Financial Performance & Strategic Goals - Straumann Group aims for double-digit growth CAGR and 10 million smiles by 2030[9] - From 2021 to 2024, revenue increased from CHF 2.321 billion to CHF 2.504 billion, a CAGR of +3.2%[11] - EBIT increased from CHF 603 million to CHF 650 million, a CAGR of +26.0%[11] - The company targets revenue growth at around 10% CAGR and an average profitability increase by 40 to 50 bps core EBIT margin p a for 2026-2030 at constant FX[47] Market Opportunities & Strategies - The global dental implant market is estimated at CHF 6.0 billion, with Straumann holding a 35% market share[26] - The clear aligner market is valued at CHF 4.7 billion, where the company has approximately 3% market share[26] - The CADCAM prosthetics market is CHF 5.6 billion, with the company holding less than 5% market share[26] - The digital equipment market is CHF 2.6 billion, with the company holding over 5% market share[26] - Straumann is expanding its implantology business through product innovation, digitalization, education, and geographic expansion[32, 80] Digital Transformation & AXS Platform - Straumann AXS platform aims to transform dental professionals' digital experience by simplifying workflows, improving quality of care, accelerating treatment, and increasing efficiency[41, 54] - Digital equipment and product consumption from the platform are major growth drivers, with software subscription fees creating additional recurring revenues[46, 70] - The company has an ambition to increase market share in the Intra Oral Scanner segment[187]

Financial Performance - Tuya's total revenue for Q3 2025 was $82.5 million, a 1% year-over-year increase[9] - The company's gross margin was 48% in Q3 2025[9] - Non-GAAP operating profits reached $8.9 million, representing an 11% margin, a 21% year-over-year increase[9] - Non-GAAP net profits were $20.1 million, with a 24% margin[9] - GAAP net profits were $15.0 million, with an 18% margin, a 442% year-over-year increase[9] - The company's net cash balance stood at $1.027 billion as of September 30, 2025[9] Business Highlights - Tuya is the largest 3rd party AI developer platform globally[9] - International revenue accounts for 85%~90% of the total revenue[9] - The company has a dividend for 2025 H1 of $33 million[9] - The current market capitalization is between $1.25 billion and $1.7 billion[9] - The company has served approximately 7,000 global brands[12] - Tuya's technology powers approximately 880 million smart devices[12]

Global Leader in Allogeneic Cellular Medicines for Inflammatory Diseases Annual General Meeting 2025 November 2025 ASX: MSB; Nasdaq: MESO For personal use only To be the world's leading and most innovative cell therapy company, commercializing off-the-shelf allogeneic cellular medicines to treat serious and life-threatening inflammatory illnesses 3 Our Mission Execution Strategy For personal use only CAUTIONARY NOTE REGARDING FORWARD LOOKING STATEMENTS This presentation includes forward-looking statements a ...

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 ...