Third Quarter 2025 Financial Results and Business Update 2 Forward looking statements Except for the historical information set forth herein, the matters set forth in this release contain predictions, estimates and other forward-looking statements, including any discussion of the following: Incyte's strategic priorities and its plans for executing on same; Incyte's financial guidance for 2025, including its expectations regarding sales of and demand for Jakafi and Opzelura; expected revenue contribution fro ...

Financial Performance & Outlook - Celestica's 2025E revenue is projected to be $12.2 billion, with a 7.4% non-GAAP adjusted operating margin[21] - The company anticipates a 31% revenue growth in 2026, reaching $16.0 billion, and a non-GAAP operating margin of 7.8%, a 40 bps increase[150] - Non-GAAP adjusted EPS is expected to grow by 39% to $8.20 in 2026[150] - Celestica forecasts non-GAAP free cash flow of $500 million in 2026, an 18% increase from $425 million in 2025E[150] Segment Performance - Connectivity & Cloud Solutions (CCS) is expected to generate $9.0 billion in revenue in 2025E, a 39% year-over-year increase, with a segment margin of 8.2%, up 80 bps year-over-year[44] - Advanced Technology Solutions (ATS) is projected to reach $3.2 billion in revenue in 2025E, a 1% year-over-year increase, with a segment margin of 5.3%, up 70 bps year-over-year[117] Market & Technology - Data center IT capex is expected to surpass $1 trillion by 2028, driven by AI and cloud investments[63] - The High Bandwidth Ethernet Switch TAM is projected to reach approximately $50 billion by 2029, with a 30% CAGR[78, 79] Strategic Focus - Celestica is focused on accelerating market advancements through technology leadership and best-in-class operational execution[39]

Q3 2025 Earnings Conference Call October 28, 2025 2 Q3 2025 Summary | Sales | $5,579M | Highlights | | --- | --- | --- | | | Organic1 (4%) Y/Y | CSA commercial3 continues to outperform market with Q3 sales up | | | | 30%, including data centers up ~250% | | Adjusted Operating Profit1 | $823M (21%) Y/Y | CSA resi sales down ~30%; field inventory levels down significantly | | | | RLC Europe heat pump sales up mid-teens; up ~45% in Germany | | Adjusted | 14.8% | Continued DD growth in container and CSAME India ...

Financial Performance Highlights - Nomura's net revenue for FY2025/26 1H reached Y1,038.8 billion, an 11% increase year-over-year[13] - Income before income taxes for FY2025/26 1H was Y296.9 billion, up 26% YoY[13] - Net income for FY2025/26 1H increased by 18% YoY to Y196.6 billion[13] - The company's ROE for FY2025/26 1H was 11.3%[13] Segment Performance - Four segment income before income taxes rose to Y132.6 billion, a 25% increase QoQ[11] - Wholesale saw a 43% YoY increase in income before income taxes, reaching Y95.0 billion in FY2025/26 1H[13] - Banking income before income taxes decreased by 21% YoY to Y6.8 billion in FY2025/26 1H[13] Wealth Management - Wealth Management net revenue was Y116.5 billion, a 10% increase QoQ and a 4% increase YoY[26] - Recurring revenue assets in Wealth Management reached a record high[11] - Recurring revenue cost coverage ratio in Wealth Management reached 70%[11] Investment Management - Investment Management assets under management (AuM) reached a record high of Y101.2 trillion[11, 19] - Investment Management net revenue was Y60.8 billion, a 20% increase QoQ and an 8% increase YoY[48]

Financial Performance - HSBC's revenue excluding notable items increased by $0.5 billion year-over-year, a 3% increase[4,7] - Profit Before Tax (PBT) excluding notable items increased by $0.3 billion year-over-year, also a 3% increase[7] - Customer deposits grew by $86 billion year-over-year, reaching $1,737 billion, which includes $19 billion held-for-sale balances for 3Q25 and $6 billion for 3Q24[4,7] - The Return on Tangible Equity (RoTE) increased by 0.9 percentage points year-over-year to 17.6%[7] Business Segments - Banking Net Interest Income (NII) guidance for FY25 was upgraded to $43 billion or better[12,14] - Wealth fee and other income grew by 29% year-over-year[4] - Securities Services fee and other income increased by 15% due to higher asset balances[16,17] Costs and Credit - Costs increased by $1.9 billion year-over-year, a 23% increase, including $1.4 billion of legal provisions related to historical matters[7] - The Expected Credit Losses (ECL) charge was $(1.0) billion, representing ~(40)bps of gross loans and advances[7,24,25] Capital and Strategy - The CET1 ratio was 14.5%[7] - The company is on track for ~3% target basis cost growth in FY25[5,28] - HSBC announced 11 exits Year-To-Date (YTD), including HSBC Malta and Sri Lanka retail banking during Q3[5,29]

Company Overview - Siltronic has over 50 years of history in silicon technologies and is a supplier to top semiconductor producers[5,7] - The company has 4,400 employees worldwide and achieved sales of EUR 1.4 billion in 2024[3] - Siltronic reported a 26% EBITDA margin in 2024[5] - The company is positioned as the only Western-based wafer manufacturer[16] Market and Demand - Wafer demand is expected to continue growing at a CAGR of 4-5%, driven by 300 mm wafers[19] - Wafer consumption is expected to increase by 8% in 2025 due to AI momentum[21] - In 2024, the demand by segments was: Memory 24%, Logic 39%, and Power/Others 37%[25] Strategic Initiatives - Siltronic inaugurated a new 300 mm fab in Singapore, with an expected EBITDA margin above 50% mid-term[36,37] - The company has invested more than EUR 1 billion in Freiberg since 1995 to improve product mix[44] - R&D spending is planned at 4-5% of sales[48] Financial Outlook - Capex for 2025 is expected to be between EUR 360 and 380 million[67,76] - The company expects interest expenses in the ballpark of EUR 50 million in 2025[63] - Sales are expected to be mid-single digit below 2024, with an EBITDA margin between 22% and 24%[76] Sustainability - Siltronic aims for a 42% reduction in CO2 emissions by 2030 (base year 2021) and net zero by 2045[83] - The company targets a 60% share of renewable energy by 2030 and 100% by 2045[83]

3Q 2025 Business Results CET1 Ratio (Preliminary) 13.56% (Δ6bp QoQ) RWA 348.0 Wtn (+2.3% QoQ) 3Q25 Net Income / EPS 1.42 Wtn / KRW 12,196 ROE / ROTCE (3Q25) 11.1% / 12.5% DPS KRW 570 (Record Date: November 4th ) Share Buyback for FY2025 1.25 Wtn (Completion Rate 74.4%) CET1 ratio remained stable at 13.56%(Δ6bp QoQ) despite market uncertainties Group RWA increased by +8.0 Wtn (+2.3% QoQ) due to KRW depreciation and loan growth, but remains managed within annual budget plan : KRW loan balance increased by +8. ...

Financial Performance - Q3 2025 revenue reached $1.99 billion, a 31% sequential increase[11] - Q3 2025 Earnings Per Share (EPS) was $0.51[11] - Q3 2025 gross profit was $284 million with a gross margin of 14.3%[26] - Q3 2025 operating income was $159 million with an operating margin of 8.0%[24] - Q3 2025 EBITDA was $340 million with an EBITDA margin of 17.1%[29] Revenue Breakdown & Growth - Communications revenue experienced a 67% sequential increase, driven by the iOS ecosystem[15] - Computing revenue increased by 12% sequentially, fueled by investments in AI and HPC[15] - Automotive and Industrial revenue grew by 5% sequentially, driven by Advanced Packaging for ADAS applications[16] - Consumer revenue increased by 5% sequentially, but a decline is expected in Q4 due to product life cycle[16] Q4 2025 Guidance - Q4 2025 revenue is projected to be between $1.775 billion and $1.875 billion[32] - Q4 2025 gross margin is expected to be between 14.0% and 15.0%, including an approximately $30 million benefit from asset sales[32]

Rambus Third Quarter 2025 Financial Results Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements, including those relating to the Company's expectations regarding business opportunities, the Company's ability to deliver long-term profitable growth, industry growth rates, timing of expected product launches, demand for existing and newly- acquired technologies, product and investment strategies, the Company's outlook and financial guidance for re ...

Financial Performance - Q3'25 subscription revenue reached $286337000, a 19% year-over-year increase[8] - Q3'25 cloud revenue was $161000000, representing a 24% year-over-year growth[8] - The company achieved a non-GAAP operating margin of 97% in Q3'25, a 34 percentage point increase year-over-year[8] - Adjusted free cash flow margin was 82% in Q3'25, up 45 percentage points year-over-year[8] - The dollar-based net retention rate was 114%[8] Customer Growth - The number of customers with at least $20000 in ARR increased by 7% year-over-year[63] - Customers contributing $100000 or more in ARR increased by 10% year-over-year[63] - The number of customers with at least $1000000 in ARR increased by 27% year-over-year[63] Market and Strategy - The company estimates a total addressable market (TAM) exceeding $100 billion[48, 74] - The company is focused on managing net dilution to below 2% long-term[69, 72] - The company is creating a data streaming platform[74]