Financial Performance - Q2 2025 revenues reached $2.6 million[6] - Net income for Q2 2025 was $4.2 million[6] - Adjusted EBITDA for Q2 2025 amounted to $3.7 million[6] - Earnings per share (EPS) for Q2 2025 were $0.82, compared to $0.77 in Q2 2024[6] - Net income attributable to Motorsport Games Inc increased by $2.2 million, reaching $4.3 million in Q2 2025, a 102.2% improvement compared to $2.1 million in Q2 2024[6] Liquidity and Cash Flow - The company generated $0.3 million in cash from operations during the six months ending June 30, 2025[6] - As of June 30, 2025, the company's cash and cash equivalents were approximately $2.4 million, increasing to $2.8 million by July 31, 2025[10] - The company generated an average positive cash flow from operations of approximately $46,000 per month during the six months ended June 30, 2025[10] Product Release - Le Mans Ultimate Version 1.0 was released on July 22, 2025, featuring new cars, advanced team management, and customer liveries[6]

Product & Regulatory Milestones - HeartBeam System 在 2024 年 12 月获得了 FDA 的基础许可[21] - 12-lead ECG synthesis software application 已于 2025 年 1 月提交给 FDA，预计在 2025 年底获得批准[21] - 公司正在与 FDA 进行富有成效的讨论，以获得 12-lead ECG 合成软件的许可，并进一步讨论未来的许可和适应症，包括缺血适应症和 AccurKardia 自动算法[67] Financial Performance - 2025 财年第二季度运营活动中使用的净现金为 344 万美元[91] - 运营活动中使用的净现金环比减少 23%[91] - 经常性基线支出约为 310 万美元，低于历史基线 350 万美元[91] - 用于商业准备活动和制造能力的投资约为 30 万美元[91] - 截至 2025 年 6 月 30 日，现金和现金等价物总额为 5053000 美元[88] Market & Commercialization Strategy - 总体直接患者市场估计为每年 13 亿至 26 亿美元[76] - 公司正在执行商业准备计划，包括产品、基础设施和目标实践[66, 94] - 公司正在与目标礼宾实践会面，以建立溢价定价和订阅模式[79, 81] - 由于临近 FDA 批准，行业合作伙伴的兴趣显着增加[87, 94] Recognition - HeartBeam 因其在远程心脏诊断方面的创新而获得 2025 年医疗设备网络卓越计划奖[74] - HeartBeam 被评为 2025 年 Octane 高科技奖的决赛入围者[74]

Financial Performance - Ibotta's Q2 2025 revenue was $86 million, which is 8% lower than the guidance midpoint of $89.5 million[15] - Adjusted EBITDA for Q2 2025 was $17.9 million, 4% lower than the guidance midpoint of $19.5 million[15] - Total revenue decreased by 2% year-over-year from $87.9 million in Q2 2024 to $86 million in Q2 2025[18] - Adjusted EBITDA declined by 8%, with the margin decreasing from 29% in Q2 2024 to 21% in Q2 2025[18] - Ibotta projects revenue between $79 million and $84 million for Q3 2025, a 17% year-over-year decline at the midpoint[48] - Adjusted EBITDA for Q3 2025 is projected to be between $9.5 million and $13.5 million, with a 14% margin at the midpoint[48] Revenue Breakdown and Key Drivers - Redemption revenue constitutes 85% of Ibotta's total revenue in Q2 2025[22] - Ad & other revenue makes up the remaining portion of Ibotta's revenue[23] - Redemption revenue decreased by 1% year-over-year[33] - Direct-to-consumer (D2C) redemption revenue decreased by 24% year-over-year[41] - Third-party publisher (3PP) redemption revenue increased by 17% year-over-year[37]

Financial Performance & Growth - Expion360 achieved its 6th consecutive quarter of revenue increases, marking two of its most successful sales months[20] - Second Quarter 2025 revenue reached $3 million, compared to $1.3 million in the same period of 2024[47] - For the first six months of 2025, revenue totaled $5 million, up from $2.2 million in the first six months of 2024[47] - Gross profit for the second quarter of 2025 was $0.6 million, compared to $0.3 million in 2024[47] - Gross profit for the first six months of 2025 was $1.1 million, compared to $0.5 million in 2024[47] - The company's cash and cash equivalents stood at $0.7 million as of June 30, 2025, compared to $0.5 million at the end of 2024[47] Strategic Initiatives & Market Expansion - Expion360 commenced shipping e360 Home Energy Storage Solutions (HESS) in January 2025, targeting home and small commercial solar users[26,48] - The company is actively working towards additional OEM market penetration with new major partners[20,48] - Expion360 is diversifying its supply chain and exploring potential sourcing from additional countries to mitigate tariff impacts[20,48] Product Development & Technology - The e360 12 volt 450 Ah battery features a new proprietary anode/cathode design that increases energy density by >32% to reach 4.5 Ah vs traditional 3.4 Ah 26650 cells[29] - Vertical Heat Conduction ("VHC ") internal heating technology is now included in the next generation Group 27 and GC2 12V series batteries[39]

Financial Performance - Q4 FY25 - Cisco's Q4 FY25 revenue reached $14673 million, an increase of 8% year-over-year[5,30,36,37] - Non-GAAP EPS was $099, up 14% year-over-year[5,37] - Total RPO increased by 6% year-over-year to $435 billion, with product RPO up 8% year-over-year[5,31] - Total ARR grew by 5% year-over-year to $311 billion, with product ARR up 8% year-over-year[5,31] Financial Performance - FY25 - FY25 revenue was $56654 million, a 5% increase year-over-year[40,41] - FY25 Non-GAAP EPS was $381, a 2% increase year-over-year[41] - The company returned $124 billion to shareholders in FY25[5,39] AI and Infrastructure - AI infrastructure orders from webscale customers exceeded $800 million in Q4, bringing the FY25 total to over $2 billion, more than double the original target[5,12] - Product orders increased by 7% year-over-year, with growth across all geographies[5,34,35] - Data Center Switching orders grew in the mid-teens year-over-year[12] Guidance - Cisco projects Q1 FY26 revenue between $1465 billion and $1485 billion[44] - Cisco anticipates FY26 revenue between $59 billion and $60 billion[45]

Financial Performance - Q2 2025 - Revenue for Q2 2025 reached $117.2 million[26], reflecting an 8.0% increase compared to Q2 2024[50] - Organic revenue growth at constant currency was +12.3%[28, 50] - Adjusted EBITDA margin stood at 18.4%[26], while adjusted profit margin was 10.4%[26] - Adjusted diluted EPS was $0.09 in Q2 2025[67] Financial Performance - 6M 2025 - Revenue for 6M 2025 totaled $228.1 million[51], a 6.5% increase year-over-year[51] - Adjusted EBITDA margin was 18.0%[62] - Adjusted profit margin was 9.6%[65] - Adjusted diluted EPS was $0.16 in 6M 2025[67] - Cash generated from operating activities in 6M 2025 was $33.7 million[61] - Operating cash flow represented 81.9% of adjusted EBITDA in 6M 2025[63] Business Outlook - The company projects revenue of at least $124.4 million for Q3 2025[69], representing a 10.5% growth in constant currency[69] and 10.8% growth in U S dollars[69] - Organic revenue growth for the full year 2025 is expected to be in the range of +10.5% to +15% at constant currency[70] - Adjusted EBITDA margin for the full year 2025 is projected to be in the range of 18% to 20%[71]

Q2 2025 Financial Performance - Total revenue increased to $15.3 million, compared to $8.0 million in Q2 2024[11] - Product gross margin improved significantly to 72% from 45% in Q2 2024[11] - Loss from operations decreased to ($12.9) million from ($22.7) million year-over-year[11] - Net loss per share improved to ($0.16) from ($0.32) year-over-year[11] Business Highlights - The company is experiencing growing momentum with ECO Synthesis, with 34 ongoing customer engagements[7] - Customers are bringing their most complex manufacturing challenges to Codexis, indicating strong demand for their solutions[10] - Chemo-enzymatic route (ligation) is becoming the new standard in siRNA manufacturing, benefiting the company's ligase business[10] Strategic Focus - The company is shifting emphasis to newer assets with longer runway and better economics[7] - The company is exploring the development of a Codexis-owned GMP facility[10] - The company continues to carefully manage burn rate and reiterates 2025 guidance range[13]

Financial Performance - Q2 2025 revenue increased by 56% to $7476000 compared to $4777000 in Q2 2024[6] - Net income for Q2 2025 was $225000, a 109% increase compared to a net loss of $2553000 in Q2 2024[6] - Adjusted EBITDA for Q2 2025 was $591000, a 656% increase compared to $78000 in Q2 2024[6] - For the first six months of 2025, revenue increased by 51% to $14532000 compared to $9654000 in the same period of 2024[6] - Net loss for the first six months of 2025 was $901000, a 76% decrease compared to a net loss of $3766000 in the same period of 2024[6] - Adjusted EBITDA for the first six months of 2025 was $540000, a 196% increase compared to $183000 in the same period of 2024[6] Growth Drivers - The Kyber acquisition contributed $1900000 to revenue growth in Q2 2025 and $3600000 year-to-date[11] - The Kyber acquisition accounted for approximately 39% of the Q2 revenue increase[11] - Internal growth accounted for approximately 17% of the Q2 revenue increase and 13% year-to-date[11] Outlook - The company expects full year 2025 revenue to be between $28000000 and $30000000, representing a 39% to 49% increase over 2024 revenue of $20200000[25] - The company expects adjusted EBITDA for full year 2025 to be between ($1000000) and $1000000[25]

Q4'FY25 Earnings Call Supplemental Presentation August 13, 2025 Safe Harbor Statement Statements in this presentation (including the oral commentary that accompanies it) that are not statements of historical fact are forward-looking statements and are subject to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements in this presentation relate, but are not limited, to: expectations regarding adjusted EBITDA and revenue; our ability to execute on our ...

Product & Technology - Hyperfine launched the next-generation Swoop system with Optive AI software in mid-2025, which is the first FDA-cleared, AI-powered portable MR brain imaging system[4,74] - The Swoop system is designed to improve brain health globally by expanding brain MR imaging to multiple healthcare settings[4,10] - The new Swoop system powered by Optive AI software brings image quality closer to conventional 1.5T MRI[40,75] Market Opportunity & Growth Strategy - The company estimates a total addressable market (TAM) exceeding $6 billion, potentially expanding to over $16 billion with new sites of care[4,19] - Hyperfine has an installed base of over 180 Swoop systems globally as of June 2025[60] - The company's growth strategy focuses on expanding to new sites of care, including emergency departments, clinics, and neurology offices, as well as geographic expansion[74] Financial Performance - Hyperfine anticipates revenue between $27 million and $29 million for FY25, with gross margins between 47% and 50%[71] - The company projects a 10-20% year-over-year revenue growth for 2025[68] - Hyperfine had $25.4 million in cash and cash equivalents as of June 30, 2025, with a cash runway expected to last until the end of 2026[71]