3. BALANCE SHEET & HEDGE BOOK STRENGTH REDUCE 2025 RISK ~70% of remaining 2025E net production hedged at a floor price of ~$67/bbl Brent drives cash flow stability Integrated strategy provides revenue diversification (power and natural gas marketing with CMB in development) Strengthened financial position – 0.7x 2025E Net Leverage*, 4: redeemed $123MM of 2026 Senior Notes in February 2025, targeting to address the balance in 2025 See slide 25 for "Assumptions, Estimates and Endnotes". 2 First Quarter 2025 R ...

Douglas Emmett (DEI) Overview Sharpshooter Focus & Best-in-Class Operating Platform Focused Strategy Fully-Integrated Operating Platform ✓ Includes in-house leasing, space planning, legal, construction and design ✓ Major competitive advantage with our small affluent tenants ✓ Lowers operating, G&A, leasing and tenant improvement costs Strong Internal and External Growth The Landmark Los Angeles www.douglasemmett.com 1 ✓ High barriers to entry reduce competitive pressures from new supply ✓ Proximity to premi ...

Non-GAAP Financial Measures Q1 2025 Earnings Presentation May 7, 2025 Disclaimer This presentation (the "Presentation") of OppFi Inc. ("OppFi" or the "Company") is for information purposes only. Certain information contained herein has been derived from sources prepared by third parties. While such information is believed to be reliable for the purposes used herein, the Company makes no representation or warranty with respect to the accuracy of such information. Trademarks and trade names referred to in thi ...

Financial Performance - The company's net income for Q1 2025 was $27.5 million, or $1.69 per share[8] - Adjusted net income for Q1 2025 was $28.4 million, or $1.74 per share, an increase of $1.2 million or $0.05 per share compared to 2024[8] - The company reaffirms its 2025 earnings guidance to be in the range of $3.01 to $3.17[55] Acquisitions and Growth - The company completed the acquisition of Bangor Natural Gas ("BNG") in January 2025, adding approximately 8,730 customers[8, 36] - The company announced the acquisition of Maine Natural Gas ("MNG") in April 2025 for approximately $86 million, expected to close by the end of the year, adding approximately 6,300 customers[8, 11] - The company announced the acquisition of three water utilities (Aquarion Water (MA & NH) and Abenaki Water (NH)) on May 6, 2025, for an enterprise value of $100 million, including approximately $30 million of debt[8, 18] Rate Base and Capital Investment - The company expects a long-term rate base growth of 6.5% - 8.5%[8] - The company's five-year projected capital investment is approximately $980 million, 46% higher than the prior five years[48] Natural Gas Operations - The company has 86,600 natural gas customers[3, 8, 59, 63, 64, 65, 66, 76, 79, 81] - Adjusted gross margin for gas operations increased by 16.2%, or $9.9 million, reflecting higher rates and customer growth[36, 37]

Q1 2025 Financial Performance - Net sales increased by 10% to $122.8 million[27] - Gross margin decreased from 37.1% to 33.2%[27] - Net income decreased by 12% to $4.8 million, with net income margin decreasing from 4.9% to 3.9%[27] - Adjusted EBITDA decreased by 8% to $21.2 million, with Adjusted EBITDA margin decreasing from 20.5% to 17.2%[27] - Free Cash Flow generation decreased to $0.3 million from $7.4 million in the prior year[27] Segment Performance - Debit and Credit net sales increased from $88.0 million to $96.5 million, while operating income decreased from $22.8 million to $21.7 million[33] - Prepaid Debit net sales increased from $24.2 million to $26.7 million, while operating income increased from $8.0 million to $8.7 million[35] Balance Sheet and Outlook - Net Leverage Ratio was 3.1x as of March 31, 2025[40] - The company affirmed its 2025 full-year outlook, expecting a mid-to-high single-digit increase in net sales and Adjusted EBITDA[11, 46] Strategic Initiatives - CPI acquired Arroweye Solutions, Inc on May 6, 2025, with expected revenues in the mid-$50 million range on an annualized basis[19, 21] - The company is focused on innovation and diversification to expand addressable markets[15]

Overall Performance - Uber's Gross Bookings ARR reached $82 billion, a 18% year-over-year increase in Q1 2025[16] - Adjusted EBITDA ARR was $3.1 billion, up 45% year-over-year in Q1 2025[16] - Q1 2025 Adjusted EBITDA was $1.868 billion, a 35% year-over-year increase[47] - Uber's Q1 2025 revenue increased by 17% year-over-year to $11.533 billion[44] - Net income attributable to Uber Technologies, Inc was $1.776 billion[70] Segment Highlights - Delivery Gross Bookings grew 18% year-over-year[59] - Delivery Adjusted EBITDA was $763 million[59] - Mobility Gross Bookings grew 20% year-over-year[56] - Mobility Adjusted EBITDA was $1.753 billion[52] - Freight revenue was $1.260 billion[64]

Financial Performance - RXO reported Q1 2025 adjusted EBITDA of $22 million[13] compared to $15 million in Q1 2024[12] - Q1 2025 revenue reached $1433 million, a 56.9% increase from $913 million in Q1 2024[12] - RXO reported Q1 2025 adjusted diluted EPS of $(003)[31] which is the same as Q1 2024[30] - The company's gross margin was 160% in Q1 2025, down from 174% in Q1 2024[12] Synergy and Integration - RXO is raising its synergy target to >$70 million, including $60 million in operating expense synergies and $10 million in capital expenditure synergies[29] - The migration of Coyote carrier and coverage operations to the RXO Connect platform was completed on May 1[23, 27] - Technology integration is expected to be substantially complete by the end of Q3[23] Volume and Market Trends - Truckload revenue per load was up 4% year-over-year[42] - LTL volume increased by 26% year-over-year, representing 25% of the total volume[19] - Last Mile stop growth accelerated to 24% year-over-year[19] Q2 2025 Outlook - RXO anticipates adjusted EBITDA to be between $30 million and $40 million[54] - The company expects brokerage volume to be down low-single-digit % year-over-year[54] - Brokerage gross margin is projected to be between 13% and 15%[54]

Q1 2025 Earnings Overview - SuRo Capital's NAV per share was $666 as of March 31, 2025[8] - The company's net assets were approximately $1568 million at quarter-end[8] - A new portfolio company investment was made in Plaid Inc for $50 million[7] - An additional $50 million debt refinance occurred in Q1[8] - $353 million in 600% Notes due 2026 were repurchased to date[11] - $350 million in 650% Convertible Notes due 2029 were issued to date[11] Portfolio Company Activity - CoreWeave, Inc successfully executed an IPO on March 28th[8] According to Reuters, CoreWeave raised over $15 billion from the listing at a valuation of approximately $230 billion[32, 38] - OpenAI announced a $400 billion financing round at a $3000 billion post-money valuation[8, 32, 47] Portfolio Composition - The top 5 positions accounted for 46% of the investment portfolio at fair value, based on a total investment portfolio fair value of $2136 million at March 31, 2025[29, 30]

Q1 2025 Earnings May 6, 2025 Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Statements in this presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without limitation, statements regarding: expectations of Beta Bionics, Inc. (the "Company") regarding our regulatory development plans for the iLet and other product candidates; the markets and ...

Varonis Overview This presentation contains "forward-looking statements," including statements concerning plans, objectives, goals, strategies, future events or performance, growth prospects, capital resources, expenditures and underlying assumptions and other statements, which are other than statements of historical facts. Actual outcomes and results could differ materially from those forecasts due to the impact of many factors beyond the control of the Company and its affiliates. The words "believe", "exp ...