Investor Presentation

Strengthening the Foundation - Value creation through improved unit economics, attrition, balance sheet and talent |||||BRINKS HOME Adds • AT&T activations of 5,531 • • • • lead to a strong quarter with sequential account production up 37% and up 10% YoY RMR created in the quarter is up 32% sequentially and up 18% YoY While DTC sales were up 22% sequentially, activations of 3,010 were down QoQ due to installation backlog Dealer Adds up sequentially, down YoY, with substantially better unit economics DTC Inside sales pivot from -30% DIFM in Q320 to 97% in Q321 Re-energized dealer recruiting with improving pipeline; two dealers added to the channel in Q3. Armor Security signed in October. Attrition • Unit attrition at 14.3%, • 110 bps improvement YoY RMR attrition improvement to 12.7%, a 500 bps improvement YoY and a 130 bps sequential quarterly improvement 120k Earnout subscribers as of Q321, in line with expectations • Balance Sheet/CTS Pre-SAC Opex improved $0.4M sequentially from Q2, normally a higher quarter due to seasonality BHS Techs completed 31.8K jobs in the quarter or 52.9% of total jobs, a 43.5% improvement compared to Q320. BHS Tech's expense per job is 25% or $70 less per job vs Service Dealers Q3 Levered FCF was ($17.1m) due to inventory ramp for Dispatch/3G, increased DTC creation spend and timing of insurance renewals. Favorable contract renewal with largest interactive services provider, expect to realize in excess of $3m of volume discounts in 2022 • • Unit Economics Continued improvement in Network Channel (Dealer and Auth Rep) economics with a sequential multiple improvement of .5x turns to 33.8x and a 2.6x improvement over Q320 Enhanced consumer financing re-launched in Q3 in DTC phone channel with goal to launch DTC field channel in Q4 Q3 DTC Inside Sales new account ARPU at $49, up 20% from PY; average ticket price ("ATP") of -$900, up 41% from prior year DTC multiples elevated as benefits of recently reinitiated marketing not fully realized in Q3 Scaling the business Customer centric offers driving down attrition Positioning the Balance Sheet for refinance Create Profitable Accounts @ Scale and hold for life Stabilize the core, diversify the sales engine 13 33

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