| Schedule of Reconciliation of Revenue to Consolidated Net Income |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended September 30, | | Nine months ended September 30, | | ($ in thousands) | 2026 | | 2025 | | 2026 | | 2025 | | | Total Revenue | $ | 325,624 | | | $ | 268,651 | | | $ | 959,172 | | | $ | 795,740 | | | | Less: | | | | | | | | | | Materials and connectivity | 68,165 | | | 60,061 | | | 202,610 | | | 182,785 | | | | Labor and associated expenses | 31,037 | | | 25,075 | | | 91,313 | | | 72,740 | | | | Research and development | 20,299 | | | 12,403 | | | 56,390 | | | 36,103 | | | | Sales and marketing | 51,998 | | | 45,158 | | | 148,207 | | | 128,805 | | | | General and administrative | 51,393 | | | 32,422 | | | 118,495 | | | 84,914 | | | | Depreciation | 6,992 | | | 5,449 | | | 20,963 | | | 16,025 | | | | Amortization | 34,474 | | | 27,851 | | | 103,421 | | | 84,081 | | | | Interest and non-operating expenses, net | 19,297 | | | 17,515 | | | 59,590 | | | 54,670 | | | | Income tax expense | 10,944 | | | 12,069 | | | 43,008 | | | 43,516 | | | | Segment Net income | $ | 31,025 | | | $ | 30,648 | | | $ | 115,175 | | | $ | 92,101 | | | | Consolidated Net income | $ | 31,025 | | | $ | 30,648 | | | $ | 115,175 | | | $ | 92,101 | | |
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