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Itron Investor Presentation

CONSOLIDATED NON-GAAP & CASH RESULTS: Q4'22 $ in millions (except per share amounts) Q4 2022 Q4 2021 Change Non-GAAP operating income (loss) $25.3 ($6.6) 484% Non-GAAP operating margin 5.4% (1.4%) 680 bps Non-GAAP net income attributable to Itron, Inc. $32.2 $34.1 -6% Adjusted EBITDA $34.4 $3.2 NM Adjusted EBITDA margin 7.4% 0.7% 670 bps Non-GAAP earnings per share - diluted $0.71 $0.75 -5% Net cash (used in) provided by operating activities ($13.0) $13.6 NM Free cash flow ($17.9) $6.7 NM » Increase in Non-GAAP operating income due to fall through of higher gross profit and lower opex >> Non-GAAP net income decreased due to a prior year tax benefit from the impact of certain transfers of business activities and assets, partially offset by higher non-GAAP operating income >> Free cash flow decreased due to working capital outflow, partially offset by higher non-GAAP EBITDA Reconciliation of GAAP to Non-GAAP results in Appendix and also available on our website. Itron ©2023 ITRON PROPRIETARY ITRI Itron Investor Presentation - February 2023 | 33
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