Investor Presentation
Key Financial Metrics
End of Period Subscribers by Channel¹
(units in thousands)
Protect America
bulk buy added
114k subs
Select Security bulk
buy added 30k
residential and 8k
commercial subs
New Subscriber ARPU2 by Channel
+22.8%
+11.4%
|||||BRINKS HOME
901
885 866
848
841
937
916
934 912 892 873
88
91
92
93
94
95
113
96 96 96
108 142
134
97
102
129 120
$53.74
$53.90
$56.17
$45.66
$40.99
813
794
774 755
748
729
712
696 683
667 650
$33.38
Q1
Q1 Q2 Q3 Q4
Q2 Q3 Q4 Q1 Q2 Q3
2019 2019 2019 2019 2020 2020 2020 2020 2021 2021 2021
■Dealer
Restructuring period
Bulk (Earnout) ■ Direct
End of Period RMR by Channel
($ in millions)
$40.8 $40.2 $39.2 $38.3 $37.6
$3.1 $3.1 $3.1 $3.1 $3.1
Strengthening the core
$41.2 $40.0 $41.6 $40.5 $39.8 $39.5
$4.6 $4.4 $6.0 $5.7 $5.4 $5.3
$3.1 $3.1 $3.1 $3.2 $3.3 $3.8
$37.8 $37.1 $36.1 $35.2 $34.5 $33.5 $32.6 $32.4 $31.7 $31.1 $30.4
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2019 2019 2019 2019 2020 2020 2020 2020 2021 2021 2021
■ Dealer ■Bulk (Earnout) ■Direct
Q4 2019
Q4 2020
Q3 2021
■Direct Dealer
Commentary
■ Analyzed subscriber base to focus on highest quality
customers
■ Chose to acquire customers in bulk vs dealers given
more favorable economics (while working on
improving dealer economics)
■ Increased ARPU via modest price increases and
enhanced services
☐
Quality of portfolio continues to improve as attrition
declines
อล
(1)
(2)
Protect America 114k subscribers added mid-June, 113k remaining at the end of June
ARPU: Average Revenue per User
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