Business Overview - VTEX is a SaaS commerce platform for enterprises, with 88% of its Annual Recurring Revenue (ARR) coming from enterprise customers, each generating at least $25,000 ARR, with an average of $131,000 in ARR [17] - VTEX's platform facilitated $19.0 billion in B2C Gross Merchandise Value (GMV) in the last twelve months (LTM) of the second quarter of 2025 [21] - VTEX reported $230.4 million in revenue for the LTM period of the second quarter of 2025 [21] - The company has 3,400 customers and 2,400 active online stores across 43 countries as of fiscal year 2024 [21] Financial Performance and Growth - VTEX boasts an attractive unit economics model with a Lifetime Value to Customer Acquisition Cost (LTV/CAC) ratio above 6x [68] - VTEX achieved a Non-GAAP subscription gross margin of 79.1% for the LTM period of the second quarter of 2025 [21] - The number of customers with ARR above US$250,000 experienced YoY growth of 23% in 2024 [69] - VTEX's Top 100 customers have shown a Compound Annual Growth Rate (CAGR) of 24% from 2017 to 2024 [72] - Top 100 customers ARR grew 29% FX Neutral CAGR from 2017 to 2024, reaching $98.7 million in ARR [79] Market and Technology - The Latin American e-commerce market reached $19.0 billion in GMV in fiscal year 2024 [32] - The worldwide e-commerce market is projected to reach $8.1 trillion by fiscal year 2028 [33] - Approximately 45% of VTEX's GMV comes from Collaborative Commerce transactions, with over 85% of GMV from customers using Collaborative Commerce integrations [44]

Earnings Presentation Second Quarter 2025 1 Safe Harbor Unless otherwise specified, financial information and other data in this presentation is presented as of June 30, 2025. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. The financial results contained herein as of June 30, 2025, and for the three and six months ended June 30, 2025, include the impact of the Identity Automation acquisition, which closed on April 1, 2025, unless otherwise specifi ...

Equity Investor Presentation Second Quarter 2025 Forward-Looking Statements In addition to historical information, this presentation includes forward-looking statements that reflect management's current expectations for Farmer Mac's future financial results, business prospects, and business developments. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate, or imply future results, performance, or achievements. Management's expectations for Farmer Mac's ...

Q2 2025 Earnings August 2025 仍 onestream Disclaimer Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors. Some of these risks are clescribed in greater detail in ou the Securities and Exchange Commission, including our most recently filed Quarterly Report on Form 10-4. or Annual Recort on Form 10-K. ht is not possible for our managemen all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combin ...

Company Mission and Vision - Sight Sciences' mission is to develop transformative technologies that empower eyecare providers to elevate standards of care [5] - The company aims to transform chronic eye disease treatment by reducing patient burden, slowing disease progression, and improving outcomes [9] Glaucoma Market and Technology (OMNI) - The addressable U S glaucoma market is estimated at over $6 billion with over 4 million patients diagnosed [17] - OMNI is a comprehensive MIGS technology designed to treat the full spectrum of primary open-angle glaucoma (POAG) [28] - OMNI has demonstrated consistent efficacy in both combination cataract and standalone clinical trials [32] Dry Eye Disease Market and Technology (TearCare) - The addressable U S dry eye disease market is approximately $3 billion with over 19.4 million patients diagnosed [61] - TearCare is an FDA-cleared interventional therapy designed to treat MGD by restoring gland functionality [76] - Clinical trials (SAHARA RCT) have shown TearCare to be superior to Restasis in tear break-up time improvement [84] Financial Performance and Strategy - The company projects full year 2025 revenue between $72 million and $76 million and adjusted operating expenses between $101 million and $105 million [96] - Strategic initiatives focus on expanding OMNI utilization and TearCare access and adoption [98]

SECOND QUARTER 2025 EARNINGS PRESENTATION NASDAQ: TBCH | AUGUST 7, 2025 SAFE HARBOR STATEMENT & IMPORTANT INFORMATION Forward-Looking Information and Statements This presentation, including the appendix, includes forward-looking information and statements within the meaning of the federal securities laws. Except for historical information contained in this release, statements in this release may constitute forward-looking statements regarding assumptions, projections, expectations, targets, intentions or be ...

XPLR Infrastructure, LP Second Quarter 2025 Presentation Other See Appendix for definitions of Adjusted EBITDA and Free Cash Flow Before Growth expectations. 2 ibdroot\projects\IBD-NY\xeric2025\944088_1\02. Presentation\04. NDR\XPLR_Credit NDR_DRAFT_v43.pptx Cautionary Statements and Risk Factors That May Affect Future Results This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forward-looking statements. F ...

Company Overview - WhiteHorse Finance's portfolio fair value was $629.3 million as of June 30, 2025 [8] - The company's net asset value (NAV) per share was $11.82 as of June 30, 2025 [8] - The company's current dividend yield is 17.5% based on the August 6, 2025 share price of $8.78 [8] - Since its IPO in December 2012, WhiteHorse Finance has invested $2,811 million across 263 transactions [12] Portfolio Performance - The weighted average effective yield on income-producing investments was approximately 11.9% at the end of Q2 2025, compared to 12.1% in Q1 2025 [16] - The company's return on its investment in STRS JV at the end of Q2 2025 was 14.0% [16] - Total fair value of investments decreased from $651.0 million in Q1 2025 to $629.3 million in Q2 2025 [24] - Investments on non-accrual status were $24.0 million in fair value, representing 4.2% of investments based on fair value [24] Financial Highlights - Q2 Net Investment Income (NII) and Core NII was $6.6 million, or $0.282 per share [16] - The company completed a $298.15 million CLO term debt securitization in June 2025 [16]

August 7, 2025 NYSE: AWR Financial Results Call Presentation Second Quarter 2025 Today's Presenters Robert J. Sprowls President & CEO Eva G. Tang SVP – Finance & CFO 2 Forward-Looking Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can often be identified by words such as "anticipate," "estimate," "expect," "intend," "may," "should" and similar phrases and expressions, and variations or neg ...

Company Strategy and Outlook - MDU Resources aims for a long-term EPS growth rate of 6%-8%[10] - The company targets an annual dividend payout ratio of 60%-70%[10] - MDU anticipates continued customer growth in the electric and natural gas sectors at a rate of 1%-2% annually[12][26] - The company narrows its 2025 earnings per share guidance to a range of $0.88 to $0.95[24] Regulatory Updates and Projects - Natural Gas Distribution in Montana: A settlement agreement is pending for an 8.6% or $7.3 million increase, with interim rates of 10.25% or $7.7 million already effective[13] - Natural Gas Distribution in Wyoming: A settlement agreement was approved for an 11.7% or $2.1 million increase, with rates effective August 1, 2025[13] - The company has signed electric service agreements for 580 MW of data center load[12][16] - MDU has a 49% ownership interest representing 122.5 MW in the Badger Wind Project, with a total capacity of 250 MW, and an estimated cost of $294 million[12][21] Financial Performance - MDU Resources Group's net income for the second quarter of 2025 was $14.1 million, or $0.07 per share, compared to $20.2 million, or $0.10 per share in 2024[31] - The Electric Utility reported earnings of $10.4 million, with retail sales volumes increasing 12.0%[34][35] - The Natural Gas Utility experienced a seasonal loss of $7.4 million, with customer count increasing 1.5% year-over-year[37][38] - The Pipeline segment reported earnings of $15.4 million[40]