Financial Performance - In Q1 2025, Carvana achieved a new company retail unit sales record of 133,898[11] - Carvana reported a net income of $373 million with a net income margin of 8.8% in Q1 2025[11] - The company's GAAP operating income was $394 million, resulting in a GAAP operating margin of 9.3% in Q1 2025[11] - Adjusted EBITDA for Q1 2025 reached $488 million, with an Adjusted EBITDA margin of 11.5%[11] - Carvana has consistently driven Adjusted EBITDA margin within its 2018 long-term financial model range of 8% to 13.5% for four consecutive quarters[24, 25] Growth and Strategy - Carvana's retail units sold grew 46% year-over-year, with an Adjusted EBITDA margin 2x the industry average among public automotive retailers[12] - The company aims to sell 3 million retail units per year at an Adjusted EBITDA margin of 13.5% within 5 to 10 years[26] - Carvana is expanding its production locations, expecting to have 34-36 locations by year-end at a capital expenditure of $2 to $3 million per site[40] Market Position - E-commerce adoption in the U S used vehicle market is still in an early stage, with Carvana representing approximately 1% of the market[18] - Carvana is focused on improving customer offering, increasing awareness and trust, and expanding selection to drive growth[14, 17, 20]

Market Overview - The U S used car market is massive, with $12 trillion in sales in 2022[11] - The used car market is highly fragmented, with the largest dealer brand holding only 23% of the U S market share[11] - There were 36 million used automobile transactions in 2023[11] - The used car market is expected to grow at a CAGR of 43% from 2025E to 2029E[11] - Over 43,000 used car dealerships exist[11] Customer Experience - Carvana aims to provide the best customer experience, selection, and value[15] - Carvana offers over 53,000 cars on its website[15] - Carvana's platform allows customers to complete a purchase in as little as 10 minutes after vehicle selection[15] - Carvana's customers have an average rating of 47/50, and 84% would recommend Carvana to a friend[31] Financial Performance - In Q1 2025, Carvana's net income margin benefited from a $158 million gain associated with positive changes in the fair value of warrants to acquire Root common stock[63] - Carvana's adjusted EBITDA margin in Q1 2025 was 115%[74] - Wholesale vehicle gross profit per unit in Q1 2025 was $1,009[22]

© Cohu, Inc. All rights reserved. Page 1 Cautionary Statement Regarding Forward-Looking Statements COHU INVESTOR PRESENTATION Forward-Looking Statements: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including savings or value from higher yield or increasing productivity; systems installed base statements and any related financial results; assessments regarding market position fo ...

Company Strategy & Performance - Oportun shifted its focus from growth to profitability, reduced headcount, and streamlined operations due to changing economic conditions in early 2022[7] - Oportun's actions led to improved credit metrics, increased profitability, and a more than doubled stock price over the last 12 months[7] - Oportun is focused on three strategic priorities: improving credit outcomes, strengthening business economics, and identifying high-quality originations[14] - Oportun's strategy is delivering results, with progress on credit performance, expense discipline, and profitability[37] - Oportun achieved an Adjusted EBITDA of $105 million and Adjusted EPS of $0.72 in FY24[19] Findell's Proxy Contest - Findell Capital Management is pursuing a proxy contest to remove Oportun's CEO from the Board[7] - Oportun believes Findell's remaining ideas are not in the best interests of the company or its stockholders[17] - Oportun has concerns about Findell's nominee, Warren Wilcox, and his suitability as a fiduciary[17] - Oportun believes Findell's comparisons to OneMain Financial are misguided, as Regional Management is a more appropriate comparator[47] Board & Governance - Oportun's Board has been actively refreshed over the last several years and is best positioned to oversee the company's strategy[51] - Oportun is reducing the size of the Board, consistent with best practices and Findell's feedback[163]

FY 2015 Fourth Quarter Financial Statistics August 20, 2015 SAFE HARBOR STATEMENT Our remarks today will be related to our expectations with regard to a number of activities in which the Company is engaged. Reliance should not be placed upon such forward-looking statements because they involve risks and uncertainties which may cause our actual results to differ materially from those which we are going to talk about or which we may imply. Those risks and uncertainties are discussed in our Forms 10-K and 10-Q ...

Financial Highlights - The company's market capitalization was $5.77 billion as of June 2, 2025 [13] - The company reported 2024 revenue of $2.12 billion [13] - The company's 2024 adjusted EBITDA was $329 million, with a 15.1% margin [13] - The company had a net cash position of $329 million as of March 31, 2025 [13] Growth and Strategy - The company is focused on high-margin growth, strategic market expansion, and operational excellence [5] - The company's backlog includes approximately $750 million of future phases of work associated with current projects [26] - The company's Q1 2025 revenue was $430.9 million [57] - The company's Q1 2025 adjusted EBITDA was $80.3 million [57] Segment Performance - E-Infrastructure Solutions revenue was $924 million in 2024, with a 22.0% operating margin [38] - Transportation Solutions revenue was $784 million in 2024, with a 6.5% operating margin [45, 46] - Building Solutions revenue was $408 million in 2024, with a 13.2% operating margin [52] 2025 Guidance - The company projects full year 2025 revenue between $2.05 billion and $2.15 billion [69] - The company projects full year 2025 adjusted EBITDA between $410 million and $432 million [69]

Fiscal Fourth Quarter Results August 22, 2019 Forward-Looking Statements and Non-GAAP Financial Measures This presentation includes "forward-looking statements" within the meaning of the federal securities laws, which involve risks and uncertainties. Forward-looking statements include all statements that do not relate solely to historical or current facts, and you can identify forward-looking statements because they contain words such as "believes," "expects," "may," "will," "outlook," "should," "seeks," "i ...

Fourth Quarter & Full-Year Fiscal 2020 Results August 20, 2020 DISCLAIMER Forward-Looking Statements and Non-GAAP Financial Measures This presentation includes "forward-looking statements" within the meaning of the federal securities laws, which involve risks and uncertainties. Forward-looking statements include all statements that do not relate solely to historical or current facts, and you can identify forward-looking statements because they contain words such as "believes," "expects," "may," "will," "out ...

Fourth Quarter & Fiscal year 2021 Results Conference Call August 19, 2021 (发 DISCLAIMER This presentation contains "forward-looking statements"—that is, statements related to future events within the meaning of the Private Securities Litigation Reform Act of 1995. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements. In this context, forward-looking statements often address our expected future business, financial performance, financial condition and resu ...

Investor Presentation May 2025 Disclaimer All statements other than statements of historical facts included in this presentation that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. These statements are based on management's current expectations, assumptions, estimates and beliefs. Although we believe that we have a reasonable basis for forward-looking statements contained herein, we caution you that they are ba ...