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In addition, projections, assumptions, and estimates of our future performance and the future performance of the geographic and other markets in which we operate are necessarily subject to a high degree of uncertainty and risk.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:10:06.326+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59a9d53e-c2a1-4321-80b4-f4d51f98c932", "parentComponentId": null }, { "bbox": { "h": 0.095, "w": 0.912, "x": 0.044, "y": 0.608 }, "kind": "disclaimer", "text": "New risks and uncertainties arise over time, and it is not possible for us to predict all such factors or how they may affect us. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. We are under no duty to update any of these forward-looking statements after the date of this presentation to conform these statements to actual results or revised expectations. 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These non-GAAP measures should not be considered in isolation or as a substitute for the related GAAP measures, and other companies may define such measures differently. We provide a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures in the appendix to this presentation and in our Current Report on Form 8-K announcing our quarterly earnings results, which can be found on the SEC’s website at www.sec.gov and our website at investors.smiledirectclub.com.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:10:06.326+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4ef7d22-3b79-4eea-8e90-9673c1c12690", "parentComponentId": null }, { "bbox": { "h": 0.355, "w": 0.912, "x": 0.044, "y": 0.245 }, "kind": "disclaimer", "text": "Although they reflect our current, good faith expectations, these forward-looking statements are not a guarantee of future performance, and involve a number of risks, uncertainties, estimates, and assumptions, which are difficult to predict. 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"text": "As disclosed in an 8K filed on May 3, 2021, the Company experienced a systems outage caused by a cybersecurity incident on April 14, 2021. We immediately mobilized our internal engineering security team and promptly implemented a series of containment and remediation measures to address the attack including temporarily isolating and shutting down affected systems and related manufacturing operations. We have also engaged a leading forensic information technology firm to assist with our investigation into the incident. At this time, the Company is not aware of any data loss from, or other loss of assets as a result of, the Incident, including any exposure of customer or team member information. 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While it is still early to have complete certainty as to how the impacted leads will ultimately convert, as of today we expect for Q2: Revenue to be approximately $195 - $200mm; Adjusted EBITDA(1) to be approximately breakeven, as we recover from the cyber-attack, and continue to lean into marketing spend in international markets; As a reminder, marketing dollars we spend today, have a long tail.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:10:06.092+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34f579be-c9ed-44af-a116-5edeb44945e0", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "list", "text": "Without the cyber-attack, we expected revenue to be up 5-7% sequentially, and we also expected Adjusted EBITDA to come in slightly ahead of Q1 levels, as we continue to invest marketing dollars to build brand equity outside of the US and Canada.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:10:06.092+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "922c1a7b-f277-4601-8aa0-0a6d9c576914", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.92, "x": 0.04, "y": 0.53 }, "kind": "list", "text": "Our long-term objectives have not changed: We remain laser focused on providing the best club member experience, and our mantra remains to drive controlled and profitable growth. We remain the low-cost provider, with brand presence, no pricing pressure, and no real competitor that provides an end to end vertically integrated platform for the consumer. We will continue to make strategic investments in the professional channel, international growth, and in penetrating new demographics to drive controlled growth, all wrapped around continued spend on innovation and R&D. We continue to see favorable industry dynamics with broader acceptance of telehealth and specifically tele-dentistry, minimal penetration against our total addressable market, and clear aligners gaining share in the overall industry. 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