=11 December 3, 2025 Cautionary Note Regarding Forward-Looking Statements, Disclaimers and Financial Measures This presentation contains forward-looking statements about nGind sofinanced and operating results, which hivalude statements regarding nCiro's future performance, cutock, the cosumptions underlying those statements, the benefits from the use of nCino's solutions, our strategies, and general business conditions: Forward-locking statements gen actions, events, realits, strategies and expectations and ...

Company Strategy & Focus - Amphastar operates with a "Three-H Focus" on High Quality, High Efficiency, and High Technology, leading to high net income margins[8, 15, 17] - The company employs a dual-strategy growth model focusing on both organic pipeline development and inorganic strategic acquisitions[8, 13, 14] - Amphastar is strategically shifting its pipeline towards proprietary products and biosimilars, projecting a change from 21% proprietary, 16% biosimilar, and 63% generic in 2021 to 50% proprietary, 35% biosimilar, and 15% generic by 2026[20] Financial Performance & R&D Investment - Amphastar's revenue has grown from $295 million in 2018 to $732 million in 2024[15] - Adjusted net income margin increased from 3.5% in 2018 to 27.4% in 2024[15] - The company has self-funded approximately $351 million in R&D investment over the recent 5 years[26] Product Pipeline & Market Opportunities - Amphastar's pipeline includes AMP-017 (Inhalation) with an IQVIA sales potential of +$1.3 billion and AMP-005 (Recombinant Human Insulin) with a $4.5 billion market[29] - The company in-licensed three new peptide assets (AMP-105, -107, -109) targeting high-growth therapy areas with a market potential of >$50 billion across oncology indications and >$10 billion in ophthalmology[37] - BAQSIMI® sales are projected to reach a peak of $250 million to $275 million, with an estimated $2.00 to $2.50 incremental adjusted EPS at peak[54, 59] Key Products Sales - Baqsimi® Worldwide Annual Sales reached $166 million in 2024[58] - Primatene MIST® Annual Sales reached $102 million in 2024[61]

Financial Performance & Targets - Masimo's FY2025E total revenue is projected to be over $1.5 billion[11] - The company anticipates revenue growth of 9% in 2025E, which includes the impact of a 53rd week in the fiscal year[15] - Masimo expects Non-GAAP EPS growth of 67% in 2025E, reaching $5.62-$5.79[15] - The company targets a revenue CAGR of 7%-10% through 2028[21] - Masimo aims to achieve an operating margin of approximately 30% by 2028[21] - The company projects adjusted EPS of $8.00 by 2028[21] - Masimo forecasts cumulative operating cash flow of around $1 billion from 2026 to 2028[21] Market & Growth Strategy - Masimo estimates that over 200 million patients are monitored each year using Masimo SET® technology in over 150 countries[11] - The company has an installed base of approximately 2.6 million technology boards and monitors[11] - Masimo aims to increase its US Pulse Oximetry market share from ~55% to 58%-60% by 2028[32, 80] - The international Pulse Oximetry market represents a ~$800 million market with 6%-8% annual growth[32]

Financial Performance - The company's market capitalization increased by 388% from $286 million in FY 2016 to $1396 million in LTM Q3 2025[22] - The company's enterprise value increased by 251% from $449 million in FY 2016 to $1573 million in LTM Q3 2025[22] - Net revenues increased by 46% from $551 million in FY 2016 to $806 million in LTM Q3 2025[22] - Adjusted EBITDA increased by 125% from $55 million in FY 2016 to $125 million in LTM Q3 2025[22] - Adjusted EBITDA margin improved by approximately 600 basis points from 10% in FY 2016 to 16% in LTM Q3 2025[22] Business Segments and Strategy - Electronic Systems accounted for 55% of 2024 revenue, with $431 million in revenue and a 21% adjusted EBITDA margin[28] - Structural Systems accounted for 45% of 2024 revenue, with $355 million in revenue and a 15% adjusted EBITDA margin[28] - The company aims to achieve approximately $950 million - $1 billion in net revenues by 2027[31] - The company targets an adjusted EBITDA margin of approximately 18% by 2027[31] - The company aims for engineered products to represent 25% of revenue by 2027[31]

Financial Performance & Growth - The company reported Last Twelve Months (LTM) global proforma revenue of $564 million[7] - The company is experiencing above-market revenue growth, with eight quarters of mid-single-digit or higher growth[8] - The company's organic growth is projected at 7% in 2025[12] - The company's Adjusted EBITDA margin is expected to increase from 13.4% in 2022 to 20.2% in 2025[14] - Cash from Operations is projected to nearly double from 2024 to 2025[19] Market & Strategy - The company operates in a $6.4 billion addressable market[7] - The company has a diversified portfolio in large and growing markets, including Pain Treatments, Surgical Solutions, and Restorative Therapies[8, 6] - The company is focused on margin expansion by leveraging mid-70s gross margin and cost efficiencies[8, 24] - The company aims to increase EBITDA and cash flow to continue reducing leverage[8] Future Outlook - The company projects a net leverage ratio of less than 2.5x by the end of 2025[27] - The company anticipates a free cash flow yield of approximately 60% in 2025[27]

Physical AI Market Overview - Physical AI is the next major market inflection, following the Internet, online commerce, and mobile phones[14, 16, 17] - Physical AI drives broader workloads by enabling devices to sense, think, act, and communicate in dynamic environments[22, 23] - The serviceable addressable market (SAM) for Physical AI is estimated to be over $18 billion by 2030[69] GF's Position and Strategy - GF (GlobalFoundries) is uniquely positioned to enable the Physical AI transition with its portfolio of platforms and technologies[26, 28] - GF's portfolio includes advanced packaging, silicon photonics, MIPS, RISC-V processor IP, ultra-low power CMOS, FinFET FDX, and feature-rich CMOS[29, 31, 33, 35] - GF's technologies empower the performance, safety, and connectivity essential for next-generation mobility[64] MIPS and GF Collaboration - MIPS, a GlobalFoundries company, is powering the next wave of Physical AI with its RISC-V processor IP, software, and custom silicon[36, 41] - The combination of MIPS and GF brings Physical AI to life through workload-driven IP and design, optimized process technologies, and software-first processor IP design[44, 45] - GF's innovations with FDX technology enable more compute and real-time decision-making in an ultra-low power and secure environment[63] Design Win Growth - GF is experiencing accelerating design win growth, with approximately 400 design wins expected in 2025, nearly 3x the ~150 design wins in 2023[72] - Approximately 95% of 2025 year-to-date design wins were sole-sourced[72] - GF is engaged with leading industry players across various sectors, including industrial, AI, automotive, mobile, hyperscalers, and aerospace & defense[73]

Financial Performance - Q1 Fiscal 2026 - Consolidated net sales reached $2.39 billion, an increase of 11.5% compared to Q1 Fiscal 2025[7] - North American Towable net sales were $897.09 million, a slight decrease of 0.2% year-over-year[7, 12] - North American Motorized net sales increased significantly by 30.9% to $661.10 million[7, 16] - European net sales increased by 8.4% to $655.48 million[7, 20] - Gross profit margin improved by 30 basis points to 13.4%[10] - Net income was $21.67 million, a significant improvement compared to a loss of $1.83 million in the prior year[10] Segment Highlights - North American Towable wholesale shipments decreased by 14.0%, but the average sales price increased by 16.1% to $34,761[12] - North American Motorized wholesale shipments increased by 32.3%, while the average sales price slightly decreased by 1.1% to $133,555[16] - European wholesale shipments increased slightly by 1.0%, and the average sales price increased by 7.3% to $75,144[20] Liquidity and Capital Management - Total liquidity stood at $1.44 billion, including $509.88 million in cash and cash equivalents[24] - Outstanding debt was $926.06 million, resulting in a net debt to TTM EBITDA ratio of 0.6x[24] - The company repurchased 50,235 shares for approximately $5.0 million during the quarter[31] Fiscal Year 2026 Guidance - The company anticipates consolidated net sales between $9.0 billion and $9.5 billion[34]

Business Overview - Ceribell is an AI-powered point-of-care EEG platform targeting serious neurological conditions in the acute care setting[10] - The company estimates a U S annual addressable market of over $2 billion[13,64] - The company's 3Q 2025 revenue was $22 6 million, representing 31% year-over-year growth[13] - Ceribell has 615 active accounts as of 3Q 2025, with an 88% gross margin[13] Technology and Clinical Application - Ceribell's EEG system aims to provide suspicion to diagnosis in minutes, enabling earlier and more accurate treatment[39] - The system includes a headband EEG, portal, and recorder, combining portable hardware with AI-powered algorithms[43,44] - The Clarity algorithm provides seizure burden information to facilitate EEG reading for neurologists and offers real-time feedback on medication response[48,50] - Clinical data suggests that Ceribell can change clinical decisions in 20-53% of patients and reduce hospital or ICU length of stay by 0 4 to ~4 fewer days[56] Growth Strategy - Ceribell is pursuing growth by increasing adoption in new accounts, driving utilization within existing accounts, and expanding into new indications and markets[66] - The company has unlocked pediatric and neonate opportunities, opening an incremental ~$400 million market and ~280 children's hospitals[73]

Business Overview - Genius Sports has partnerships with over 400 leagues and federations, 250+ brands & advertisers, 650+ sportsbook partners, and 50+ broadcasters[17] - Genius Sports' technology platform, GeniusIQ, aims to drive monetization through personalized advertising, new viewing experiences, next-gen betting products, and deeper data[22] - Genius Sports has invested over $500 million in the past 12 years[33] Financial Performance and Projections - Genius Sports projects revenue of $1.2 billion and adjusted EBITDA of $365 million with a 30% margin by 2028[65] - The company anticipates free cash flow of $220 million by 2028, representing a 60% conversion rate[65] - Genius Sports' revenue has shown consistent growth, from $88 million in 2018 to $655 million in 2025E[35] - The company's adjusted EBITDA margin has expanded from 1% in 2018 to a projected 21% in 2025E[35] - Genius Sports' betting revenue is growing at a CAGR of 27% from 2021 to 2025E, outpacing the global online sports betting GGR growth of 19%[31, 32] Betting Market - Top 25 global customers net revenue retention is 136%[155] - Top 10 US customers net revenue retention is 137%[155] - All customers net revenue retention is 131%[155] Media and Advertising - Genius Sports aims to achieve $300 million in media revenue by 2028[183] - The total global digital ad market is approximately $700 billion, with an addressable non-walled garden ad spend of around $350 billion, and sports fan-focused spending of about $100 billion[185]

Financial Performance & Targets - The company aims to sustainably exceed 20% operating profit margin from 2026[9, 28, 156] - The company targets 90-100% free operating cash flow conversion[9, 28] - The company's aftermarket (AM) business is growing at approximately 7% CAGR[28] Growth Strategies - The company is focused on mid to high single-digit percentage organic revenue growth through the cycle[28] - The company's software solutions are projected to grow at 20-30% annually[24, 50] - ESCO aims to increase its total addressable market (TAM) by approximately 10% by going direct in Chile[93] Software Solutions (Micromine) - Micromine has a 93% customer retention rate[55] - Micromine operates in a £3.8 billion total addressable market, with Micromine currently representing £100 million of that market[43, 50] - 75% of Micromine's customer-facing team are geologists and mining engineers[39] Minerals Division - The company has a £40 million contract win for a sustainable tailings solution in Chile[118] - NEXT intelligent solutions have driven a £10 million annual sales uplift in one region[133] - The company estimates savings of up to $150,000 per hour by avoiding downtime through AI-driven predictive analytics[131]