Financial Performance - Q2 2025 revenue was $386.1 million, a decrease of 12.1% year-over-year[6] - Q2 2025 EPS was $0.43, compared to $(2.38) in Q2 2024, or $0.21 excluding impairment and other charges[6] - The company forecasts Q3 2025 revenue to be between $360 million and $390 million, a decrease of 16% to 9% year-over-year[27] - The company projects 2025 revenue to be between $1.48 billion and $1.55 billion, a decrease of 15% to 11% year-over-year[27] - The company anticipates 2025 EPS to be between $3.05 and $3.25, or $1.15 to $1.35 excluding the Mavely gain and other charges[27] Regional Performance - Mainland China accounted for 14% of Q1 revenue distribution[6] - Americas accounted for 7% of Q1 revenue distribution[6] - Revenue from Mainland China decreased by 18% to $53.2 million[10] - Revenue from Americas decreased by 14% to $72.9 million[10] Customer and Affiliate Metrics - Total customers decreased by 14% year-over-year[6] - Total paid affiliates decreased by 16% year-over-year[6] - Total sales leaders decreased by 23% year-over-year[6]

Financial Performance - Revenue for 2Q25 was $362.2 million, a 42% increase compared to 2Q24 and a 20% increase compared to 1Q25[17, 45] - Gross profit for 2Q25 was $97.1 million with a gross margin of 26.8%[17, 47] - Adjusted EBITDA for 2Q25 was $63.6 million, representing a 15% year-over-year growth compared to 2Q24 and an adjusted EBITDA margin of 17.5%[17, 45, 47] - Adjusted EPS for 2Q25 was $0.25, a 26% increase year-over-year[45, 47] - The company generated $37.2 million in free cash flow during 2Q25[47] Strategic Initiatives - Array Technologies is acquiring APA Solar to expand its product offerings and addressable market, with an expected high-single-digit percentage accretion to Adjusted EPS before synergies[17, 23] - The company renewed its Revolving Credit Facility and issued $345 million in convertible notes while repurchasing $100 million of existing 2028 convertible notes[17] - Order book stands at $1.8 billion, with OmniTrack™ & SkyLink™ representing over 35% of the order book[17] Guidance - The company revised its full-year 2025 revenue guidance to $1.180 billion - $1.215 billion[58] - Adjusted EBITDA guidance is maintained at $185 million - $200 million[58]

Company Strategy & Business Model - Amphastar focuses on a "Three-H" strategy: High Quality, High Efficiency, and High Technology, aiming for high net income margins[8, 15, 17] - The company employs a dual-strategy growth model, combining organic pipeline development with strategic acquisitions[8, 13, 14] - Amphastar operates with a fully integrated business model, encompassing R&D, manufacturing, and distribution[8, 9, 10] Financial Performance & Pipeline Evolution - Amphastar's revenue increased from $295 million in 2018 to $732 million in 2024[15] - Adjusted net income margin grew from 3.5% in 2018 to 27.4% in 2024[15] - The company is shifting its pipeline focus from generic drugs (63% in 2021) towards biosimilars (35%) and proprietary products (50%) by 2026[20] Key Products & Milestones - BAQSIMI sales are projected to reach a peak of $250 million to $275 million[47] - Primatene MIST sales surpassed $100 million in 2024[55] - The company has invested approximately $351 million in R&D over the past 5 years[26]

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]

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 Performance Highlights - GAAP EPS was $0.74[7], while Adjusted EPS reached $0.60[7] - Adjusted Recurring Net Investment Income YTD amounted to $164 million[7] - The company reaffirmed guidance for Adjusted EPS CAGR of 8-10% into 2027[8] Portfolio and Asset Management - The company's pipeline grew to over $6 billion[7, 17] - New asset yield YTD exceeded 10.5%[7, 22, 47] - Managed Assets increased by 13% Y/Y to $14.6 billion[25] Capital Structure and Funding - $900 million in debt was refinanced[7, 31] - The company increased CCH1 capacity by approximately $600 million[7] - The company issued $1 billion of new term debt in Q2 2025[33] Sustainability and Impact - The company's investments avoided 8.4 million metric tons of CO2 emissions annually[42]

Financial Performance - Century Aluminum recorded $74 million in Q2 2025 Adjusted EBITDA [11] - Net sales were $628 million in Q2 2025 [32] - The company refinanced 750% Senior Secured Notes with new 6875% notes, extending maturity to 2032 [11] Market Conditions and Tariffs - Realized LME price was approximately $2,540/MT and realized MWP was approximately $850/MT in Q2 [9] - The Section 232 aluminum tariff rate increased to 50% on June 4, 2025, resulting in a spot MWP of approximately $1,600/MT or 72c/lb [9] - Global aluminum inventory levels remain at historic lows of 47 days [9] Operational Updates - Mt Holly plans to restart over 50,000 MT of idled production, aiming for full capacity utilization by Q2 2026 [9] - Grundartangi's production was slightly impacted due to a transformer outage [9, 11] - The company shipped 175,741 tonnes of aluminum in Q2 2025 [32] Q3 Outlook - Q3 2025 Adjusted EBITDA is projected to be between $115 million and $125 million [37] - This outlook includes an estimated hedge impact of $(10) million to $(5) million and a tax expense of $(5) million to $0 [37]

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]

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]