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
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Smart Thermostat
Video Doorbell
Smart Plug
Water Sensor
(1)
Barnes Associates - Security Alarm Industry Overview - February 2020
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