core portfolio of approximately $20 billion, focusing on consumer packaging and dispensing solutions for nutrition and health[20, 21] - Portfolio optimization actions are being explored for businesses with combined sales of approximately $25 billion, including the North America Beverage business with approximately $15 billion in sales[29, 30] Segment Performance - Global Flexible Packaging Solutions saw an 18% increase in net sales, including 16% growth from approximately $420 million in acquired sales, and an 11% increase in adjusted EBIT, including 12% growth from approximately $50 million in acquired EBIT for the fourth quarter of fiscal year 2025[35] - Global Rigid Packaging Solutions experienced a 121% increase in net sales, including 129% growth from approximately $11 billion in acquired sales, and a 173% increase in adjusted EBIT, driven by 203% growth from approximately $150 million in acquired EBIT for the fourth quarter of fiscal year 2025[40]