Financial Performance - Net sales orders decreased by 13% year-over-year, from 2,830 in 3Q 2024 to 2,468 in 3Q 2025[12] - Home closings revenue, net, decreased by 1%, from $2.029 billion in 3Q 2024 to $2.001 billion in 3Q 2025[12] - Home closings decreased by 2%, from 3,394 in 3Q 2024 to 3,324 in 3Q 2025[12] - Home closings ASP increased by 1%, from $598,000 in 3Q 2024 to $602,000 in 3Q 2025[12] - Reported diluted EPS decreased by 15%, from $2.37 in 3Q 2024 to $2.01 in 3Q 2025[12] - Adjusted diluted EPS decreased by 12%, from $2.40 in 3Q 2024 to $2.11 in 3Q 2025[12] - Book value per share increased by 15%, from $53.95 in 3Q 2024 to $61.95 in 3Q 2025[12] - The company has $1.3 billion in total liquidity[13] Land and Lots - The company has 84,564 total homebuilding lots, with 60% controlled[13] - The total lot supply is equivalent to 6.4 years, with 2.6 years owned[13] - Homebuilding land investment is expected to total approximately $2.3 billion in 2025[15, 53] Geographic Footprint - The West region accounts for 36% of home closings and 44% of home closings revenue, with an ASP of $723,000 and a gross margin of 22.1%[18] - The Central region accounts for 23% of home closings and 19% of home closings revenue, with an ASP of $511,000 and a gross margin of 21.5%[18] - The East region accounts for 41% of home closings and 37% of home closings revenue, with an ASP of $544,000 and a gross margin of 22.5%[18]

Financial Performance & Outlook - Waste Connections reported approximately $945 billion in revenue for 2025[8] - The company anticipates an adjusted EBITDA of around $312 billion for 2025[8] - Adjusted free cash flow is projected to be approximately $130 billion for 2025[8] - In 2024, Waste Connections achieved revenue of $892 billion, reflecting an 112% increase[53] - The adjusted EBITDA for 2024 was $2902 billion, marking a 150% rise[53] Strategic Positioning & Growth - Approximately 40% of Waste Connections' markets are exclusive or franchise-based, while around 60% are competitive, primarily secondary or rural, with high market share[15] - Waste Connections has completed over 100 acquisitions in the last five years, representing approximately $22 billion in annualized revenue[34] - The company's acquisition pipeline includes approximately $5 billion of private company revenue in the U.S/Canada[34] ESG & Sustainability - Waste Connections has committed $500 million in capital towards achieving its ESG targets[39] Shareholder Returns - Waste Connections' 10-year total shareholder return (TSR) is approximately 500%[32] - The company's TSR is greater than 15x the returns of the DJ Waste Index, 19x the returns of the S&P500, and greater than 30x the returns of the TSX60[32]

INVESTOR PRESENTATION Q3'25 Weatherford International PLC Weatherford International Plc. 1 Disclaimer This presentation contains projections and forward-looking statements concerning, among other things, the Company's quarterly and full-year revenues, adjusted EBITDA*, adjusted EBITDA margin*, adjusted free cash flow*, net leverage*, ROIC*, shareholder return program, capital allocation framework, forecasts or expectations regarding business outlook, prospects for its operations, capital expenditures, expec ...

Financial Performance - AT&T reported $49 billion in free cash flow for 3Q25[19], excluding DIRECTV - The company's consolidated service revenue grew by 08% year-over-year (YoY)[16, 21] - Adjusted EBITDA increased by 24% YoY[18, 24] - Adjusted EPS remained at $054, excluding DIRECTV[26] Mobility Segment - AT&T gained 405K postpaid phone subscribers in net adds[11, 29] - Mobility service revenue experienced a growth of 23% YoY[12, 30] - Mobility EBITDA increased by 22% YoY[31, 36] Consumer Wireline (Fiber) - AT&T Fiber gained 288K net adds[14, 40] - AT&T Internet Air added 270K net adds[41] - AT&T Fiber revenue grew by 168% YoY[14, 42, 44] Business Wireline - FirstNet connections increased with 316K additions[53] - Business Wireline revenue decreased by 93% YoY[54] - Business Wireline EBITDA declined by 129% YoY[56, 59] Capital Allocation - AT&T repurchased $15 billion worth of shares in 3Q25[61] - Net debt saw a year-over-year reduction[62] - Capital investment totaled $53 billion[64] 2025 Financial Guidance - The company anticipates low-single-digit growth in consolidated service revenues[69] - Mobility service revenues are projected to grow by 3% or better[69] - Consumer Fiber broadband revenues are expected to increase in the mid-to-high teens[69]

Q3 2025 Financial Performance - Consolidated revenues reached $595.1 million[5], a decrease of 1.8% year-over-year, primarily due to a smaller lease portfolio, but this was partially offset by growth in Four Technologies[11, 12, 17] - Net earnings amounted to $33.1 million[5, 17] - Adjusted EBITDA stood at $67.0 million, with an adjusted EBITDA margin of 11.3% of PROG Holdings consolidated revenues[5, 11, 17] - Diluted EPS was $0.82, while Non-GAAP Diluted EPS reached $0.90, a 16.9% increase year-over-year[5, 11, 17] Progressive Leasing Segment - Progressive Leasing GMV totaled $410.9 million, a 10.0% decrease year-over-year due to a large national partner's bankruptcy and tighter decisioning[5, 14, 15, 18] - Progressive Leasing revenue was $556.6 million, a 4.5% decrease year-over-year[14, 15, 18] - Write-offs as a percentage of Progressive Leasing revenue were 7.4%, showing sequential and year-over-year improvement[14, 15, 18] - Progressive Leasing adjusted EBITDA was $64.5 million, representing 11.6% of Progressive Leasing revenues[18] Four Technologies - Four Technologies experienced GMV growth of 162.8% and achieved its third consecutive quarter of positive Adjusted EBITDA[5] 2025 Outlook - The company revised its full-year 2025 revenue outlook to $2.41 billion - $2.435 billion[21] - The company revised its full-year 2025 adjusted EBITDA outlook to $258 million - $265 million[21]

Medical Education Landscape in Brazil - In 2025, Brazil is projected to have 635,706 physicians, equating to 2.98 professionals per 1,000 inhabitants[31] - Brazil will have 1.15 million physicians, a ratio of 5.25 per 1,000 inhabitants[32] - Afya is the leader in medical seats in Brazil, with 3,653 seats across 33 cities in 14 states, serving 25,733 medical students[77] Afya's Unique Ecosystem and Solutions - Afya's ecosystem includes medical schools, industry relationships, and solutions for medical practice, residency, and professional education[17] - Afya's Impact Project shows a 12% average increase in physician density in analyzed municipalities[45] - Afya's ecosystem has over 300,000 monthly users and 57 partnerships with the pharmaceutical industry[141] - Over 33% of physicians and medical students in Brazil use Afya's products through an integrated ecosystem[140] Continuing Education and Digital Behavior - Afya has expanded its continuing education program to 25 on-site hubs with over 70 courses[114] - 16% of physicians indicate they have reached the peak of their careers[60] - 84% of physicians indicate that they have not yet reached the peak of their careers[62] - 50% of physicians use digital tools for medical updates and news[65] Financial Performance and Capital Discipline - Afya reaffirmed its 2025 guidance for revenue and adjusted EBITDA[222] - Afya's track record includes the acquisition of 11 undergraduate assets and 8 medical practice solutions assets, with a total value of over R$4.5 billion invested since the IPO[229] - The company issued a new debenture of R$1.5 billion[245]

Financial Performance - Year-to-Date Free Cash Flow reached $338 million[22] - ACV Growth was 14%[22] - Pega Cloud ACV Growth achieved 27%[22] - Total Backlog increased by 19% to $1755 million, with Current Backlog growing by 15% and Long-term Backlog by 23%[83, 84] - Net ACV Add for 2025 is $147 million, a 52% increase over 2024[77] Market Opportunity and Growth Strategy - The company is targeting a $150 billion+ market opportunity by FY29[27, 57] - Total ACV grew from $1360 million to $1557 million, a 14% increase[61, 72, 75] - Pega Cloud ACV grew from $641 million to $815 million, a 27% increase[72, 75] Pega Cloud - Pega Cloud gross margin has improved over time, reaching 78% in the Trailing 12 Months[87]

Safe Harbor for Forward-Looking Statements and Use of Document Safe Harbor for forward-looking statements: This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements may be identified by words like "anticipate," "expect," "project," "believe," "plan," "estimate," "may," "intend" and similar words. These forward-looking statements are based on our beliefs, assumptions ...

Acquisition Rationale - The acquisition augments revenue growth and diversifies Alkermes' commercial portfolio with LUMRYZ[22] - It accelerates Alkermes' entry into the sleep medicine market and provides a foundation for alixorexton's potential launch[22] - The acquisition is expected to be immediately accretive and enhance profitability upon closing[22] - The combined organization will be positioned to accelerate innovation in sleep and neurological disorder treatments[22] - The acquisition drives operational efficiencies and synergies as Alkermes prepares for alixorexton's potential launch[22] Avadel Pharmaceuticals Highlights - Avadel successfully developed and obtained regulatory approval for LUMRYZ for narcolepsy[23] - Since launch, LUMRYZ has generated over $300 million in net revenues (as of June 30, 2025)[23] - Avadel achieved profitability and positive cash flow in Q2 2025[23] - Approximately 3,100 patients are on LUMRYZ therapy (as of June 30, 2025)[26] - The company estimates there are over 50,000 oxybate-eligible patients with narcolepsy in the U S[26] - LUMRYZ is expected to generate net revenues in the range of $265 - $275 million in 2025[26] Transaction Terms - Alkermes will acquire Avadel in an all-cash transaction for $18 50 per share[33] - A Contingent Value Right (CVR) offers a potential additional payment of $1 50 per share tied to FDA approval of LUMRYZ in idiopathic hypersomnia by the end of 2028[33] - The total consideration is up to $20 00 per share, or a transaction value of up to $2 1 billion[33]

Bexobrutideg Investor Update Investor Presentation October 2025 Certain information contained in this presentation relates to or is based on studies, publications, surveys and other data obtained from third-party sources and the Company's own internal estimates and research. While the Company believes these third-party sources to be reliable as of the date of this presentation, it has not independently verified, and makes no representation as to the adequacy, fairness, accuracy or completeness of, any infor ...