Business Highlights - Agora highlights the challenges in building and scaling voice agents, emphasizing its SD-RTN's global coverage and enterprise-level customer service as key differentiators[7] - A Deepgram and Opus Research survey indicates that only 21% of users are very satisfied with current voice agent technology, highlighting significant room for improvement[10, 11] - Agora's Conversational AI Engine 2.0 supports STT, LLM, and TTS, featuring AI noise suppression, echo cancellation, and advanced attention locking[20] - Agora's Conversational AI Studio enables building voice AI agents with a zero-code visual interface and fast deployment[22, 25, 28] Financial Performance - Agora's active customers increased from 3,731 in September 2024 to 3,944 in September 2025[38] - Agora's dollar-based net retention rate improved, with Agora reaching 108% and Shengwang reaching 90% in September 2025[39] - Total revenues reached $35.4 million in 2025 Q3, with a year-over-year growth of 12%[43] - Agora revenues were $18.2 million in 2025 Q3[47] - Shengwang revenues were $17.2 million in 2025 Q3[49] - The company's cash, cash equivalents, bank deposits, and financial products totaled $374.3 million as of September 30, 2025[62]

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Financial Performance - FinVolution Group achieved RMB 26 billion in net revenue in 3Q25[15] - The company's loan balance as of 3Q25 reached RMB 14 billion[21] - Net revenue in 3Q25 was RMB 3487 million, a 6% year-over-year increase[115] - Net profit in 3Q25 was RMB 641 million, a 3% year-over-year increase[115] Transaction Volume and User Growth - Transaction volume in 3Q25 was RMB 512 billion, a 2% year-over-year decrease[115] - Cumulative borrowers reached 31 million as of 3Q25[21] - The company added 18 million new borrowers, a 67% year-over-year increase[115] International Expansion - International markets contributed 25% of revenue in 3Q25[119] - Transaction volume in international markets grew by 33% year-over-year[119] - Outstanding loan balance in international business increased by 44% year-over-year[126] Risk Management - The company's fraud detection system has a 988% accuracy rate[72]

Portfolio Overview - The company's Manhattan-focused real estate portfolio features an underlying tenant base in core commercial businesses, with 69% of the top 10 tenants being Investment Grade rated[2] - The portfolio occupancy rate is 80.9%, with a weighted-average remaining lease term of 6.2 years[5] - Over 56% of the leases expire after 2030[5] - The real estate investments are valued at $382.5 million[11] - The annualized straight-line rent is $28.8 million[11] Tenant Profile - The top 10 tenants are 69% Investment Grade rated, with 43.6% being actual Investment Grade and 25.4% being implied Investment Grade[3, 15] - The top 10 tenants have a remaining lease term of 7.1 years[5] - Government/Public Administration represents 27% of the tenant industry diversity[14] Financial Highlights - The company has a 100% fixed-debt capital structure with a weighted-average interest rate of 5.33%[5] - Net Leverage is 58.6%[5, 40] - Total debt is $251.0 million[35] - Revenue from tenants is $12.3 million for Q3 2025[35] - Net income is $35.8 million for Q3 2025[35] Active Portfolio Management - The company entered into an agreement for the consensual foreclosure of 1140 Avenue of the Americas, eliminating a $99 million debt maturity[5] - The company continued the marketing process for the dispositions of 123 William St and 196 Orchard St[5, 7]

For personal use only NASDAQ: RADX / ASX: RAD Annual General Meeting NOVEMBER 20 , 2025 Notice & Disclaimer The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Radiopharm Theranostics Ltd ACN 647 877 889 (Company). In preparing this presentation, the Company did not take into account the investment objectives, financial situa ...

Financial Performance & Growth - PACS Group's 2025 revenue guidance is between $525 billion and $535 billion[10] - The company anticipates approximately 30% revenue growth compared to 2024 at the midpoint of the guidance[12] - Adjusted EBITDA for 2025 is projected to be between $480 million and $490 million[10] - For the nine months ended September 30, 2025, total revenue reached $39310 million[125], and Adjusted EBITDA was $3630 million[125] - Q3 2025 revenue was $13446 million, reflecting a year-over-year increase of approximately 310%[62,82] - Q3 2025 Adjusted EBITDA was $1315 million, a year-over-year increase of approximately 168%[62,82] - Last Twelve Months (LTM) revenue reached $514 billion, with LTM Adjusted EBITDA of $4569 million[81] Operational Metrics - The company operates 320 facilities across 17 states[15] - Mature facilities have an occupancy rate of 948%[22] - Mature facilities have an average skilled mix of 330%[22] - Mature facilities have an average CMS Quality Measure Star Rating of 43[22]

Q4 FY25 Financial Performance - Total revenue increased to $60.6 million, exceeding the guidance of $53 million to $58 million[5] - Gross margin improved to 72.6%, surpassing the guidance of 68% to 69%[5] - Adjusted EBITDA reached $8.3 million, exceeding the guidance of $2 million to $6 million[5] - Cash provided by operating activities was $12.8 million[5] - Cash balance and marketable securities stood at $87.5 million[5] Revenue Breakdown - Total license revenue was $32.3 million, with variable license revenue at $31.6 million and fixed license revenue at $0.7 million[7] - Connected services revenue reached $14.2 million[7] - Professional services revenue amounted to $14.2 million[7] Operational Metrics - Adjusted Total Billings TTM reached $236 million, an increase of 8.4% compared to the same period last year[12] - Cerence technology was present in 52% of worldwide auto production (TTM)[12] - The number of Cerence connected cars shipped increased by 14% (TTM)[12] - The connected attach rate increased to 32.5% versus 28.8% a year ago[12] - Average PPU on a TTM basis was $5.05, up from $4.50 a year ago[12] FY26 Guidance - Revenue is projected to be between $300 million and $320 million[13] - Gross margin is expected to be between 79% and 80%[13] - Adjusted EBITDA is forecasted to be between $50 million and $70 million[13] - Cash provided by operating activities is estimated to be between $61 million and $67 million[13] - Free cash flow is projected to be between $56 million and $66 million[13]

Certain matters in this presentation including, but not limited to, statements as to: expectations with respect to growth, performance and benefits of NVIDIA's products, services, and technologies, including Blackwell, and related trends and drivers; expectations with respect to supply and demand for NVIDIA's products, services, and technologies, including Blackwell, and related matters including inventory, production and distribution; our financial position; projected market growth and trends, market oppor ...

Q1 Fiscal Year 2026 Highlights - Palo Alto Networks' Q1'26 Remaining Performance Obligation (RPO) reached $15.5 billion, a 24% year-over-year increase[9] - Next-Generation Security Annual Recurring Revenue (NGS ARR) for Q1'26 was $5.85 billion, up 29% year-over-year[9] - Q1'26 revenue totaled $2.47 billion, representing a 16% year-over-year growth[9] - The company's Q1'26 non-GAAP operating margin was 30.2%, a 140 bps increase year-over-year[9] - Q1'26 non-GAAP EPS was $0.93, a 19% increase year-over-year[9] - Adjusted Free Cash Flow for Q1'26 was $1.71 billion, a 17% year-over-year increase, with an Adjusted FCF Margin of 69.2%[9] Strategic Initiatives and Acquisitions - Palo Alto Networks is acquiring Chronosphere for $3.35 billion in cash and replacement awards[46] - Chronosphere has over $160 million in ARR, growing triple digits year-over-year as of September 2025[36, 46] - The acquisition of CyberArk is on track for Q3 close, reaffirming the FY'28 Adjusted Free Cash Flow Margin target of 40%+[26, 28] SASE and AI Security - SASE ARR exceeded $1.3 billion, growing 34% year-over-year[15] - Palo Alto Networks has approximately 6,800 SASE customers, an 18% year-over-year increase[15, 59]

Financial Outlook - The company projects FY2026 revenue between $905 million and $915 million[8] - FY2026 net income is guided to be between $40 million and $45 million[8] - The company anticipates FY2026 adjusted EBITDA to be between $114 million and $119 million[8, 10] - By fiscal year 2029, the company expects to surpass $1.2 billion in annual revenue and approach $220 million in adjusted EBITDA[8] Business Performance & Strategy - Universal Technical Institute (UTI) reported approximately 25,000 average active students[7] - UTI's graduates have a 4/5 employment rate within one year of graduation[7] - UTI offers 35+ program offerings in healthcare, transportation, energy, and skilled trades[7] - The company operates 32 campuses nationwide, with 6 additional campuses announced[7] - UTI's North Star Strategy Phase II aims to build a more diversified, efficient, and durable growth engine[8] Divisions Overview - The UTI Division generated $542 million in revenue in FY2025 with approximately 15,000 average students[15, 57] - The Concorde Division generated $294 million in revenue in FY2025 with approximately 10,000 average students[15, 66]