Trend Micro Overview - Trend Micro achieved gross sales of $2.1 billion in 2024 [4] - The company has maintained profitability for 26 consecutive years [5] - Trend Micro blocked over 1147 billion threats in 2024 [5] - Digital Life Protection now accounts for 34% of Trend Micro's total revenue globally [111] VicOne (Physical AI Cybersecurity) - VicOne forecasts $10 million in sales for 2025 [62] - The Artificial Intelligence Robots Market is projected to reach $20.51 billion in 2025, with a CAGR of 21.9% from 2023 to 2033 [64] - VicOne's sales are projected to grow from $3.5 million in 2024 to $10 million in 2025, and further to $19.6 million in 2026 [74] - VicOne is experiencing significant sales growth, with a forecast of 185.7% growth from 2024 to 2025 [75] TrendAI (Enterprise Cybersecurity) - Trend Micro has a total enterprise ARR customer opportunity of $8.6 billion [133] - Vision One platform ARR reached $412 million, showing a 74% year-over-year increase [141] - Vision One attach rate is at 47% [144]

Semiconductor Industry & Market - The semiconductor industry is evolving to the 3D era[5] - The semiconductor market is projected to reach approximately $1100 billion ($1.1T) in 2030[5] - AI is expected to represent about 67% of the semiconductor market by 2030, growing at a CAGR of approximately 30%[8] - The 2030 foundry market for <2nm wafers is estimated to be around $100 billion, and the advanced packaging market is projected to be about $80 billion[14] Global Investments & Supply Chain - Governments are expected to deploy over $1500 billion ($1.5T) in the semiconductor ecosystem through 2030[17] - The European Union aims to double its share of global chip output to 20% by 2030 with €43 billion in public funding[16] PDF Solutions Performance & Strategy - Analytics revenue as a percentage of total revenue reached 94% in TTM Q3'25, compared to 65% in 2020[50] - The company's revenue CAGR from 2020 to TTM Q3 2025 is 20%[73] - The company's total backlog has grown to $292 million in Q3'2025, a 2.7X increase since 2020[72] - The company is targeting Non-GAAP gross margins of >77% and Non-GAAP operating margin of >27%[78]

Annual Meeting December 2025 For personal use only NASDAQ: AVR | ASX: AVR Disclaimer Forward-Looking Statements This presentation (including oral commentary that accompanies this presentation) contains forward-looking statements, including statements related to our business, products and clinical trials and studies. Any statements about our expectations, beliefs, plans, predictions, forecasts, objectives, assumptions, or future events or performance are not historical facts and may be forward-looking. In so ...

Financial Performance - UiPath's revenue for the three months ended October 31, 2025, reached $411 million, representing an 16% year-over-year growth rate[11, 14] - The Annualized Renewal Run-rate (ARR) as of October 31, 2025, was $1782 billion, reflecting an 11% year-over-year growth rate[12, 14] - Non-GAAP operating income for the same period was $88 million, resulting in a Non-GAAP operating margin of 21%[13, 14] - UiPath has 2506 customers with >= $100k ARR and 333 customers with >= $1 million ARR as of 3Q 2026[60] - UiPath's dollar-based net retention rate was 107%[57] Financial Metrics (GAAP) - GAAP revenue was $4111 million in 3Q 2026, compared to $3547 million in 3Q 2025[62] - GAAP gross margin was 83% in 3Q 2026, compared to 82% in 3Q 2025[62] - GAAP operating income was $131 million in 3Q 2026, compared to a loss of $(434) million in 3Q 2025[62] Financial Metrics (Non-GAAP) - Non-GAAP gross margin was 85% in both 3Q 2026 and 3Q 2025[64] - Non-GAAP operating income increased to $878 million in 3Q 2026 from $497 million in 3Q 2025[64] - Non-GAAP adjusted free cash flow was $279 million in 3Q 2026, compared to $331 million in 3Q 2025[64] Guidance - UiPath projects revenue between $462 million and $467 million for 4Q 2026[65] - The company anticipates ARR to be between $1844 billion and $1849 billion for 4Q 2026[65] - Non-GAAP operating income is expected to be approximately $140 million for 4Q 2026[65]

Salesforce Q3 FY26 Earnings Call December 3, 2025 Introduction Mike Spencer Executive Vice President of Investor Relations 2 Safe Harbor and Note About Non-GAAP Financial Measures "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the Company's financial and operating results and guidance which include, but are not limited to, expected GAAP and non-GAAP financial and other operating and non-operating results. The ac ...

Investor Supplemental FY26-Q2 December 3, 2025 Disclaimer This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "may," "will" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statem ...

SNOWFLAKE INVESTOR PRESENTATION Third Quarter Fiscal 2026 S N O W F L A K E T H E M E 2 0 2 5 . 0 1 © 2025 Snowflake Inc. All Rights Reserved Statement Regarding Use of Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures, which have not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). These non-GAAP financial measures are in addition to, and not as a substitute for, or superior to, financial measures calculated in a ...

=11 December 3, 2025 Cautionary Note Regarding Forward-Looking Statements, Disclaimers and Financial Measures This presentation contains forward-looking statements about nGind sofinanced and operating results, which hivalude statements regarding nCiro's future performance, cutock, the cosumptions underlying those statements, the benefits from the use of nCino's solutions, our strategies, and general business conditions: Forward-locking statements gen actions, events, realits, strategies and expectations and ...

Company Strategy & Focus - Amphastar operates with a "Three-H Focus" on High Quality, High Efficiency, and High Technology, leading to high net income margins[8, 15, 17] - The company employs a dual-strategy growth model focusing on both organic pipeline development and inorganic strategic acquisitions[8, 13, 14] - Amphastar is strategically shifting its pipeline towards proprietary products and biosimilars, projecting a change from 21% proprietary, 16% biosimilar, and 63% generic in 2021 to 50% proprietary, 35% biosimilar, and 15% generic by 2026[20] Financial Performance & R&D Investment - Amphastar's revenue has grown from $295 million in 2018 to $732 million in 2024[15] - Adjusted net income margin increased from 3.5% in 2018 to 27.4% in 2024[15] - The company has self-funded approximately $351 million in R&D investment over the recent 5 years[26] Product Pipeline & Market Opportunities - Amphastar's pipeline includes AMP-017 (Inhalation) with an IQVIA sales potential of +$1.3 billion and AMP-005 (Recombinant Human Insulin) with a $4.5 billion market[29] - The company in-licensed three new peptide assets (AMP-105, -107, -109) targeting high-growth therapy areas with a market potential of >$50 billion across oncology indications and >$10 billion in ophthalmology[37] - BAQSIMI® sales are projected to reach a peak of $250 million to $275 million, with an estimated $2.00 to $2.50 incremental adjusted EPS at peak[54, 59] Key Products Sales - Baqsimi® Worldwide Annual Sales reached $166 million in 2024[58] - Primatene MIST® Annual Sales reached $102 million in 2024[61]

Financial Performance & Targets - Masimo's FY2025E total revenue is projected to be over $1.5 billion[11] - The company anticipates revenue growth of 9% in 2025E, which includes the impact of a 53rd week in the fiscal year[15] - Masimo expects Non-GAAP EPS growth of 67% in 2025E, reaching $5.62-$5.79[15] - The company targets a revenue CAGR of 7%-10% through 2028[21] - Masimo aims to achieve an operating margin of approximately 30% by 2028[21] - The company projects adjusted EPS of $8.00 by 2028[21] - Masimo forecasts cumulative operating cash flow of around $1 billion from 2026 to 2028[21] Market & Growth Strategy - Masimo estimates that over 200 million patients are monitored each year using Masimo SET® technology in over 150 countries[11] - The company has an installed base of approximately 2.6 million technology boards and monitors[11] - Masimo aims to increase its US Pulse Oximetry market share from ~55% to 58%-60% by 2028[32, 80] - The international Pulse Oximetry market represents a ~$800 million market with 6%-8% annual growth[32]