EVS Broadcast Equipment S.A.

Welcome to our Health Year Results. It will be an interesting session for sure today. We have quite some things to talk about. But before we start, I'll ask Wehrle to read that disclaimer that you're used to hear from Wehrle, Peter.

Yes, good morning to all. As usual, this presentation contains some forward-looking statements, for instance, around microeconomics, some business information, or some surrounding financial conditions. As a management team, we assess all this information when we provide our forward-looking statements. Those forward-looking statements obviously include some risks and some uncertainties. risks and uncertainties, for instance, in relation to technology or market situation or any macroeconomic events. Such events could have an adverse effect towards our forward-looking statements, and EVS does not undertake any obligation to publicly release a revision of our forward-looking statements should such an event occur.

Thank you, Veerle. So, what will we be thinking about today? So, we have packed that agenda today. Of course, a business update. We'll talk also about the acquisition that we have announced also yesterday evening. We have a market update, a financial update, of course, and outlook conclusions. And it will take some time to answer your questions and answers. So, let me start with that business update. Before I dive into that slide, there are three things I would like to make sure that you remember of the session of today. The first topic is, or the first thing to remember is that title that we put forward here, and that is a strong order intake and strategic wins confirm our full year guidance despite H1 revenue delays. So that's an important first topic I want to make sure you remember today. Second point I want to make sure you take from the day is that on July 8th we achieved indeed that important milestone of €100 million revenue that also brings us to a simulated EBIT of about €21.8 million. So that's indeed another important topic that I want you to remember today. And last but not least, of course, that third point of today is about the acquisition of US-based telemetrics which further complements our solution portfolio and which will give us access to a higher TAM. So those are the three important topics and let me end with that last topic about telemetrics that the numbers that they will produce in Q4 are not yet in our revenue and EBIT provisions for the rest of this year. So what are we talking about here? Market and customers and we see indeed a new record of order book. So that definitely shows that our play forward strategy is delivering those expected results. We are achieving 175 million, a new record for EVS. We see a strong H1 order intake. We see on the revenue side indeed that we achieved the 100 million euro mark on July 8th, but at the end of June we were somewhere at 91 million, but I'll let Veerle further comment on that of course in her detailed overview. We see that North America, Latin America region and the live audience business market are driving our growth, both in order intake and in revenue, and again in line with our play forward strategy. And we are also happy to see that our AVS technology will be at the core of the 2026 major sport events, and especially also including VMapp in those summer events. When we talk about corporate topics, well, it's clear that our focus on North America is paying off. We further strengthened the team, and we have opened a new center in Denver. We've been working hard to counter certain US tariffs that have been implemented in the market a few months ago, so no surprise to that, but it did put some pressure on the way we were operating and the need for us to adapt, but Vera will also give some more explanation about that later on. We're happy to say that we do another acquisition this time of Telematrix, a US-based company. And Benoit, who is here present today, will also give more explanation of why we do that, what is the rationale and the intent that we have by acquiring this US-based company. And last but not least on those corporate topics, we are happy to see that on the ESG dimension we further gaining speed, and that this is also being confirmed by external evaluations that we get from companies like Egovalis, which has reaffirmed the fact that we have a silver medal. When we look to our technologies, We're happy to continue working on the new generative AI solutions that we integrate in our live section, but also in some other products. We have worked hard on MoveUp and MoveIO, which have been developed in Porto and which have been launched at NAB in Vegas earlier this year. And where we're also quite happy with is the announcement that we made with the University of Liège, where we are sponsoring a chair for AI in sports, and that will definitely help us to further focus on the developments of our AI capabilities, in this case in sport environments. And the last topic here on this slide is about shareholders. So what is important to remember is indeed that we are confirming that full year guidance both on the revenue and on EBIT despite the economical uncertainties that we are facing like many other companies at this moment in time. And last but not least, We will have soon IBC Amsterdam in September, where we will also organize a shareholder event, and where you will be able to see our latest technologies that we launch on the market. Next slide. Veerle, that is one for you.