Q1FY26 Financial Results Western Digital October 30, 2025 2 WESTERN DIGITAL CONFIDENTIAL © 2025 Western Digital Corporation or its affiliates All rights reserved Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: the company's business outlook and financial performance for the second fiscal quarter of 2026 and beyond, and demand and market conditions for our products and ...

Weave Overview Q3 2025 NYSE : WEAV OCTOBER 2025 1 Safe Harbor Statement This presentation has been prepared by Weave Communications, Inc. ("Weave", "we", "us", or "our") for informational purposes only and not for any other purpose. This presentation contains "forward-looking statements" within the Private Securities Litigation Reform Act of 1995 that are based on our management's current expectations and projections about future events and financial trends that we believe may affect our financial condition ...

Moving the world of Commerce forward October 2025 Forward-Looking Statements and Non-GAAP Financial Measures *Source: TAM Analysis and Market Penetration Study leveraging US Census NAICS Codes across Retail (42 Wholesalers), Distribution (42 Wholesalers), CPG/Finished Goods (31-33 Manufacturing), Retailers/Stores acting as suppliers (44-45 Retail Trade) as of February 2025. This presentation contains forward-looking statements, including information about management's view of SPS Commerce's future expectati ...

Q3 2025 FINANCIAL RESULTS FORWARD-LOOKING STATEMENTS 3 Q3 2025 FINANCIAL HIGHLIGHTS This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainty. Such statements are based on management's current expectations and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. The Company cautions investors tha ...

Investor Presentation October 2025 Disclaimer This presentation contains and related discussions may contain "forward-looking statements" within the meaning of U.S. federal securities laws. Forward-looking statements include information concerning possible or assumed future results of operations, Rocket Companies, Inc.'s (the "Company") business plansand strategies, the Company'sabilityto cross-selland up-sell the Company's products, the Company's acquisitions of Redfin Corporation and Mr. Cooper Group Inc. ...

Safe harbor This presentation includes "forward-looking statements," as the term is defined under the federal securities laws. Forward-looking statements are those statements which are not statements of historical or current fact. These forward-looking statements can be identified by forward-looking words such as "expects," "anticipates," "intends," "plans," "may," "will," "would," "could," "believes," "seeks," "projected," "potential," "estimates," and similar expressions. Such forward-looking statements i ...

Q325 Financial Results 1 0 D e c e m b e r 2 0 2 4 O c t o b e r 3 0 , 2 0 2 5 Forward-Looking Statements Statements included in this document that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include those relating to: Gilead's abili ...

Grid Dynamics Culture Grid Dynamics Investor presentation Nasdaq: GDYN | Q3 2025 NASDAQ: GDYN © 2024 Grid Dynamics Holdings, Inc. All rights reserved. Grid Dynamics / Q4 and Full Year 2024 Disclaimer Forward-looking statements This communication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dy ...

First Solar Q3'25 Earnings Call October 30, 2025 | Third Quarter 2025 Update © 2025 Copyright First Solar, Inc. 1 | Important Information Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation, other than statements of historical fact, are forward-looking statements. These forward-looking statements include, but are ...

业绩总结 - 第三季度2025年收入为12.09亿美元，同比增长20%（美国市场增长21%，国际市场增长18%）[12] - 第三季度2025年每股收益创下记录，为0.61美元[12] - 第三季度2025年GAAP净收入为2.838亿美元，较2024年同期的1.346亿美元增长了110%[36] - 非GAAP毛利为7.413亿美元，毛利率为63.0%[30] - 非GAAP运营收入为2.729亿美元，运营利润率为22.6%[30] - 调整后的EBITDA为3.684亿美元，EBITDA利润率为30.5%[30] 用户数据 - 2023年第一季度传感器及其他收入为6.51亿美元，同比增长20%[37] - 2023年第二季度传感器及其他收入为7.78亿美元，同比增长30%[37] - 2023年第三季度传感器及其他收入为8.73亿美元，同比增长31%[37] - 2023年第四季度传感器及其他收入为9.47亿美元，同比增长32%[37] - 2024年第一季度传感器及其他收入预计为9.51亿美元，同比增长22%[37] - 2024年第二季度传感器及其他收入预计为10.68亿美元，同比增长9%[37] - 2024年第三季度传感器及其他收入预计为9.97亿美元，同比增长13%[37] - 2024年第四季度传感器及其他收入预计为10.30亿美元，同比增长17%[37] - 2025年第一季度传感器及其他收入预计为11.68亿美元，同比增长20%[37] - 2025年第二季度传感器及其他收入预计为12.75亿美元，同比增长20%[37] 未来展望 - 2025年预计总收入在46.30亿至46.50亿美元之间，非GAAP毛利率约为61%[24] - 2025年非GAAP运营利润率预计在20%至21%之间[24] - 2025年调整后的EBITDA利润率预计在29%至30%之间[24] - 2024年总收入预计为29.19亿美元，2025年预计为34.02亿美元[39] 新产品和新技术研发 - Stelo产品在上市12个月内收入超过1亿美元[12] 市场扩张 - 2023年美国收入占总收入的比例为71%、71%、73%、74%[39] - 2023年国际收入占总收入的比例为29%、29%、27%、26%[39] 负面信息 - 调整后的EBITDA排除了与股权相关的补偿、折旧和摊销等非现金运营费用[48] - 调整后的EBITDA还排除了与业务过渡、COVID-19信用、诉讼和知识产权诉讼相关的重大项目[48]