Fiscal Year 2025 Performance - Amdocs achieved revenue growth of 3.1% year-over-year[14] - The company's non-GAAP operating margin increased by 300 basis points year-over-year to 21.4%[14] - Non-GAAP EPS grew by 8.5% year-over-year[14] - Cloud revenue now accounts for over 30% of total revenue, demonstrating double-digit growth[15, 55] - Managed services reached a record 66% of total revenue[16] Q4 FY2025 Results - Revenue reached $1.15 billion, up approximately 2.8% year-over-year[18] - Non-GAAP operating margin was 21.6%, a 290 basis point increase year-over-year[18] - Non-GAAP EPS was $1.83, above the guidance midpoint[18] - The 12-month backlog increased to $4.19 billion, a 3.2% year-over-year increase[18] FY2026 Outlook - The company projects revenue growth of 1.0% to 5.0% year-over-year in constant currency, with a midpoint of 3.0%[41] - Non-GAAP EBIT margin is expected to be 21.3% to 21.9%, with a midpoint of 21.6%, up 20 basis points year-over-year[41] - Non-GAAP EPS growth is projected to be 4.0% to 8.0%, with a midpoint of 6%[41] - Free cash flow is estimated between $710 million and $730 million[41]

Company Overview and Strategy - MicroVision is a leading provider of lidar hardware and software solutions for Automotive, Industrial, Smart Infrastructure, and Robotics markets[7] - The company focuses on high-margin software revenue and revenue-ready lidar products for Automotive and Industrial markets[7] - MicroVision has a strong CAGR potential driven by design RFQs and holds over 700 patents[7] - The company is focused on optimizing near-term applications in the ADAS value chain, particularly L2 and L3 automation[31] Product Portfolio - MicroVision offers MOVIA L, a lidar sensor for Industrial, Smart cities, and short-range automotive applications[8, 21] - MOVIA S is the next evolution of MOVIA L, with a smaller form factor for specific automotive applications[23] - MAVIN N is a MEMS-based lidar sensor with perception software for Auto OEMs and Tier 1s[9, 26] - PERCEPTION software processes data from lidar sensors to enable OEMs to achieve the best driving application[8, 29] Financial Performance - Q3 2024 revenue was $190 thousand[33] compared to $1047 thousand in Q3 2023[33], a decrease primarily due to a delayed order from a non-automotive customer[34] - Adjusted Gross Profit for Q3 2024 was $(32) thousand, resulting in a margin of (17%)[33] - Net cash used in operations in Q3 2024 was $141 million[35] - Total liquidity is $234 million, including $81 million in cash and cash equivalents, $123 million availability under the existing ATM facility, and $30 million availability under the Convertible Note[38]

Company Overview - Quest Resource Holding Corporation (QRHC) is a national provider of waste & recycling solutions to large businesses [1,8] - The company serves a $200B+ North American waste and recycling industry [10] - Quest offers expertise with 130+ waste streams and has a nationwide footprint, delivering services in every zip code in the U S [10] - The company focuses on large clients with complex waste streams, including Fortune 1000 businesses [11,13] Financial Performance - The company has experienced ~20% CAGR in Gross Profit dollars from 2016 to 2024 [14] - Quest's revenue for the trailing twelve months (TTM) ending in Q3 2025 was $261.281 million [10,17] - Gross profit for the same period was $44.162 million [17] - Adjusted EBITDA for TTM 3Q25 was $8.853 million, representing a 3.4% margin [17,78] Business Strategy - Quest employs an asset-light model, differentiating itself from asset-based integrated majors and fragmented players [34,32,36] - The company's platform delivers nationwide waste and recycling services, regulatory compliance, and comprehensive data reporting [24] - Quest aims to improve clients' sustainability, reduce waste footprint, and improve efficiencies & cost control [24]

BAIRD 2025 GLOBAL INDUSTRIALS CONFERENCE UNION PACIFIC CORPORATION JIM VENA – CHIEF EXECUTIVE OFFICER JENNIFER HAMANN – CHIEF FINANCIAL OFFICER Forward-looking statements should not be read as a guarantee of future performance or results, and will not necessarily be 1 Cautionary Information 2 3 Strategic Execution Driving Industry Leading Results SAFETY + SERVICE & OPERATIONAL EXCELLENCE 210 219 215 221 226 238 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25** 86% 89% 94% 99% 98% 100% 89% 96% 93% 97% 100% 100% Q3'24 Q4 ...

Financial Performance & Growth - Q3 2025 total revenue reached $87.3 million, a 69% year-over-year increase[10] - Q3 2025 U S net product sales were $40.7 million, a 31% year-over-year increase[10] - Retail prescription equivalents increased by 9% quarter-over-quarter[11] Market Access & Awareness - Achieved 87% Medicare and 86% commercial approval rates for NEXLETOL and NEXLIZET, with average $29/$36 copays for a 30-day supply[16] - Launched a connected-TV ad campaign on Hulu and Disney+, expected to deliver approximately 18 million impressions targeting adults 50+ with prior statin use[16] Statin Intolerance & Bempedoic Acid - Up to 30% of U S adults experience some degree of statin intolerance[18] - Approximately 29% of patients discontinue their statin within the first year[31] - In the CLEAR Outcomes trial, bempedoic acid demonstrated a 13% relative risk reduction (RRR) in the primary composite endpoint (MACE-4) compared to placebo[48] - In primary prevention patients, bempedoic acid showed a 32% RRR in MACE-4 compared to placebo[52] Clinical Trial Data - CLEAR Outcomes trial showed a 27% RRR in nonfatal myocardial infarction with bempedoic acid compared to placebo[48] - CLEAR Outcomes trial showed a 19% RRR in coronary revascularization with bempedoic acid compared to placebo[48]

AMD Strategy and Vision - AMD aims to drive accelerated growth and deliver shareholder value[3] - The company expects leadership in high-performance and AI computing[3] - AMD anticipates growth and opportunities in the total addressable market[3] - AMD's goal is to deliver significant value to its shareholders[3] Financial Expectations - The presentation includes expectations of AMD's financial plans and long-term financial model, including compound annual growth rate, revenue market share, non-GAAP gross margin, non-GAAP operating margin, non-GAAP effective tax rate, non-GAAP FCF margin and non-GAAP earnings per share[3] - Projected 2025 non-GAAP gross profit and operating profit exclude $800 million inventory and related charges associated with U S export restrictions recognized in Q2'25[5] - AMD uses a projected non-GAAP tax rate of 13-15% for its long-term financial model[5] Meeting Agenda - The AMD Financial Analyst Meeting 2025 includes presentations on AMD's vision and growth strategy, technology strategy, data center leadership, AI leadership, networking, client, graphics, embedded transformation, and financial momentum[6]

THIRD QUARTER EARNINGS CALL NOVEMBER 11, 2025 OXY Cautionary statements Forward-Looking Statements This presentation contains "forward"-doking datements" withint temaning of the "safe factor" frouslisones of the Private Securities Libradition subt od initied to statemen (Ocodential ar Cav ) excectations, belefo; stars or for or of obsings statements in oly e estimates, expectains, probections, probections, robas and unertrianties. Actual seults, screetines materially: Forward-trading and dther strements reg ...

LEGEND Pivotal Cohort Protocol Amendment - The current LEGEND protocol includes changes such as performing a 2nd resection at the lesion site and restaging, which aligns with the standard of care and AUA Guidelines[8] - Enrollment is complete with 125 patients in the pivotal cohort, with 94 patients (75%) enrolled post-amendment and 31 patients (25%) pre-amendment[10, 11] Efficacy Data - Post-protocol amendment, the Intent-to-Treat (ITT) population (N=62) showed a Complete Response (CR) rate of 63% at any time, 56% at 3 months, and 62% at 6 months[14] - Pre-protocol amendment, the ITT population (N=31) showed a CR rate of 55% at any time, 55% at 3 months, and 41% at 6 months[18] - The 6-month CR rate for detalimogene post-amendment is 62%, which is trending competitively with novel products in the industry[25] Tolerability and Safety - In the entire Cohort 1 (n=125), 42.4% of patients experienced at least one Treatment-Related Adverse Event (TRAE), with zero discontinuations due to adverse events[30] - Detalimogene is trending towards best-in-class tolerability compared to other investigational agents and approved products, with a serious TRAE rate of 1.6%[31] Trial Progress and Enrollment - Enrollment rate was heavily skewed to the last 10 months, delaying insights into long-term efficacy[28, 35] - Additional cohorts are in progress, including BCG-Naïve, BCG-Exposed, and Papillary-Only NMIBC, with varying enrollment statuses[33]

Financial Performance - Free cash flow increased by 141% to $920 million in Q3 2025 compared to $381 million in Q3 2024[20] - Headline earnings increased by 185% to $672 million in Q3 2025 compared to $236 million in Q3 2024[20] - Adjusted EBITDA increased by 109% to $1.56 billion in Q3 2025 compared to $746 million in Q3 2024[20] - Basic earnings increased by 200% to $669 million in Q3 2025 compared to $223 million in Q3 2024[20] - The average gold price received increased by 40% to $3,490/oz in Q3 2025 from $2,486/oz in Q3 2024[80] Operational Performance - Gold production increased by 17% to 768,000 oz in Q3 2025 compared to 657,000 oz in Q3 2024[20] - Total cash costs for managed operations increased by 5% year-on-year to $1,244/oz in Q3 2025 from $1,186/oz in Q3 2024[20, 21] - All-in sustaining costs (AISC) for managed operations increased by 6% year-on-year to $1,766/oz in Q3 2025 from $1,665/oz in Q3 2024[79] Mineral Resources and Reserves - The Mineral Resource at the end of the financial year ended 31 December 2024 was estimated using a gold price of $1,900/oz[11] - The Mineral Reserve at the end of the financial year ended 31 December 2024 was estimated using a gold price of $1,600/oz[11]

This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect, when made, our current views with respect to current events and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to our operations and business environment, which may cause our actual results to be materially different from any future results, expressed or implied, by such forward-looking statements. ...