KPN Strategy Update | November 5, 2025 Connect Activate Grow Agenda 2 | KPN Strategy Update | November 2025 1. Progress so far 2. Infrastructure Value: Driving connected asset value 3. Transformation Value: Activating the change engine to deliver strategic value 4. Customer Value: Growing by differentiated offerings to customers 5. Financial Value: Financial framework and outlook 6. Q&A Strengthening Our Position via M&A, strategic partnerships and portfolio expansion 3 | KPN Strategy Update Our Progress | ...

Financial Performance (FY2026 First Half) - Operating income decreased to 20056 billion yen, a decrease of 4585 billion yen year-over-year[16] - Net income attributable to Toyota Motor Corporation decreased to 17734 billion yen[16] - Sales revenue increased to 246307 billion yen, an increase of 13483 billion yen[16] Vehicle Sales (FY2026 First Half) - Total retail vehicle sales reached 5643 thousand units, a 50% increase year-over-year[12] - Toyota and Lexus vehicle sales increased to 5267 thousand units, a 47% increase year-over-year[12] - Electrified vehicle sales accounted for 469% of total retail vehicle sales[12] FY2026 Forecast - The new forecast for sales revenues is 49 trillion yen, an increase of 500 billion yen from the previous forecast[40] - The new forecast for operating income is 34 trillion yen, an increase of 200 billion yen from the previous forecast[40] - The forecast for Toyota and Lexus vehicle sales is 105 million units, a 10% increase from the previous forecast[37] Shareholder Returns - The interim dividend is 45 yen per share, an increase of 5 yen year-over-year[6] - The full-year dividend forecast is 95 yen per share, an increase of 5 yen year-over-year[6]

Zepp Health Earnings Presentation Third Quarter 2025 Investor Relations 4 November 2025 Table of Contents Adjusted Operating Expenses 2 Empowering Health, Inspiring Joy 3Q25 Financial and Operating Results 01 05 02 Revenue 03 3Q25 Gross Margin 04 3Q25 Revenue and Gross Margin Trend Net Income/ Earnings Performance 06 Liquidity Position 07 08 Business Outlook 3Q25 Financial and Operating Results $75.8 Million Revenue • Meeting upper end of guidance range Units Shipped 0.8 Million 3Q24 0.7 Million 0.0 Million ...

CSL Seqirus Overview - CSL Seqirus holds a 60% global revenue value share among the top 3 players in the influenza market[12] - CSL Seqirus projects revenue to reach $2 billion in FY25, a significant increase from $751 million in FY16[12] - CSL Seqirus leverages unique and specialized go-to-market strategies, including just-in-time supply chains and mass immunization campaigns[12] Influenza Disease Burden and Immunization - The annual US disease burden from influenza results in $112 billion in health economic burden[17] - The annual global disease burden from influenza can result in up to 650000 deaths[17] - Reduced US immunization rates correlate with a higher disease burden[21] Strategic Differentiation and Growth Opportunities - CSL Seqirus aims for approximately $500 million in growth through US customer segments and about $300 million through geographic expansion into Germany and Nordics[42] - CSL Seqirus anticipates over $35 billion in revenue during the first wave of an influenza pandemic[38] - CSL Seqirus has a pandemic dose capacity of half a billion doses in the first wave of 16 weeks[40]

Overall Financial Performance - Total net revenues increased by 18% year-over-year to $93 billion in Q3 2025[11], or 20% on an FX-neutral basis[10] - Total net revenues for the trailing twelve months (TTM) increased by 17% year-over-year to $337 billion in Q3 2025[15], or 22% on an FX-neutral basis[14] - Gross profit increased by 20% year-over-year to $27 billion in Q3 2025[18], or 22% on an FX-neutral basis[17], with gross profit margin (GPM) up by 51 bps year-over-year[17] - Net income attributable to Coupang stockholders increased by $25 million year-over-year to $95 million in Q3 2025[21] - Adjusted EBITDA increased by $70 million year-over-year to $413 million in Q3 2025[28], with a margin of 45%, up 10 bps year-over-year[27] - Adjusted EBITDA for the trailing twelve months (TTM) increased by $396 million year-over-year to $16 billion in Q3 2025[32], with a margin of 49%, up 56 bps year-over-year[31] - Operating cash flow (TTM) increased by $549 million year-over-year to $24 billion in Q3 2025[36] - Free cash flow (TTM) increased by $333 million year-over-year to $13 billion in Q3 2025[36] Segment Performance - Product Commerce net revenue increased by 16% year-over-year to $80 billion in Q3 2025[40], or 18% on an FX-neutral basis[39] - Product Commerce net revenue (TTM) increased by 11% year-over-year to $291 billion in Q3 2025[40], or 17% on an FX-neutral basis[39] - Product Commerce Adjusted EBITDA increased by $235 million year-over-year to $705 million in Q3 2025[43], with a margin of 88%, up 201 bps year-over-year[42] - Developing Offerings net revenue increased by 32% year-over-year to $13 billion in Q3 2025[49], or 31% on an FX-neutral basis[48]

Company Overview and Strategy - Woodside's 2024 EBITDA margin was approximately 70%[21] - Woodside has returned approximately $11 billion to shareholders since 2022[21] - Woodside aims to increase annual sales from 2035 MMboe in 2024 to over 300 MMboe by 2032, representing a CAGR increase of over 6%[22] - Woodside projects net operating cash flow to increase from approximately $58 billion in 2024 to approximately $9 billion in 2032, representing a CAGR increase of over 6%[22] Projects and Operations - Scarborough is 91% complete and on track for first LNG in H2 2026[175] - The Scarborough development contains 115 Tcf of proved plus probable (2P) reserves, gross[176] - Trion is 43% complete with first oil targeted for 2028, holding 479 MMboe of proved plus probable (2P) reserves, gross[219] - Louisiana LNG is 19% complete with first LNG targeted for 2029, with a project cost of approximately $159 billion or approximately $960/tonne[223, 225] Market Outlook and Financials - Global ammonia demand is expected to double to over 400 Mtpa by 2050[98] - Woodside is targeting a unit production cost of less than $8/boe in 2025[157] - Woodside is targeting a gearing range of 10-20% through the cycle[138]

$16.55 MM 85% 9% 6% Liquids Logistics NGL Total EBITDA by Segment $178.97 MM(1) $151.90 MM 85% 9% 6% Investor Presentation November 2025 NYSE: NGL Company Overview Water Solutions Crude Oil Logistics 85% 1. EBITDA values reflect Q2 Fiscal 2026 and does not include corporate or discontinued operations 2 $10.52 MM 9% 6% ▪ Provides water transportation, treating, recycling, and handling services for upstream customers ▪ Largest integrated water solutions network of injection wells and large diameter pipe in th ...

Financial Performance - Ouster achieved revenue of $39.5 million in Q3 2025, a 41% increase compared to Q3 2024[9, 26] - The company's GAAP gross margin was 42%, up from 38% in Q3 2024[26] - Non-GAAP gross margin reached 47%, compared to 45% in Q3 2024[26] - Ouster shipped over 7,200 sensors, an 84% increase compared to Q3 2024[9, 26] - The company holds $247 million in cash and equivalents with no debt[9] Strategic Priorities - Ouster aims to scale the software-attached business, targeting a potential $19 billion smart infrastructure opportunity[13, 14, 15] - The company is focused on transforming its product portfolio with new hardware and software innovations[13, 20, 21] - Ouster intends to execute towards profitability by achieving 30-50% annual revenue growth and maintaining a gross margin of 35-40%[13, 23] Future Outlook - Ouster provides Q4 2025 revenue guidance of $39.5 to $42.5 million[28]

8x8 Second Quarter Fiscal 2026 Ended September 30, 2025 November 4, 2025 Copyright 2025 8x8, Inc. or its affiliates. All rights reserved. Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Any statements that are not statements of historical fact may be deemed to be forward-looking statements. For example, words such as "may," "will," "s ...

Qualys Enterprise TruRisk Platform - Qualys Enterprise TruRisk Platform 旨在利用风险分析来交付所需的业务成果[12] - 该平台提供全面的风险降低，通过与 SCCM、ITOps 和开发者工具无缝集成来协调风险降低[21] - 该平台通过统一的资产清单可视化整个攻击面，整合来自 Qualys 和第三方来源的数据，并根据严重性、可利用性、资产重要性和业务影响来量化和确定网络风险的优先级[28] - Qualys Enterprise TruRisk Platform 的优势在于它提供跨整个全球混合 IT 环境的单一视图，允许客户整合他们的堆栈以获得更好的安全结果[31] Market and Customer Base - Qualys 估计其当前的总潜在市场在 2025 年为 550 亿美元，到 2028 年将增长到 790 亿美元[35] - Qualys 拥有 10,000 多个订阅客户[37] - Qualys 的客户包括福布斯全球 50 强的 72%，福布斯全球 500 强的 55% 和福布斯全球 2000 强的 33%[37] Financial Performance - Qualys 在 2024 年的总收入为 6.08 亿美元[45] - 2025 年第三季度累计收入为 4.94 亿美元，同比增长 10%[45] - 2025 年第三季度累计调整后的 EBITDA 为 2.31 亿美元，占收入的 47%[45] - 2025 年第三季度累计自由现金流为 2.29 亿美元，自由现金流利润率为 46%[50]