| Schedule of Reconciliation of Revenue to Consolidated Net Income |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended June 30, | | Six months ended June 30, | | ($ in thousands) | 2026 | | 2025 | | 2026 | | 2025 | | | Total Revenue | $ | 319,674 | | | $ | 270,654 | | | $ | 633,548 | | | $ | 527,089 | | | | Less: | | | | | | | | | | Materials and connectivity | 67,324 | | | 62,271 | | | 134,445 | | | 122,724 | | | | Labor and associated expenses | 30,362 | | | 24,773 | | | 60,276 | | | 47,665 | | | | Research and development | 17,723 | | | 12,622 | | | 36,091 | | | 23,700 | | | | Sales and marketing | 50,379 | | | 43,524 | | | 96,209 | | | 83,647 | | | | General and administrative | 36,378 | | | 29,192 | | | 67,102 | | | 52,492 | | | | Depreciation | 6,992 | | | 5,310 | | | 13,970 | | | 10,575 | | | | Amortization | 34,474 | | | 28,116 | | | 68,948 | | | 56,231 | | | | Interest and non-operating expenses, net | 19,646 | | | 18,255 | | | 40,293 | | | 37,155 | | | | Income tax expense | 15,529 | | | 14,407 | | | 32,064 | | | 31,447 | | | | Segment Net income | $ | 40,867 | | | $ | 32,184 | | | $ | 84,150 | | | $ | 61,453 | | | | Consolidated Net income | $ | 40,867 | | | $ | 32,184 | | | $ | 84,150 | | | $ | 61,453 | | |
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