Investor Presentation March 2026 1 Forward - Looking Statements & Non -GAAP Financial Measures Forward - Looking Statements. This presentation contains 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. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward -looking statements, including but not limited to, statements r ...

QUARTERLY EARNINGS PRESENTATION Q4'26 NASDAQ: SMTC 1 | QUARTERLY EARNINGS PRESENTATION | Q4'26 Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended, based on the Company's current expectations, estimates and projections about its operations, industry, financial condition, performance, results of operations, and liquidity. Forward-looking statements are statements ot ...

EARNINGS PRESENTATION March 2026 CAUTIONARY STATEMENT Safe Harbor Statement The Company, from time to time, may discuss forward-looking information. Except for the historical information contained in this presentation the matters set forth in this presentation include forward-looking statements. These statements can be identified by the fact that they do not relate strictly to historical or current facts. Forward-looking statements often use words such as "believe," "expect," "anticipate," "intend," "estima ...

HCA Healthcare Conference Call Summary Company Overview - **Company**: HCA Healthcare (NYSE:HCA) - **Event**: FY Conference on March 16, 2026 - **Key Speakers**: Jon Foster (EVP and COO), Christopher Wyatt (SVP and Controller), Frank Morgan (VP of IR) Key Points Business Performance - **2025 Performance**: - Achieved 47 million patient encounters - 2.4% year-over-year admission growth - EBITDA margin improved by 90 basis points to 20.6% [2][3] - **2026 Focus**: - Continued investment in digital and AI initiatives - Emphasis on financial resiliency and network optimization [3] Admission Trends - **Growth Confidence**: - Targeting 2%-3% admission growth driven by population and demand growth in 43 domestic markets [4] - **Capital Projects**: - Investing in inpatient capacity and expanding outpatient sites from 14 to at least 20 sites per hospital [5][6] Marketplace Dynamics - **Exchange Impact**: - Exchanges accounted for 8% of admissions and 10% of revenue in 2025 - Estimated headwind of $600 million to $900 million for 2026 due to potential loss of HIX volume [8][9] - **Utilization Assumptions**: - Anticipated decline in utilization for uninsured individuals [9][10] Pricing and Acuity - **Acuity Investments**: - Enhanced clinical capabilities in various services (e.g., organ transplants, trauma) [11] - **Contracting Status**: - 90% of contracts for 2026 finalized with expected price increases within anticipated ranges [12] Medicaid and State Programs - **Medicaid Volume**: - Anticipated return to average growth after recent declines due to redetermination processes [14] - **State Directed Payment Programs**: - Expected decline in net benefit of $250 million to $450 million year-over-year due to program pauses and retro payments [16][17] Labor and Cost Trends - **Labor Environment**: - Turnover rates and contract labor costs have returned to pre-pandemic levels [32] - **Physician Specialty Fees**: - High single-digit growth expected in hospital-based physician services [35] Capital Deployment Strategy - **Cash Flow**: - Generated $12.6 billion in 2025, projected between $12 billion and $13 billion in 2026 [36] - **Capital Allocation**: - Over $7 billion in capital projects planned, alongside M&A activities and share repurchases [36][38] AI and Technology Integration - **AI Utilization**: - Focus on administrative, operational, and clinical domains to enhance patient care and operational efficiency [26][30] - **Investment in Technology**: - Significant investments made to improve revenue cycle management and reduce denial impacts [24] Supply Chain Management - **Supply Expenses**: - Stable supply expense outlook with over two-thirds of pricing locked for 2026 [46][47] Investor Communication - **Competitive Advantage**: - Emphasis on scale and shared services platforms as key competitive advantages in local markets [49] Additional Insights - **Rural Hospital Fund**: - Monitoring opportunities under the $50 billion fund, with no immediate benefits assumed for 2026 [45] - **Regulatory Changes**: - Anticipated manageable impact from Medicaid cuts under OB3 due to phased implementation and company positioning in non-expansion states [19][20][21] This summary encapsulates the key insights and strategic directions discussed during the HCA Healthcare conference call, highlighting the company's performance, market dynamics, and future initiatives.

Q4 2025 Results March 16, 2026 Green Dot Corporation - Confidential Safe Harbor Statement This presentation contains statements that constitute "forward-looking statements" within the meaning of, and subject to the protections of, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are statements that could be deemed to be forward-looking statements. These forward-looking statements ...

NVIDIA Conference Summary Company Overview - **Company**: NVIDIA (NasdaqGS: NVDA) - **Event**: 2026 Conference held on March 16, 2026 - **Speaker**: Jensen Huang, Founder and CEO Key Points Industry and Technology Platforms - NVIDIA operates as a platform company with three main platforms: CUDA-X, systems, and a new platform called AI Factories [2][3] - The conference highlighted the importance of ecosystems in technology, with 450 companies sponsoring the event and a focus on artificial intelligence (AI) across various layers [3][4] CUDA and Install Base - CUDA has been a foundational technology for NVIDIA for 20 years, enabling a vast install base of hundreds of millions of GPUs and computing systems globally [5][6] - The install base attracts developers, leading to breakthroughs in algorithms and new markets, creating a flywheel effect that accelerates growth [5][6] Accelerated Computing - NVIDIA emphasizes the shift towards accelerated computing for AI, which allows for significant improvements in speed and cost efficiency [18][19] - The company has partnered with major cloud service providers like Google Cloud and AWS to enhance data processing capabilities [18][24] AI and Data Processing - NVIDIA's libraries, such as cuDF for structured data and cuVS for unstructured data, are crucial for accelerating AI applications [15][16] - The collaboration with IBM to accelerate watsonx.data demonstrates the integration of NVIDIA's technology into existing data processing systems [17] Market Demand and Growth - The demand for NVIDIA's GPUs has surged, with a reported increase in computing demand by 10,000 times over the last two years [49][50] - NVIDIA anticipates a revenue potential of at least $1 trillion through 2027, driven by the growing need for AI infrastructure [51][54] Inference and Performance - NVIDIA has focused on optimizing inference capabilities, which are critical for AI applications, leading to a significant increase in performance metrics [58][61] - The introduction of NVLink 72 and NVFP4 has resulted in a 35 to 50 times improvement in performance per watt, making NVIDIA's offerings highly competitive [61][62] Vertical Integration and Ecosystem - NVIDIA positions itself as a vertically integrated but horizontally open company, allowing for extensive collaboration with various platforms and industries [28][29] - The company is involved in multiple sectors, including healthcare, financial services, and telecommunications, showcasing its broad impact across industries [30][32][34] Future Outlook - The conference underscored the transformative potential of AI and accelerated computing, with NVIDIA at the forefront of this technological shift [42][43] - The emergence of AI-native companies and the substantial venture capital investment in AI startups signal a new era of innovation and growth in the tech industry [40][41] Additional Important Insights - The integration of generative AI with traditional computing paradigms is reshaping how applications are developed and deployed [44][45] - NVIDIA's commitment to continuous software updates and support for its GPUs enhances the longevity and utility of its products [7][8] - The company is actively working on confidential computing to ensure data security in AI applications, which is becoming increasingly important in cloud environments [25][26] This summary encapsulates the key themes and insights from the NVIDIA conference, highlighting the company's strategic direction, technological advancements, and market positioning in the rapidly evolving AI landscape.

Summary of GPGI Inc. Conference Call Company Overview - **Company**: GPGI Inc (NasdaqGM:CMPO) - **Event**: 2026 JPMorgan Industrials Conference - **Date**: March 16, 2026 Key Points Industry Insights - The current economic environment is perceived to be better than media portrayals, with potential risks stemming from geopolitical tensions, particularly in the Middle East [7][2] - There is a belief that a recession is possible but not highly probable, indicating a cautious optimism about the economy [7] Leadership and Management - Transitioning from an operator to an investor role has changed the focus of leadership, emphasizing the importance of understanding ground-level operations [12][11] - Effective leadership is characterized by the ability to drive change and show early results, referred to as "inchstones" [32][30] - The importance of daily management and consistent oversight of initiatives is highlighted as a foundation for success [32] Investment Strategy - GPGI aims to acquire businesses with strong positions in good industries, leveraging a proven operating system to drive above-market performance [55][60] - The company has a unique structure with no corporate overhead, allowing for focused management of each business [55][56] - GPGI's investment strategy includes identifying high-quality businesses that are currently undervalued due to private equity ownership and market dynamics [59][62] Market Dynamics - There is a growing list of high-quality businesses that are struggling under private equity leverage, creating opportunities for GPGI to acquire them at favorable prices [59][62] - The company believes it can deliver better outcomes for these businesses compared to traditional private equity exits, which often lead to "zombie companies" [59][62] Recent Developments - GPGI has successfully raised $2.1 billion in equity for acquisitions, demonstrating strong investor interest in its model [74] - The acquisition of Husky is seen as a significant opportunity, with expectations of strong performance due to the company's operational capabilities [52][55] Future Outlook - GPGI is positioned to capitalize on market opportunities by focusing on businesses that align with its operational strengths and investment philosophy [60][62] - The company is committed to maintaining a disciplined approach to acquisitions, ensuring that it only pursues opportunities that fit its strategic goals [83] Additional Insights - The leadership emphasizes the importance of culture in driving business success, with a focus on hiring leaders who can foster a positive organizational environment [29][30] - The call also touches on the challenges of managing perceptions in the market, particularly regarding investor panic and market reactions to news [39][40] Conclusion GPGI Inc is strategically positioned to leverage its operational expertise and unique investment model to acquire and grow businesses in favorable industries. The leadership's focus on culture, daily management, and disciplined acquisition strategies is expected to drive long-term success and shareholder value.

Summary of InMode Conference Call Company Overview - **Company**: InMode - **Industry**: Medical Devices, specifically in aesthetic treatments Key Points Current Operational Challenges - InMode is currently operating at approximately **60% manufacturing capacity** due to regional instability and threats from neighboring countries [5][6] - The company faces significant **logistical challenges** with shipping, as major carriers like DHL and FedEx are not operating flights to Israel, leading to increased shipping costs [6][7] - Employee attendance is affected by school closures, impacting workforce availability [6] Inventory Management - InMode has built a **safety inventory** of finished goods and components over the past two years, which is currently being utilized to meet market demands despite shipping challenges [11] - The company has shipped products to subsidiaries globally to fill gaps caused by local disruptions [11] Share Buyback Program - InMode has executed a **share buyback program**, purchasing shares worth **$508 million** to date, with an additional **$85 million to $90 million** approved for buyback, totaling around **$600 million** over the last 3.5 years [14][15] - The company aims to maintain liquidity for potential M&A opportunities, targeting acquisitions in the range of **$500 million to $1 billion** [17] Market Trends and Customer Insights - There is a **stabilization** in patient activity and treatment usage, with no significant growth or decline observed [19] - High interest rates on leasing (14%-15%) are affecting customer purchasing decisions, particularly in the U.S. market [20] - The company anticipates potential growth in 2027, contingent on stabilization in 2026 and new product launches [22][33] Product and Technology Development - InMode is focusing on expanding its portfolio to include **non-invasive technologies**, which now contribute nearly **20%** to its revenue [34] - The company is developing new laser technologies to complement its existing RF energy products, aiming for a competitive edge in the market [36][39] - A dedicated team for the **dry eye treatment** platform has been established, with plans to submit for FDA approval for a new RF-based study [41][42] Geographic and Structural Changes - InMode has restructured its North American operations to unify management, aiming for improved efficiency and sales performance [29][30] - The company is also exploring growth opportunities in Asia, particularly in China and Korea, where it currently has limited market presence [46][47] Financial Outlook - Gross margins are impacted by a shift towards more laser-based devices, which traditionally have lower margins, and by tariffs affecting U.S. operations [49][50] - Despite current challenges, there is optimism about the recovery of demand for aesthetic procedures, which is expected to improve margins in the future [51] Additional Insights - The company is cautious about future guidance due to macroeconomic uncertainties and ongoing regional instability [22][50] - InMode's management is actively monitoring the effectiveness of recent organizational changes and is prepared to make further adjustments as necessary [30][32]

Claritev (NYSE:CTEV) 2026 Investor Day March 16, 2026 01:00 PM ET Company ParticipantsBrad Ross - General Manager of the Payment and Revenue IntegrityBrian Burnside - CEOCarol Nutter - Chief People OfficerDoug Garis - EVP and CFOFernando Schwartz - Chief AI OfficerJay Hodges - CFOJerry Hogge - COOJigar Patel - Chief Medical Officer and Chief Product OfficerMichael Kim - Chief Digital OfficerMike Feeney - FounderSarah Michaels - Chief Clinical OfficerSean Crandall - General Manager and SVP of Claims Intellig ...

Financial Data and Key Metrics Changes - In Q4 2025, the company achieved record revenue of $208.9 million, a 2% increase compared to the pro forma Q3 revenue [14] - Full year 2025 pro forma revenues reached $790 million, representing a 19% year-over-year increase compared to pro forma 2024 revenues [5][14] - Full-year adjusted EBITDA was $402.8 million, a 16% year-over-year increase [15] - The company reported a full-year net loss of $58.1 million [15] Business Line Data and Key Metrics Changes - Produced water volumes in Q4 2025 reached 2.6 million barrels per day (MMbpd), with full year combined volumes averaging 2.4 MMbpd, reflecting a 15% year-over-year growth [5][14] - The company achieved a single-day record of 2.9 MMbpd of water handled in Q4 2025 [9] - The Kraken project was brought online, contributing an initial capacity of approximately 450,000 barrels per day [10] Market Data and Key Metrics Changes - The company is well-positioned in the Delaware Basin, which is the most prolific oil and natural gas basin in North America, with a produced water handling capacity of over 5 MMbpd [6] - The demand for produced water handling continues to grow, with water-to-oil ratios in the Delaware Basin among the highest in the U.S. [7] Company Strategy and Development Direction - The company aims to continue its operational and commercial momentum in 2026, focusing on high-return organic growth projects and expanding its water infrastructure network [6][17] - The Speedway Phase II pipeline project is expected to drive further growth, with demand already outperforming expectations [11][12] - The company is committed to maintaining a conservative balance sheet while pursuing growth opportunities [16][38] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's position entering 2026, citing strong commercial momentum and opportunities for growth [14][18] - The current macro environment is seen as more favorable than when the 2026 guidance was set, suggesting potential upside in produced water handling volumes [25][44] Other Important Information - The company declared an inaugural quarterly dividend of $0.05 per share [16] - Total liquidity at the end of the year was $527 million, including $52 million in cash and cash equivalents [15] Q&A Session Summary Question: 2026 produced water handling volumes guidance - Management acknowledged that the guidance reflects a conservative approach based on previous producer feedback when oil prices were lower, but they see potential for upside in the latter half of 2026 [24][26] Question: Opportunities from the Devon and Coterra merger - Management expressed excitement about the merger and the potential for growth opportunities, particularly with the Devon team [27][28] Question: Acceleration of growth project opportunities - Management confirmed that they are in a strong position with several commercial discussions ongoing, which could lead to accelerated growth in 2026 [34][35] Question: Capital allocation philosophy post-growth projects - Management emphasized the priority of high-return organic growth projects while remaining open to M&A opportunities, with a focus on maintaining a healthy balance sheet [37][38] Question: Expectations for Speedway Phase II - Management indicated that the CapEx for Phase II is already incorporated into the budget, with expectations for attractive returns [46][47] Question: Evolution of rates for water takeaway - Management noted that rates are increasing due to higher demand and capital needs for projects, with new rates significantly higher than previous averages [56][57]