Kulicke & Soffa Nasdaq: KLIC Quarterly Earnings Review May 7, 2025 Q2F25 Ended March 29, 2025 A reconciliation of non-GAAP items is included in this presentation and available within our most recently filed earnings release. 2 Q2F25 Update Internally Focused & Optimized for Growth Intent to secede EA Equipment announced on March 31, 2025 Near term headwinds not specific to K&S Overview Q2F25 Results 1 Earnings Review Safe Harbor In addition to historical statements, this presentation contains statements rel ...

Q2 Fiscal 2025 Earnings Presentation May 7, 2025 PUBLIC PUBLIC | Copyright ©2025 Rockwell Automation, Inc. | 1 1 This presentation includes statements related to the expected future results of the company and are therefore forward-looking statements. Actual results may differ materially from those projections due to a wide range of risks and uncertainties, including those that are listed in our SEC filings. This presentation also contains non-GAAP financial information and reconciliations to GAAP are includ ...

Company Overview - Navios Maritime Partners has a diversified fleet of 174 vessels across 3 segments and 16 asset classes[9, 15] - The company's modern fleet has an average age of 99 years and a vessel value of $61 billion[9, 15] - Navios Maritime Partners has secured $34 billion in contracted revenue[9] Financial Highlights - The company reported adjusted EBITDA of $1535 million and net income of $417 million for the first quarter of 2025[19] - Navios Maritime Partners has a cash balance of $343 million as of March 31, 2025[19] - The company's contracted revenue exceeds total cash expenses by $125 million for the 9 months of 2025E[26] Fleet and Operations - The company's fleet includes 69 dry bulk vessels with 89 million dwt, 49 containerships with 260823 TEU, and 56 tankers with 66 million dwt[13, 15] - Navios Maritime Partners has 41901 available days for 9M 2025E, with 66% fixed[15, 29] - The company has a newbuilding program with $14 billion investment in containerships and tankers[35] Market and Strategy - The company is addressing risks and uncertainties in the current environment by securing liquidity, ensuring revenue stability, and mitigating interest rate risk[26] - Navios Maritime Partners is executing its strategy by deleveraging, renewing and modernizing its fleet, and building net asset value[28] - The company is implementing a dividend program and a common unit repurchase program[20]

Safe Harbor Statement Any statements contained in this presentation which do not describe historical facts may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our fiscal year 2025 and beyond financial outlook, our outlook for reported revenue growth, organic revenue growth, M&A revenue growth contributions, CER currency revenue growth, margin i ...

PAGAYA TECHNOLOGIES LTD. 1Q'25 Earnings Supplement May 7, 2025 1 Forward Looking Statements and Non-GAAP Information Certain comments made in this presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Forward looking statements are based on the Company's current assumptions regarding future business and financial performance. Those statements by their nature address matters that are uncertain to different degrees. Those statements involve a number o ...

Important Information FY2025 Second Quarter Earnings Call May 7, 2025 Adient – PUBLIC Adient has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In this document, statements regarding Adient's expectations for its deleverag ...

May 7, 2025 1Q 2025 Earnings Presentation Forward-Looking Statements, Safe Harbor, and Non-GAAP Financial Measures 1Q 2025 Earnings Presentation ©Verisk Analytics, Inc. All rights reserved. Forward-Looking Statements This release contains forward-looking statements about Verisk's future performance, including those related to our financial guidance. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause ...

Q1 2025 Financial Results ©2025 eHealthInsurance Services, Inc. 1 Safe Harbor Statement Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this presentation include, but are not limited to, the following: our estimates regarding online and hybrid-assisted enrollment growth; our estimates r ...

Financial Performance & Growth - Payoneer's total revenue for 1Q25 was $247 million, representing an 8% year-over-year growth[109] - Revenue excluding interest income for 1Q25 was $189 million, a 16% year-over-year increase[109] - Adjusted EBITDA for 1Q25 was $65 million, with an adjusted EBITDA margin of 27%[109] - Customer funds grew by 11% year-over-year, reaching $6.6 billion[85] Customer & Regional Growth - Active Ideal Customer Profiles (ICPs) totaled 556,000 as of March 31, 2025, a 5% year-over-year increase[42, 116] - Revenue from the APAC region grew by 23% year-over-year in 1Q25[116] - Revenue from the LATAM region grew by 21% year-over-year in 1Q25[116] Product & Service Expansion - B2B SMBs revenue increased by 37% year-over-year in 1Q25[113] - Merchant services revenue increased by 96% year-over-year in 1Q25[113] - 53% of customers are using 3+ AP products in Q4'24, compared to 40% in Q1'22[32, 64] Strategy & Outlook - The company is suspending its previously issued full-year 2025 guidance due to macroeconomic uncertainty[118] - The company is targeting mid-teens revenue growth and a 25% adjusted EBITDA margin in the medium term (through 2026)[99, 100, 101]

Financial Performance - Q1 2025 revenue reached €376 million, a 13% year-over-year decrease[8] - North America experienced a 142% year-over-year revenue increase[8] - Q1 gross margin was 381%[8] - Adjusted EBITDA loss for Q1 was €78 million[8] - Q1 cash costs decreased by 32% year-over-year[8] Revenue Breakdown - Europe accounted for 68% of Q1 2025 revenue, totaling €255 million[11] - North America contributed 30% of Q1 2025 revenue, amounting to €114 million[11] - APAC represented 1% of Q1 2025 revenue, with €300k[11] - LATAM also accounted for 1% of Q1 2025 revenue, generating €480k[11] - AC sales made up 68% of Q1 2025 revenue, reaching €256 million[13] - DC sales comprised 11% of Q1 2025 revenue, totaling €4 million[13] - Software, Services & Others contributed 21% of Q1 2025 revenue, amounting to €8 million[13] Financial Position - Cash and cash equivalents and financial investments totaled €406 million[31] - Loans and borrowings amounted to €199 million[31] - Consolidated inventory was €636 million, a 29% year-over-year reduction[31] - Capex for Q1 was €07 million[31]