Financial Performance - Ziff Davis' Q2 2025 revenues increased by 9.8% to $352.2 million, compared to $320.8 million in Q2 2024 [15] - Adjusted EBITDA for Q2 2025 was $107.7 million, an 11.8% increase from $96.3 million in Q2 2024 [15] - Adjusted diluted EPS increased by 5.1% from $1.18 in Q2 2024 to $1.24 in Q2 2025 [15] Revenue Breakdown - Advertising and Performance Marketing revenue increased by 15.5%, from $170 million in Q2 2024 to $197 million in Q2 2025 [20] - Subscription and Licensing revenue increased by 5.0%, from $142 million in Q2 2024 to $149 million in Q2 2025 [20] Segment Performance - Technology & Shopping segment revenue increased by 11.3%, from $72.5 million in Q2 2024 to $80.8 million in Q2 2025 [26] - Gaming & Entertainment segment revenue increased by 7.5%, from $43.0 million in Q2 2024 to $46.2 million in Q2 2025 [32] - Health & Wellness segment revenue increased by 15.7%, from $86.0 million in Q2 2024 to $99.5 million in Q2 2025 [39] - Connectivity segment revenue increased by 14.2%, from $50.3 million in Q2 2024 to $57.4 million in Q2 2025 [45] - Cybersecurity & Martech segment revenue decreased by 0.9%, from $69.0 million in Q2 2024 to $68.3 million in Q2 2025 [52] Financial Guidance - Ziff Davis reaffirmed its FY 2025 revenue guidance with a midpoint of $1.472 billion, representing a 5.0% year-over-year increase [63] - Adjusted EBITDA guidance midpoint is $523 million, a 6.0% increase year-over-year [63] - Adjusted diluted EPS guidance midpoint is $6.96, a 5.1% increase year-over-year [63]

Financial Performance - Avadel Pharmaceuticals generated $68.1 million in net revenue in Q2 2025, a 64% year-over-year increase[13] - The company raised FY25 revenue guidance to $265 - $275 million[13] - Avadel achieved cash-flow positive status in Q2 2025[13] - Cash, cash equivalents, and marketable securities totaled $81.5 million as of June 30, 2025[13] - GAAP Operating Income for Q2 2025 was $8.9 million, compared to a loss of $12.7 million in Q2 2024[22] - Non-GAAP Operating Income for Q2 2025 was $15.0 million, compared to a loss of $1.2 million in Q2 2024[24] LUMRYZ and Pipeline Development - Approximately 3,100 patients are currently on LUMRYZ therapy, a 63% increase compared to June 30, 2024[9, 13] - The REVITALYZ Phase 3 trial of LUMRYZ in Idiopathic Hypersomnia (IH) is on track to complete enrollment during 4Q25, with data expected in 1H26[13] - LUMRYZ received Orphan Drug Designation for Idiopathic Hypersomnia (IH)[13] - Approximately 11% of the 42,000 US patients diagnosed with IH are treated with the only FDA approved oxybate treatment[18]

Company Overview - Better Home & Finance Holding Company is developing a next-generation AI mortgage platform aimed at simplifying and accelerating the mortgage process[11] - Mortgages originated with Better technology cost 43% less than the industry average[17] - The company's platform delivers a best-in-class experience with a 64 Net Promoter Score and a 4.1 out of 5 Trustpilot Score[21] Market Opportunity - The cumulative homeownership market size is estimated at $19+ trillion[19] - Home mortgages represent approximately 69% of total household debt[19] - Buyers pay fees to up to 10 intermediaries, accounting for ~10% of home price[21] Technology and Platform - The platform is powered by Tinman® AI, which enables faster rate quotes (3 seconds), pre-approvals (3 minutes), and loan closes (3 weeks)[21, 13] - The company's AI agent, Betsy, has led to a 3x increase in loan officer productivity[57] - The company retains loans on its balance sheet for approximately 26 days on average[30, 32] Financial Performance - In Q2 2025, the total mortgage revenue was $7886 thousand per fund[58] - In Q2 2025, the contribution margin per fund was $1064[58] - Adjusted EBITDA for Q2 2025 was $(26605) thousand, compared to $(23259) thousand in Q2 2024[79]

1 © Nova confidential & proprietary information Use of Non-GAAP Adjusted Financial Measures This presentation provides financial measures that exclude amortization of acquired intangible assets, acquisition-related expenses, inventory step-up and contingent consideration revaluation, stock-based compensation expenses, revaluation of operating lease liabilities and remeasurement of intercompany loans, amortization of debt discount and issuance costs and tax effect of non-GAAP adjustment, as applicable, and a ...

Financial Performance - Q2 2025 revenue reached $739 million, an 84% year-over-year increase, driven by Alani Nu's $301.2 million revenue contribution[31] - Gross profit for Q2 2025 was $381 million, an 82% year-over-year increase, with a gross margin of 51.5%[31, 32] - Adjusted EBITDA for Q2 2025 increased by 109% to $210 million, resulting in an adjusted EBITDA margin of 28.4%[31, 32] - Net income for Q2 2025 rose by 25% to $99.9 million[31, 32] - Adjusted diluted EPS for Q2 2025 increased by 68% year-over-year to $0.47[31, 32] - For the first half of 2025, revenue was $1.07 billion, a 41% increase compared to the first half of 2024[15, 32] Market Position and Growth - Celsius Holdings' portfolio surpassed $4 billion in past-52-week tracked retail sales as of July 20, 2025[31] - The Alani Nu brand delivered +129% year-over-year retail growth and added +3.1 points of share in Q2 2025[31] - Celsius Holdings contributed 13% of all energy drink category growth in 1H 2025 and holds 99.3% ACV[15] - Celsius Holdings is the 3 energy drink portfolio in the U S with a total U S share of 16 8% in tracked channels in 1H 2025[15]

Financial Performance - Elanco's Q2 2025 revenue reached $1.241 billion, a 5% increase compared to $1.184 billion in Q2 2024 [34] - Organic constant currency (CC) revenue growth was 8% [9, 11] - Adjusted EBITDA for Q2 2025 was $238 million, compared to $275 million in Q2 2024 [34] - Adjusted earnings per share (EPS) diluted was $0.26, compared to $0.30 in Q2 2024 [34] Innovation and Portfolio - Innovation revenue contribution in H1 2025 was $420 million [9, 15] - The 2025 innovation sales target has been raised to $720-$800 million [9, 14, 15] - U S Pet Health segment experienced an 11% revenue increase [9, 32] Financial Outlook and Strategy - The company is increasing organic CC revenue growth guidance for 2025 to 5%-6% [10] - Adjusted EBITDA guidance for 2025 is $850-$890 million [10] - Adjusted EPS guidance for 2025 is $0.85-$0.91 [10] - The company expects a $500-$550 million gross debt paydown in 2025, targeting a net leverage ratio of 3.8x-4.1x [9]

Transformative immunomodulating medicines for patients 2Q & 1H 2025 Financial Results & Business Update 1 Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Words such as "may", "will", "believe", "expect", "plan", "anticipate", "estimate", "continue" and similar expressions (as well as other words or expressions referencing future events or circumstances) are intended to ...

Business Update Steven Basta, President & Chief Executive Officer Q2 2025 Financial Results Robert Breedlove, VP of Finance & Principal Accounting Officer Closing Remarks SECOND QUARTER 2025 EARNINGS CONFERENCE CALL AUGUST 2025 NASDAQ: PHAT Today's Agenda Steven Basta, President & Chief Executive Officer Question & Answer Steven Basta, President & Chief Executive Officer Robert Breedlove, VP of Finance & Principal Accounting Officer 2 Safe harbor This presentation contains forward-looking statements. All st ...

August 7, 2025 SECOND QUARTER 2025 RESULTS DISCLAIMER Forward Looking Statements This presentation contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company's management as well as assumptions, expectations, projections, intentions and beliefs about future events, in particular regarding dividends (including our dividend plans, timing and the amount and growth of any dividends), daily charter rates, vessel utilization, the future number of n ...

Presentation for Business Update AUGUST 7, 2025 Forward-Looking Statements This communication contains certain forward-looking statements within the meaning of the federal securities laws of the United States. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Any statements made ...