Value Driver Pillars Deliver Differentiated Value For Shareholders Fourth Quarter and Fiscal Year 2025 Results November 24, 2025 Cautionary Statement Information in this presentation contains forward-looking statements regarding future events and our future results within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties, including, but not limited to, to the extent to which we will be successful winning content on the next generation of aircraft and en ...

Financial Performance - Zoom's total revenue reached $1230 million, a 4% year-over-year increase [22] - Non-GAAP operating income was $506.95 million, resulting in a non-GAAP operating margin of 41.2% [34] - Diluted EPS reached $2.01, a 205% increase, while non-GAAP diluted EPS was $1.52, a 10% increase [22] - Free cash flow was $614 million, representing a free cash flow margin of 50% [27] Customer Growth and Expansion - Customers contributing over $100,000 in TTM revenue increased by 9% year-over-year [21] - The trailing twelve months net dollar expansion rate for enterprise customers was 98% [21] - Workvivo total customers reached 1225, up 70% year-over-year [9] Product and Service Adoption - Zoom Phone reached 10 million paid seats [9] - Zoom Team Chat monthly active users (MAUs) grew 20% year-over-year [9] - Zoom AI Companion 3.0 MAUs continues to grow 4x year-over-year [9] Future Outlook - Zoom anticipates Q4 FY26 revenue between $1230 million and $1235 million [28] - The company projects full fiscal year 2026 revenue between $4852 million and $4857 million [28]

FINANCIAL RESULTS OVERVIEW 4Q FY2025 November 24, 2025 Thank You for Your Attention Safe Harbor This presentation contains forward- looking statements (including, without limitation, information, and future guidance on the company's revenue, revenue growth, earnings per share, operating cash flow, capital expenditures, net interest and other/expense, impact of acquisitions and related financing, share repurchases, dividends, diluted share counts, and currency exchange rates) that involve risks and uncertain ...

Q3'26 Financial Performance - Net sales reached $267.0 million, reflecting a 29% contribution from Infrastructure, 16% from High-End Consumer, and 55% from Industrial end markets[15] - Infrastructure net sales were $77.9 million, with a Q/Q increase of 6% and a Y/Y increase of 18%[19] - High-End Consumer net sales were $41.9 million, showing a Q/Q increase of 2% and a Y/Y increase of 5%[23] - Industrial net sales amounted to $147.2 million, with a Q/Q increase of 3% and a Y/Y increase of 12%[27, 28] - GAAP gross margin was 51.9%, while adjusted gross margin was 53.0%[29, 45] - GAAP operating income was $31.1 million, and adjusted operating income was $54.9 million[29, 53] - Adjusted EBITDA reached $62.7 million, resulting in an adjusted EBITDA margin of 23.5%[29] Q4'26 Outlook - Projected net sales are $273.0 million, with a potential fluctuation of +/- $5.0 million[35] - Adjusted gross margin is expected to be 51.2%, with a potential fluctuation of +/- 50 bps[35] - Adjusted operating income is forecasted at $48.6 million, with a potential fluctuation of +/- $3.0 million[35] - Adjusted diluted earnings per share are anticipated to be $0.43, with a potential fluctuation of +/- $0.03[35]

Q4 & FY 2025 Investor Presentation 11.24.2025 Key Themes & Outlook Niko Lahanas, CEO Financials & Segments Brad Smith, CFO Management Q&A Niko Lahanas, Brad Smith, J.D. Walker, John Hanson Q4 and FY25 Investor Presentation 2 Forward-Looking Statements The statements contained in this presentation which are not historical facts, including statements concerning productivity initiatives and earnings guidance for fiscal 2026, are forward-looking statements that are subject to risks and uncertainties that could ...

Financial Performance - Q4 2025 revenue reached $1.4 billion, a 10% year-over-year increase, with earnings per share at $1.91, up 16% year-over-year[4] - FY25 revenue grew by 8%, with Communications Solutions Group (CSG) up 9% year-over-year and Electronic Industrial Solutions Group (EISG) up 6% year-over-year[4] - The company generated a record free cash flow of $1.3 billion in FY25[4] - Q1 2026 guidance projects revenue between $1.53 billion and $1.55 billion, and non-GAAP earnings per share between $1.95 and $2.01[36] Orders and Backlog - Q4 2025 orders increased by 14% year-over-year to $1.5 billion, also growing 14% quarter-over-quarter[4] - FY25 orders totaled $5.5 billion, an 8% year-over-year increase, driven by record orders in aerospace, defense, government, and wireline sectors[4] - The company's backlog stands at $2.7 billion, positioning it for a strong start to FY26[4] Segment Performance - Communications Solutions Group (CSG) revenue in Q4 2025 was $990 million, an 11% year-over-year increase[17] - Electronic Industrial Solutions Group (EISG) revenue in Q4 2025 was $429 million, a 9% year-over-year increase[22] - Commercial Communications revenue grew 12% year-over-year to $660 million[20, 29] Strategic Investments - The company invested $1.7 billion in R&D and acquisitions in FY25[4] - A new $1.5 billion share repurchase authorization reflects confidence in long-term growth and value creation[4] - Acquisitions of Spirent, Optical Solutions Group, and PowerArtist expand the served addressable market by approximately $1.25 billion and grow the overall software mix by roughly 300 basis points[4]

BLUE BIRD CORPORATION (NASDAQ: BLBD) FY2025 Fourth Quarter & Full Year Results Earnings Conference Call November 24, 2025 Agenda | Introductions & | Mark Benfield | | --- | --- | | Forward-Looking Statements | Executive Director, Investor Relations | | Key Results and Highlights | John Wyskiel | | | President & CEO | | Financial Results | Razvan Radulescu | | | CFO | | Outlook | John Wyskiel | | | President & CEO | | Q&A | Group | This presentation includes forward-looking statements, including statements r ...

Thomas Møller, EVP Energy Division Energy Division Energy transition Fossil fuels Clean fuels & molecules Electrification Today 2050 Net-zero +50% demand growth Solution 1 Energy efficiency Solution 2 Electrification Solution 3 Clean fuels & molecules 3 2 1 Energy transition Applications that drive electricity demand until 2030 Heating & cooling 22% Others 15% Industry 38% EV´s 15% Data centers 10% | Two thirds of the | China | European Union | Other AE | | --- | --- | --- | --- | | global investments | USD ...

THIRD QUARTER 2025 EARNINGS CALL PRESENTATION November 24, 2025 → OPENING REMARKS → KEY HIGHLIGHTS → TRAFFIC & CARGO TRENDS → FINANCIAL TRENDS → CLOSING REMARKS → Q&A → APPENDIX CORPORACION AMERICA AIRPORTS CORPORACIÓN AMÉRICA AIRPORTS 2 Disclaimer and Forward-Looking Statement Statements relating to our future plans, projections, events or prospects are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements include all statements t ...

Strategic Update November 24, 2025 Disclaimer Forward Looking Statements This presentation contains statements that constitute "forward-looking statements" within the meaning of, and subject to the protections of, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are statements that could be deemed to be forward-looking statements. These forward-looking statements include, but are ...