Acquisitions and Financial Overview slide image

Acquisitions and Financial Overview

ENBALA'S REVENUE MODEL GENERAC Current SaaS Model - $/MW Assets Connected/year Fundamentally a Software-as-a-Service business Enbala is paid as assets/devices are connected to the platform on a recurring basis Current Performance Model - $/MW Delivered/year • Fundamentally a pay-for-performance business • Enbala is paid by utilities for the energy performance delivered UTILITY/ENERGY RETAILERS enbala A GENERAC COMPANY UTILITY/ENERGY RETAILERS ↑↓ enbala A GENERAC COMPANY CUSTOMER 1 CUSTOMER 2 CUSTOMER X CUSTOMER 1 CUSTOMER 2 CUSTOMER X enbala Enbala Opportunities: . Energy imbalance markets ⚫ Real time capacity markets . Emerging wholesale markets from FERC Order 2222 A GENERAC COMPANY • Predictive energy management for customers Ancillary Service, Frequency Control and other aggregation markets 25 25
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