Company Overview - Accel operates over 27,700 gaming machines in neighborhood restaurants, bars, and other local businesses[9] - The company has 4,451 local retail partners across 10 states[9] - Accel has contributed $134 billion in taxes since January 2021 to support state and local governments[9] Financial Performance - Q3 2025 revenues reached $330 million, a 91% increase compared to Q3 2024[22] - Excluding acquisitions, Q3 2025 revenue was $310 million, a 26% increase year-over-year[24] - Net income for Q3 2025 was $13 million, a 1718% increase compared to Q3 2024[24] - Adjusted EBITDA for Q3 2025 was $51 million, an 115% increase compared to Q3 2024[24] Capital Allocation - A new $900 million credit facility was closed, extending maturities to 2030[21] - As of Q3 2025, $167 million of Accel Class A-1 Common Stock has been repurchased since November 2021[27] Expansion and Growth - The number of locations increased by 4% from 4,289 in Q3 2024 to 4,451 in Q3 2025[34] - The number of terminals increased by 5% from 26,509 in Q3 2024 to 27,714 in Q3 2025[34]

Financial Performance - SuRo Capital's Net Asset Value (NAV) per share as of September 30, 2025, is $9.23, with net assets of approximately $231.8 million at quarter-end[7], an increase from the dividend-adjusted $8.93 per share as of June 30, 2025[7] - A cash dividend of $0.25 per share was declared on November 3, 2025, payable on December 5 to shareholders of record as of November 21[7] - Net investment loss for the third quarter ended September 30, 2025, was $3.5 million, or $0.14 per share[29] - Net realized gain on investments for the third quarter was $5.2 million, or $0.21 per share[29] - Net change in unrealized appreciation of investments was $5.7 million, or $0.23 per share[29] Investment Activities - A $0.3 million follow-on convertible debt investment was made in Supplying Demand, Inc (d/b/a Liquid Death)[9, 23] - A $5.0 million preferred shares investment was made in HL Digital Assets Inc[9, 23] - Total distributions from CW Opportunity 2 LP to date were $14.2 million, resulting in $10.0 million realized gains[7] - Net proceeds from GrabAGun Digital Holdings, Inc warrants were $0.7 million, resulting in $0.5 million realized gains[7] Portfolio Composition - The top 5 positions account for approximately 52% of the investment portfolio at fair value as of September 30, 2025[25] - Artificial Intelligence Infrastructure & Applications represents 30.5% of the portfolio fair value, totaling $76.9 million[27]

Financial Performance - Cryoport's Q3 2025 revenue reached $4423 million, a 15% year-over-year increase[8, 13] - Life Sciences Services revenue increased by 16% to $24258 million in Q3 2025[11, 13] - Life Sciences Products revenue increased by 15% to $19975 million in Q3 2025[11, 13] - BioServices & Biostorage revenue increased by 21% in Q3 2025[11] - Commercial Cell & Gene Therapy revenue grew by 36% year-over-year to $83 million in Q3 2025[8, 11, 17] - Cryoport revised its full-year 2025 revenue guidance to $170 - $174 million[8] - Cryoport has $421 million in cash and short-term investments[8, 15] - Gross margin from continuing operations was 482%[15, 26] - Adjusted EBITDA from continuing operations was $(06) million[15] Operational Highlights - Cryoport supports 19 commercial Cell & Gene Therapies[8, 21] - Cryoport supports 745 active Cell & Gene Therapy clinical trials[8, 20, 24] - Cryoport supports 83 Phase III clinical trials[18, 20] - Cryoport supports approximately 70% of all industry clinical trials[24]

Company Overview - Axon's mission is to protect life by building the technology ecosystem for public safety[7] - The company estimates a total addressable market of $159 billion[9, 68] - Axon has over 1 million software users and has sold over 1 million TASER devices[9] Financial Performance - Axon's 2024 annual revenue was $2.1 billion[32] - The company's annual recurring revenue was $1.3 billion[34] - Future contracted bookings reached $11.4 billion[34, 122] - The adjusted EBITDA margin for 2024 was 25%[34] - Net revenue retention was 124%[34, 82, 123] Market Opportunity - The U S State & Local Law Enforcement TAM is under 15% penetrated[63] - Law enforcement use cases account for approximately 50% of the total addressable market[62] - U S State & Local law enforcement accounted for approximately 75% of company revenue in 2024[66] Forward-Looking Statements - Axon projects Q4 2025 revenue between $750 million and $755 million, representing approximately 31% annual growth[127] - The company anticipates an adjusted EBITDA of $178 million to $182 million for Q4 2025, with an approximate 24% margin[127] - Axon expects approximately $2.74 billion in revenue for the full year 2025, a growth of approximately 31%[127]

Financial Performance & Guidance - Clearway Energy narrowed its 2025 Cash Available for Distribution (CAFD) guidance to the top half of the original range, targeting $420-440 million[13] - The company established a 2030 CAFD per share target of $2.90-3.10, representing a 7-8% compound annual growth rate (CAGR) from 2025-2030[13] - Clearway Energy set the 2026 CAFD guidance range at $470-510 million[61] - The company is targeting 2026 Dividend Per Share (DPS) growth of 6.5%, consistent with prior commitments[65] - Third quarter 2025 Adjusted EBITDA reached $385 million, with year-to-date (YTD) figures at $980 million[58] - Third quarter 2025 CAFD was $166 million, bringing the YTD total to $395 million[58] Growth Strategy & Pipeline - Clearway Group's late-stage project pipeline includes approximately 11 GW of projects through 2032[96] - The company has signed or been awarded 1.8 GW of Power Purchase Agreements (PPAs) to supply data centers[13] - Clearway Energy is targeting CAFD yields of approximately 10.5% on future investments for 2028 COD vintages and beyond[13] Capital Allocation & Funding - Clearway Energy plans to deploy >=$2.5 billion between 2026-2029 to meet its 2030 goals[69] - The company anticipates that retained cash flows will become a growing source of funding, targeting a payout ratio approaching 70% by 2030[13] - Clearway Energy is targeting a payout ratio of less than 70% after 2030 to increase de-risked funding sources for growth of 5-8+% in 2031+[13]

Financial Performance - AMD reported record Q3 2025 revenue of $9.2 billion, a 36% year-over-year increase[17] - The GAAP gross margin was 52%, up 2 percentage points year-over-year[21,29] - Non-GAAP gross margin was 54%, flat year-over-year[21,30] - GAAP diluted earnings per share (EPS) increased 60% year-over-year to $0.75[27,29] - Non-GAAP diluted EPS increased 30% year-over-year to $1.20[27,30] Segment Results - Data Center revenue reached $4.3 billion, a 22% year-over-year increase[31,34] - Client & Gaming segment revenue was $4.0 billion, up 73% year-over-year[31,36] - Embedded segment revenue was $857 million, down 8% year-over-year[31,37] Q4 2025 Outlook (Non-GAAP) - Revenue is expected to be approximately $9.6 billion, plus or minus $300 million[38] - Gross margin is projected to be around 54.5%[38]

TUESDAY, NOVEMBER 4, 2025 Third Quarter 2025 Financial Results Nasdaq: EXEL Today's Agenda | Introduction | Susan Hubbard | | --- | --- | | | EVP, Public Affairs and Investor Relations | | Third Quarter 2025 Highlights | Michael M. Morrissey, Ph.D. | | | President and CEO | | Financial Results & Guidance | Chris Senner | | | EVP and CFO | | Research & Development Update | Dana T. Aftab, Ph.D. | | | EVP, Research and Development | | Commercial Update | PJ Haley | | | EVP, Commercial | Q&A All Participants 2 ...

Financial Performance - Intapp's total Annual Recurring Revenue (ARR) reached $504.1 million in Q1 FY26 [87, 93] - Cloud ARR grew by 30% year-over-year in Q1 FY26 [87, 93] - Cloud Net Revenue Retention Rate (NRR) was 121% as of Q1 FY26 [87, 17] - The company had 813 clients with over $100,000 ARR [87, 15] - Non-GAAP operating margin was 15% in Q1 FY26 [87, 109] Growth Strategy - Intapp is focused on expanding its offerings through new solutions, geographies, and client sub-verticals [10, 32, 37] - The company aims to accelerate its ecosystem through acquisitions and partnerships [10, 42, 47] - Cloud migration is a key driver for current and future growth [10, 23] Cloud Transition - 80% of Intapp's ARR was cloud-based in Q1 FY26, up from 69% two years prior [26] - 93% of Intapp's clients have some portion of their business in the cloud [26] Market Opportunity - Intapp operates in a growing multi-billion dollar addressable market, estimated at approximately $31 billion [78, 79] Client Base - Intapp serves 2,750 clients as of September 30, 2025 [15, 81]

The forward-looking statements included in this presentation are made only as of the date hereof. Any forward-looking statement made by us in this presentation speaks only as of the date of this presentation and are expressly qualified in their entirety by the cautionary statements included in this presentation. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. Non-GAAP Financial Measures accordance with accoun ...

Oportun 3Q 2025 Earnings Presentation November 4, 2025 Forward-looking statements This presencation and the easomariy poral presentation contain forward Housing statements of histian nents other ther statements of isitericas fract contained in the succ statements as to future performance, results of cceation and financial position achiever of our stransept of our stransept sinci ites and qadest on regercines con experion conditions and julye continins cour de change cif rate cologic innsan le exceptations o ...