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]

Financial Performance - Alcoa reported 2Q25 Earnings Per Share (EPS) of $0.62 and Adjusted EPS of $0.39[22] - Adjusted EBITDA excluding special items decreased from $855 million in 1Q25 to $313 million in 2Q25, a decrease of $542 million[22] - Net income attributable to Alcoa Corporation decreased from $548 million in 1Q25 to $164 million in 2Q25, a decrease of $384 million[22] - Adjusted net income attributable to Alcoa Corporation decreased from $568 million in 1Q25 to $103 million in 2Q25, a decrease of $465 million[22] - The company's YTD capital returns to stockholders totaled $53 million[29] - The company's 2Q25 cash balance was $15 billion[29] Market Dynamics - Realized primary aluminum price decreased from $3,213 per metric ton in 1Q25 to $3,143 per metric ton in 2Q25, a decrease of $70 per metric ton[22] - Realized alumina price decreased significantly from $575 per metric ton in 1Q25 to $378 per metric ton in 2Q25, a decrease of $197 per metric ton[22] - Tariffs negatively impacted Adjusted EBITDA by $95 million in 2Q25[24] - The final sale of Ma'aden was valued at $135 billion, with shares valued at $12 billion[17] Production and Shipments - Alumina production for YTD 2Q25 was 47 million metric tons, with a FY25 outlook of 95 – 97 million metric tons[30] - Alumina shipments for YTD 2Q25 were 65 million metric tons, with a FY25 outlook of 131 – 133 million metric tons[30] - Aluminum production for YTD 2Q25 was 11 million metric tons, with a FY25 outlook of 23 – 25 million metric tons[30] - Aluminum shipments for YTD 2Q25 were 12 million metric tons, with a FY25 outlook of 25 – 26 million metric tons[30]

Fourth Quarter Fiscal Year 2025 Earnings Call July 16, 2025 © 2025 AAR CORP. All rights reserved worldwide. 1 Forward-looking Statements Note: All results and expectations in the presentation reflect continuing operations unless otherwise noted. This presentation contains certain statements relating to future results, which are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, which reflect management's expectations about future conditions, including ...

Company Overview - Prologis owned or had investments in properties and development projects expected to total approximately 13 billion square feet in 20 countries as of June 30, 2025[9] - The company leases modern logistics facilities to approximately 6,500 customers[9] - The build out of land (TEI) is $415 billion[10] Financial Performance - Rental and other revenues for the three months ended June 30, 2025, were $2037 million, compared to $1853 million for the same period in 2024[25] - Core FFO attributable to common stockholders/unitholders for the three months ended June 30, 2025, was $1396 million, compared to $1281 million for the same period in 2024[25] - AFFO attributable to common stockholders/unitholders for the three months ended June 30, 2025, was $1036 million, compared to $1072 million for the same period in 2024[25] - Strategic capital revenues for the three months ended June 30, 2025, were $147 million, compared to $155 million for the same period in 2024[25] Operations - The company's annual NOI is $64 billion[12] - 85% of the company's NOI comes from the U S[10] - The average occupancy for the Prologis Share was 95%[66] Strategic Capital - The company's gross AUM is $205 billion[17] - The company's Prologis Share AUM is $139 billion[23] - Fees and promotes are $452 million[14] Capital Deployment - Value creation from stabilizations is $731 million[23] - The estimated build out of the land portfolio is 216 million square feet, with a TEI of $379 billion[99]

Financial Performance Highlights - GAAP diluted EPS increased by 28% quarter-over-quarter (QoQ) and 14% year-over-year (YoY)[32] - Return on Assets rose by 23 basis points (bps) QoQ[32] - Return on Common Equity increased by 203 bps QoQ[32] - Provision for Credit Losses declined by 4% QoQ and 17% YoY[32] - Diluted Net Operating EPS increased +27% QoQ and +13% YoY[33] Balance Sheet - Average loans increased by $563 million QoQ[43] - CRE loans declined by 4% (-$926 million), reflecting higher payoffs and the sale of an out-of-footprint portfolio[43] - Consumer loans rose by 4% (+$1 billion), reflecting higher average recreational finance and automobile loans[43] - Average deposits increased by $22 billion or 1% QoQ[47] - Repurchased $11 billion of common shares in 2Q25[39] Income Statement - Noninterest income increased by $72 million or 12% QoQ[52] - Noninterest expense decreased by $79 million, or -6% QoQ[57] - Taxable-equivalent net interest income increased +$15 million or 1% QoQ[38] Credit Quality - Criticized loans decreased -$10 billion QoQ[68]

Financial Performance - Operating net income available to common shareholders reached a record of $1006 million, or $055 per diluted share[9] - GAAP reported net income available to common shareholders was $966 million in 2Q25, compared to $904 million in 1Q25[7] - Return on Average Assets (annualized) increased from 118% in 1Q25 to 125% in 2Q25[7] - The efficiency ratio increased slightly from 567% to 571%[7] Income Statement - Net interest income increased by $3734 thousand from $251187 thousand in 1Q25 to $254921 thousand in 2Q25[10] - Non-interest income before investment securities gains (losses) increased by $1914 thousand from $67234 thousand to $69148 thousand[10] - Non-interest expense increased by $3351 thousand from $189460 thousand to $192811 thousand[10] Net Interest Margin and Cost of Funds - Net Interest Margin (NIM) was 347% in 2Q25, a 4 basis points increase compared to 1Q25[19] - Total cost of deposits decreased by 5 basis points to 198% in 2Q25[19] Loan and Deposit Portfolio - Office loans represent 3% of the total loan portfolio[49] - Multi-Family loans represent 8% of the total loan portfolio[55] - The average deposit account balance is $30099, with approximately 881632 deposit accounts[42] - Net estimated uninsured deposits represent 24% of total deposits[42, 61]