Financial Performance - Owlet's Q2 2025 revenue reached $26.1 million, representing a 25.9% year-over-year growth[10, 26] - The gross margin for Q2 2025 was 51.3%, an expansion of 180 basis points year-over-year[10, 26] - Adjusted EBITDA for Q2 2025 was $0.3 million, showing a $0.2 million improvement compared to Q2 2024[10, 32] - Total operating expenses for Q2 2025 were $15.3 million, with OpEx as a percentage of revenue at 58.7%, compared to 60.4% in Q2 2024[32] Business Highlights - Owlet experienced a strong 26% year-over-year revenue growth[11] - The company achieved its 9th consecutive quarter of gross margin expansion year-over-year[11] - Owlet marked its 5th consecutive quarter of adjusted EBITDA profitability[11] - Owlet360 subscription service has over 66,000 paying subscribers[11, 17] Dream Sock Performance - Domestic Dream Sock sell-through increased by 37% year-over-year[14] - Dream Sock registry additions grew by 54% year-over-year[14] - Total sell-through units on U.S Amazon Prime Day sales increased 72% year-over-year[14] - Total sell-through units on U.K Amazon Prime Day sales increased 144% year-over-year[14] Updated Guidance - The company updated its FY 2025 revenue guidance to $97 million - $100 million, projecting a 24-28% growth year-over-year[34] - The gross margin guidance for FY 2025 remains at 46% - 50%, including new, increased tariff costs[34] - The company fully expects to be positive in Adj EBITDA, including new, increased tariff costs[34]

Financial Performance - Natera's Q2 2025 revenue reached approximately $547 million, a 32% increase compared to approximately $413 million in Q2 2024[10] - The company processed approximately 853,000 total tests in Q2 2025, reflecting a 12% year-over-year growth from approximately 760,000 tests in Q2 2024[10] - Gross margin was approximately 63% in Q2 2025, up from approximately 59% in Q2 2024, and the company generated approximately $24 million in cash inflow[10] - Natera is increasing its 2025 revenue outlook by $80 million, projecting revenue between $202 billion and $21 billion, with a gross margin between 61% and 64%, and positive cash flow generation[10] Oncology Business - Oncology tests processed in Q2 2025 totaled approximately 189,000, a 51% increase compared to approximately 125,000 in Q2 2024[10] - Clinical oncology experienced growth of approximately 20,000 units over Q1 2025[10] - Signatera demonstrated rapid growth, with clinical test volumes increasing by approximately 20,000 units[15] Product Development and Clinical Trials - Natera launched Fetal Focus, a new NIPT for 5 genes, and reported positive data from the PEDAL clinical trial in organ health[10, 35] - The DARE trial showed that over 99% of 400+ patients who remained Signatera-negative had recurrence-free survival (RFS) with a median follow-up of 274 months[48] - Natera is investing over $150 million in breast cancer clinical trials[55] AI Initiatives - Natera launched AI-based foundation models to support biomarker development, molecular therapeutics, and clinical decision-making[10] - The company is targeting approximately $200 million in value through AI-driven efficiencies[68]

HEI 2Q 2025 Financial Results August 7, 2025 Non-GAAP Financial Information This presentation refers to certain financial measures that were not prepared in accordance with U.S. generally accepted accounting principles, including Core Earnings and Core Net Income. Reconciliations of those non-GAAP financial measures to the most directly comparable GAAP financial measures can be found in the Appendix herein. See Appendix for definition of Core Earnings and Core EPS. 2 Continuing Progress to Reposition for th ...

Financial Performance & Outlook - Q2 2025 revenue decreased by 29% to $24.5 million compared to $34.4 million in Q2 2024[17] - GAAP gross margin decreased to 46.2% in Q2 2025 from 64.7% in Q2 2024[17] - The company is aiming for cash flow breakeven in 2026[14] - Full year 2025 revenue guidance is $130 to $135 million, including a $30 million contribution from Spatial[21] - Adjusted cash usage for the full year 2025 is projected to be $34 to $38 million[23] Cost Reduction & Synergies - The company has implemented $64 million of the total $85 million cost reduction plan[15] - Synergy and cost actions are expected to reach $85 million[13] - $3 million cost reduction realized in Q2 2025[14] Strategic Initiatives - The company completed the acquisition of Akoya, enabling new protein biomarker measurements[10, 11] - Strategic investments are being made in new assays, the Simoa One platform, and Alzheimer's diagnostics[12] - The company is building a $100 million high-margin consumables business[13] Alzheimer's Disease Testing - Development of LucentAD multi-marker test for Alzheimer's disease with 90% sensitivity, specificity, and accuracy[16] - Anticipated submission for Single-Site IVD by the end of 2025[16] - Medicare pricing anticipated in 2025 at $897 per test proposed[16]

Financial Performance - Puma Biotechnology reported net NERLYNX revenue of $49.2 million in Q2'25, an increase of approximately 11% compared to $44.4 million in Q2'24[6, 7, 9] - The company also saw an increase of about 14% in net revenue from Q1'25 ($43.1 million) to Q2'25 ($49.2 million)[9, 10] - Inventory change improved from -$2.3 million in Q2'24 to -$1.3 million in Q2'25[8] - Inventory change improved from -$4.7 million in Q1'25 to -$1.3 million in Q2'25[11] Sales Volume - Puma Biotechnology sold 2,608 ex-factory bottles of NERLYNX in Q2'25[12] - This represents an approximate 4% increase compared to the 2,515 bottles sold in Q2'24[16] - There was also an approximate 12% increase in bottles sold from Q1'25 (2,338 bottles) to Q2'25 (2,608 bottles)[14, 16] - Inventory change in bottles improved from -132 in Q2'24 to -72 in Q2'25[13] - Inventory change in bottles improved from -250 in Q1'25 to -72 in Q2'25[15] Dosage Trends - Approximately 71% of patients in Q2'25 started NERLYNX at a reduced dose (fewer than 6 pills per day)[17] Global Expansion - NERLYNX has received regulatory approvals and been commercially launched in various regions through partnerships, including Australia/SE Asia, Israel, Canada, Latin America, Europe, Greater China, Middle East, North and West Africa, South Africa, Turkey, and South Korea[22]

Financial Performance - Total product sales excluding Veklury increased by 4% year-over-year (YoY) to $6.9 billion, driven by HIV, Livdelzi, and Trodelvy[8] - Total HIV product sales increased by 7% YoY to $5.1 billion[12] - Oncology product sales increased by 1% YoY to $849 million[12] - Veklury sales decreased by 44% YoY to $121 million[12] - Liver disease product sales decreased by 4% YoY to $795 million[12] - Cell Therapy product sales decreased by 7% YoY to $485 million[12] HIV Business - Biktarvy sales increased by 9% YoY[8] - Descovy sales increased by 35% YoY[8] - FY25 HIV revenue guidance updated to reflect year-to-date (YTD) strength, expecting >7% YoY growth[22] Oncology - Trodelvy sales increased by 14% YoY[8] - Cell Therapy saw a 7% YoY decrease due to evolving competitive landscape[8] Pipeline and Regulatory Updates - FDA approved Yeztugo (lenacapavir) as a twice-yearly injection for HIV prevention[8] - Phase 3 ASCENT-03 & -04 data for Trodelvy in 1L mTNBC showed clinically meaningful results, with FDA filings expected in ~2H 2025[8]

Financial Performance & Growth - Wynn Resorts reported a total Adjusted Property EBITDAR of $22 billion for the last twelve months (LTM) ending in the second quarter of 2025[29] - Las Vegas operations showed strong performance with a new second quarter EBITDA record[40] - Macau operations generated significant free cash flow and maintained a healthy market share[33] - Encore Boston Harbor demonstrated stable operating performance as the East Coast's only Forbes 5-Star Casino Resort[34] - Wynn Al Marjan Island is expected to add approximately $345 million in EBITDAR to the existing base upon opening[29] Capital Allocation & Investments - Approximately $135 billion, or about 12% of gross shares, has been returned to Wynn Resorts, Limited shareholders since 2022[29] - The company anticipates remaining equity contributions of $600-$675 million for the Wynn Al Marjan Island project[69] - Wynn Macau is undertaking capital expenditure projects estimated between $200-$250 million in 2025 and $450-$500 million in 2026[71] Liquidity & Debt - Wynn Resorts has total liquidity of $17 billion[82] - Wynn Macau has total liquidity of $28 billion[82]

Conditionally Active Biologics: Transforming Cancer Therapy Corporate Presentation August 2025 BioAtla | Overview 2 These forward-looking statements reflect management's beliefs and views with respect to future events and are based on estimates and assumptions as of the date of this Presentation and are subject to risks and uncertainties, including those described in the Company's filings with the SEC, including but not limited to the Company's latest Annual Report on Form 10-K and any subsequently filed Qu ...

Q2 2025 Earnings Report © 2025 Pinterest. All rights reserved. Non-GAAP Financial Measures To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we use the following non-GAAP financial measures: Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrative) ...

In $Millions 1 Disclosures 2 > Any statement concerning Management's expectation with respect to future results is a forward-looking statement based upon the best information currently available to Management and assumptions Management believes are reasonable, but Management does not intend the statement to be a representation as to future results. > Future results are subject to risks and uncertainties, including the risk factors described in the Company's filings with the Securities and Exchange Commissio ...