Electronic Arts Inc. Q4 and FY25 Results May 6, 2025 While Electronic Arts believes these estimates are meaningful, they could differ from the actual amounts that Electronic Arts ultimately reports in its Annual Report on Form 10-K for the fiscal year ended March 31, 2025. Electronic Arts assumes no obligation and does not intend to update these estimates prior to filing its Form 10-K for the fiscal year ended March 31, 2025. Refer to Appendix for additional disclosures. Table of Contents 2 01 Safe Harbor S ...

Q4 FY25 Earnings May 6, 2025 Forward-Looking Statements This presentation contains statements which may be considered forward-looking within the meaning of the U.S. federal securities laws. In some cases, you can identify these forward-looking statements by the use of terms such as "expect," "will," "continue," or similar expressions, and variations or negatives of these words, but the absence of these words does not mean that a statement is not forward-looking. All statements other than statements of histo ...

LGTMs: Date: Andrew T. LGTM Peter K. LGTM via First Quarter 2025 Earnings Conference Call May 6, 2025 These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including those described under Item 1A. "Risk Factors" in the Company's most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission (the "SEC"), filed with the SEC on March 3, 2025, as such risk factors may be updated in our subsequent filings with the SEC. In light of these risks, ...

Financial Performance Highlights - Total revenue increased by 9% from $380367000 in Q1 2024 to $413405000 in Q1 2025[6] - Retained commissions and fees grew by 9% from $319330000 in Q1 2024 to $347582000 in Q1 2025[6] - Adjusted EBITDA increased by 12% from $101686000 in Q1 2024 to $113795000 in Q1 2025[6] - Adjusted net income increased by 17% from $65315000 in Q1 2024 to $76558000 in Q1 2025[6] - Adjusted diluted EPS increased by 16% from $056 in Q1 2024 to $065 in Q1 2025[6] Organic Revenue Growth - Consolidated organic revenue growth was 10% in Q1 2025[6] - Underwriting, Capacity & Technology Solutions (UCTS) experienced the highest organic revenue growth at 32% in Q1 2025[10] - Mainstreet Insurance Solutions (MIS) organic revenue growth was 10% in Q1 2025[12] - Insurance Advisory Solutions organic revenue growth was 3% in Q1 2025[10] Profitability Metrics - Adjusted EBITDA margin was 28% in Q1 2025, compared to 27% in Q1 2024[6] - Adjusted EBITDA margin on retained commissions and fees was 33% in Q1 2025, compared to 32% in Q1 2024[6] - Net income margin decreased from 10% in Q1 2024 to 6% in Q1 2025[6]

Company Overview - Cirrus Logic's FY25 revenue was $1.90 billion[5] - The company has a strong IP portfolio with approximately 4,130 pending and issued patents worldwide[5] Growth Strategy - The company's three-pronged strategy includes maintaining leadership in smartphone audio, increasing HPMS content in smartphones, and expanding into additional applications and markets[22] - The company is leveraging mixed-signal expertise to address new opportunities, with a significant investment in high-performance mixed-signal technologies[33] - The company is expanding content beyond smartphones, focusing on laptops, tablets, wearables, gaming, and AR/VR[37] Market Opportunity - The audio market SAM is projected to grow from $2.6 billion in 2023 to $3.3 billion in 2028[24] - The high-performance mixed-signal (HPMS) market SAM is expected to increase from $1.4 billion in 2023 to $5.7 billion in 2028[24] - HPMS SAM in smartphones is projected to grow from $0.8 billion in 2023 to $3.3 billion in 2028[27] Financial Performance - Q4 FY25 revenue was $424.5 million with a gross margin of 53.4%[52] - Combined R&D and SG&A expenses for Q4 FY25 were $140.8 million[52] - The company generated $1.7 billion of operating cash flow over the last 5 full fiscal years[65]

Q1 2025 Earnings Presentation May 6, 2025 Disclaimer Forward-looking Statements Certain statements in this presentation constitute forward-looking statements under federal securities laws. These forward-looking statements reflect our views with respect to future events and financial performance as of the date of this presentation or otherwise specified herein. Actual events and results may differ materially from those contemplated by such forward-looking statements due to risks and other factors that are se ...

Company Overview - Aviat Networks is a leading provider of wireless transport and access solutions[4] - The company's last twelve months (LTM) revenue is $436 million[7] - Aviat Networks serves private networks (61%) and mobile networks (39%)[8] - The company has over 3,000 customers worldwide[10] Financial Performance (Q3 Fiscal Year 2025) - Revenue reached $112.6 million, a 1.6% increase compared to the same period last year[58] - Adjusted EBITDA was $14.9 million, up 17.3% compared to the same period last year[58] - Non-GAAP gross margin was 35.8%[55] Market Opportunity - Aviat Networks addresses an $11 billion total addressable market (TAM)[15] - The private LTE/5G market is projected to reach $8 billion by 2027[35] - The microwave radio market for global 5G transport is expected to grow at a 39% compound annual growth rate (CAGR) through calendar year 2025[35] Growth and Strategy - Aviat Networks has experienced a 13% revenue CAGR since calendar year 2019[15] - The company's operating model drives continuous improvement and successful acquisitions[15] - Aviat Networks estimates the USA rural broadband segment to be a ~$420 million TAM[45]

Earnings Presentation First Quarter 2025 1 Safe Harbor Unless otherwise specified, financial information and other data in this presentation is presented as of March 31, 2025. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally ...

Financial Performance - AMD reported a record first quarter revenue of $74 billion, a 36% year-over-year increase[17] - GAAP gross margin was 50%, up from 47% in Q1 2024[21] - Non-GAAP gross margin was 54%, up from 52% in Q1 2024[21] - GAAP operating income increased significantly to $806 million, compared to $36 million in Q1 2024[24] - Non-GAAP operating income increased 57% year-over-year to $1779 billion[30] - GAAP diluted earnings per share (EPS) was $044, up from $007 in Q1 2024[27] - Non-GAAP diluted EPS was $096, a 55% increase year-over-year[27] Segment Results - Data Center segment revenue increased 57% year-over-year to $37 billion, with an operating income of $932 million[31, 35] - Client and Gaming segment revenue increased 28% year-over-year to $29 billion, with an operating income of $496 million[31, 36] - Embedded segment revenue decreased 3% year-over-year to $823 million, with an operating income of $328 million[31, 37] Acquisition and Outlook - AMD completed the acquisition of ZT Systems on March 31, 2025[16, 34] - The company expects Q2 2025 revenue to be approximately $74 billion, plus or minus $300 million[38]

Financial Performance & Guidance - Total revenues are projected to be between $4.15 billion and $4.40 billion, representing approximately 5% growth at the guidance midpoint[26] - The company anticipates Non-GAAP Adjusted Net Income (ANI) to be in the range of $250 million to $350 million[27] - Adjusted EPS is expected to be between $4.00 and $5.60[27] - The company had a strong operating cash flow of $430 million in 1Q25 and cash reserves of $2.6 billion at the end of 1Q25[27] - 1Q25 Non-GAAP ANI decreased 41% YoY to $105 million, and EPS decreased 36% YoY to $1.68, impacted by Xyrem antitrust litigation settlements[92] Product Performance - Xywav revenues grew 9% YoY in 1Q25, with Xywav remaining the 1 branded treatment for narcolepsy and the only therapy approved to treat Idiopathic Hypersomnia (IH)[24] - Epidiolex revenues increased 10% YoY in 1Q25 and is poised to reach blockbuster status in 2025[24, 40, 43] - Oncology revenues declined 11% YoY in 1Q25, impacted by SCLC competition for Zepzelca and COG protocol changes impacting Rylaze[24] - Total sleep therapeutic area revenue was $431 million in 1Q25[34] Pipeline Development - Zanidatamab is considered a near-term opportunity with a potential market opportunity exceeding $2 billion[5, 74] - Dordaviprone has a PDUFA action date of August 18, 2025, representing a near-term commercial opportunity[22, 87, 118]