Trial Results - TX45 was well-tolerated in patients with PH-HFrEF in a single-dose study[6, 17] - The trial observed improvements in left ventricular function and pulmonary hemodynamics in PH-HFrEF, consistent with effects demonstrated in the PH-HFpEF study[6, 23] - In PH-HFrEF patients, TX45 led to a mean reduction of 64 mm Hg (292%) in PCWP (Pulmonary Capillary Wedge Pressure)[18] - In CpcPH patients (PVR ≥ 3 WU), TX45 resulted in a mean reduction of 110 WU (197%) in PVR (Pulmonary Vascular Resistance)[18] - Cardiac Output (CO) increased by a mean of 065 L/min (173%) in all participants[18] - Stroke Volume (SV) increased by a mean of 68 mL (134%) in all participants[18] - Total Pulmonary Resistance (TPR) decreased by a mean of 282 WU (292%) in all participants[18] - Mean Pulmonary Artery Pressure (mPAP) decreased by a mean of 65 mm Hg (193%) in all participants[18] - Systemic Vascular Resistance (SVR) decreased by a mean of 32 WU (129%) in all participants[18] - Right Atrial Pressure (RAP) decreased by a mean of 31 mm Hg (292%) in all participants[18] Market Opportunity - The potential market for PH-HFrEF in the US is approximately 11 million, with about 300,000 cases of CpcPH (PVR≥3)[7]

Financial Performance - Total revenue for Q3 2025 reached $51242 million, compared to $40589 million in Q3 2024[11] - Advertising revenue in Q3 2025 was $50082 million, up from $39885 million in Q3 2024[11] - Family of Apps (FoA) revenue increased to $50772 million in Q3 2025 from $40319 million in Q3 2024[11] - Reality Labs (RL) revenue increased to $470 million in Q3 2025 from $270 million in Q3 2024[11] - Income from operations reached $20535 million in Q3 2025, compared to $17350 million in Q3 2024[11] - Net income for Q3 2025 was $2709 million, which includes a one-time, non-cash income tax charge of $15930 million[21, 22] - Excluding the one-time tax charge, Q3 2025 net income would have been $18640 million[22] User Metrics - Family Daily Active People (DAP) reached 343 billion in Q3 2025, compared to 329 billion in Q1 2025[35] - Family Average Revenue per Person (ARPP) was $1425 in Q3 2025[40] Advertising Metrics - Ad impressions delivered worldwide increased by 11% year-over-year in Q3 2025[46] - The average price per ad worldwide increased by 10% year-over-year in Q3 2025[50]

Financial Performance - Q3 2025 total revenues were $9957 million, a 18% year-over-year increase[21] - Q3 2025 Clear Aligner revenues reached $8058 million, up 24% year-over-year[21] - Q3 2025 Systems and Services revenues were $1899 million, a 06% year-over-year decrease[21] - Q3 2025 GAAP operating margin was 97%, a 69 percentage point decrease year-over-year[21] - Q3 2025 non-GAAP operating margin was 239%, a 18 percentage point increase year-over-year[98] Clear Aligner Segment - Q3 2025 worldwide Clear Aligner shipments totaled 6478K cases, a 49% year-over-year increase[22] - International Clear Aligner volume accounted for 52% of the total, while Americas accounted for 48%[28] - Clear Aligner average per case shipment price was $1245, down $30 year-over-year[88] - Over 63 million teens and kids have been treated with the Invisalign System to date[30] Systems and Services Segment - There are over 120K active iTero units globally, representing roughly half of the intraoral scanning global market[16, 62] - CAD/CAM and Services revenues represent approximately 50% of the Systems and Services business[68] Consumer and Marketing - Americas consumer campaigns delivered 25 billion impressions and 52 million unique website visitors[51] - APAC delivered 68 billion impressions and 20 million website visits in Q3[52]

3Q'25 Earnings Presentation October 29, 2025 This presentation contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, that reflect our current views with respect to, among other things, statements regarding Waystar's expectations relating to future operating results and financial position, including full year 2025, and future periods; anticipated future investments; our industry, business strategy, goals, and deployment of artificial intelligence in ...

Business Overview - Tenable offers a unique approach to a secular growth opportunity in Exposure Management[10] - The company's platform unifies data across network, cloud, Identity, OT, and DevOps environments[10] - AI-driven analytics are used for prioritization and benchmarking[10] - Tenable One is designed to be a comprehensive Exposure Management Platform[17] Market Opportunity & Competitive Position - Exposure Management represents a $50 billion market opportunity[25] - Tenable holds the 1 market share at 26.6% in the Worldwide Device Vulnerability and Exposure Management market[29] Financial Performance - Q3 2025 revenue reached $252.4 million, reflecting 11% year-over-year growth[35] - Calculated Current Billings (CCB) for Q3 2025 were $267.5 million, an 8% year-over-year increase[35] - Short-Term Remaining Performance Obligations (RPO) grew to $669 million, a 13% year-over-year increase[35] - The company anticipates full year 2025 revenue between $988 million and $992 million[54] - The company anticipates full year 2025 Calculated Current Billings between $1.040 billion and $1.048 billion[54]

Q3 2025 Quarterly Earnings Results October 29, 2025 Disclaimers Forward-Looking Statements This communication may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to the future business outlook, events, and expected performance of TTM Technologies, Inc. ("TTM", "we" or the "Company"). The words "anticipate," "believe," "plan," "forecast," "foresee," "estimate," "project," "expect," "seek," "target," "intend," "goal" ...

Q3'25 FINANCIAL RESULTS October 29, 2025 © Cohu, Inc. All rights reserved. Page 1 Cautionary Statement Regarding Forward-Looking Statements Forward-Looking Statements: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding order and market trends, design wins, new product introductions or new market opportunities; progress and impact of manufacturing infrast ...

Financial Performance - Total revenue increased to $265.2 million, a 39% increase compared to $191.5 million in Q3 2024 [8, 43] - Oncology revenue grew to $184.4 million, a 31% year-over-year increase from $141.2 million in Q3 2024 [8, 10, 43] - Biopharma & Data revenue reached $54.7 million, an 18% year-over-year increase from $46.5 million in Q3 2024 [8, 28, 43] - Screening revenue was $24.1 million compared to $1.0 million in Q3 2024 [8, 43] - The company is raising revenue guidance for the full year 2025 to $965 million - $970 million, representing approximately 31% year-over-year growth [48] Oncology Business - Oncology volume grew by 40% year-over-year, driven by strong performance across all products [10, 17] - Guardant360 volume growth exceeded 30% year-over-year [17] Screening Business (Shield) - Shield revenue reached $24 million in Q3 2025 [33] - Shield volume increased to 24,000 in Q3 2025 [33] - The company expects 80,000 - 82,000 Shield volume for the full year [48] Biopharma & Data - Two new CDx approvals were obtained in Q3, bringing the total to 23 approvals for Guardant360 CDx [29, 30] Gross Margin - Non-GAAP gross margin increased to 66% in Q3 2025, up from 63% in Q3 2024 [45, 46]

Financial Highlights - Revenues reached $3.7 billion, a 3% increase compared to Q3 2024[20] - The operating ratio improved by 260 bps to 63.5%[20] - Core adjusted operating ratio improved by 220 bps to 60.7%[20] - Diluted EPS increased by 12% to $1.01[20] - Core adjusted diluted EPS increased by 11% to $1.10[20] Operational Performance - RTMs increased by 5%[20] - FRA personal injuries improved by 3%[26] - FRA train accident frequency improved by 20%[26] Revenue Breakdown - FX-Adjusted Revenue increased by 6% in Bulk[35] - FX-Adjusted Revenue increased by 7% in Intermodal[36] - Total operating expenses decreased by 1% to $2.325 billion[43] Cash Flow and Capital Allocation - The company expects $2.9 billion in capital expenditures for 2025[57] - Share repurchases amounted to 34.1 million shares since the program's announcement, with 91% completion by the end of Q3[57] Outlook - The company anticipates 10-14% Core Adjusted Diluted EPS growth vs 2024 Core adjusted diluted EPS of $4.25[62]

Financial Performance - NewtekOne's 3Q25 diluted EPS increased by 49% year-over-year to $067, and YTD diluted EPS increased by 22% to $154[11] - Net income for 3Q25 was $174 million, a 51% increase compared to $115 million in 3Q24[13] - Pre-Provision Net Revenue (PPNR) for 3Q25 was $328 million, a 35% increase compared to $240 million in 3Q24[13] - The efficiency ratio improved from 618% in 3Q24 to 563% in 3Q25[11] Balance Sheet and Capital - Newtek Bank's loans held for investment (HFI) increased by 61% year-over-year, reaching $8341 million in 3Q25[13] - Deposits increased by 81% year-over-year, totaling $11780 million in 3Q25[13] - Tangible book value per share increased by 26% year-over-year[13, 19] ALP Program and Securitization - ALP originations for 3Q25 were approximately $104 million, compared to $66 million in 3Q24[11] - The company anticipates executing an ALP securitization of $325 million to $350 million in 4Q25[11] NSBF Wind-Down - The loss from Newtek Small Business Finance (NSBF) declined to $14 million for the first three quarters of 2025, compared to a $287 million loss in 2024[11]