Q3 2025 Performance Highlights - ACV Auctions achieved revenue of $200 million in Q3 2025, representing a 16% year-over-year growth compared to $171 million in Q3 2024[13] - Marketplace units reached 218,000 in Q3 2025, up from 198,000 in Q3 2024[13] - Adjusted EBITDA was $19 million in Q3 2025, compared to $11 million in Q3 2024[13] Growth Initiatives - The company is focused on transforming the automotive market with a data-driven platform[16] - ACV Auctions is leveraging technology to expand its product suite and data services[16] - The company aims to deliver growth at scale with attractive unit economics and long-term operating leverage[16] Financial Outlook - Q4 2025 revenue is projected to be between $180 million and $184 million, representing a year-over-year growth of 13% to 15%[65] - Full year 2025 revenue is expected to be between $756 million and $760 million, a growth of approximately 19% year-over-year[65] - Adjusted EBITDA for full year 2025 is projected to be between $56 million and $58 million, with an Adjusted EBITDA margin of 7% to 8%[65] Revenue Diversification - The company has diversified revenue streams, including SaaS & Data Services, Marketplace Services, Transportation, Capital, and Auction & Assurance[54]

3Q 2025 Investor Presentation © 2025 Amplitude, Inc. All Rights Reserved. Disclaimer This presentation and the accompanying oral presentation have been prepared by Amplitude, Inc. (the "Company"). Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to the Company's financial outlook for the fourth quarter of 2025 and full year 2025, the expected performance of the Company's products, the Company's expected quarterly and long-te ...

Financial Performance Highlights - Portfolio purchases increased by 23% to $346 million[6] - Collections increased by 20% to $663 million[6, 15] - Estimated Remaining Collections (ERC) increased by 10% to $9.5 billion[6] - Earnings Per Share (EPS) increased by 152% to $3.17[6] - Average Receivable Portfolios increased by 16% to $4.2 billion[6] Market and Strategy - The company is allocating more capital to U S opportunities where returns are highest[13] - MCM (U S ) portfolio purchases in Q3 2025 were $261 million, up 13% compared to Q3 2024[26] - MCM (U S ) collections in Q3 2025 were $502 million, up 25% compared to Q3 2024[26] Liquidity and Debt - The company added $550 million of liquidity and has no significant maturities until 2028[36] - Available liquidity as of September 30, 2025, was $736 million, including $491 million available from the Revolving Credit Facility, $97 million from the U S Facility, and $148 million in cash[39] Updated Guidance - The company maintains its guidance for portfolio purchases to exceed $1 35 billion[44] - The company updated its guidance for collections to +18% to $2 55 billion[44]

Veeco Instruments Q3 2025 Financial Results Conference Call November 5th, 2025 Disclaimer No Offer or Solicitation This communication is not intended to and shall not constitute an offer to purchase or the solicitation of an offer to buy or sell any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdic ...

Financial Highlights - Q3 2025 revenue reached $115 million[12] - Q3 2025 Adjusted EBITDA was $92 million, representing an 8% margin[12] - Q3 2025 Revenue per Paid Employer was $1,717[12] - The company achieved a healthy 16% Adjusted EBITDA margin for FY 2024[15] Market and Business Overview - The recruiting industry presents a large Total Addressable Market (TAM) exceeding $300 billion[15, 16, 61, 62] - The company connects over 4 million employers and over 170 million job seekers[15, 20] - The company delivered over 40 million Great Match candidates in 2024[15, 22] - 80% of employers using the platform receive a quality candidate within the first 24 hours[15, 22] - The company has achieved 80% aided brand awareness among U S employers and job seekers since its founding[15, 41] Revenue Model - 76% of revenue is generated from flat-rate pricing (daily, monthly, and annual subscription plans)[25] - 24% of revenue is generated from performance-based pricing (cost-per-click on job postings)[28]

Q3 2025 Earnings Presentation November 5, 2025 Copyright 2025 Porch Group, Inc. All rights reserved 241. 174. 0 highlight Disclaimers Financial Targets Porch is providing guidance and targets for future periods in this presentation based on current market conditions, assumptions, and expectations as of the date of this presentation. Actual results may vary due to a number of factors, and there is no guarantee that we will be able to achieve these results. Please refer to the below for important disclaimers ...

Arm Holdings plc Q2 FYE26 Investor Presentation © 2025 Arm 1 Forward-Looking Statements This presentation contains forward-looking statements that reflect Arm Holdings plc's ("Arm") plans, beliefs, expectations and current views with respect to, among other things, future events and financial performance. These statements involve known and unknown risks, uncertainties and other important factors that may cause Arm's actual results, levels of activity, performance or achievements to be materially different f ...

Financial Highlights - Total revenue for Q3 2025 was $700 million, a decrease of 5% year-over-year on a constant currency basis[5] - Adjusted EBITDA for Q3 2025 was $177 million, representing a 25% margin[5] - Adjusted diluted EPS for Q3 2025 was $080, a decrease of 6% year-over-year[6] - Year-to-date 2025 total revenue was $201 billion, a decrease of 3% year-over-year on a constant currency basis[11] - Year-to-date 2025 adjusted EBITDA was $444 million, representing a 22% margin[11] - Year-to-date 2025 adjusted diluted EPS was $166, an increase of 36% year-over-year[11] Revenue Breakdown - Recurring revenue accounted for 82% of total revenue in Q3 2025[7] and 84% year-to-date[10] - North America accounted for 57% of revenue in Q3 2025[7] and 58% year-to-date[10] - Labs business unit contributed 51% of revenue in both Q3 2025 and year-to-date 2025[7, 10] Financial Guidance - The company projects full-year 2025 revenues to be between $268 billion and $274 billion[22] - The company anticipates an adjusted EBITDA margin of 22% for full-year 2025[22]

Business Overview - CWAN aims to be the world's most trusted and comprehensive technology platform simplifying the investment lifecycle[14] - CWAN's platform offers a single, integrated solution for various stages of the investment lifecycle, including investment research, portfolio construction, risk evaluation, and regulatory reporting[24] - CWAN's architecture is open and extensible, creating a network that includes research, pre-trade compliance, OEMS/PMS, IABOR, risk & performance, reconciliation, and reporting[27] - CWAN addresses the complexity arising from numerous data sources (3,500+), security types (~140), accounting bases (35+), active securities (1 million+), and custodian feeds (2,400+)[28] Financial Performance - CWAN boasts a strong gross revenue retention rate of 98%[16,44,49] - CWAN's Q3 2025 EBITDA margin is 34%[16,44] - CWAN has 110 clients with over $1 million in ARR as of H1 2025[16,17,44] - CWAN's Q3 2025 Adjusted EBITDA is $71 million, representing a 34% Adjusted EBITDA margin[76] - CWAN's nine months ended Sept 30, 2025 Excess Free Cashflow is $112 million, which is 22% of revenue[60] Growth Strategy - CWAN's net revenue retention rate is 108% as of September 30, 2025[40] - Approximately half of CWAN's total addressable market (TAM) is located outside North America[40] - CWAN's gross margin is expected to continuously improve, with a target of ~82%+ in the long term[53]

Financial Performance - Q3 2025 total revenue was $53.9 million, a decrease of 8% year-over-year (YoY)[7] - Q3 2025 GAAP net loss improved to $31.7 million, compared to a $42.5 million loss a year ago[7] - Q3 2025 adjusted EBITDA was $(34.0) million, compared to $(34.8) million a year ago[7] - Q3 2025 operating cash flow was $(25.3) million, compared to $(29.3) million a year ago[7] - As of September 30, 2025, cash, cash equivalents, and marketable securities totaled $75.3 million, and commissions receivable balance was $907.7 million[7] Medicare Segment - Medicare segment revenue declined 6% YoY to $49.9 million, primarily due to lower enrollments[14, 16] - Medicare submissions decreased by 36% YoY, from 55,518 to 40,921[16] - Total acquisition cost per MA-equivalent approved member increased 19% YoY, from $1,256 to $1,489[15, 16] - Medicare segment gross loss improved from $(5.6) million to $(1.2) million[16] Guidance - The company updated its FY 2025 adjusted EBITDA guidance range to $60 million - $80 million and GAAP Net Income to $9 million - $30 million[21] - The updated guidance includes an estimate for positive net adjustment revenue in the range of $40 million to $43 million, compared to the prior range of $29 million to $32 million[20]