Contribution Margin Actual vs Outlook

Revenue ($ in millions) Note: $609 Revenue ($ in millions) $876 $800 - $850 Actual Q1'21 Outlook Q1'22 Actual Q1'22 Company outlook for Q1'22 Revenue of $800-850 million was provided during the Q4'21 earnings call on February 8, 2022. Revenue Growth (Year-over-year) Revenue Growth (Year-over-Year) (36%) Actual Q1'21 31% - 40% 44% Outlook Q1'22 Actual Q1'22 Note: Company outlook for Q1'22 Revenue growth of 31-40% was provided during the Q4'21 earnings call on February 8, 2022. 4

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