Soundthinking, Inc. · NASDAQ:SSTI
Soundthinking — Investor Presentation (March 2026)
40 slides from Soundthinking's investor presentation, March 2026
Slide 1: Investor Presentation March 2026
Investor Presentation March 2026 SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON
Slide 2: Disclaimer
DISCLAIMER Cautionary Note Regarding Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the “safe harbor” provisions of the Private Securi ties Litigation Reform Act of 1995, including but not limited to statements regarding the company’s busines
Slide 3: The Public Safety Issues that Create Massive Opportunity
The Public Safety Issues that Create Massive Opportunity Communities are Understaffed High-Friction Security Gun & Violent Crime Increasing Demands Law Enforcement Screening Issues on Law Enforcement Agencies Agencies SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 2
Slide 4: Public Safety Issues are an Ongoing Battle
Public Safety Issues are an Ongoing Battle SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 3
Slide 5: SoundThinking is a Compelling Investment Opportunity
SoundThinking is a Compelling Investment Opportunity SoundThinking is advancing the public safety technology market through its AI-native SafetySmart platform Technology Leader in an Comphrensive Product Attractive Financial Profile Strategic Advantages & Leadership & Culture Underpenetrated Market
Slide 6: Public Safety and Security Market Landscape
Public Safety and Security Market Landscape Security (>$115bn US 6) Access Controls ($2.5B)5 Video & Surveillance LE Adjacencies ($4.3B) 5 ($25bn) 3 Concealed Curr ent L E Solutions Weapons Detection ($5.0bn) 2 Digital Forensics Physical AI ($20B)6 ($10B, 12% growth)3 (Emerging Sector) Focused on ve
Slide 7: Defensible Physical AI Platform
Defensible Physical AI Platform Platform positioning Operates at the intersection of sensing hardware, real-world deployments, and AI models to deliver mission-critical, real- time decision support. Defensible data moat SoundThinking’s proprietary, unique data set adds incremental value through AI.
Slide 8: SoundThinking, Inc. Snapshot
SoundThinking, Inc. Snapshot $109 - 16-18% $104.1M 12% 99% 98% $111M 2026 Adj. 2025 Adj. Net Revenue Gross 2025 Revenue1 EBITDA Margin 2026 Revenue EBITDA Margin1 Retention Rate 2 Retention Rate 3 Guidance Guidance $0.56 70 $2.5B+ ~1.1Kmi2 ~1.0B 34 Of S&M Spend to NPS Score5 Smart Policing TAM Cover
Slide 9: Introducing the SafetySmart Platform
Introducing the SafetySmart Platform The SafetySmart Platform brings together specialized software solutions and objective data to help law enforcement, civic leadership, and private entities better protect their communities by ensuring the right resources are provided when and where they’re needed
Slide 10: Strong Competitive Advantages
CO MPETI TIVE LA NDS C APE Strong Competitive Advantages SoundThinking uniquely positioned to capitalize on attractive TAM ESSABLE M ADDR AR HIGHLIGHTS TAL KE TO T RO T MO ER SC NET PROM OTER SCORE TP OR NE E D RELATIONS 70 World Class Level1 STE HI RU P TRUSTED RELATIONSHI PS WITH TH E MOST D EMAND
Slide 11: Strong Product Competitive Advantage
Strong Product Competitive Advantage Key stats/differentiator for each product • 180+ Cities • 1B+ CJIS-Compliant • ShotSpotter & • Discreet Weapons • 200+ Integrations Records CrimeTracer Detection • 2,000 Agencies Integrations • Touchless • 400+ Cases with Expert • Mobile Scanning Free-Flow Entry
Slide 12: Gunshot Detection Solutions
Gunshot Detection Solutions SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 11
Slide 13: Proprietary Gunshot Detection Technology
Proprietary Gunshot Detection Technology SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 12
Slide 14: Rapid, Precise, Intelligent
Rapid, Precise, Intelligent SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 13
Slide 15: Law Enforcement Search Engine
Law Enforcement Search Engine SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 14
Slide 16: Producing Actionable Results
Producing Actionable Results ~1.0 Billion CJIS Data Records, Unstructured Natural Language, Structured Form-based Queries Consolidation Visualization Casing to Conviction Query Results Granular Data Access Link Algorithm Controls Rule-based Entity Association of Entities Consolidation Across Produce
Slide 17: License Plate Reader & Vehicle Recognition
License Plate Reader & Vehicle Recognition SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 16
Slide 18: Real-Time Alerting and AI Recognition
Real-Time Alerting and AI Recognition PlateRanger doesn’t just read the license plate. It uses AI to determine what is occurring on the road and extracts valuable data including plate number, vehicle characteristics, vehicle behavior, and other unique variables. • Vehicle make, model, and color • Ve
Slide 19: Perfect Solution For All Agencies
Perfect Solution For All Agencies By capturing data using proprietary systems, PlateRanger can process data at the edge with AI and machine learning. This transforms unstructured HD video streams into value-added insights that help close more cases, faster. Collect Data from Organize and Deliver Ins
Slide 20: Stealth Weapons Detection
Stealth Weapons Detection SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 19
Slide 21: The Security Dilemma
The Security Dilemma DO EVERYTHING TSA S E CUR I TY Advanced Checkpoint Systems DO NOTHING METAL DETECTORS E AS E OF I NG R E S SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 20
Slide 22: Actively Identifying Threats
Actively Identifying Threats • Defense technology inspired • Low-cost passive sensors built within low-profile devices ruggedized for indoor or outdoor use • Low-friction screening experience (no overt security equipment, no security presence required, no divestment of possessions needed) Sensors in
Slide 23: Detect Gunfire Threats for Grid Resilience
Detect Gunfire Threats for Grid Resilience SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 22
Slide 24: Sniper: Proactive Threat Detection
Sniper: Proactive Threat Detection • Introducing a new perimeter-based sniper solution in early Q1 2026 • A hybrid wide-area acoustic gunshot detection solution that provides a dome of protection • A perimeter-based solution that detects and alerts an inbound sniper fire directed at specific ingress
Slide 25: Growth Strategy
Growth Strategy SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 24
Slide 26: Innovation: Combining ShotSpotter with Drones
Innovation: Combining ShotSpotter with Drones • Partnering with several drone providers to enable a unique drone as first responder capability in response to ShotSpotter alerts • Integration ensures that drones can be automatically dispatched to the exact location of a gunfire incident delivering re
Slide 27: Go-Forward Growth Priorities
Go-Forward Growth Priorities Why SoundThinking is positioned to win. Drive incremental Expand ShotSpotter Accelerate revenue growth Maintain a revenue and cross- Expand international Grow security acquisition of public through organic passionate focus on sell SafetySmart footprint business safety cu
Slide 28: Success Formula
Success Formula Tight Product Market Fit Increases LTV High-Quality Solutions Sustainable, long-term Drives NPS = profitable Consultative growth G-T-M Reduces CAC Customer Success Focus SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 27
Slide 29: Financials
Financials SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 28
Slide 30: Revenue Growth
Revenue Growth Revenues ($M) $109.0-$111.0 (Est.) $104.1 $102.0 $92.7 2023 2024 2025 2026 6% CAGR Revenue Growth SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 29
Slide 31: ARR Trend
ARR Trend ($M) 115 1.0 1.5 110.0 3.1 110 4.0 -2.3 105 7.3 100 95.4 95 90 85 80 Beginning ARR ShotSpotter SafePointe CrimeTracer PlateRanger Other Attrition Ending ARR Increase Decrease Total SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 30
Slide 32: Best-In-Class Customer Retention
Best-In-Class Customer Retention Net Revenue Retention Rate 1 107% Incorporates Loss 105% of Chicago & Puerto Rico 99% 2023A 2024A 2025A Consistently achieving 99%+ gross retention rate 2 in core offerings Source : Company filings 1. Ne t reven ue retention rate is calculated as dividing the (a) tot
Slide 33: Attractive unit economics drive long term profitability
Attractive unit economics drive long term profitability Sales Efficiency Ratio 1 $0.63 $0.56 $0.52 2023A 2024A 2025A Source : Company filings; Manage ment Actuals as reported 1. Reflects Sales and M arke ting e xpense per $1.00 of new Annualiz ed Contract Value. Calculated as total S&M expen se duri
Slide 34: Operational Leverage to Improve Adj. EBITDA
Operational Leverage to Improve Adj. EBITDA • Gross Margin Improvement • Operating Expense Growth Will Be – COGS Across All products Will Grow Less than Lower than Revenue Growth Revenue Growth – S&M – We have added Significant Capability – Examples: Over the Last Three Years o Incident Review Cente
Slide 35: Long-Term Model Progression
Long-Term Model Progression Strong Operational Leverage Above and Below the Line FY 2025 (Actual) FY 2026 (Estimate) Long-Term Model Revenue Growth (Y/Y) 2.1% 5.7% 15%+ Gross Margin 54.4% 59.0% ~70% Adj. EBITDA 12.1% 17.0% ~40% SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 34
Slide 36: Thank You
Thank You SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON
Slide 37: Proactive Patrol Management
Proactive Patrol Management SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 36
Slide 38: Intelligent, Equitable, Effective AI Solution
Intelligent, Equitable, Effective AI Solution ResourceRouter uses AI and machine learning to provide risk assessments for where and when crimes are more likely to occur on a given day and time. The system directs police to these areas and suggests non- enforcement activities to prevent those crimes
Slide 39: Case Management Solution
Case Management Solution SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 38
Slide 40: Complete CaseBuilder Case Management Software
Complete CaseBuilder Case Management Software Impact on Homicide Case Clearance Rate SO UNDTH IN KI NG IN V ESTO R PR ESEN TATI ON 39