𖣂📈The next evolution: RMX Webinar, Is Appen back? Qtrly results: 4DX, EIQ, ONE, EMD, APX, BPH, RMX, SGQ, LIN, XEN, EOL, NVX, AYA

HOMODEUS RESEARCH WEEKLY BRIEF · 3 May 2026 1Q reporting season reaffirms thesis Hi, This week many of the US software names reported results. Microsoft, Atlassian, Twilio etc. Outside of 1-2 outliers, the theme we saw across was the board was consistent. Average revenue beat was <1% above consensus, but earnings on average (beat by 7%). We published an updated report highlighting the read-thru for ASX tech sector . The trend reaffirms our thesis that AI will drive cost efficiencies in software companies driving better returns (see Tech Phoenix - Rising from the ashes ). We prefer companies who have cut staff to drive the same productivity over companies with the same amount of staff who are striving to drive higher than historical productivity. We see the largestbeneficiaries in ASX All Tech Index as being Wisetech (ASX:WTC) , Block(ASX:XYZ) , 4DMedical (ASX:4DX) and Iress (ASX:IRE) . Highlight of the week: 1Q reporting season reaffirms our thesis | RMX Webinar NEWS THIS WEEK 4DMedical (ASX:4DX) Quarterly 4C: Record quarter with 86,200 scans (+79% YoY) across 477 sites, Mayo Clinic and GSK deployments, CE Mark achieved for EU, added to S&P/ASX 200. Source: ASX EchoIQ (ASX:EIQ)…