Financial Performance Highlights - U S Bancorp achieved earnings per share of $1.11, a 13% increase compared to 2Q24 (adjusted)[12] - The company's Return on Tangible Common Equity was 18.0%[12] - Positive operating leverage was 250 bps year-over-year (adjusted)[12] - Total fee revenue grew by 4.6% year-over-year[12] - The efficiency ratio improved to 59.2%[12] Balance Sheet and Credit Quality - Total assets reached $686.4 billion[14,36] - Earning assets averaged $613.3 billion[14,36] - Total loans amounted to $380.2 billion[14,36] - Total deposits were $518.7 billion[14,36] - The Nonperforming Assets (NPA) ratio was 0.44%[38] - The net charge-off ratio was 0.59%[38] Revenue Mix and Strategy - Fee income represented approximately 42% of U S Bancorp's total net revenue[9,14] - The company is shifting towards a higher quality revenue mix by expanding beyond traditional banking products and services[27] - Multi-service clients contribute approximately 3x more revenue than single-service clients[30] Expense Management and Efficiency - The company achieved seven consecutive quarters of stable expenses (adjusted)[8,16] - Positive operating leverage was maintained for four straight quarters[7,16] - Noninterest expense was $4.181 billion[34]

•Key Highlights Wipro Limited Investor Presentation For the quarter ended June 30, 2025 Safe Harbor This presentation may contain certain "forward looking" statements, which involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those that may be projected by these forward- looking statements. These uncertainties have been detailed in the reports filed by Wipro with the Securities and Exchange Commission and these filings are available at www.sec ...

Financial Performance - GE Aerospace reported adjusted revenue of $102 billion, a 23% year-over-year increase in Q2 2025[54] - The company's operating profit reached $23 billion, also a 23% increase compared to the previous year[54] - Free cash flow surged to $21 billion, a significant 92% increase year-over-year[54] - Adjusted EPS increased by 38% year-over-year, reaching $166[54] - Orders increased by 27% year-over-year, totaling $142 billion[54] Guidance and Outlook - GE Aerospace is raising its 2025 adjusted revenue growth guidance to mid-teens, up from low double-digit[55] - The company expects its 2028 operating profit to reach approximately $115 billion, an increase of $15 billion from the prior outlook[57] - GE Aerospace anticipates a free cash flow of approximately $85 billion in 2028, also a $15 billion increase from the previous forecast[57] Commercial Engines & Services (CES) - Commercial Engines & Services reported a 29% year-over-year increase in services revenue for Q2 2025[32] - Equipment revenue for CES increased by 35% year-over-year[105] - The company expects double-digit revenue growth in commercial services[62] Defense & Propulsion Technologies (DPT) - Defense & Propulsion Technologies revenue increased by 7% year-over-year in Q2 2025[108] - The U S Air Force awarded a $5 billion contract for F110 engines[37]

Financial Performance (FY 2024) - Alma Media's revenue reached 313 million EUR, with 84% from digital business[2] - Adjusted operating profit was 77 million EUR, representing a 25% margin[2] - Return on Equity (ROE) was 23%, and Return on Investment (ROI) was 15%[2] - The equity ratio stood at 49%, and a dividend of 0.46 EUR per share was distributed[2] Financial Performance (Q2 2025) - Revenue grew by 4.5% to 83.7 million EUR[9] - Adjusted operating profit increased by 8.9% to 21.1 million EUR, with a margin of 25.2%[9] - Digital business accounted for 86.2% of total revenue[10] Strategic Transformation - Alma Media is undergoing a digital transformation, with digital revenue reaching 85% of the total[19, 21] - The company has invested over 200 million EUR in digital transformation and growth[15] - The company is actively divesting heavily print-based businesses or businesses with low profitability[17] Segment Performance (Q2 2025) - Alma Career's revenue was 27.0 million EUR, with an EBIT of 11.4 million EUR and an EBIT margin of 42.2%[96] - Alma Marketplaces' revenue was 29.2 million EUR, with an EBIT of 8.4 million EUR and an EBIT margin of 28.8%[96] - Alma News Media's revenue was 27.5 million EUR, with an EBIT of 4.6 million EUR and an EBIT margin of 16.8%[96]

Financial Highlights - CER revenue increased by 2%[7], driven by strong growth in January-April, despite increased market uncertainty[7] - Group adjusted EBIT margin increased to 19.8%[7], aligning with the medium-term target range of 19-21%[7] - Achieved 7% CER EBIT growth[26] - Adjusted EPS increased to 4.69 cents[33] - Free cash flow pre-dividend increased from $39 million to $54 million[37] Acquisition of OrthoLite - A definitive agreement was reached to acquire 100% of OrthoLite Holdings LLC for an enterprise value of $770 million[7] - OrthoLite holds approximately 36% market share of the addressable open-cell market[10] - OrthoLite's revenue in 2024 was $258 million, with an EBITDA margin of 28%[11] - Identified joint cost synergies of $20 million annually by FY28[21] Strategic Rationale - The acquisition is expected to accelerate the company's footwear growth strategy[15] - The combined Coats Footwear FY24 proforma revenue is approximately $700 million[15] - The acquisition is expected to be EPS accretive from the first full year[15]

Financial Performance - TSMC's net revenue reached NT$93379 billion, a 113% increase compared to 1Q25 and a 386% increase compared to 2Q24[6] - Net revenue in US dollars was $3007 billion, up 178% from 1Q25 and 444% from 2Q24[6] - Gross margin was 586%, slightly down 02 percentage points from 1Q25 but up 4+5 percentage points from 2Q24[6] - Operating margin was 496%, up 11 percentage points from 1Q25 and 71 percentage points from 2Q24[6] - Net income attributable to shareholders of the parent company was NT$39827 billion, up 102% from 1Q25 and 607% from 2Q24[6] Revenue Breakdown - 5nm technology contributed 36% of revenue[8] - 3nm technology contributed 24% of revenue[8] - 7nm technology contributed 14% of revenue[8] - HPC platform accounted for 60% of revenue[13] - Smartphone platform accounted for 27% of revenue[13] Growth Rate by Platform (QoQ) - HPC platform grew by 30%[15] - Smartphone platform grew by 6%[15] - IoT platform grew by 14%[15] 3Q25 Guidance - Revenue is expected to be between US$318 billion and US$330 billion[21] - Gross profit margin is projected to be between 555% and 575%[21] - Operating profit margin is expected to be between 455% and 475%[21]

Financial Performance & Portfolio Activity - Mirrabooka successfully raised $85.1 million through an Entitlement Offer and Top Up Facility, with a total take up of approximately 119%[17] - New shares were offered at $3.06 and are entitled to a final dividend of 6.5 cents per share[17] - The company has a significant cash holding of 11% of the portfolio value[25] Key Contributors & Detractors - Top contributors to FY25 performance included Temple & Webster (+127%), Hub 24 (+93%), and Life360 (+97%)[18] - Key detractors from FY25 performance included IDP Education (-75%), OFX (-67%), and Reece (-42%)[19] Portfolio Composition - The top 20 holdings comprise a significant portion of the portfolio, with the largest holding at 5.6%[23] - The company maintains an investment flexibility through tax effective portfolio repositioning[16] Strategic Outlook - The company will maintain a focus on patience and discipline in its investment approach[25] - Market volatility is expected to create buying opportunities for mid and small cap investors[26]

Future Generation Global HY2025 Q&A Webinar Watch the recording here. Caroline Gurney CEO, Future Generation Geoff Wilson AO Founder & Director, Future Generation Lee Hopperton CIO, Future Generation Future Generation Australia Limited (ASX: FGX) ABN: 97 063 935 553 William Low Portfolio Manager, Yarra Global Share Fund Future Generation Global Limited (ASX: FGG) ABN: 52 606 110 838 Disclaimer This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that co ...

Financial Performance - Grameenphone's Q2 2025 revenue reached 41 billion BDT, a 7% increase QoQ, but a 2.8% decrease YoY[24] - EBITDA for Q2 2025 was 246 billion BDT, up 119% QoQ, but down 34% YoY, with a margin of 600%[24] - Net Profit After Tax (NPAT) for Q2 2025 stood at 88 billion BDT, showing a 387% increase QoQ and a 21% increase YoY, resulting in a margin of 214%[24] - Operating Cash Flow (OCF) for Q2 2025 was 214 billion BDT, a 246% increase QoQ and a 22% increase YoY, with a margin of 521%[24] - An interim dividend of 11 Taka per share was declared for 1H25, representing a 98% payout ratio[25,44] Subscriber and Data Usage - Total subscribers increased to 863 million in Q2 2025, a 11% increase from the previous quarter[27] - Active data users reached 503 million in Q2 2025, representing 583% of the total subscriber base, a 11% increase from Q1 2025[28] - Service ARPU (Average Revenue Per User) increased to 157 BDT in Q2 2025[31] - Data usage reached 7846 AMBPU (Average MB Per User) in Q2 2025[31] Operational Highlights - The company is focusing on AI-led efficiency and innovation[21,54] - Grameenphone is strengthening its position in cybersecurity and building a proactive risk management culture[51]

Financial Performance - Net income for the second quarter of 2025 was $146 million, compared to $123 million for the first quarter of 2025[6] - Diluted earnings per share for the second quarter of 2025 was $086, compared to $072 for the first quarter of 2025[6] - Net Interest Margin (NIM) was 407% for the second quarter of 2025, compared to 381% for the first quarter of 2025[6] - Total deposits reached $374 billion as of June 30, 2025, a decrease of $536 million from the previous quarter[6, 44] - Tangible book value per share (non-GAAP) was $2670 as of June 30, 2025, compared to $2605 as of March 31, 2025[6] Loan Portfolio - Loans Held for Investment (HFI) were $310 billion as of June 30, 2025, compared to $308 billion as of March 31, 2025[6] - The average yield on loans was 699% for the second quarter of 2025, compared to 667% for the first quarter of 2025[6] - Major metropolitan market loan portfolio represents 327% of the Bank's total loans HFI at June 30, 2025[18] Noninterest Income and Expense - Noninterest income was $122 million for the second quarter of 2025, compared to $106 million for the first quarter of 2025[35] - Efficiency ratio was 6111% in the second quarter of 2025, as compared to 669% in the first quarter of 2025[6, 68]