SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY 🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY 🔹 Oper Margin: 80%; +3,300 bps YoY; record high 🔹 QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: 🔹 DRAM Bit Growth: Mid-20% QoQ 🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: 🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ 🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: 🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢 🔹 EBITDA: $66.1B; 84% margin; +486% YoY 🔹 EPS: $41.07; +205% YoY Financials: 🔹 Cash: $86.3B; +311% YoY 🔹 Interest-Bearing Debt: $11.9B; -34% YoY 🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY 🔹 Operating Cash Flow: $41.3B; +281% YoY 🔹 Total Assets: $295.5B 2027 Market Outlook: 🔹 DRAM Demand Bit Growth: +mid-20% YoY 🔹 NAND Demand Bit Growth: +high-teens% YoY 🔹 2027 CapEx: To rise significantly vs 2026 🔸 Memory demand expected to outpace supply through 2030 Product & Technology: 🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4 🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully 🔹 M15X: Ramp-up accelerating to full capacity by end-2026 🔹 321L NAND: Over 50% of domestic capacity in Q4 Business Highlights: 🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured 🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains 🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation 🔸 Quarterly revenue topped ₩100T for the first time Note: 🔹 Net Profit: $30.0B; +216% YoY 🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)

BIGBEAR AI $BBAI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.6M (Est. $38.9M) 🟢; +31% YoY 🔹 EPS: -$0.19 (Est. -$0.06) 🔴 🔹 Net Loss: -$91.9M 🔹 Adj. EBITDA: -$9.1M 🔹 Backlog: ~$330M; +22% since Q2 Raises FY26 Guide: 🔹 Revenue: $150M-$165M (Est. $145M) 🟢

ENPHASE ENERGY $ENPH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $293.3M (Est. $304M) 🔴 🔹 Adj. EPS: $0.41 (Est. $0.51) 🔴 🔹 Gross Margin: 45.0% 🔹 Net Income: $54.0M Q4 Guide: 🔹 Revenue: $225M-$255M (Est. $300M) 🔴 🔹 Non-GAAP Gross Margin: 40% to 43% 🔹 GAAP Gross Margin: 38% to 41% 🔹 Non-GAAP Operating Expenses: $76M-$80M 🔹 GAAP Operating Expenses: $119M-$123M Announcements: 🔹 IQ SST: Demonstrated 13.8 kV AC to 800 VDC conversion at its Austin, Texas R&D lab 🔹 IQ SST Pipeline: More than 50 customer and partner engagements; pilots targeted for 2027 and commercial shipments expected in 2028 🔹 IQ Gateway Fusion: Production shipments began in India Other Q3 Metrics: 🔹 IQ Batteries Shipped: 129.9 MWh 🔹 Cash & Securities: $931.8M

F5 $FFIV Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $917M (Est. $884M) 🟢; +13% YoY 🔹 Adj. EPS: $4.42 (Est. $4.26) 🟢; +1% YoY 🔹 Product Revenue: $510M; +23% YoY 🔹 Non-GAAP Operating Margin: 33.7%; -330 bps YoY FY27 Guide: 🔹 Adj. EPS: $18.00-$18.30 (Est. $18.08) 🟡 🔹 Revenue Growth: 8% to 9% Q1 Guide: 🔹 Revenue: $875M-$895M (Est. $871M) 🟢 🔹 Adj. EPS: $4.25-$4.37 (Est. $4.36) 🟡 Segment Net Revenue: 🔹 Systems: $239M; +29% YoY 🔹 Software: $271M; +19% YoY 🔹 Services: $408M; +3% YoY Other Q4 Metrics: 🔹 Product Revenue Growth: +23% 🔹 Total Revenue Growth: +13% 🔹 Non-GAAP Gross Margin: 84.0%; -30 bps YoY Capital Return: 🔹 Additional Repurchase Authorization: $1.5B 🔹 Remaining Authorization: $322M Comments: 🔸 “Q4 closed out an exceptional fiscal year. In the quarter, we delivered 23% product revenue growth driving 13% total revenue growth year over year.” 🔸 “Frontier AI is rewriting the rules of enterprise security, accelerating vulnerability discovery to machine speed, expanding the attack surface through APIs and AI agents, and collapsing the time available to respond.”

SEAGATE TECHNOLOGY $STX Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.2B (Est. $4.14B) 🟢 🔹 Adj. EPS: $7.68 (Est. $7.42) 🟢 🔹 Gross Margin: 57.8% 🔹 Free Cash Flow: $1.5B Q2 Guide: 🔹 Revenue: $4.8B +/- $100M (Est. $4.53B) 🟢 🔹 Adj. EPS: $9.20 +/- $0.20 (Est. $8.58) 🟢 Other Q1 Metrics: 🔹 Cash Flow From Operations: $1.7B 🔹 GAAP EPS: $7.59 Capital Return: 🔹 Returned to Shareholders: $568M 🔹 Quarterly Dividend: $0.76/share Comments: 🔸 “Seagate delivered another quarter of record profitability and our highest ever free cash flow in the September quarter, demonstrating the earnings power of our business amid a strengthening demand environment.” 🔸 “Data creation, retention and reuse continue to compound storage demand with long term customer demand visibility reinforcing our view of a multi-year growth phase.”

ROBINHOOD $HOOD Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.4B (Est. $1.42B) 🟡; +12% YoY 🔹 EPS: $0.51 (Est. $0.56) 🔴; incl. $0.07 loss 🔹 Net Income: $476M; -14% YoY 🔹 Adj. EBITDA: $808M; +9% YoY FY26 Expense Outlook: 🔹 Adj. Oper Expenses & SBC: $2.68B-$2.75B; from $2.68B-$2.78B Revenue Breakdown: 🔹 Transaction-based: $867M; +19% YoY 🔹 Net Interest: $415M; -9% YoY 🔹 Other: $142M; +61% YoY Announcements: 🔹 Rothera: over $100M in annualized revenues in its first full quarter Other Q3 Metrics: 🔹 Funded Customers: 28.7M; +7% YoY 🔹 Total Platform Assets: $396B; +19% YoY 🔹 Net Deposits: $15.7B 🔹 Gold Subscribers: 5.2M; +34% YoY 🔹 ARPU: $200; +5% YoY Key Updates: 🔹 Diluted EPS included $67M, or $0.07 of diluted EPS, of unrealized losses primarily related to the mark-to-market of Robinhood Ventures Fund I (RVI). 🔹 Robinhood now has 14 business lines with $100M+ in annualized revenues Comments: 🔸 “we're entering Q4 with strong momentum” 🔸 “Customers are trusting us with more of their assets as we deliver on our product roadmap, leading to our highest quarter ever for revenues.”