Financial Performance - Revenue reached $4443 million, which includes a $46 million reduction due to favorable prior year claims development[6] - Adjusted EBITDA was $375 million, placing it in the upper range of expectations, with an adjusted EBITDA margin of 85%[6] - The company reported a net loss attributable to common shareholders of $511 million for Q2 2025, compared to a net loss of $64 million in Q2 2024[6] Growth & Outlook - Evolent announced four new revenue arrangements in Tech & Services and the Performance Suite, bringing the year-to-date total to 11 new arrangements[6] - The company updated the Q1 2026 go-live date for a new relationship with a large national Performance Suite partner to ensure optimal data exchange[6] - The 2025 full-year revenue is projected to be between $185 billion and $188 billion, with adjusted EBITDA between $140 million and $165 million[8] Capital & Liquidity - As of June 30, 2025, Evolent had $1510 million in cash and cash equivalents, along with $625 million in revolver availability[6] - The period-end net leverage stood at 53x based on LTM Adjusted EBITDA of $1288 million[6] - Total debt was reported as $820574 million, with net debt at $686505 million[18]

Financial Performance - Q4 2025 revenue reached $282.8 million, a 14% year-over-year increase[5] - FY2025 revenue totaled $1.074 billion, reflecting a 12% year-over-year growth[5] - Core IoT revenue grew by 55% year-over-year in Q4 2025 and 53% year-over-year for FY2025[5, 7] - Non-GAAP gross margin for FY25 was 53.6%, and for Q4'25 it was 53.5%[7] - Non-GAAP diluted earnings per share for FY25 was $3.62, a 61% increase year-over-year[14] Segment Revenue (Q4'FY25) - Core IoT revenue was $84 million[11] - Enterprise & Auto revenue was $150 million[11] - Mobile revenue was $49 million[11] Q1'FY26 Guidance - Revenue is projected to be $290 million, plus or minus $10 million[30] - Core IoT is expected to contribute 32% to the revenue mix[30] - Enterprise & Auto is expected to contribute 53% to the revenue mix[30] - Mobile is expected to contribute 15% to the revenue mix[30]

Company Strategy & Business Model - Amphastar focuses on a "Three-H" strategy: High Quality, High Efficiency, and High Technology, aiming for high net income margins[8, 15, 17] - The company employs a dual-strategy growth model, combining organic pipeline development with strategic acquisitions[8, 13, 14] - Amphastar operates with a fully integrated business model, encompassing R&D, manufacturing, and distribution[8, 9, 10] Financial Performance & Pipeline Evolution - Amphastar's revenue increased from $295 million in 2018 to $732 million in 2024[15] - Adjusted net income margin grew from 3.5% in 2018 to 27.4% in 2024[15] - The company is shifting its pipeline focus from generic drugs (63% in 2021) towards biosimilars (35%) and proprietary products (50%) by 2026[20] Key Products & Milestones - BAQSIMI sales are projected to reach a peak of $250 million to $275 million[47] - Primatene MIST sales surpassed $100 million in 2024[55] - The company has invested approximately $351 million in R&D over the past 5 years[26]

AI Native By Design Building gAI to reimagine how Grindr delivers value to users August 7, 2025 © Grindr All rights reserved. 1 LEGAL DISCLOSURE This presentation has been prepared by Grindr Inc. ("Grindr," and together with its subsidiaries, the "Company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or the Company or any officer, director, employee, agent or ...

NuScale Power Second Quarter 2025 Earnings Presentation August 2025 NuScale Nonproprietary | Copyright © 2025 NuScale Power, LLC. | Page 1 Forward-Looking Statements This Presentation contains forward-looking statements (including without limitation statements containing terms such as "will," "believes," "expects," "anticipates," "plans" or other similar expressions). These forward-looking statements include statements relating to strategic and operational plans and expectations of NuScale Power Corporation ...

Century Aluminum Company 2 nd Quarter Earnings Call August 7, 2025 Cautionary Statement Certain statements in this presentation, and those made by Century Aluminum Company management on the quarterly conference call, relate to future events and expectations and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "expect," "hope," "target," "anticipate," "intend," "plan," "seek," "estimate," "potential," "project," "scheduled," ...

ON24 Intelligent Engagement Platform Overview - ON24 offers an Intelligent Engagement Platform for sales and marketing, leveraging first-party data and AI for personalization[7, 10] - The platform aims to transform digital engagement, aligning with the trend that almost 80% of B2B sales interactions will occur in digital channels by 2025[16] - The platform provides tangible ROI to customers, including a 20% increase in meetings and a 40% increase in sales conversion to meetings[14, 15] - The platform captures an average of 20+ data points per attendee during live experiences[26] - The platform boasts over 1 billion annual engagement minutes and reaches over 2 million professionals per month[27] Financial and Customer Metrics - ON24 has $127.1 million in Total ARR and has maintained positive free cash flow for the past 6 quarters[8] - 77% of ON24's customers have ARR greater than $100K[8] - 51% of ARR is from multi-year agreements, and 66% of ARR comes from customers with ARR greater than $100K[8] - 39% of customers use 2+ products[8] - The company estimates a large Total Addressable Market (TAM) of $42 billion[8]

Financial Objectives and Guidance - Block aims to enhance shareholder returns through disciplined capital return strategy and amplify the long-term value of the business[10] - Block expects $1017 billion in gross profit for 2025 and to exit 2025 with 19% year-over-year gross profit growth and 20% Adjusted Operating Income Margin[14,69] - Block expects gross profit in Q3 2025 to grow 16% year-over-year to $260 billion[71,73] - Block expects to deliver Adjusted Operating Income of $203 billion, or 20% margin for full year 2025[69] Q2 2025 Performance - Block's Q2 gross profit growth accelerated to 14% year-over-year[14,15] - Block's Adjusted Operating Income grew 38% year-over-year, delivering a 22% Adjusted Operating Income Margin[14,22,25] - Square's Gross Payment Volume (GPV) growth accelerated to 10% year-over-year[14,32] Square Performance - Square's gross profit grew 11% year-over-year, driven by strength in software, integrated payments, and banking products[30] - Square's International GPV grew 25% year-over-year in Q2 2025[32,36] - GPV from Square's mid-market sellers grew 17% year-over-year in Q2 2025, representing 44% of total GPV[37,39,40] Cash App Performance - Cash App's gross profit per monthly transacting active was $87 on an annualized basis, up 15% year-over-year[14] - Cash App's gross profit grew 16% year-over-year, driven by Cash App Borrow, Cash App Card, and BNPL[46,47] - Cash App Borrow originations grew 95% year-over-year to $18 billion annualized in Q2 2025, with stable margins[55]

Financial Performance - Total revenue reached $1.2 billion, an 8% increase year-over-year[4] - Total bookings amounted to $1.3 billion, also up by 7% year-over-year[4] - Applications and Commerce (A&C) revenue experienced a 14% growth, reaching $463.9 million[4] - Core Platform (Core) revenue increased by 5% year-over-year, totaling $753.7 million[4] - Operating income rose by 28% to $266.3 million, representing a 22% margin[4] - Net income increased by 37% to $199.9 million[4] - Free cash flow increased by 21% year-over-year, reaching $391.5 million[4] Future Outlook - GoDaddy expects Q3 2025 total revenue to be in the range of $1.22 billion to $1.24 billion, representing 7% year-over-year growth at the midpoint[9] - The company raised its full-year 2025 revenue expectations to a range of $4.89 billion to $4.94 billion, representing 7% year-over-year growth at the midpoint[9] - GoDaddy raised its free cash flow target to approximately $1.6 billion for the full year 2025[12]

Earnings Presentation Second Quarter 2025 Forward Looking Statements Some of the information contained herein are 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. When used herein, words such as "believe," "expect," "anticipate," "estimate," "plan," "continue," "intend," "should," "may," "target," or similar expressions, are intended to identify such forward-looking statements. Forward- ...