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This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates and data. 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. 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Some of the factors that may cause actual outcomes and results to differ materially from those expressed in, or implied by, the forward-looking statements include, but are not necessarily limited to: the current noncompliance with the minimum bid requirement pursuant to the Nasdaq Listing Rules; our ability to consummate our convertible note exchange and secure additional financing, the duration and magnitude of the COVID-19 pandemic and related containment measures; our management of growth; the execution of our business strategies, implementation of new initiatives, and improved efficiency; our sales and marketing efforts; our manufacturing capacity, performance, and cost; our ability to obtain future regulatory approvals; our financial estimates and needs for additional financing; consumer acceptance of and competition for our clear aligners; our relationships with retail partners and insurance carriers; our R&D, commercialization, and other activities and expenditures; the methodologies, models, assumptions, and estimates we use to prepare our financial statements, make business decisions, and manage risks; laws and regulations governing remote healthcare and the practice of dentistry; our relationships with vendors; the security of our operating systems and infrastructure; our risk management framework; our cash and capital needs; our intellectual property position; our exposure to claims and legal proceedings; and other factors described in our filings with the Securities and Exchange Commission, including but not limited to our Annual Report on Form 10-K for the year ended December 31, 2022 and our Quarterly Report on Form 10-Q for the quarter ended June 30, 2023.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84d7ecad-b84b-4129-895f-26d7fb70a1e5", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.937, "x": 0.043, "y": 0.459 }, "kind": "paragraph", "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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All statements other than statements of historical facts may be forward-looking statements. Forward-looking statements generally relate to future events and include, without limitation, projections, forecasts and estimates about possible or assumed future results of our business, financial condition, liquidity, results of operations, plans, and objectives. 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in CarePlus concept by income bracket", "attrs": {}, "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 08:03:38.671+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d51e9c34-5a31-402b-983b-ffd7485f1daa", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.09, "x": 0.6, "y": 0.39 }, "kind": "metric", "text": "92%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:38.671+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59896cc5-b91b-4b64-a51f-965288161389", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.25, "x": 0.71, "y": 0.39 }, "kind": "paragraph", "text": "of current partners would like to have both traditional SmileDirectClub & SmileDirectClub CarePlus options", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:38.671+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49199bb1-71f2-488f-b006-d1aff80a61e6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.84, "x": 0.14, "y": 0.93 }, "kind": "source-note", "text": "1) Source: CarePlus Quant Research, April 2022, n = 2,126 (US HHI $125K+). Research with US gen pop, 18-65 years old, who are interested in straightening their teeth, or their teen's, in next 3 years, or have straightened their teeth or their teen's in the past 3 years, or are currently in treatment for themselves or their teen's. 2) Source: Qualitative Research conducted by a third-party, Actionable research, May-June 2022, n = 12. Research with Partner Network dentists with practices that serve mostly higher income households ($125K+).", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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See SmileDirectClub.com/guarantee for details.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a78c32f-9284-45fe-89c4-c37ca6a93b1c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.125, "y": 0.92 }, "kind": "source-note", "text": "1) SmilePayโ„ข is $115/month for 36 months at 13.269% APR with $500 deposit ($4640 total) for CarePlus. SmilePayโ„ข is $89/month for 28 months with $250 deposit ($2742 total) for Care. APR varies. See SmileDirectClub.com/pricing/apr-Financing for financing details for your state.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d46fe5c1-3517-4e9e-a295-63b44de82d91", "parentComponentId": null }, { "bbox": { "h": 0.78, "w": 0.708, "x": 0.146, "y": 0.126 }, "kind": "table", "text": "CarePlus+ $115/month for 36 months with $500 down. Or a one-time payment of $3900. Care $89/month for 28 months with $250 down. Or a one-time payment of $2250. Choice of payment options, Choice of Fulltime or Nighttime Alignersโ„ข, Lifetime Smile Guaranteeโ„ข, Doctor-directed care, Regular Smile Check-insโ„ข, Personal oversight by a CarePlus dental team, In-person check-ins available with a local partner dentist, 2-year supply of retainers included, Custom contoured aligners with scalloped edges, Oral care accessories included, Aligner delivery 1 week, 3-4 weeks", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11f7b1d2-9560-414e-aedc-db937beb08d6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.94, "x": 0.044, "y": 0.05 }, "kind": "title", "text": "CarePlus and Care meet unique customer preferences.", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30ece62a-c79d-468e-ab5a-e2e1932c3515", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.326, "x": 0.157, "y": 0.146 }, "kind": "title", "text": "Which works best for you?", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:03:37.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8d8af6c-fb32-46a5-a729-f1fb5da970ce", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "50653e0f-62e9-44eb-a163-e87761c02c4e", "matchId": "8e39f262-774f-4a2b-9d75-6ff4a00c9668", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 5-20 describe the solution, including the SmileMaker platform, customer acquisition, and strategic pillars.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. 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"list", "text": "Revenue for the quarter was $101.8 million, which is down (19.1%) year-over-year due to macroeconomic conditions and down (15.0%) from Q1 2023, following typical seasonal trends of sequential decline.\nGross margin for the quarter was 71.6%, which represents a (129 bps) decrease year-over-year, driven by the deleveraging of fixed expenses on lower aligner volumes.\nQ2 Adjusted EBITDA(1) improvement of $12.9 million over the first quarter of 2023, and an improvement of $9.6 million over the prior year period at ($13.6) million, driven primarily by cost control actions and increased marketing efficiencies despite a ($24.0mm) decrease in year-over-year revenue .\nNet loss for the quarter was ($53.8mm), an $11.7mm year-over-year improvement over Q2 2022.\nQ2 Free Cash Flow improved $7.5 million year-over-year compared to Q2 2022 and improved $12.5 million sequentially compared to Q1 2022. 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