Announcement PDF Integrated Research Ltd >> ABN 76 003 588 449 Level 9, 420 George Street, Sydney NSW 2000, Australia ph: +61 (2) 9966 1066 | e: info@ir.com | w: www.ir.com IR INVESTOR DAY– ‘BEYOND OBSERVABILITY’ SESSION MATERIALS Sydney, 24 March 2026 – Integrated Research Limited Company, IR) (ASX: IRI), a leading global provider of observability for business-critical IT ecosystems, is today hosting an Investor Day for investors, analysts and brokers, from 3:00pm to 5:00pm (AEDT) at The Establishment, 252 George Street, Sydney. Investors can access materials presented during the session via IR’s InvestorHub. A recording of the session will also be made available after the event. By Authority of the Board. Investor queries: Gemma Garkut Head of Communications, IR investors@ir.com George Kopsiaftis Investor Relations, IR Dept george.kopsiaftis@irdepartment.com.au About IR At IR, we power elite business performance. Trusted by the world’s largest organizations for more than 30 years, our market-leading observability solutions are powered by Prognosis – the real-time intelligence platform built for multi-vendor infrastructure, UC&CX and payments environments. To find out more, visit www.ir.com or our InvestorHub. 2 ABOUT IR BEYOND OBSERVABILITY POWERING ENTERPRISE INTELLIGENCE IN THE AI ERA IR Investor Session 26th March 2026 SUMMARY INFORMATION This document and the associated transcript (together “the presentation”) has been prepared by Integrated Research Limited (ABN 76 003 588 449) (IRI). The presentation provides general background information about IRI's activities current at the date of preparation. IRI is not responsible for updating, and does not undertake to update, the presentation. It contains information in a summary form and does not purport to be complete. It should be read in conjunction with IRI's other announcements released to ASX (available at www.asx.com.au). NOT INVESTMENT ADVICE The information contained in the presentation does not constitute investment or financial product advice or a recommendation to acquire shares or other financial products. It does not take into account the investment objectives, financial situation or needs of any particular investor. Investors should consider these factors, with professional advice if appropriate, before making an investment decision. FINANCIAL INFORMATION All dollar values are in Australian Dollars (A$) unless stated otherwise. All financial information is presented in respect of the half year ended 31 December 2025 unless stated otherwise. The presentation contains certain non-IFRS financial measures that IRI believes is relevant and appropriate to understanding its business. The presentation uses proforma subscription revenue, which is used consistently without bias year on year for comparability and to present a clear view of underlying results. The basis of preparation and a reconciliation to statutory results is provided in the appendix to this presentation. A number of figures, amounts and percentages in the presentation are subject to the effect of rounding. FORWARD LOOKING STATEMENTS The presentation contains certain "forward-looking statements”. The words “anticipate”, "believe", “expect”, "project", "forecast”, “estimate”, “likely”, "intend”, “should", “could", "may", "target", “plan” and other similar expressions are intended to identify forward-looking statements. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. While due care and attention has been used in the preparation of forward-looking statements, they are not guarantees of future performance and involve known and unknown risks, uncertainties, assumptions and other factors, some of which are beyond the control of IRI, that may cause actual results, conduct, performance or achievements to differ materially from those expressed or implied in such statements. There can be no assurance that the actual outcomes will not differ materially from these statements. You are cautioned not to place undue reliance on forward-looking statements, particularly in light of the current economic climate and the significant volatility, uncertainty and disruption caused by the outbreak of COVID-19. Neither IRI nor any other person gives any representation, warranty, assurance or guarantee that the occurrence of the events expressed or implied in any forward-looking statements in the presentation will actually occur. All forward looking statements in the presentation reflect views only as at the date of this presentation. Except as required by applicable law or the ASX Listing Rules, IRI disclaims any obligation or undertaking to publicly update any forward-looking statements, whether as a result of new information or future events or otherwise. PAST PERFORMANCE Statements about past performance are not necessarily indicative of and should not be relied upon as an indication of, future performance. NOT AN OFFER The presentation is for information purposes only and is not a prospectus, product disclosure statement or other disclosure or offering document under any law. The presentation does not constitute or contain an offer, invitation, solicitation, recommendation, advice or recommendation with respect to issue, purchase, or sale of any shares or financial products in any jurisdiction. The presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States or to any 'US person’ (as defined in Regulation S under the US Securities Act of 1933, as amended (Securities Act) (US Person)). Securities may not be offered or sold in the United States or to US Persons absent registration or an exemption from registration. IRI shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or jurisdiction of the United States. GENERAL Each of IRI, its related bodies corporate and their respective affiliates, officers, employees, agents and advisers, to the maximum extent permitted by law, expressly disclaim any and all liability in respect of any expenses, losses, damages or costs (including indirect or consequential loss) arising from or in connection with this presentation or the information contained in or omitted from it, including, without limitation, any liability arising from fault, negligence or otherwise. No representation or warranty, express or implied, is made as to the fairness, currency, accuracy, reliability or completeness of information contained in the presentation. The information in the presentation remains subject to change without notice. Disclaimer 2 IR CLIENT PANEL: PROGNOSIS & THE FUTURE OF OBSERVABILITY BREAK INSIDE PROGNOSIS: IR’S CORE INTELLIGENCE PLATFORM Michael Tomkins, Chief Technology Officer THE OBSERVABILITY OPPORTUNITY: HOW IR WILL DRIVE TOMMORROW’S ENTERPRISE PERFORMANCE Elie Shuggi, Chief Product Officer WHAT’S NEXT: INNOVATING TO WIN IN THE AI ERA Ian Lowe, CEO and Managing Director DRINKS BEYOND OBSERVABILITY: SESSION AGENDA HOW IR WILL DRIVE TOMMORROW’S BUSINESS PERFORMANCE Elie Shuggi, Chief Product Officer IR IS NOT A GENERIC ANALYTICS PLATFORM ABOUTIR 5 THEOBSERVABILITYOPPORTUNITY IR IS AN OBSERVABILITY LEADER WITH EXPERTISE BUILT ON DECADES OF EXPERIENCE DEEPLY EMBEDED INTO CRITICAL PAYMENTS & COMMUNICATIONS INFRASTUCTURE ABOUTIR 6 35+ years of expertise Trusted by Fortune 500 companies 20M+ UC&C Endpoints Managed Global footprint clients in 48 countries 600M+ transactions managed daily ~100 partners globally THEOBSERVABILITYOPPORTUNITY AI-ENABLED INTELLIGENCE, POWERED BY CORE TECHNOLOGY PROGNOSIS Our Observability solutions deliver business critical intelligence, on demand across x3 product lines Collaborate UC and CC Transact Financial services Infrastructure NonStop environments • Unified Communications • Contact Center • Collaboration • Cards • High Value Payments • Real-Time Payments • NonStop Hewlett Packard Enterprises (HPE) PROGNOIS 7 THEOBSERVABILITYOPPORTUNITY Powered by Prognosis AUTO PILOT ON AUTO PILOT ON AUTO PILOT ON 10 YOU CAN ONLY TRUST WHAT YOU CAN OBSERVE: OBSERVABILITY INTELLIGENCE IS THE TRUST LAYER OF THE AI ERA THEOBSERVABILITYOPPORTUNITY 11 Monitoring Observability • Metrics orientated • Reactive • IT management • Insights orientated • Proactive • IT optimisation Typical Enterprise IT today IR IS MOVING BEYOND IT, EXTENDING OBSERVABILITY INTO BUSINESS PERFORMANCE IR TODAY Orchestration • Action orientated • Predictive • Business performance IR TOMORROW IRISAI (Remediation) IRISAI (Q&A) THEOBSERVABILITYOPPORTUNITY TURNING DATA INTO PERFORMANCE THEOBSERVABILITYOPPORTUNITY WE ARE LEVERAGING OUR EXPERTISE TO EXPAND OUR USER BASE AND MULTIPLY OUR ADDRESSABLE MARKET ABOUTIR 13 Unified Comms & Call Centers Payments & Infra IT IT Vertical n Vertical n + 1 Vertical n + … Business Unit Vertical IR TOMORROW IRTODAY THEOBSERVABILITYOPPORTUNITY WE ARE BUILDING OUR PRODUCT DEVELOPMENT MUSCLE AND MOVING AT SPEED Ideate Validate Build Launch Measure THEOBSERVABILITYOPPORTUNITY 15 LEVERAGING OUR EXPERTISE TO DEVELOP NEW PRODUCT CONCEPTS A major bank shared their need for better end-to-end transparency around payment workflows. We’ve demonstrated a technical solution to this problem. We’re now exploring if we can turn this into a new product for Payment Operations teams that increases straight-through processing (STP). Concept Only THEOBSERVABILITYOPPORTUNITY 16 EXPLORING NEW USER GROUPS – BEYOND IT During Black Friday, a major bank needed to share real-time payment data with their Merchants. This bank saw an opportunity to offer merchants valuable insights and remove internal bottlenecks. We are now exploring the idea of a cloud product that allows banks to share contextual and actionable payment insights with their merchants. Concept Only THEOBSERVABILITYOPPORTUNITY 17 HAPPENINGNOW OUR RECENT INTEGRATION WITH SERVICENOW WAS THE CATALYST BEHIND A RECENT 5-YEAR USD$2M WIN. THEOBSERVABILITYOPPORTUNITY INSIDE PROGNOSIS: IR’S CORE INTELLIGENCE PLATFORM Michael Tomkins, Chief Technology Officer AI-ENABLED INTELLIGENCE, POWERED BY CORE TECHNOLOGY PROGNOSIS Our Observability solutions deliver business critical intelligence, on demand across x3 product lines Collaborate UC and CC Transact Financial services Infrastructure NonStop environments • Unified Communications • Contact Center • Collaboration • Cards • High Value Payments • Real-Time Payments • NonStop Hewlett Packard Enterprises (HPE) PROGNOIS 19 INSIDE PROGNOSIS Powered by Prognosis CONNECTED AND DEEPLY INTEGRATED IN COMPLEX CLIENT ECOSYSTEMS 20 Accelerated Remediation Predictive Risk Detection AI-first Interoperable Integrations Observability Payments Infrastructure Contact Centre Call Recording Security Voice Collaboration INSIDE PROGNOSIS TRANSACT 21 SCENARIO: HIGH VALUE PAYMENT STALLED MID-TRANSACTION The Environment • Large financial institution • Complex, multi-layered infrastructure, disparate systems and architectures • Multiple payment networks to monitor globally The Scenario A VIP payment initiated through the bank's origination systemstalls mid-flight. The operations teams need to pinpoint where in the chain the breakdown occurred or whether it will breach a critical SLA before they can intervene. 22 The Solution Prognosis generates an alert that surfaces the stalled payment in real time. The user can drill down, tracing its exact position across every stage of the transaction lifecycle to identify the point of failure, act before the SLA is breached, and resolve the issue without manual investigation across disconnected systems. SOLUTION: VIP PAYMENTS, TRACED IN SECONDS TRANSACT TRANSACT 23 SCENARIO: CARD PAYMENTS DROP DURING PEAK TRADING The Environment • High-volume retail card payments environment • Millions of transactions processed per day across physical stores, petrol stations, and other merchant partners • 24/7 operational requirement and zero tolerance for downtime The Scenario During a peak trading period,transaction volumes on the payment switch begin to drop and error rates climb. The Operations teams need to pinpoint which system or component is the source of the degradation and minimize impact to customers. INFRASTRUCTURE 24 TRANSACT The Solution Prognosis surfaces the anomaly in real time across live dashboards, allowing the team to instantly see where in the environment the issue is occurring, drill into the root cause, and resolve it before the impact spreads. Transaction data is recorded and analyzed to understand what happened and prevent it from recurring. SOLUTION: SEE EVERYTHING IN REAL-TIME INFRASTRUCTURE Your AI-Powered Prognosis Assistant Unlikegeneric AI assistants, Iris is built for observability. MEET IRIS Natural language Chat-style interface Industry leading subject matter expertise 25 26 SCENARIO: EMERGENCY RESPONSE CALLS FAIL The Environment • Large government agency • Complex Cisco based communication infrastructure • Supporting critical public-facing services such as emergency response and citizen inquiries The Scenario During an emergency response event, a degradation in the UC&C environment begins silently affecting call quality and connectivity across field teams and coordination centres. Response times and interdepartmental coordination are impacted. A fast resolution is critical. COLLABORATE 27 The Solution Prognosis detects a degradation. The IT team leverage Iris, our Prognosis assistant, to quickly identify critical issues within the environment. and prioritize resolution. Iris analyses the data, provides a list of recommended actions and provides a priority-based action list, giving operations teams the real-time insight needed to restore communication fast and keep critical coordination running. SOLUTION: ROOT CAUSE SURFACED IN REAL-TIME Collaborate CLIENT PANEL: INSIDE PROGNOSIS AND THE FUTURE OF OBSERVABILITY Ryan Brunette Senior Manager, Voice Infrastructure Conduent Kevin Norris Voice & Collaboration Manager, MSK Steve Lu CTO, LANcom Gemma Garkut Head of Communications, IR INNOVATING TO WIN IN THE AI ERA Ian Lowe, CEO and Managing Director AI-ENABLED INTELLIGENCE, POWERED BY CORE TECHNOLOGY PROGNOSIS Our Observability solutions deliver business critical intelligence, on demand across x3 product lines Collaborate UC and CC Transact Financial services Infrastructure NonStop environments • Unified Communications • Contact Center • Collaboration • Cards • High Value Payments • Real-Time Payments • NonStop Hewlett Packard Enterprises (HPE) PROGNOIS 30 INSIDE PROGNOSIS Powered by Prognosis 31 PRODUCT LED GROWTH: INNOVATION FRAMEWORK AI-FIRST IRIS Discover Better INTEROPERABILITY Operating efficiencies, data augmentation ACCELERATE REMEDIATION Lower critical incident cost & business impact + + = IMPROVED BUSINESS PERFORMANCE AI Discovery TELEMETRY, TRANSACTION & TRACE DATA Harvested from ClientEcosystem. OBSERVABILITY DATA Raw data +context + subject matter expertise, synthesized. PROGNOSIS Collaborate Transact Infrastructure CLIENT TECHNOLOGY ECOSYSTEM REAL TIME PERFORMANCE MONITORING ROOT CAUSE ANALYSIS CURATE RESPONSE CANDIDATES REMEDIATE N O W I S S U E R E S P O N S E OUTCOME ASSESSMENT ISSUE IDENTIFIED ALERTS DISTRIBUTED Observability ClientTech Stack P R O G N O S I S BEFORE NOW PREDICTIVE AI-POWERED OBSERVABILITY Support Ticketing Project Management Messaging Knowledge Base 33 AI-powered natural language queries, curates granular Prognosis data – charts, tables, 200+ languages. CAPABILITY BENEFITS • Democratises Prognosis • Deeper insights surfaced on demand • Faster, more effective discovery Agentic interrogation of data harvested via Prognosis, Observability specific LLMs. Expose Iris to new users: internal users (beyond IT function, employees) & external users (client’s customers). Layer in additional data sources, create new insights, enrich discovery. Step by step remediation playbooks evolving to semi- automation, full automation. • Proactive AI powered discovery • Proactive insights relating to known issues, contributing factors • Empower new stakeholder groups • Decentralise support, reporting • Correlates multiple data sources, unlocks new insights/value inc predictive • Informs, streamlines remediation • AI generated step by step playbooks responding to specific remediation objectives Catalogue of AI models tuned to specific use cases & BYO LLM. • Proactive AI powered discovery and data analysis • Proactive insights relating to known issues, contributing factors AI FIRST AI FIRST INTEROPERABILITY REMEDIATION REMEDIATION AI FIRST REMEDIATION INTEROPERABILITY AI FIRST REMEDIATION REMEDIATION AI FIRST REMEDIATION INTEROPERABILITY AI Observability Infrastructure AI Model selection AI-POWERED OBSERVABILITY – EVOLUTION Remediation Automation Advanced AI Discovery Layering other data sources One to many Expanding the Iris user base Iris Always On 24x7 Agentic Iris On Demand Natural Language query tool 34 Monitoring Observability • Metrics orientated • Reactive • IT management • Insights orientated • Proactive • IT optimisation Typical Enterprise IT today IR IS MOVING BEYOND IT, EXTENDING OBSERVABILITY INTO BUSINESS PERFORMANCE IR TODAY Orchestration • Action orientated • Predictive • Business performance IR TOMORROW IRISAI (Remediation) IRISAI (Q&A) 35 FROM OBSERVABILITY TO BUSINESS PERFORMANCE OBSERVABILITY METRIC • Call quality (MOS score) BUSINESS PERFORMANCE METRIC • Organisational communication analysis by business unit, territory… Source: LinkedIn 36 STRATEGIC PILLARS FOR PRODUCT-LED GROWTH Flexible Pricing Hybrid Technology New Products PRODUCT-LED GROWTH Expanding user base • Market is evolving to a hybrid of fixed and consumption or utilisation- based pricing • Hybrid pricing balances risk for IR and clients • Organic revenue growth opportunity over time • Mirrors the strategy of large enterprise • Preserves on-prem while leveraging the benefits of cloud • Simplifies adoption of new products & deployment of new users • Greater client flexibility • Embedded value, incumbency • Positioned to optimise future benefits of hybrid pricing • Innovation framework for new products • Business performance improvement = higher order value proposition CLIENT ENGAGEMENT 37 TRUSTED BY THE WORLD’S LEADING GLOBAL ENTERPRISES Tech | Telco BFSI Health | Gov | Edu Retail | Industrial Leading telco companies Leading USA banks Fortune 500 companies Leading large enterprises 38 IN SUMMARY • Product-led growth is driven by product innovation •IR is building new products via an innovation framework focused on helping clients improve business performance • IR’s AI product – Iris - is foundational: non-technical experience, expands addressable market • The evolution of IR’s embedded AI creates: • new products, targeting new clients and client expansion • an on-ramp for hybrid pricing • opportunity to expand the Prognosis user base • organic revenue growth potential • a higher order value proposition THANK YOU