Financial Performance - Revenue increased by 72% to $5819 million in Q1 25, with organic revenue growth of 91%[13] - Adjusted Operating Income increased by 222% to $1354 million in Q1 25[13] - Free Cash Flow decreased by 12% to $588 million in Q1 25[13] - Morningstar Direct Platform revenue increased 13% to $1992 million, with organic growth of 42%[49,50] - PitchBook revenue increased 109% to $1637 million, with organic growth of 111%[57,58] - Morningstar Credit revenue increased 211% to $730 million, with organic growth of 232%[66,67] - Morningstar Retirement revenue increased 158% to $329 million, with organic growth of 158%[87,88] Segment Performance - Morningstar Wealth revenue increased 39% to $613 million, with organic growth of 79%[80,81] - Morningstar Indexes revenue increased 150% with organic growth of 157%[108] - Morningstar Sustainalytics revenue decreased 65% with organic decrease of 49%[108] Other Metrics - Direct Licenses increased by 06% to 18799[105] - PitchBook Licenses increased by 136% to 126285[107]

Cautionary Statement; Forward-Looking Statements This presentation contains forward-looking statements, including statements regarding our 2025 forward outlook and strategic priorities, key drivers to increase earnings, book value, and mortgage banking volumes, current target annualized non-GAAP EAD returns on equity, current target returns related to capital deployment opportunities and estimates of upside and potential earnings in our Redwood Investments segment from embedded discounts to par value on sec ...

Investor Presentation April 2025 Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including, without limitation, statements regarding our ability to build and scale our advanced silicon-anode lithium-ion battery; our production and commercialization plans, strategy and product development roadmap, including the readiness, performance, timing and customer qualification o ...

Q1 2025 Financial Performance - Total revenue reached $536.5 million, a 0.3% increase compared to Q1 2024[25] - Comparable adjusted revenue increased by 1.4% compared to Q1 2024[25] - Adjusted EBITDA increased by 3.4% to $100.2 million compared to Q1 2024[25] - Adjusted EBITDA margin increased by 40 basis points to 18.7% compared to Q1 2024[25] - Adjusted diluted EPS increased by 4.2% to $0.75 compared to Q1 2024[25] - Net income attributable to Deluxe was $14.0 million, or $0.31 per share, up from $10.8 million in Q1 2024[25,60] Segment Performance - Data Solutions revenue increased significantly by 29.3%[33] - Data Solutions adjusted EBITDA margin increased by 50 basis points to 25.5%[34] - Print segment revenue decreased by 4.0%[39] - Print segment adjusted EBITDA margin expanded by 120 basis points to 31.2%[41] Balance Sheet and Cash Flow - Net debt to adjusted EBITDA ratio remained at 3.6x[43] - Free cash flow increased significantly to $24.3 million, compared to $6.2 million in Q1 2024[43] 2025 Guidance - Revenue is projected to be between $2.090 billion and $2.155 billion, representing a comparable adjusted growth of -1% to +2%[46] - Adjusted EBITDA is expected to be between $415 million and $435 million, a growth of +2% to +7%[46] - Adjusted EPS is projected to be between $3.25 and $3.55, representing a growth of 0% to +9%[46] - Free cash flow is expected to be between $120 million and $140 million, a growth of +20% to +40%[46]

1Q 25 Earnings Presentation April 30, 2025 Legal Disclosures 575,000 Customer Accounts Up 6.4% YoY $1.89 billion Net Finance Receivables Up $146MM or 8.4% YoY This document contains summarized information concerning Regional Management Corp. (the "Company") and the Company's business, operations, financial performance, and trends. No representation is made that the information in this document is complete. For additional financial, statistical, and business information, please see the Company's most recent ...

Alkami Technology, Inc. Proprietary Information. Alkami Technology First Quarter 2025 What We Do Cautionary Statement Regarding Forward-Looking Statements © Alkami Technology, Inc. • Cloud-based digital banking platform serving U.S. financial institutions How We Do It The company reports its financial results in accordance with accounting principles generally accepted in the United States of America, or GAAP. However, the company believes that, in order to properly understand its short-term and long-term fi ...

Investor Presentation This presentation also contains statistical data, estimates and forecasts made by independent parties and by us relating to market size and growth, as well as other data about our industry and business. These data involve a number of assumptions and limitations, and we have not independently verified the accuracy or completeness of these data. Neither we nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to update ...

Financial Performance - Q1 2025 revenue was $648.7 million, exceeding the guided range of $600 million to $640 million[12] - Non-GAAP EPS for Q1 2025 was $0.50, surpassing the guided range of $0.37 to $0.43 and marking a record for a first quarter[12] - The company anticipates Q2 2025 revenues to be between $650 million and $690 million, with a non-GAAP EPS of $0.49 to $0.55[12] - Q1 2025 Non-GAAP gross margin was 20.8%, compared to 18.8% in Q1 2024[21] - Adjusted EBITDA for Q1 2025 was $99.481 million, resulting in an adjusted EBITDA margin of 15.3%, compared to $70.512 million and 12.4% respectively in Q1 2024[23] Backlog and Book-to-Bill - The book-to-bill ratio for Q1 2025 was 1.10[12] - Aerospace & Defense (A&D) program backlog reached $1.55 billion[12] - Total backlog was $517.5 million in Q1 2025[14] End Market Performance - Aerospace & Defense accounted for 47% of Q1 2025 revenues, with a year-on-year growth of 15%[13] - Data Center Computing represented 21% of Q1 2025 revenues, also with a year-on-year growth of 15%[13] - Networking saw a significant year-on-year growth of 53%, accounting for 8% of Q1 2025 revenues[13]

Investor Presentation Q1 2025 Earnings Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer April 30, 2025 Forward-Looking Information This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward- looking statements herein or in previous disclosures. ...

Microsoft Third Quarter Fiscal Year 2025 Results Satya Nadella Amy Hood Jonathan Neilson April 30, 2025 This presentation contains forward-looking statements, which are any predictions, projections, or other statements about future events. These statements are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during the conference call, and in t ...