Veeco Veeco Instruments Q2 2025 Financial Results Conference Call August 6th, 2025 Aleeco Safe Harbor Q2 2025 Highlights Revenue $166M Non-GAAP Operating Income $23M Non-GAAP EPS 0.36¢ · Revenue, Non-GAAP Operating Income, and Non-GAAP EPS all above high-end of quidance · Strong quarter for Semi business in key areas: · Wet processing and lithography systems for Advanced Packaging systems from Al demand Ion Beam Deposition EUV systems for mask blanks . · Laser Spike Annealing systems for Gate-all-around and ...

NextNav's Solution and Spectrum - NextNav proposes a terrestrial GPS complement and backup using its Lower 900 MHz licenses in partnership with 5G network providers, without taxpayer funding[15] - NextNav holds licenses covering over 96% of U S POPs, and over 4 Billion MHz-POPs[17] - NextNav's spectrum offers long-range coverage and in-building penetration, with a proposed 10MHz downlink for broadband data[20] - NextNav's proposed new band plan optimizes a paired 5+10 MHz block suitable for PNT and 5G services[25] The Need for Terrestrial GPS Complement - A day without GPS would wreak havoc[8] - GPS is vulnerable to spoofing and jamming, as well as natural phenomena[10] - The US needs a system of systems to back up and complement GPS, including a terrestrial component[15] Economic Value and Market Opportunity - The total value of the GPS complement and backup is $14 6 billion[20] - A 1-day GPS outage could result in $1 6 billion in potential U S economic loss, while a 30-day outage could lead to $31 9 billion in losses[35] - Adopting NextNav's proposal could prevent an economic loss of $663 million (1 day outage) to $31 9 billion (30 day outage)[35] NextNav's 5G PNT Network Architecture - NextNav's PNT network will be seamlessly and efficiently integrated into 5G networks[32] - It is capable of leveraging partners' 5G network facilities[32] Financial Position - NextNav finished the second quarter with $176 1 million in cash, cash equivalents, and marketable securities[39]

Q2 2025 Earnings August 6, 2025 Safe Harbor This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward- looking statements, including, without limitation, statements regarding: expectations regarding our future results of operations and financial position, margin expansion and overall growth, including, without li ...

Financial Performance - Q2 2025 revenues reached $141 million, exceeding the high end of guidance by $21 million[14] - Adjusted EBITDA guidance is raised to $175 - $200 million for 2025[14] - Net leverage decreased significantly from 99x in Q2 2024 to 19x in Q2 2025[14] - Cash position improved to $267 million, with liquidity at $367 million, a $297 million increase year-over-year[14] - 11 million shares were repurchased in Q2 2025 for $69 million[16] Business Segments - International MCM sales accounted for 48% of total MCM revenue year-to-date[16,54] - NARCAN demand rebounded by 50% in Q2 2025 compared to Q1 2025[16,57] Future Outlook - Full year 2025 revenue is projected to be in the range of $765 - $835 million[14] - The company is pursuing organic and inorganic growth initiatives to create shareholder value[15,67] - The company plans to invest to enable sustainable, long-term growth[62]

EARNINGS PRESENTATION SECOND QUARTER 2025 08.06.2025 DISCLOSURES FORWARD-LOOKING STATEMENTS This presentation references certain financial measures that are not prepared in accordance with generally accepted accounting principles in the United States (GAAP), including, Adjusted EBITDA and free cash flow. The Company defines Adjusted EBITDA as earnings before interest expense, income taxes, depreciation and amortization, stock-based compensation and certain other items the Company believes are not indicative ...

Cerence Q3 August 6, 2025 Brian Krzanich, Chief Executive Officer Tony Rodriquez, Chief Financial Officer © 2025 Cerence Inc. Q3FY25 Results | | Q3FY24 | Q3FY25 | Q3FY25 Guidance | | --- | --- | --- | --- | | Total Revenue | $70.5M | $62.2M | $52M - $56M | | Gross Margin | 71.5% | 73.7% | 66% - 68% | | Net Income (Loss) | $(313.5)M | $(2.7)M | $(10)M - $(13)M | | EPS – diluted | $(7.50) | $(0.06) | $(0.24) - $(0.31) | | (a,b) Adjusted EBITDA | $12.5 | $9.0 | $1M - $4M | | Cash Provided by Operating Activiti ...

Financial Performance - Total revenue for Q2 2025 was $236 million, a 6% year-over-year increase[6] - Adjusted EBITDA for Q2 2025 reached $105 million, representing a 3% year-over-year growth[6] - Adjusted EPS for Q2 2025 was $034, a 10% year-over-year increase[6] - Free Cash Flow for Q2 2025 was $40 million, a 55% year-over-year increase[6] Strategic Highlights - Colorado and Nevada passed School Bus Stop Arm Enforcement laws, creating an incremental total addressable market of $40 million[10] - Government Solutions achieved solid Q2 bookings, potentially adding $21 million of incremental full run-rate ARR, bringing the trailing twelve months total to approximately $60 million[10] - A new $100 million stock repurchase program was authorized by the Board, valid through November 2026[10] Segment Performance - Commercial Services revenue increased by 5% year-over-year, driven by increased product adoption and tolling activity[11] - Government Solutions service revenue grew by 7% year-over-year, with 11% growth outside of New York City[11] - Parking Solutions SaaS and Services revenue remained relatively flat year-over-year, primarily due to a decline in installation and other professional services[11] 2025 Financial Outlook - The company reaffirmed its 2025 financial outlook, but noted a risk to the lower end of guidance ranges due to uncertainty in travel demand[11] - The company expects total revenue growth of 6% at the mid-point of guidance, resulting in revenue between $925 million and $935 million[43]

Financial Performance - Total revenue for Q2 2025 reached $415813 million, a 28% increase compared to $324918 million in Q2 2024[11] - Company-operated shop revenue increased to $3805 million in Q2 2025 from $2953 million in Q2 2024[11] - Adjusted EBITDA increased by 37% to $89 million in Q2 2025, compared to $65 million in Q2 2024[13] - Net income attributable to Dutch Bros Inc increased to $25624 million in Q2 2025 from $11940 million in Q2 2024[31] Sales Metrics - Systemwide same shop sales increased by 61% in Q2 2025[17] - Company-operated same shop sales increased by 78% in Q2 2025[17] - Dutch Rewards transactions accounted for 716% of total transactions[36] Shop Expansion - The total shop count reached 1043 in Q2 2025, up from 912 in Q2 2024, representing a 14% increase[10] - Company-operated shops increased to 725 in Q2 2025 from 612 in Q2 2024, an 18% increase[10] Outlook - The company projects total revenue between $159 billion and $160 billion for FY 2025[23] - The company anticipates same shop sales growth of approximately 45% for FY 2025[23]

August 6, 2025 Innovative Semiconductors / Photonics Design and Manufacturing Through AI Automation, Digital Twin Modeling, and Simulation Software APRIL 2024 From Atoms to Systems Q2 2025 Earnings Presentation This presentation and the accompanying oral presentation include express and implied "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "can," "co ...

Investor Presentation August 2025 1 Disclaimer Forward-looking statements and other information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such as "may," "should," "could," "predict," "potential," "b ...