New Model Y Performance now available in the US – 3.3 secs 0-60 – 155 mph top speed – 308 mi range Highlights – New front/rear fascia & carbon spoiler for better aerodynamics – Performance carbon spoiler = increased downforce, reduced drag – New 21" Arachnid wheels + tires with staggered fitment to improve grip & steering – Adaptive damping adjusts handling + suspension for a smooth, stable ride – New Drive Modes give you greater control for high-speed driving – Increased charge capacity thanks to high-density battery cells – Quiet cabin with premium sound-damping materials & acoustic glass – Heated/ventilated front sport seats & heated, perforated rear seats with power recline Also, added bolstering & side cushions that hold you in your seat when cornering + powered thigh cushion extenders for extra comfort – 16" high-res touchscreen And when you're done having fun, FSD Supervised will drive you home

$FPS Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: $379M (Est 338.9M) 🟢; +103% YoY 🔹 Bookings: $867M; +308% YoY 🔹 Book-to-Bill: 2.3x 🔹 Backlog: $1.98B; +157% YoY, +33% QoQ 🔹 Adjusted EBITDA: $85M; +96% YoY FY26 Guide: 🔹 Revenue: $1.35B-$1.39B (Consensus $1.30B) 🟢; +82% YoY at midpoint 🔹 Adjusted EBITDA: $310M-$320M; +86% YoY at midpoint 🔹 Adjusted Net Income: $197M-$207M; +128% YoY at midpoint Q4 Guide: 🔹 Revenue: $392M-$432M (Consensus $341.9M) 🟢 🔹 Adjusted EBITDA: $100M-$110M 🔹 Adjusted Net Income: $67M-$77M Financials: 🔹 Net Income: $24M; +190% YoY 🔹 Net Income Margin: 6.5% 🔹 Adjusted EBITDA Margin: 22.4% 🔹 Adjusted Net Income: $55M; +132% YoY 🔹 Operating Cash Flow: $29M 🔹 CapEx: $28M Commentary: 🔸 “Demand for our products continues to outpace our expectations.” 🔸 “Year-over-year growth in both revenues and orders was higher in the third quarter than in the second, despite growing off a larger base.” 🔸 “We are raising our guidance to reflect the accelerating demand we are seeing across our business, and we are fully booked against our fourth quarter plan.”

NEW YORK WENT ON A 44-11 RUN TO COMPLETE A 22-POINT COMEBACK WIN IN GAME 1 💨 DOWN 22 WITH UNDER 8 TO PLAY IN Q4. 30-8 RUN TO FORCE OT. WON BY 11. 1-0 SERIES LEAD IN THE EAST FINALS 🍿

$HIMX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.0M (Est. $195M) 🟢 🔹 EPS Per Diluted ADS: $0.046 (Est. $0.03) 🟢 🔹 Gross Margin: 30.4%, at high end of guide (Est. 30%) 🟢 Q2 2026 Guide: 🔹 Revenue: +10.0% to +13.0% QoQ (Est 5%) 🟢 🔹 Gross Margin: Around 32% (Est. 30.8%) 🟢 🔹 EPS Per Diluted ADS: $0.086-$0.103 Segment Performance: 🔹 Large Display Driver Revenue: $24.2M; +11.7% QoQ 🔹 Large Display Driver Revenue Mix: 12.2% of total sales 🔹 Small & Medium Display Driver Revenue: $135.8M; -2.4% QoQ 🔹 Small & Medium Display Driver Revenue Mix: 68.2% of total sales 🔹 Non-Driver Revenue: $39.0M; -7.7% QoQ 🔹 Non-Driver Revenue Mix: 19.6% of total sales Other Metrics: 🔹 Automotive Driver Sales: Declined double digits QoQ in Q1 🔹 Smartphone IC Sales: Increased QoQ, driven by new OLED solutions entering mass production for a leading smartphone brand’s mainstream model 🔹 Tablet IC Sales: Increased QoQ, driven by renewed mainstream demand and shipments for a new premium OLED tablet 🔹 Automotive Tcon: Hundreds of secured design wins across a broad customer base 🔹 WiseEye: Adopted by a leading brand for smart glasses, with mass production expected later this year 🔹 CPO Gen 1: Small quantity shipments expected in 2H26 🔹 CPO Gen 2: Nearing completion of customer product validation for AI data center applications 🔹 FOCI Stake: 5.36%, valued at NT$4.96B / $156M as of May 7 close 🔹 Patents: 2,564 granted, 331 pending as of March 31, 2026 Financials: 🔹 Operating Profit: $10.2M 🔹 After-Tax Profit: $8.0M 🔹 Operating Expenses: $50.3M; -8.4% QoQ, +9.9% YoY 🔹 Operating Margin: 5.1% 🔹 Cash, Cash Equivalents & Other Financial Assets: $287.6M 🔹 Long-Term Unsecured Loans: $27.0M, including $6.0M current portion 🔹 Inventory: $151.7M 🔹 Accounts Receivable: $190.9M 🔹 DSO: 86 days 🔹 CapEx: $2.9M Capital Return: 🔹 Annual Cash Dividend: $0.252 per ADS 🔹 Total Dividend Payout: $44M 🔹 Dividend Payout Ratio: 100% of previous year’s profit 🔹 Dividend Payable Date: July 10, 2026 Commentary: 🔸 “We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half.” 🔸 “The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI.” 🔸 “Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO.” 🔸 “These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”