Q4 & Fiscal Year 2023 Financial Results slide image

Q4 & Fiscal Year 2023 Financial Results

Cash Flow & Balance Sheet Highlights Cash flow from operations Capital expenditures % of revenue Free cash flow Free cash flow / Adj EBITDA Ending cash & cash equivalents Total debt YTD23 $ 100.4 $ (50.3) (3.0)% $ 50.1 32.6% $ 220.2 $- YTD22 $ (28.3) $ (46.2) (2.6)% $ (74.5) (32.9)% $ 274.9 $- ā— Cash and cash equivalents of $220M, no debt. Key contributors to y/y decrease in cash balance driven by: O $100M in share repurchase partially offset by an improvement in free cash flow generation Cash flow provided by operations of $100M, +$129M y/y from -$28M in FY22 O Driven by working capital improvements mainly related to reductions in our inventory position Capex of $50M, +9% y/y, largely driven by in-store product display investments and manufacturing-related investments to support the launch of new products including Era 100/300 and Move 2, plus future new product introductions (NPIs) Free cash flow of $50M, +$125M y/y from -$75M in FY22 O Completed $100M share repurchase program in FY23; 6.6M shares repurchased at average price of $15.25 per share O Q4 repurchases totaled $55M; 4.0M shares repurchased at average price of $13.71 Largest quarterly repurchase in company history Note: $ in millions (unless noted), unaudited. Free cash flow and Adjusted EBITDA are non-GAAP measures. See appendix for reconciliation of GAAP to non-GAAP measures. Percentages have been calculated using actual, non-rounded figures and, therefore, may not recalculate precisely. 11
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