Financial Performance - Q4 2025 revenue reached $282.8 million, a 14% year-over-year increase[5] - FY2025 revenue totaled $1.074 billion, reflecting a 12% year-over-year growth[5] - Core IoT revenue grew by 55% year-over-year in Q4 2025 and 53% year-over-year for FY2025[5, 7] - Non-GAAP gross margin for FY25 was 53.6%, and for Q4'25 it was 53.5%[7] - Non-GAAP diluted earnings per share for FY25 was $3.62, a 61% increase year-over-year[14] Segment Revenue (Q4'FY25) - Core IoT revenue was $84 million[11] - Enterprise & Auto revenue was $150 million[11] - Mobile revenue was $49 million[11] Q1'FY26 Guidance - Revenue is projected to be $290 million, plus or minus $10 million[30] - Core IoT is expected to contribute 32% to the revenue mix[30] - Enterprise & Auto is expected to contribute 53% to the revenue mix[30] - Mobile is expected to contribute 15% to the revenue mix[30]

Q2 2025 Financial Performance - Total revenue reached $1,228 million, with a year-over-year growth of 13%[9] - Non-GAAP gross profit amounted to $623 million, resulting in a non-GAAP gross margin of 50.7%[9] - Non-GAAP income from operations was $221 million[9] - Free cash flow stood at $263 million[9] - The dollar-based net expansion rate was 108%[9] - Active customer accounts exceeded 349,000[9] Communications Segment - Communications revenue was $1,153 million, showing a year-over-year growth of 14%[12] - Communications non-GAAP gross profit was $567 million, with a non-GAAP gross margin of 49.2%[12] - Communications non-GAAP income from operations reached $281 million, resulting in a non-GAAP operating margin of 24.3%[12] - Communications dollar-based net expansion rate was 109%[12] - Communications active customer accounts exceeded 342,000[12] Segment Performance - Segment revenue was $75 million, with 0% year-over-year growth[15] - Segment non-GAAP gross profit was $56 million, resulting in a non-GAAP gross margin of 74.3%[15] - Segment non-GAAP income from operations was $6 million, with a non-GAAP operating margin of 8.0%[15] - Segment dollar-based net expansion rate was 95%[15] - Segment active customer accounts exceeded 7,000[15] Q3 2025 Guidance - Total reported revenue is projected to be between $1.245 billion and $1.255 billion, representing a 10% to 11% year-over-year increase[22] - Organic revenue growth is expected to be between 8% and 9% year-over-year[22] - Non-GAAP income from operations is projected to be between $205 million and $215 million[22] - Non-GAAP diluted earnings per share are expected to be between $1.01 and $1.06[22] Full Year 2025 Guidance - Total reported revenue growth is projected to be between 10% and 11% year-over-year[23] - Organic revenue growth is expected to be between 9% and 10%, an increase from the previous guidance of 7.5% to 8.5%[23] - Non-GAAP income from operations is projected to be between $850 million and $875 million[23] - Free cash flow is expected to be between $875 million and $900 million, an increase from the previous guidance of $850 million to $875 million[23]

Financial Performance - Originations reached $67 billion, aligning with guidance[11] - Total revenue was $2825 million, with an adjusted revenue of $2919 million[11] - Total expenses decreased by approximately 2% compared to the first quarter of 2025[11] - The company experienced an adjusted net loss of $16 million and an adjusted EBITDA of $26 million[11] - Unrestricted cash stood at $409 million[15] Operational Highlights - Purchase mix increased to 63% of originations, up from 59% in the first quarter of 2025[12] - The servicing portfolio's unpaid principal balance (UPB) increased to $1175 billion[12] - Retention rate for loans sold was 62%[12] - The company's unit market share was 159 basis points, compared to 187 basis points in the first quarter of 2025[13] Outlook - Q3 2025 pull-through weighted rate lock volume is projected to be between $525 billion and $725 billion[40] - Q3 2025 origination volume is expected to be between $50 billion and $70 billion[40]

Financial Performance - Revenue reached $4443 million, which includes a $46 million reduction due to favorable prior year claims development[6] - Adjusted EBITDA was $375 million, placing it in the upper range of expectations, with an adjusted EBITDA margin of 85%[6] - The company reported a net loss attributable to common shareholders of $511 million for Q2 2025, compared to a net loss of $64 million in Q2 2024[6] Growth & Outlook - Evolent announced four new revenue arrangements in Tech & Services and the Performance Suite, bringing the year-to-date total to 11 new arrangements[6] - The company updated the Q1 2026 go-live date for a new relationship with a large national Performance Suite partner to ensure optimal data exchange[6] - The 2025 full-year revenue is projected to be between $185 billion and $188 billion, with adjusted EBITDA between $140 million and $165 million[8] Capital & Liquidity - As of June 30, 2025, Evolent had $1510 million in cash and cash equivalents, along with $625 million in revolver availability[6] - The period-end net leverage stood at 53x based on LTM Adjusted EBITDA of $1288 million[6] - Total debt was reported as $820574 million, with net debt at $686505 million[18]

Grindr's AI-Native Strategy - Grindr is building a global super app for gay & bi men, enhancing the core use case with AI and creating new DTC businesses[6] - The company is developing Grindr AI (gAI), a full-stack foundation with three layers: Application, Architecture, and Foundational Models[13] - gAI is designed to capture gay cultural context, behavior patterns, and intent signals at scale, driving user experiences and competitive advantage[17] User Base and Engagement - Grindr has a valuable, trendsetting user base with unmatched reach and engagement[9] - The platform is present in 190+ countries and territories[10] - Users send over 130 billion chats annually[10, 31, 37] - Grindr boasts 2.5 billion+ album shares[10] - The median household income for male-male couples on Grindr is $128,000, compared to $75,000 for all households[10] - Grindr has 14.9 million monthly active users who spend approximately an hour a day on the app[37] A-List and gAI Deployment - A-List, Grindr's first AI-native product at scale, redefines how users connect by prioritizing high-potential chats and summarizing conversations[29, 31] - Agentic AI is supporting the engineering team, boosting productivity per workload by up to 10x and contributing up to 20% of shipped code[32]

NuScale Power Second Quarter 2025 Earnings Presentation August 2025 NuScale Nonproprietary | Copyright © 2025 NuScale Power, LLC. | Page 1 Forward-Looking Statements This Presentation contains forward-looking statements (including without limitation statements containing terms such as "will," "believes," "expects," "anticipates," "plans" or other similar expressions). These forward-looking statements include statements relating to strategic and operational plans and expectations of NuScale Power Corporation ...

Financial Objectives and Guidance - Block aims to enhance shareholder returns through disciplined capital return strategy and amplify the long-term value of the business[10] - Block expects $1017 billion in gross profit for 2025 and to exit 2025 with 19% year-over-year gross profit growth and 20% Adjusted Operating Income Margin[14,69] - Block expects gross profit in Q3 2025 to grow 16% year-over-year to $260 billion[71,73] - Block expects to deliver Adjusted Operating Income of $203 billion, or 20% margin for full year 2025[69] Q2 2025 Performance - Block's Q2 gross profit growth accelerated to 14% year-over-year[14,15] - Block's Adjusted Operating Income grew 38% year-over-year, delivering a 22% Adjusted Operating Income Margin[14,22,25] - Square's Gross Payment Volume (GPV) growth accelerated to 10% year-over-year[14,32] Square Performance - Square's gross profit grew 11% year-over-year, driven by strength in software, integrated payments, and banking products[30] - Square's International GPV grew 25% year-over-year in Q2 2025[32,36] - GPV from Square's mid-market sellers grew 17% year-over-year in Q2 2025, representing 44% of total GPV[37,39,40] Cash App Performance - Cash App's gross profit per monthly transacting active was $87 on an annualized basis, up 15% year-over-year[14] - Cash App's gross profit grew 16% year-over-year, driven by Cash App Borrow, Cash App Card, and BNPL[46,47] - Cash App Borrow originations grew 95% year-over-year to $18 billion annualized in Q2 2025, with stable margins[55]

Financial Performance - Q3 FY25 - Sales increased by $62.7 million, a 26.9% increase, reaching $296.3 million compared to $233.6 million in Q3'24[13] - Adjusted EBIT increased by $17.5 million, a 38.6% increase, reaching $62.7 million compared to $45.2 million in Q3'24[13] - Adjusted EPS increased by 25%, reaching $1.60 compared to $1.28 in Q3'24[12] - Record ending backlog of $1.17 billion, a 75% increase from September 30, 2024[14] Segment Performance - A&D - Entered Orders increased by $492.3 million, a 546.5% increase, reaching $582.4 million compared to $90.1 million in Q3'24[19] - Sales increased by $49.1 million, a 56.3% increase, reaching $136.3 million compared to $87.2 million in Q3'24[19] - Adjusted EBIT increased by $19.1 million, a 94.3% increase, reaching $39.3 million compared to $20.2 million in Q3'24[19] Segment Performance - USG - Entered Orders increased by $5.5 million, a 5.5% increase, reaching $105.5 million compared to $100.0 million in Q3'24[25] - Sales increased by $2.1 million, a 2.3% increase, reaching $92.4 million compared to $90.3 million in Q3'24[25] - Adjusted EBIT decreased by $0.4 million, a -2.0% decrease, reaching $21.8 million compared to $22.2 million in Q3'24[25] Segment Performance - Test - Sales increased by $11.6 million, a 20.7% increase, reaching $67.7 million compared to $56.1 million in Q3'24[30] - Adjusted EBIT increased by $1.4 million, a 15.4% increase, reaching $10.7 million compared to $9.3 million in Q3'24[30] - Entered Orders decreased by $3.6 million, a -5.7% decrease, reaching $61.2 million compared to $64.8 million in Q3'24[30] Financial Performance - YTD Q3 FY25 - Sales increased by $97.1 million, a 15.0% increase, reaching $742.7 million compared to $645.6 million in Q3 YTD '24[38] - Adjusted EBIT increased by $30.7 million, a 28.6% increase, reaching $138.0 million compared to $107.3 million in Q3 YTD '24[38] - Adjusted EPS increased by 24.1%, reaching $3.71 compared to $2.99 in Q3 YTD '24[38] FY25 Guidance - Full year revenue from Continuing Operations is expected to be $1.075 billion - $1.105 billion[52] - Full Year Adjusted EPS from Continuing Operations is now expected to be in the range of $5.75 - $5.90, a 21% - 24% growth over FY'24[52] - Q4 Adjusted EPS from Continuing Operations is expected to be in the range of $2.04 - $2.19, a 14% - 22% growth over Q4'24[51]

ON24 Intelligent Engagement Platform Overview - ON24 offers an Intelligent Engagement Platform for sales and marketing, leveraging first-party data and AI for personalization[7, 10] - The platform aims to transform digital engagement, aligning with the trend that almost 80% of B2B sales interactions will occur in digital channels by 2025[16] - The platform provides tangible ROI to customers, including a 20% increase in meetings and a 40% increase in sales conversion to meetings[14, 15] - The platform captures an average of 20+ data points per attendee during live experiences[26] - The platform boasts over 1 billion annual engagement minutes and reaches over 2 million professionals per month[27] Financial and Customer Metrics - ON24 has $127.1 million in Total ARR and has maintained positive free cash flow for the past 6 quarters[8] - 77% of ON24's customers have ARR greater than $100K[8] - 51% of ARR is from multi-year agreements, and 66% of ARR comes from customers with ARR greater than $100K[8] - 39% of customers use 2+ products[8] - The company estimates a large Total Addressable Market (TAM) of $42 billion[8]

Financial Performance - Total revenue reached $1.2 billion, an 8% increase year-over-year[4] - Total bookings amounted to $1.3 billion, also up by 7% year-over-year[4] - Applications and Commerce (A&C) revenue experienced a 14% growth, reaching $463.9 million[4] - Core Platform (Core) revenue increased by 5% year-over-year, totaling $753.7 million[4] - Operating income rose by 28% to $266.3 million, representing a 22% margin[4] - Net income increased by 37% to $199.9 million[4] - Free cash flow increased by 21% year-over-year, reaching $391.5 million[4] Future Outlook - GoDaddy expects Q3 2025 total revenue to be in the range of $1.22 billion to $1.24 billion, representing 7% year-over-year growth at the midpoint[9] - The company raised its full-year 2025 revenue expectations to a range of $4.89 billion to $4.94 billion, representing 7% year-over-year growth at the midpoint[9] - GoDaddy raised its free cash flow target to approximately $1.6 billion for the full year 2025[12]