Specialized AI – Healthcare (Clinical Conversations) = Abridge @ $50MM to $117MM CARR in ~Five Months 237 Yazdi Bagli, Kaiser’s EVP of IT and enterprise business services, said he believes [Kaiser Permanente’s] Abridge partnership is one of the largest generative AI deployments in health care… …The national rollout includes more than 25,000 doctors and clinicians, 40 hospitals, and north of 600 medical offices… …The feedback from doctors has been effusive: ‘It saved my marriage.’ And: ‘You’d have to take it away from my cold, dying hands.’ - Fortune Magazine (2/25) Contracted Annual Recurring Revenue (CARR) ($MM) Note: 3/25 figure is quoted as being as of Q1:25. We conservatively assume this maps to 3/25. Abridge’s CARR goes live within weeks of contracting. Source: Abridge (12/24 & 5/25), Fortune (2/25), The Information (10/24 & 5/25) (link & link) Abridge – 10/24-3/25, per Abridge & The Information Contracted Annual Recurring Revenue, $MM AI-Enabled Specialized Software Companies @ Large Service Industries = Growing Very Quickly…Healthcare We are incredibly proud of our partnership with Kaiser – where a majority of Kaiser doctors are using Abridge to summarize patient visits, with over 10 million completed to date. As one of our earliest deployments, it is a great example of how we are building alongside our many hospital partners and helping them grow with Abridge. - Abridge CFO Sagar Sanghvi (5/25) $50MM $117MM $0 $40 $80 $120 10/24 3/25