Nextdoor Investor Update - Q1 2025 investors.nextdoor.com 1 John T. Williams, Head of IR 3 Nirav Tolia, CEO 4 2 Disclaimer Certain statements in this Investor Update may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "project," ...

Financial Performance - Sezzle's GMV增长了64.1%[10] - Total Revenue同比增长123.3%[10] - 净利润为3620万美元，净利润率为34.5%[10] - 公司将全年净利润预期从8040万美元上调至1.2亿美元，每股收益从2.21美元上调至3.25美元[10] - Total Revenue Less Transaction Related Costs占总收入的70.4%[10] User Engagement - Monthly On-Demand & Subscribers (MODS)达到65.8万，同比增长77.4%[10] - 平均季度购买频率为6.1次，高于去年同期的4.5次[10] Product Expansion - 公司推出了Pay-in-5 (beta), Sezzle Balance, Money IQ等新产品[10] - 改进了购物体验，包括Wishlist, Price Comparison & Auto-Couponing (beta)等功能[10] Balance Sheet - 现金和现金等价物总额为1.20869亿美元[61]

Q1 2025 Performance - Backblaze beat revenue and adjusted EBITDA margin expectations for Q1 2025[8, 9, 21, 22] - Total company revenue grew by 15% year-over-year, reaching $34.6 million in Q1 2025[23, 24] - B2 Cloud Storage revenue experienced a 23% year-over-year increase in Q1 2025, up from 22% in Q4[21, 22, 23, 24] - The company's ARR(Annual Recurring Revenue) for Q1 2025 was $140.8 million for the total company and $73.8 million for B2 Cloud Storage[24] - Adjusted EBITDA margin was 18% in Q1 2025, compared to 6% in Q1 2024[47] - Adjusted Free Cash Flow margin improved to -6% in Q1 2025, compared to -17% in Q1 2024[48] AI Momentum - AI customer data grew by 25x year-over-year[8, 9, 10] - The company launched the new "B2 Overdrive Offering" to cater to AI/ML and HPC workloads[9, 11] Go-to-Market Transformation - Bookings more than doubled year-over-year in Q1 2025[9, 15, 16] - The company signed its largest Total Contract Value (TCV) deal ever, a multi-million dollar contract over a multi-year period[8, 9, 15, 16, 17] Outlook - The company raised its full-year adjusted EBITDA margin guidance for 2025 from 16%-18% to 17%-19%[21, 22, 39] - Q2 2025 revenue is projected to be between $35.2 million and $35.6 million[38] - Q2 2025 adjusted EBITDA margin is projected to be between 14% and 16%[39]

Financial Performance - Encore's portfolio purchases increased by 24% to $368 million in Q1 2025[6] - Collections increased by 18% to $605 million in Q1 2025 compared to Q1 2024[6] - EPS increased by 103.2% to $1.93 in Q1 2025 compared to $0.95 in Q1 2024[6, 32] - Cash generation for the trailing twelve months increased by 23% for Q1 2025 compared to Q1 2024[17] - The company's leverage improved to 2.6x from 2.8x year-over-year[6] Segment Performance - MCM (U.S.) portfolio purchases increased by 34% to a record $316 million in Q1 2025 compared to Q1 2024[6, 25] - MCM (U.S.) collections increased by 23% to a record $454 million in Q1 2025 compared to Q1 2024[6, 25] - Cabot (Europe) collections increased by 7% to $150 million in Q1 2025 compared to Q1 2024[6, 29] - Cabot (Europe) portfolio purchases were $51 million in Q1 2025, in line with historical trends[6, 29] Market Dynamics and Guidance - The company expects interest expense in 2025 to be $285 million[41] - The company expects the effective tax rate in 2025 to be in the mid-20's %[41] - The company reiterates its full-year guidance, expecting portfolio purchases to exceed $1.35 billion and collections to increase by 11% to $2.4 billion[41]

May 8, 2025 Fiscal Third Quarter Ended March 31, 2025 NASDAQ: GEG 1 Amount excludes Consolidated Funds. March 2023 May 8, 2025 ©2023 Great Elm Capital Corp. 2 2 • In February 2025, the Company launched Monomoy Construction Services, LLC ("MCS"), an integrated, full-service construction business through the acquisition of Greenfield CRE, LLC ("Greenfield") and Monomoy BTS Construction Management, LLC • In May 2025, Great Elm Capital Corp. ("GECC") launched a $100 million At-the-Market equity program, providi ...

Financial Performance - BrightView reported a ~3% increase in total revenue excluding non-core business[27] - The company's total revenue was $662.6 million compared to $672.9 million in the same quarter last year[27] - Adjusted EBITDA increased by ~13% to $73.5 million, with a margin expansion of +150bps[30] - Development Services revenue increased by ~4.6% driven by backlog conversion[27] Guidance and Outlook - BrightView raised its FY25 Adjusted EBITDA guidance to $345 million to $365 million[44] - The company also raised its Adjusted EBITDA margin guidance to +80bps to +110bps[44] - Adjusted Free Cash Flow guidance was raised to $50 million to $70 million[44] - Snow Revenue is expected to be ~$205 million[44] Strategic Initiatives - BrightView is focused on strategic capital allocation, including a $100 million share repurchase program[42] - The company is accelerating its fleet strategy with increased capital investment[36, 42] - BrightView is prioritizing investments in its workforce and customer service[33]

May 7, 2025 First quarter 2025 results © GXO Logistics, Inc. Presenters Kristine Kubacki Chief Strategy Officer © GXO Logistics, Inc. 2 Malcolm Wilson Chief Executive Officer 4 Our value creation framework Baris Oran Chief Financial Officer Disclaimer Non-GAAP Financial Measures: As required by the rules of the Securities and Exchange Commission ("SEC"), we provide reconciliations of the non-GAAP financial measures contained in this presentation to the most directly comparable measure under GAAP, which are ...

Supplemental Financial & Operating Information for the Quarter Ended March 31, 2025 | Nasdaq: GOOD Legal Disclaimer Forward-Looking Statements: This presentation may include forward-looking statements within the meaning of the Securities Act of 1933 or the Securities Exchange Act of 1934. Forward-looking statements are typically identified by words such as "estimate," "may," "might," "believe," "will," "provided," "anticipate," "future," "could," "growth," "plan," "project," "intend," "expect," "should," "w ...

1Q 2025 Financial Performance - Volume increased by 13% year-over-year to 2517 kmt, but net sales decreased by 50% to $4777 million [24] - Adjusted EBITDA decreased by 224% year-over-year to $662 million, with a margin of 139% [24] - Adjusted net income decreased by 584% year-over-year to $128 million, and adjusted diluted EPS decreased to $022 [24] Rubber Business Results - Rubber volume increased by 25% year-over-year to 1898 kmt, but net sales decreased by 45% to $3170 million [29] - Rubber adjusted EBITDA decreased by 289% year-over-year to $408 million, with a margin of 129% [29] - Gross profit per ton decreased by 296% year-over-year to $3061 [29] Specialty Business Results - Specialty volume decreased by 22% year-over-year to 619 kmt, and net sales decreased by 60% to $1607 million [34] - Specialty adjusted EBITDA decreased by 90% year-over-year to $254 million, with a margin of 158% [34] - Gross profit per ton decreased by 19% year-over-year to $6462 [34] 2025 Guidance - Adjusted EBITDA guidance revised to $270 million - $310 million [40] - Adjusted EPS guidance revised to $120 - $170 per share [40] - Free cash flow guidance reaffirmed at $40 million - $70 million [40]

FINANCIAL PACKAGE SUPPLEMENTAL CORPORATE PROFILE Armada Hoffler (NYSE: AHH) is a vertically integrated, self-managed real estate investment trust ("REIT") with over four decades of experience developing, building, acquiring, and managing high-quality retail, office, and multifamily properties located primarily in the Mid-Atlantic and Southeastern United States. The Company also provides general construction and development services to third-party clients, in addition to developing and building properties to ...