SmartRent (SMRT) Investor presentation summary

Strategic vision and growth priorities

• Focus on accelerating growth by expanding the installed base at a double-digit CAGR through 2028, targeting over 1.2 million installed units by the end of 2028.

• Scaling go-to-market operations and deepening platform integration with advanced analytics and AI to enhance customer ROI and resident experience.

• Achieving profitability by simplifying hardware architecture and strengthening internal operating rigor for sustainable leverage and free cash flow.

Market position and client base

• Industry leader in smart home technology for rental housing, with more deployed units than all competitors combined and 15 of the top 20 multifamily operators as clients.

• Current scale includes approximately 911,000 installed units, 4 million connected devices, and 3,500+ properties.

• Significant white space for growth, with existing clients controlling 6.6 million units and 5.71 million untapped opportunities.

Product and platform advantages

• Offers an end-to-end open-API platform combining hardware and SaaS, enabling seamless property operations, workflow automation, and enhanced resident experiences.

• Smart Communities and Smart Operations solutions provide features like access control, self-guided tours, package management, inspection management, and automated work management.

• Flexible installation options and extremely low customer churn (0.05% for Smart Communities Solutions in Q1 2026).