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All statements other than statements of historical facts contained, or incorporated by reference, in this presentation, including, without limitation, those regarding our business strategy, financial position, results of operations, plans, prospects, actions taken or strategies being considered with respect to our liquidity position, valuation and appraisals of our assets and objectives of management for future operations (including those regarding expected fleet additions, our expectations regarding the impact of macroeconomic conditions and recent global events, our expectations regarding cruise voyage occupancy, operational position, demand for voyages, plans or goals for our sustainability program and decarbonization efforts, our expectations for future cash flows and profitability, financing opportunities and extensions, and efforts to reduce operating expenses and capital expenditures) are forward-looking statements. Many, but not all, of these statements can be found by looking for words like \"expect,\" \"anticipate,\" \"goal,\" \"project,\" \"plan,\" \"believe,\" \"seek,\" \"will,\" \"may,\" \"forecast,\" \"estimate,\" \"intend,\" \"future\" and similar words. Forward-looking statements do not guarantee future performance and may involve risks, uncertainties and other factors which could cause our actual results, performance or achievements to differ materially from the future results, performance or achievements expressed or implied in those forward-looking statements. Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic factors, such as fluctuating or increasing levels of interest rates, inflation, unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; implementing precautions in coordination with regulators and global public health authorities to protect the health, safety and security of guests, crew and the communities we visit and to comply with related regulatory restrictions; our indebtedness and restrictions in the agreements governing our indebtedness that require us to maintain minimum levels of liquidity and be in compliance with maintenance covenants and otherwise limit our flexibility in operating our business, including the significant portion of assets that are collateral under these agreements; our ability to work with lenders and others or otherwise pursue options to defer, renegotiate, refinance or restructure our existing debt profile, near-term debt amortization, newbuild related payments and other obligations and to work with credit card processors to satisfy current or potential future demands for collateral on cash advanced from customers relating to future cruises; our need for additional financing or financing to optimize our balance sheet, which may not be available on favorable terms, or at all, and our outstanding exchangeable notes and any future financing which may be dilutive to existing shareholders; the unavailability of ports of call; future increases in the price of, or major changes, disruptions or reduction in, commercial airline services; changes involving the tax and environmental regulatory regimes in which we operate, including new regulations aimed at reducing greenhouse gas emissions; the accuracy of any appraisals of our assets; our success in controlling operating expenses and capital expenditures; trends in, or changes to, future bookings and our ability to take future reservations and receive deposits related thereto; adverse events impacting the security of travel, or customer perceptions of the security of travel, such as terrorist acts, armed conflict, such as Russia's invasion of Ukraine or the Israel-Hamas war, or threats thereof, acts of piracy, and other international events; public health crises, including the COVID-19 pandemic, and their effect on the ability or desire of people to travel (including on cruises); adverse incidents involving cruise ships; our ability to maintain and strengthen our brand; breaches in data security or other disturbances to our information technology systems and other networks or our actual or perceived failure to comply with requirements regarding data privacy and protection; changes in fuel prices and the type of fuel we are permitted to use and/or other cruise operating costs; mechanical malfunctions and repairs, delays in our shipbuilding program, maintenance and refurbishments and the consolidation of qualified shipyard facilities; the risks and increased costs associated with operating internationally; our inability to recruit or retain qualified personnel or the loss of key personnel and employee relations issues; impacts related to climate change and our ability to achieve our climate-related or other sustainability goals; our inability to obtain adequate insurance coverage; pending or threatened litigation, investigations and enforcement actions; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; any further impairment of our trademarks, trade names or goodwill; our reliance on third parties to provide hotel management services for certain ships and certain other services; fluctuations in foreign currency exchange rates; our expansion into new markets and investments in new markets and land-based destination projects; overcapacity in key markets or globally; and other factors set forth under \"Risk Factors\" in our most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q and subsequent filings with the Securities and Exchange Commission. The above examples are not exhaustive and new risks emerge from time to time. There may be additional risks that we consider immaterial or which are unknown. Such forward-looking statements are based on our current beliefs, assumptions, expectations, estimates and projections regarding our present and future business strategies and the environment in which we expect to operate in the future. These forward-looking statements speak only as of the date made. 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Fuel consumption for the full year 2024 is expected to be split approximately evenly between heavy fuel oil and marine gas oil.", "attrs": null, "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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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:58:40.426+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b326c53e-a417-4ca6-93b6-c0cd39b78b49", "parentComponentId": null }, { "bbox": { "h": 0.709, "w": 0.899, "x": 0.049, "y": 0.179 }, "kind": "table", "text": "Adjusted Gross Margin, Net Per Diem, and Net Yield were calculated as follows (in thousands, except Passenger Cruise Days and Net Per Diem Data):\nThree Months Ended Dec. 31, 2023\nConstant Currency compared to 2019\nThree Months Ended Dec. 31, 2019\nTotal revenue: $1,986,456, $1,993,431, $1,480,618\nLess: Total cruise operating expense: 1,321,813, 1,324,841, 887,422\nLess: Ship depreciation: 198,012, 198,012, 149,904\nGross Margin: $466,631, $470,578, $443,292\nShip depreciation: 198,012, 198,012, 149,904\nPayroll and related: 325,882, 325,916, 235,832\nFuel: 186,830, 186,849, 111,875\nFood: 86,735, 87,248, 56,297\nOther: 172,019, 173,023, 135,154\nAdjusted Gross Margin: $1,436,109, $1,441,626, $1,132,354\nPassenger Cruise Days: 5,856,413, 5,856,413, 5,260,764\nCapacity Days: 5,903,305, 5,903,305, 5,035,367\nTotal revenue per Passenger Cruise Day: $339.19, $340.38, $281.45\nGross margin per Passenger Cruise Day: $79.68, $80.35, $84.26\nNet Per Diem: $245.22, $246.16, $215.25\nGross margin per Capacity Day: $79.05, $79.71, $88.04\nNet Yield: $243.27, $244.21, $224.88", "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 06:58:40.426+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8234f63e-d2da-4a2f-be7f-70441cd35e36", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.54, "x": 0.049, "y": 0.03 }, "kind": "title", "text": "NON-GAAP RECONCILING INFORMATION", "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 06:58:40.426+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7175cf7-2b97-4a79-a3d9-a60e3b738c54", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cadf9af5-f547-4c0f-8c84-d5950be16e54", "evidence": "table/data: Adjusted Gross Margin, Net Per Diem, and Net Yield were calculated as follows", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:02:04.393188+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 29, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 17, "name": "Resolution", "beatId": "ce5c4657-bac7-45aa-b5a2-ebf499c185ef", "matchId": "22ce520a-e1f9-4682-9d07-d7dd878ab30c", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. 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"69b10070-3c20-4d9f-bfb0-7b9f75462cda", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.076, "x": 0.709, "y": 0.69 }, "kind": "metric", "text": "5,903,305", "attrs": null, "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 06:58:42.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7e04082-a3eb-42ae-b4c0-a13f07bc7d6f", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.104, "x": 0.033, "y": 0.69 }, "kind": "paragraph", "text": "Capacity Days", "attrs": null, "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 06:58:42.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86bd6016-6e1a-4c66-9586-9b0e1d245a49", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.52, "x": 0.033, "y": 0.114 }, "kind": "paragraph", "text": "Gross Cruise Cost, Net Cruise Cost, Net Cruise Cost Excluding Fuel and Adjusted Net Cruise Cost\nExcluding Fuel were calculated as follows\n(in thousands, except Capacity Days and per Capacity Day data):", "attrs": 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- 6,514\nAdjusted Net Cruise Cost Excluding Fuel $889,630 $891,994 $637,109", "attrs": null, "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 06:58:42.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2eb09672-a22e-4e9e-af0e-08f89824765d", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.902, "x": 0.033, "y": 0.75 }, "kind": "table", "text": "Gross Cruise Cost per Capacity Day $279.52 $280.17 $221.89\nNet Cruise Cost per Capacity Day $186.29 $186.69 $152.72\nNet Cruise Cost Excluding Fuel per Capacity Day $154.64 $155.04 $130.51\nAdjusted Net Cruise Cost Excluding Fuel per Capacity Day $150.70 $151.10 $126.53", "attrs": null, "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 06:58:42.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2ca0e63-2474-455a-9e44-e1aad1ca7e88", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.509, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "NON-GAAP RECONCILING INFORMATION", "attrs": null, "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 06:58:42.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "913457f0-93a9-4332-bd56-feee7eaab7cf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "301b78ee-bccc-4627-8a93-9994911990d6", "evidence": "table/data: Total cruise operating expense", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:02:04.46499+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 29, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 17, "name": "Resolution", "beatId": "ce5c4657-bac7-45aa-b5a2-ebf499c185ef", "matchId": "22ce520a-e1f9-4682-9d07-d7dd878ab30c", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. 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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 06:58:41.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f2c3a35-a532-4aa8-a134-5e1ff6aaab84", "parentComponentId": null }, { "bbox": { "h": 0.39, "w": 0.88, "x": 0.077, "y": 0.24 }, "kind": "table", "text": "Year Ended December 31\nNet Debt and Net Leverage were calculated as follows\nLong-term debt\nCurrent portion of long-term debt\nTotal Debt\nLess: Cash and cash equivalents\nNet Debt\nAdjusted EBITDA\nNet Leverage\n2023\n$12,314,147\n1,744,778\n$14,058,925\n402,415\n$13,656,510\n$1,860,731\n7.3x\n20191\n$6,055,335\n746,358\n$6,801,693\n252,876\n$6,548,817\n$1,935,020\n3.4x\n2018\n$5,810,873\n681,218\n$6,492,091\n163,851\n$6,328,240\n$1,897,742\n3.3x\n2017\n$5,688,392\n619,373\n$6,307,765\n176,190\n$6,131,575\n$1,657,354\n3.7x\n2016\n$5,838,494\n560,193\n$6,398,687\n128,347\n$6,270,340\n$1,444,432\n4.3x\n2015\n$5,767,697\n629,840\n$6,397,537\n115,937\n$6,281,600\n$1,226,915\n5.1x\n2014\n$5,503,076\n576,947\n$6,080,023\n84,824\n$5,995,199\n$877,852\n6.8x", "attrs": null, "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 06:58:41.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14b8c745-e6cb-41dd-b7fc-dc3814a27eb4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.56, "x": 0.039, "y": 0.035 }, "kind": "title", "text": "NON-GAAP RECONCILING INFORMATION", "attrs": null, "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 06:58:41.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af93af41-b190-44cf-8ec8-cd8a1a3a9ffd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ba47382c-6090-477f-9bf8-6af8ee8c3baa", "evidence": "table/data: Year Ended December 31", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:02:04.600911+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 29, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 17, "name": "Resolution", "beatId": "ce5c4657-bac7-45aa-b5a2-ebf499c185ef", "matchId": "22ce520a-e1f9-4682-9d07-d7dd878ab30c", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. 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The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The document concludes with an appendix, definitions, and non-GAAP reconciling information.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 5, "label": "Setup", "description": "The document begins with an overview of the company, key events, and a landmark year." }, { "from": 6, "to": 11, "label": "Evidence", "description": "The document provides various KPIs and data points to support the company's financial performance and growth prospects." }, { "from": 12, "to": 16, "label": "Development", "description": "The document outlines the company's guidance, margin enhancement initiatives, and debt reduction plans." }, { "from": 17, "to": 29, "label": "Resolution", "description": "The document concludes with an appendix, definitions, and non-GAAP reconciling information." } ], "loops": [ { "from": 7, "to": 11, "label": "Logic Chain", "description": "To demonstrate strong demand and cash generation" }, { "from": 12, "to": 16, "label": "Cost Of Inaction", "description": "To highlight the importance of margin enhancement initiatives and debt reduction" } ] }