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 $129 billion[9, 68] - Axon aims to cut gun-related deaths between police and the public by 50% by 2033[10] Financial Performance - 2024 annual revenue reached $2.1 billion[32] - Annual recurring revenue is $1.2 billion[34] - Future contracted bookings total $10.7 billion[34] - The 2024 annual Adjusted EBITDA margin was 25%[34] Growth and Market Opportunity - U S State & Local Law Enforcement TAM is under 15% penetrated[64] - The company's revenue growth in 2024 was 33%[107] - Axon projects 2025 revenue between $2.65 billion and $2.73 billion, representing 29% growth at the midpoint[122] - Adjusted EBITDA for 2025 is projected between $665 million and $685 million, with an approximate 25% margin[122]

hims & hers SUPPLEMENTAL PRESENTATION Investor Presentation August 2025 > INTRODUCTION Safe Harbor Statement This presentation has been prepared by Hims & Hers Health, Inc. ("we," "us," "us," "Hims & Hers," or the "Company"). This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and performance to be materially different from those expressed or implied by these forward-looking statements. These risks and Section 21E of the Securitie ...

Q2 2025 Performance - Net sales were $814 million, a 0% variance from Q2 2024 [19] - Gross profit increased by 2% to $402 million, driven by price increases, offset by lower volumes and unfavorable material costs [19, 22] - Net income increased by 4% to $195 million, primarily due to higher gross profit and unrealized mark-to-market adjustments [19, 22] - Adjusted EBITDA increased by 4% to $313 million, with an Adjusted EBITDA margin of 38.5%, a 160 basis points increase [19, 22] - Diluted earnings per share increased by 8% to $2.29, driven by higher net income and lower diluted shares outstanding [19, 22] End Market Performance - North America On-Highway net sales decreased by 9% to $417 million, due to lower demand for medium-duty trucks [21] - Outside North America On-Highway net sales increased by 11% to $142 million, driven by higher demand in South America and Europe [21] - Global Off-Highway net sales decreased by 30% to $16 million, due to lower demand from the energy, mining, and construction sectors outside North America [21] - Defense net sales increased by 47% to $63 million, driven by growth initiatives [21] - Service Parts, Support Equipment & Other net sales increased by 6% to $176 million, driven by higher demand for service parts and price increases [21] Dana Off-Highway Acquisition - The total transaction value is approximately $2.7 billion, representing 6.8x Adjusted EBITDA (LTM 12/31/24) of ~$400 million or 5.2x including estimated run-rate synergies of ~$120 million [13] - Expected net leverage of less than 3.0x at close with near-term target of less than 2.0x [13] - Anticipated closing in late Q4 2025 [13]

Company Overview - Lattice Semiconductor is the world's largest volume supplier of FPGA [14] - The company has been innovating for over 40 years [14] - Lattice's solutions enable secure control, flexible connectivity, and low power compute acceleration [14] - The company serves three primary markets: Communications & Computing (45%), Industrial & Automotive (46%), and Consumer (9%) [14] Products & Solutions - Lattice offers a portfolio of FPGA platforms including CrossLink-NX, Certus-NX, MachXO5-NX, and Avant [26] - The company provides software solution stacks for low power edge AI, embedded vision, cyber resilient root of trust, factory automation, ORAN deployment, and adaptable automotive design [34, 36, 38, 40, 42, 44, 46] - Lattice provides easy-to-use software tools for FPGA design, embedded system design, and advanced computer vision [47, 49, 51, 53] Financial Performance - Lattice reported Q2 2025 revenue of $124 million [96] - The company achieved a gross margin of 69.3% in Q2 2025 [96] - Operating profit for Q2 2025 was $34.1 million, representing an operating margin of 27.5% [105]

Financial Performance - MercadoLibre's net revenues reached US$6790 million, demonstrating a year-over-year (YoY) growth of 338%[66] - The company's Gross Merchandise Volume (GMV) hit US$153 billion, marking a 372% YoY increase on an FX-Neutral basis[11,68] - Adjusted free cash flow was US$454 million[11,58] - Net income reached US$523 million, representing a 77% margin[11,68] Marketplace Metrics - Unique active buyers increased to 708 million, a 25% YoY growth[11,16] - Items sold totaled 5501 million, reflecting a 306% YoY increase[11,68] - Same & Next Day Shipments increased +28% YoY[23] Fintech Performance - Total Payment Volume (TPV) grew to US$646 billion, a 609% YoY increase on an FX-Neutral basis[11,68] - Fintech monthly active users reached 676 million, a 30% YoY growth[28] - The credit portfolio expanded to US$93 billion, showing a 91% YoY growth[11,31] - Assets Under Management (AUM) increased to US$138 billion, a 109% YoY growth[31,68]

Company Overview - Inspire Medical Systems has an underpenetrated U S market exceeding $10 billion[7,9,26] - The company achieved over $800 million in revenue in 2024, demonstrating a 28% year-over-year growth[7,10] - Inspire therapy has established reimbursement in all 50 U S states, covering over 300 million lives[7,9] - Over 100,000 patients have received Inspire therapy, highlighting a significant first-mover advantage[7,8,9,33] Financial Performance & Growth Strategy - The company projects FY2025 revenue between $900 million and $910 million, representing a 12%-13% growth over FY2024[65] - The gross margin for FY2025 is expected to be between 84% and 86%[65] - Inspire initiated the full launch of the Inspire V system in the U S in May 2025[70,71] - Second quarter revenue reached $217 1 million, an 11% increase year-over-year, with a gross margin of 84%[70] Therapy & Market - Inspire therapy demonstrates a median Apnea-Hypopnea Index (AHI) reduction from 33 0 events/hr at baseline to 10 2 events/hr at 12 months[43] - Inspire patients reported a median Epworth Sleepiness Scale (ESS) score reduction from 11 0 at baseline to 6 0 at the 12-month visit[44] - 91% of patients say Inspire is better than CPAP, and 93% would recommend Inspire to a friend or family member[46]

Second Quarter 2025 Results August 4, 2025 Cautionary Statement Regarding Forward-Looking Information This press release contains forward-looking statements within the meaning of the federal securities laws, including statements regarding guidance for the third quarter of 2025. The forward-looking statements are based on current expectations, estimates, forecasts, and projections about the industry in which we operate and management's beliefs and assumptions. Forward-looking statements may be identified by ...

Second-Quarter 2025 Earnings Call Presentation Reported August 4, 2025 © 2025 BWX Technologies. Inc. All Rights Reserved. The products and services described herein are provided by subsidiaries of BWX Technologies, Inc. Forward-Looking Statements Disclaimer Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space explorat ...

August 4, 2025 SECOND QUARTER 2025 Earnings Conference Call DUSHYANT SHARMA President & CEO SANJAY KALRA CFO Disclaimer EARNINGS REPORT This presentation and the accompanying webcast contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All such statements, other than statements of historical facts, are forward-looking statements. Generally, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anti ...

Company Overview - Navitas Semiconductor is positioned as a pure-play next-generation power semiconductor company, focusing on GaN and SiC technologies[8] - The company has shipped over 300 million GaN power ICs without silicon power MOSFETs[9] - Navitas has a strong IP portfolio with over 300 patents issued or pending related to GaN and SiC[9, 45] - Navitas' annual revenue has grown significantly, reaching $84 million in 2024[9] Technology and Market Disruption - GaN and SiC technologies are replacing silicon in next-generation power applications, offering up to 20x faster switching and up to 3x higher power density[12] - GaN-based systems can achieve up to 40% energy savings and up to 25% lower system cost compared to Si-based systems[12] - Navitas has enabled the GaN mobile charger market, achieving up to 3x faster charging in half the size and weight[14] AI Data Center Opportunity - AI is driving a dramatic increase in power demands, requiring a 100x increase in server rack power[18, 20] - The transition to 800V data centers is expected to increase the power semiconductor TAM to $2.6 billion per year by 2030, presenting a significant opportunity for GaN and SiC[32] - The adoption of 800V data centers is projected to grow from 0% in 2025 to 80% of total AI data centers by 2030[38] - The power semi TAM for 800V data centers is estimated to reach $2.564 billion in 2030[38] - GaN and SiC technologies can capture a significant percentage of the total $3 billion per year AI data center opportunity (48V + 800V)[42]