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Investor Presentation

|||||BRINKS HOME 1 Premium, Nationally Recognized Brand with Significant Scale in a Growing Market Market Overview ■ $65bn US home security market¹ growing at 6% per annum¹...with increasing complexity as consumers demand smart home integration ■ DIFM is expected to represent 76% of the market1 ○ DIY competitors mostly expand the market¹ for new entrants rather than erode market share from incumbents. Brinks is not targeting these same customers ■ Brand reputation, service, and innovation are key success drivers Future State of Play: A Truly Connected Home Security Devices: Smart Lock Q Indoor/Outdoor Camera Video Doorbell 日 A W SS Home Automation: Smart Lock Smart Light bulb A Smart Control Panel Smart App Changing Dynamics Favorable for Brinks ■ As home automation matures, customer experience and increased service offerings will become more critical ■ Differentiated platforms that successfully integrate products and services will command a premium price point ■ Price competition is expected to continue in basic DIY security, but consumers are still willing to pay for premium services or a compelling value proposition Success in the premium value segment will be led by players such as Brinks Home, ADT, and Vivint as Smart Home Automation and Security drives need for professional installation ss Motion Sensor Smoke Detector Door/Window Sensor Glass break sensor Cameras: Indoor/Outdoor Camera 12 Smart Thermostat Video Doorbell Smart Plug Water Sensor (1) Barnes Associates - Security Alarm Industry Overview - February 2020 16
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