Financial Performance - Revenue was $1.6 billion, down 1% ex-FX, consistent with the phasing of the Loss of Exclusivity (LOE) of Atozet[12] - Adjusted EBITDA was $522 million, representing a 32.7% Adjusted EBITDA margin[12] - The company raised full-year 2025 revenue guidance by $100 million at the midpoint, while the Adjusted EBITDA range was affirmed[12] - The company repaid $345 million of long-term debt and is on track to achieve net leverage below 40x by year-end[12] - Adjusted Gross Margin was 617% for both Q2 2025 and YTD 2025, compared to 620% for Q2 2024 and YTD 2024[30] Segment Performance - Women's Health revenue increased by 3% to $462 million in Q2 2025, and 6% YTD to $925 million[14] - Biosimilars revenue increased by 5% to $173 million in Q2 2025, but decreased 6% YTD to $314 million[18] - Established Brands revenue decreased by 3% to $936 million in Q2 2025, and 7% YTD to $1822 billion[23] Product Performance - Nexplanon revenue decreased 1% to $240 million in Q2 2025, but increased 6% YTD to $488 million[14] - Follistim AQ revenue increased 18% to $74 million in Q2 2025, and 31% YTD to $142 million[14] - Hadlima revenue increased 78% to $50 million in Q2 2025, and 66% YTD to $96 million[18]

Clear Channel Outdoor Holdings 2025 Second Quarter Results August 5, 2025 Safe harbor statement and other information Forward-Looking Statements Certain statements in this presentation are considered "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Clear Channel Outdoor Holdings, Inc. and its subsidiaries ( ...

Strategic Transformation - The company is focusing on high-growth handheld markets aligned with opioid crisis response, defense budgets, and border security[9] - The company divested its biopharma desktop portfolio to REPLIGEN for $70 million in cash[11] - The company is targeting adjusted EBITDA profitability by Q4 2025 and cash flow positivity in 2026, driven by improved gross margins and streamlined operations[9] Financial Performance and Guidance - The company's revenue for the last twelve months as of June 30th was $54 million[15] - The company's cash balance as of June 30th was $119 million[15] - The company projects revenue from continuing operations to be between $54 million and $56 million in 2025, representing a year-over-year growth of +13% to +17%[43] - The company anticipates a return to 20%+ growth with defined catalysts[43] - The company's adjusted gross margin is expected to be in the mid-to-high 50% range[43] - Recurring revenue accounted for $9.1 million, or 37%, of total revenue in YTD 2025[45] Growth Catalysts - Equipment modernization, specifically replacing outdated FTIR devices, presents a 15,000-unit growth opportunity[40] - The launch of the next-generation MX908 device is expected to generate a replacement cycle[40] - The U S Department of Defense AVCAD program partnership represents a growth catalyst, with potential for >$10 million per year in revenue[40]

Financial Performance - Q2 2025 revenue reached a record of $163 million, driven by a 26% year-over-year increase in Marketplace revenue[16] - Gross profit for Q2 2025 was a record $65.2 million, a 23% year-over-year increase, fueled by a 34% year-over-year growth in Marketplace gross profit[16] - The Marketplace gross margin for Q2 2025 was 35.4%, a 190 basis point increase year-over-year, attributed to AI pricing and selection[16] - Adjusted EBITDA for Q2 2025 was $3.9 million, an increase of $6.6 million year-over-year[14, 16] - FY24 Total Revenue was $546 million, a 18% year-over-year increase[27] Growth Initiatives - Active Buyers increased by 22% year-over-year in Q2 2025, driven by increased enterprise penetration and Teamspace adoption[15, 17] - Active Suppliers increased by 28% year-over-year in 2024[15, 17] - International revenue grew by 31% year-over-year, representing 18% of Marketplace revenue in Q2[18, 37] Future Outlook - The company is targeting 20% incremental Adjusted EBITDA margins as it scales to $1 billion[19] - For Q3 2025, the company expects revenue of $167-169 million, representing 18-19% growth year-over-year[70] - For FY 2025, the company expects total revenue growth of at least 20%[70]

Financial Performance Highlights - Broadridge's FY25 recurring revenue grew by 7% in constant currency[14] - Adjusted EPS grew by 11% in FY25[14] - Closed sales reached $288 million in FY25[14] - Q4'25 Recurring revenues were $1424 million, a 7% increase[23] - Adjusted EPS for Q4'25 was $355, a 1% increase[23] Segment Performance (Recurring Revenue) - ICS (Investor Communication Solutions) recurring revenues for FY25 were $2732 million, up 6%[25] - GTO (Global Technology and Operations) recurring revenues for FY25 were $1776 million, up 8%[28] - Capital Markets recurring revenue grew by 6% to $1115 million in FY25[28] - Wealth & Investment Management recurring revenue grew by 12% to $661 million in FY25[28] Growth Drivers and Future Outlook - Equity position growth was 16% in FY25[31] - Internal Trade Growth was 13% in FY25[31] - Broadridge expects 5-7% recurring revenue growth in constant currency for FY26[14] - Broadridge projects 8-12% adjusted EPS growth for FY26[14]

Company Overview - Armada Hoffler (AHH) is a vertically integrated REIT focused on developing, building, acquiring, and managing retail, office, and multifamily properties primarily in the Mid-Atlantic and Southeastern US[3] - The company's weighted average stabilized portfolio occupancy was 949% as of June 30, 2025[6] Financial Performance (Q2 2025) - Second Quarter Normalized FFO per diluted share was $025[6] - Net income attributable to AHH and OP Unitholders was $3907 thousand, or $004 per diluted share[11] - Total revenues reached $101263 thousand, with rental revenues contributing $65147 thousand and general contracting and real estate services revenues at $31976 thousand[13] 2025 Outlook - The company projects a property portfolio NOI between $1736 million and $1760 million[8] - Construction segment profit is expected to be between $50 million and $70 million[8] - Normalized FFO per diluted share is projected to be between $100 and $110[8] Debt and Leverage - Total debt outstanding as of June 30, 2025, was $1448237 thousand[11] - The company's stabilized portfolio debt to stabilized portfolio adjusted EBITDAre was 52x[11] - As of June 30, 2025, 938% of the company's debt was fixed-rate, with a weighted average interest rate of 44%[30, 31, 38]

The results of operations data contained in this presentation are based on our preliminary, unaudited results of operations for the quarter ended June 30, 2025. Such preliminary data should not be viewed as a comprehensive statement of our financial results for the quarter ended June 30, 2025 CAUTIONARY NOTICE REGARDING FORWARD-LOOKING STATEMENTS August 5, 2025 Disclaimers 2Q25 Earnings Presentation The forward-looking statements contained in this presentation are based on our current expectations and belie ...

Company Overview - Neuronetics and Greenbrook have combined to leverage scale and capabilities for mental health treatment[17] - The combined company has treated 221,376 unique patients[18] and administered 7,912,427 treatments[19] - The company reported $129 million in annual revenue for 2024 (pro forma adjusted)[19] Market and Opportunity - The total available market is 293 million U S adults and adolescents suffering from depression, depression with anxiety, and OCD[33,34] - Approximately 8 million patients are poorly served by antidepressant medication[34] - Better Me Program (BMP) clinics treat 33 times more patients than non-BMP clinics[57,58] Financial Performance and Guidance - Q2 2025 revenue was $381 million, a 132% increase from Q2 2024[90] - The company projects revenue between $149 million and $155 million for FY 2025, representing a 15% to 19% pro forma year-over-year growth[85] - The company anticipates achieving positive cash flow from operations in Q4 2025[85]

Financial Performance & Outlook - Q2 2025 revenue reached $193 million, a 9% increase compared to Q1 2025[11] - Home & Life revenue in Q2 2025 was $83 million[11, 14], representing a 45% year-over-year growth[15] - Industrial & Commercial revenue in Q2 2025 was $110 million[11, 18], a 25% year-over-year growth[18] - GAAP gross margin improved to 56.1% in Q2 2025, up from 55.0% in Q1 2025[22, 23] - Non-GAAP gross margin improved to 56.3% in Q2 2025, up from 55.4% in Q1 2025[22, 23] - GAAP loss per share was $(0.67) in Q2 2025, compared to $(0.94) in Q1 2025[26, 28] - Non-GAAP earnings per share improved to $0.11 in Q2 2025 from $(0.08) in Q1 2025, a 238% increase[27, 28] - Q3 2025 revenue is projected to be between $200 million and $210 million[6, 32] - The company forecasts a 15-25% revenue growth, which is 3x the semiconductor market growth rate[44] Market & Strategy - The company aims to be the undisputed leader in embedded wireless[8] - The company estimates the IoT market will reach >10 Billion devices per year by 2035[9]

Financial Performance - Onity Group Inc delivered strong second quarter results in 2025, with sustained robust net income driving book value growth[9, 10] - Diluted EPS increased by 35% year-over-year to $2.40, and book value per share increased by $2.94 year-over-year to $60[12] - The company reaffirmed its annual Adjusted ROE guidance of 16-18%, demonstrating a commitment to strong shareholder returns[10] - Adjusted Pre-Tax Income was $16 million in Q2'25[12] Servicing Portfolio - Total Servicing Average UPB grew to $307 billion[12, 21] - Owned Servicing Average UPB increased from $147 billion in Q1'25 to $153 billion in Q2'25[21] - MSR originations increased by 35% year-over-year, exceeding industry growth of 23%[23] Originations - Originations volume reached $9.4 billion in Q2'25[12, 24] - Consumer Direct funded volume increased by 2.4x year-over-year[26] - The company achieved a top-tier refinance recapture rate, 1.5x the industry average in Q2'25[26] Technology and Efficiency - The company is expanding its AI-powered platform to grow revenue, reduce costs, and drive service excellence[32] - Robotic Process Automation (RPA) is performing over 190 processes, completing the work of approximately 400 FTE[35]