Company Overview - VolitionRx is focused on saving lives and improving outcomes through low-cost testing in cancer, sepsis, and veterinary applications[4, 5] - The company operates with a low capex, low opex business model, emphasizing commercial partnerships and out-licensing[21] - VolitionRx leverages its IP Powerhouse with 56 patent families and a team with hundreds of years of experience[5] Commercialization and Licensing - The company received $10 million upfront and $13 million in milestone payments from an exclusive Element i+ in-house analyzer licensing partnership[29] - In 2024, Volition sold over 120,000 Nu.Q® Vet Cancer Tests & Components[40] - The company is targeting multiple licensing deals in the human space in 2026, focusing on upfront, milestone, and recurring revenue[25] Products and Market - Nu.Q® Vet is available in the United States, Europe, and Asia, detecting 76% of systemic cancers at 97% specificity[38, 40] - The company estimates a $170 million non-regulated animal testing licensing market, a $4 billion lab-developed screening/management market, and a >$3 billion ICU/ED CE Mark/FDA NETosis sales & licensing market[36] - Lung cancer screening and disease management with Nu.Q® is forecasted to reach over 3 million tests by 2035[63]

2025 Recaps - FF signed an MOU with RAK Digital Assets Oasis to collaborate on AI, Web3, and Embodied Intelligence[23] - FX Super One debuted in LA on July 17, 2025, securing over 11,000 non-binding B2B pre-orders[25] - FF launched Faraday X (FX) in late 2024, with U S homologation and road testing for FX Super One beginning in early 2025[25,27] FX Super One Roadmap - The first U S pre-production FX Super One rolled off the line in Hanford, California on Dec 21st[33] - Initial deliveries of FX Super One to FX Par co-creation partners are planned for Q2 2026[43] - Expanded deliveries to industry leaders and B2B partners are slated for Q3 2026[47] - Full-scale U S delivery of FX Super One is targeted for Q4 2026 / Q1 2027[49] Five-Year Business Plan - The company's five-year cumulative production and sales target is 400,000–500,000 vehicles[82,125] - The company aims to achieve positive EBITDA within three years, targeting a contribution margin rate of over 20%[82,126] - Production and sales targets for 2026 are 4,900 units, increasing to 33,000 in 2027, 130,000 in 2028, 250,000 in 2029, and reaching 400,000-500,000 in 2030[77,82]

Company Overview - Acuity Brands Lighting (ABL) net sales were $3612 million in FY25 and $3621 million in LTM Q1'26[46] - Acuity Intelligent Spaces (AIS) net sales were $764 million in FY25 and $948 million in LTM Q1'26[47] Financial Performance - The company's net sales have grown from $17 billion in FY09 to $4538 billion in LTM Q1'26[34, 42] - Adjusted operating profit increased from $196 million in FY09 to $806 million in LTM Q1'26[35, 42] - Adjusted diluted earnings per share increased from $274 in FY09 to $1873 in LTM Q1'26[37] - Free cash flow increased from $72 million in FY09 to $534 million in LTM Q1'26[38, 44] Capital Allocation - The company has repurchased approximately $15 billion of its shares outstanding from the beginning of the 4th quarter of 2020, representing approximately 25% of the then-outstanding shares[31] ABL Performance - ABL Adjusted Operating Profit was $662 million in FY25 and $669 million in LTM Q1'26[23, 46] - ABL Adjusted Operating Profit Margin was 183% in FY25 and 185% in LTM Q1'26[23, 46] AIS Performance - AIS Adjusted Operating Profit was $164 million in FY25 and $206 million in LTM Q1'26[28, 47] - AIS Adjusted Operating Profit Margin was 215% in FY25 and 217% in LTM Q1'26[28, 47]

Greatness Starts Here We transform organizations by building exceptional leaders, teams, and cultures that get results. INVESTOR UPDATE First Quarter Fiscal 2026 This presentation contains forward -looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 . Forward -looking statements are based upon management's current expectations and are subject to various risks and uncertainties including, but not limited to : The ability of the Company to grow revenues; The acceptanc ...

BlackBerry Overview - BlackBerry has 3 divisions: QNX, Secure Communications, and Licensing[12] - The company's 2025 revenue was approximately $532 million[12] - BlackBerry has significantly enhanced its cash flow profile, with operating cash flow increasing from -$262 million in FY23 to $17 million in FY25[12] - BlackBerry's QNX is on a path to a "Rule of 40" division[50] QNX Performance and Market - QNX is a leader in automotive and other embedded systems[15] - QNX is experiencing double-digit revenue growth[15] - QNX's serviceable addressable market (SAM) is projected to grow from $1.8 billion in CY2024 to $2.9 billion in CY2028, with a core CAGR of approximately 8-14%[18] - QNX total CAGR is projected to be ~34% from '24 to '28[18] - QNX royalty backlog was up to $865 million in Q4 FY'25, compared to $460 million in Q4 FY'22[50] Strategic Initiatives - BlackBerry is focused on solution innovation, including product and technology bundles and flexible pricing strategies[35] - BlackBerry is strategically collaborating with Vector to transform the traditional automotive value chain[36] - BlackBerry is expanding QNX access to more developers through the QNX Everywhere program, with over 12,000 SDP 8.0 licenses deployed for non-commercial use[48]

Financial Performance and Growth - The company's Utilities segment revenue reached $2.658 billion in TTM Q3 2025[9], while the Energy segment revenue was $4.931 billion in TTM Q3 2025[12, 19] - The company's backlog for Utilities was $6.593 billion in Q3 2025[15], and for Energy was $4.470 billion in Q3 2025[20] - The company targets a gross profit growth of 9% to 12%[38, 84] - The company projects full year 2025 Adjusted EBITDA to be between $510 million and $530 million[88, 98] - The company anticipates full year 2025 Adjusted EPS to be in the range of $5.35 to $5.55 per diluted share[88, 96] Strategic Focus and Market Positioning - The company is focused on high-growth markets like Renewables and Power Delivery[38, 41] - The company aims to grow solar revenue from $1.3 billion in 2023 to $2.9 billion in TTM Q3 2025[63] - The company is targeting an operating cash flow margin of 4% to 5% by 2026[84] - The company is aiming for a Net Debt / Adjusted EBITDA target of 1.5x[68, 84] Contract and Customer Base - Reimbursable contracts account for 51% of revenue, while fixed-price contracts account for 49% in TTM Q3 2025[25] - The company derives 41% of its revenue from its top 10 customers[33]

Financial Performance - Q3 FY26 - Net sales increased by 2.1% year-over-year (YoY) to $348.6 million[12, 13] - Adjusted EBITDA increased by 0.7% YoY to $46.1 million[12, 13] - Adjusted EBITDA margin decreased by 20 basis points (bps) YoY to 13.2%[12, 13] - Adjusted diluted EPS decreased by 14.3% YoY to $1.02[12, 13] Segment Performance - Q3 FY26 - Architectural Metals net sales decreased by 9.9% YoY to $124.4 million[23] - Architectural Services net sales increased by 0.2% YoY to $105.2 million[23] - Architectural Glass net sales increased by 0.9% YoY to $70.9 million[23] - Performance Surfaces net sales increased by 59.6% YoY to $53.0 million[23] Cash Flow and Debt - Free cash flow for the nine months ended November 29, 2025, was $48.3 million, compared to $70.4 million for the same period in the previous year[27] - Total debt as of November 29, 2025, was $255.0 million, down from $285.0 million as of March 1, 2025[27] FY26 Outlook - The company updated its full-year FY26 net sales outlook to approximately $1.39 billion (previously $1.39 billion - $1.42 billion)[41] - The company updated its full-year FY26 adjusted diluted EPS outlook to $3.40 - $3.50 (previously $3.60 - $3.90)[41] - Tariffs are estimated to reduce full-year adjusted diluted EPS by $0.30[45]

Financial Performance - Cal-Maine Foods' net sales for Q2 FY26 were $769.5 million, a decrease of 19.4%[8] - Gross profit for Q2 FY26 was $207.4 million, down 41.8%[8] - Operating income for Q2 FY26 was $123.9 million, a decrease of 55.5%[8] - Net income attributable to Cal-Maine for Q2 FY26 was $102.8 million, down 53.1%[8] - Diluted EPS for Q2 FY26 was $2.13, a decrease of 52.3%[8] - Net cash flow from operations for Q2 FY26 was $94.8 million, down 22.8%[8] Strategic Growth & Diversification - Specialty eggs and prepared foods accounted for 46% of net sales in Q2 FY26, an increase from 31% in Q2 FY25[10, 11] - Specialty eggs represented 44% of shell egg sales in Q2 FY26, up from 32% in Q2 FY25[13, 15] - The company is investing to expand prepared foods capabilities, expecting to add 17 million pounds annually of scrambled egg production by mid-fiscal 2027[17] - A high-speed pancake line is expected to add another 12 million pounds of capacity through early fiscal 2027[17] - Crepini Foods is investing to add 18 million pounds of capacity, expanding production more than sevenfold[17] Capital Allocation - Cal-Maine repurchased 846,037 shares of its common stock during the quarter for a total of $74.8 million[23]

BBO-8520 (KRASG12C Inhibitor) - BBO-8520 demonstrated encouraging efficacy, safety, and early durability data in monotherapy [80] - In monotherapy, BBO-8520 achieved a 65% ORR (11/17 patients) and a 100% DCR (17/17 patients) in previously treated KRASG12C NSCLC patients [21] - 83% of patients eligible for 6-month follow-up remained on treatment for at least 6 months, with a 6-month PFS of 66% [23, 27] - BBO-8520 in combination with pembrolizumab showed early efficacy data and a distinct tolerable safety profile [80] - In combination with pembrolizumab, the TRAE rate was 47% (7/15 patients), with a Grade ≥3 TRAE rate of 13% (2/15 patients) [33] - Early efficacy signals were observed in resistant STK11/KEAP1 co-mutants [45, 80] BBO-11818 (panKRAS Inhibitor) - BBO-11818 demonstrated a partial response (PR) in a patient with pancreatic cancer [6, 56, 80] - BBO-11818 showed anti-tumor activity across dose levels and tumor types with tumor reductions at higher dose levels [7, 55, 80] - The company observed a differentiated safety profile in dose escalation [7, 80] BBO-10203 (RAS:PI3Kα Breaker) - BBO-10203 demonstrated a potentially differentiated safety profile without any observed events of hyperglycemia and without any enrollment restrictions on HbA1c levels [7, 80] - BBO-10203 monotherapy DCR was 62% (13/21 patients) [76]

Fiscal First Quarter 2026 Performance - Average daily sales ("ADS") increased by 4% year-over-year, aligning with the midpoint of the company's outlook[6] - Gross margin was 40.7%, meeting the midpoint of the projected range[6] - Reported earnings per share (EPS) was $0.93, while adjusted EPS reached $0.99, representing year-over-year increases of 12% and 15%, respectively[6] - Reported operating margin increased by 10 bps year-over-year, and adjusted operating margin rose by 40 bps year-over-year, surpassing the midpoint of the outlook[6] - The company returned approximately $62 million to shareholders through dividends and share repurchases[6] Segment and Initiative Performance - Core Customers' ADS grew by approximately 6% year-over-year, outperforming the total company's growth for the second consecutive quarter[13] - National Accounts returned to growth, with ADS improving by approximately 3% year-over-year[13] - Sales from In-Plant programs increased by 13% year-over-year, accounting for 20% of total sales[29] - Sales through vending machines grew by 9% year-over-year, representing 19% of total sales[29] Balance Sheet and Cash Flow - Free cash flow decreased year-over-year, resulting in a free cash flow conversion of 14%[31] - Net debt increased by $28 million due to higher debt levels and lower cash on hand[31] - The company maintains a healthy balance sheet, with a net debt to EBITDA ratio of 1.2x[31] Second Quarter 2026 Outlook - The company expects ADS to increase by 3.5% to 5.5% year-over-year[40] - Adjusted operating margin is projected to be between 7.3% and 7.9%[40]