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Itron Investor Presentation

CONSOLIDATED GAAP RESULTS: Q1'23 $ in millions (except per share amounts) Q1 2023 Q1 2022 Change Revenue $494.6 $475.3 4% Change in constant currency 6% Gross margin 31.6% 28.4% 320 bps Operating income (loss) ($10.4) $6.8 NM Net income (loss) attributable to Itron, Inc. Earnings (loss) per share - diluted ($11.8) ($0.26) $0.9 NM $0.02 NM >> Revenue increased largely due to improving component supply, partially offset by foreign exchange rates >> Gross margin of 31.6% up 320 bps due to favorable mix and operational efficiencies >> GAAP operating income decreased due to a restructuring charge from the new plan announced in February, partially offset by higher gross profit >> GAAP net income decreased due to lower GAAP operating income Reconciliation of GAAP to Non-GAAP results in Appendix and also available on our website. Itron ©2023 ITRON PROPRIETARY ITRI Itron Investor Presentation - May 2023 | 24
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