Slide 1: Quarterly Earnings Update Q1 2026
Smart Community and Smart Operations Solutions for the Rental Housing Industry QUARTERLY EARNINGS UPDATE Q1 2026 Vision 2028 May 6, 2026
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or our future financial or operating pe
Slide 3: Q1 2026 Key Messages
Q1 2026 Key Messages Disciplined Execution in Motion: SaaS Scale, Operating Leverage, Commercial Traction 3
Slide 4: Vision 2028
Vision 2028 Building Scale, Margin Expansion, and Cash Generation 4
Slide 5: Q1 2026 Revenue Performance
Q1 2026 Revenue Performance (1) 5 (1) See Appendix for definition and reconciliation of non-GAAP metrics. Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 6: Q1 2026 Gross Profit Performance
Q1 2026 Gross Profit Performance 6
Slide 7: Units Deployed Performance
Units Deployed Performance (1) 7 (1) See Appendix for definition. Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 8: Appendix
fj SMARTRENT APPENDIX ee
Slide 9: TTM Condensed Consolidated Balance Sheet
TTM CONDENSED CONSOLIDATED BALANCE SHEET (Unaudited, $ in thousands, except per share amounts) 9 Note: Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 10: TTM Condensed Consolidated Statement of Operations
TTM CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS (Unaudited, $ in thousands, except per share amounts) 10 Note: Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 11: Reconciliation of Net Loss to EBITDA and Adjusted EBITDA
RECONCILIATION OF NET LOSS TO EBITDA AND ADJUSTED EBITDA (Unaudited, $ in thousands) 11 Note: Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 12: Reconciliation of Total Revenue to Core Revenue
RECONCILIATION OF TOTAL REVENUE TO CORE REVENUE (Unaudited, $ in thousands) 12 Note: Information as of March 31, 2026. Source: SmartRent SEC filings.
Slide 13: Definition of Key Operating Metrics
Definition of Key Operating Metrics We review the following operating metrics to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans and make strategic decisions. Our metrics are not based on any standardized industry methodology and are not
Slide 14: Thank You
THANK YOU For more information, please contact investors@smartrent.com