If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes ☐ No ⌧ Number of shares outstanding of each of the issuer's classes of common stock, as of: November 4, 2022 COMMON STOCK, $.01 PAR VALUE PER SHARE 36, ...

November 2022 (NSSC:NASDAQ) Disclaimer Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance. These forward-looking statements include, without limitation, statements relating to growth drivers of Napco Security Technologies, Inc.'s (the "Company") business such as school secu ...

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q1 2023 Earnings Conference Call November 7, 2022 11:00 AM ET Company Participants Patrick McKillop - Vice President, Investor Relations Richard Soloway - President and Chief Executive Officer Kevin Buchel - Executive Vice President and Chief Financial Officer Conference Call Participants Mike Walkley - Canaccord Genuity Jim Ricchiuti - Needham & Company Jaeson Schmidt - Lake Street Brain Ruttenbur - Imperial Capital Raj Sharma - B. Riley Operator Greetings an ...

Financial Data and Key Metrics Changes - The company reported record sales of $143.6 million for fiscal 2022, a 26% increase from $114 million in the previous year [10] - Net income for the quarter increased 36% to $7.5 million, or $0.20 per diluted share, compared to $5.5 million, or $0.15 per diluted share, for the same period last year [28] - Adjusted EBITDA for the quarter increased 29% to a record $9.3 million, or $0.25 per diluted share, compared to $7.2 million, or $0.20 per diluted share, for the same period last year [29] Business Line Data and Key Metrics Changes - Recurring monthly revenue grew 33% for Q4 to $12.7 million, compared to $9.5 million for the same period last year, and increased 36% for the fiscal year to $46 million [14] - Equipment sales in Q4 increased 18% to $30.5 million, compared to $25.9 million for Q4 last year, and for fiscal 2022, equipment sales increased 22% to $97.6 million [15] Market Data and Key Metrics Changes - The company noted that 80% of its business is commercial, particularly in the fire alarm sector, which is considered recession-resistant [37] - The backlog remains at historic highs, indicating strong demand for the company's products [41] Company Strategy and Development Direction - The company is focusing on key industry trends such as wireless fire and intrusion alarms, school security solutions, and enterprise access control systems [11] - The introduction of Air Access, a cellular-based access control system, is expected to generate recurring revenue and is seen as a $1 billion market opportunity [44][59] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about reaching a recurring revenue goal of $150 million earlier than 2026, driven by strong sales of StarLink radios and the upcoming 3G sunset [38][51] - The management team is actively managing supply chain issues and expects improvements in equipment margins in the next six to nine months [40][54] Other Important Information - The company has a strong balance sheet with cash balances exceeding $46 million and no debt [11][30] - Research and development costs increased due to salary increases and additional staff, but decreased as a percentage of net sales due to record sales growth [22] Q&A Session Summary Question: How much of the 18% growth in the equipment business was price-driven? - Management indicated that price increases contributed about 3 to 4 points to the growth [65] Question: What are the expectations regarding component and expediting costs? - Management noted that supply chain prices are expected to persist through the end of the calendar year, with some improvements in logistics but not in component costs [67] Question: Can you provide more color on sell-through among larger channel partners? - Management confirmed strong sell-through statistics from key distributors, indicating strength in the business [71] Question: How is the backlog trending? - The backlog remains similar to the $10 million level mentioned last quarter, indicating strong demand [75] Question: How are vendors dealing with price pressures? - Management stated that vendors are trying to keep up with demand, and the company is actively working to secure components [84] Question: Can you comment on the traction for Air Access? - Management indicated that Air Access is in early stages and is expected to take about 18 months to become a significant contributor [108]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended June 30, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the Transition period from _ to___ Commission File Number 0-10004 NAPCO SECURITY TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) Delaware 11-2277818 ( ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: MARCH 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File number: 0-10004 NAPCO SECURITY TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) Delaware 11-2277 ...

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q3 2022 Earnings Conference Call May 9, 2022 11:00 AM ET Company Participants Patrick McKillop - Director of Investor Relations Richard Soloway - President and Chief Executive Officer Kevin Buchel - Executive Vice President of Operations and Chief Financial Officer Conference Call Participants Michael Walkley - Canaccord Genuity Corp. James Ricchiuti - Needham & Company, LLC Rajiv Sharma - B. Riley Securities, Inc. Jaeson Schmidt - Lake Street Capital Markets, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: DECEMBER 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File number: 0-10004 NAPCO SECURITY TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) Delaware 11-2 ...

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q2 2022 Earnings Conference Call February 7, 2022 11:00 AM ET Company Participants Patrick McKillop - Director of IR Richard Soloway - President & CEO Kevin Buchel - SVP & CFO Conference Call Participants Mike Walkley - Canaccord Genuity Jim Ricchiuti - Needham & Company Jaeson Schmidt - Lake Street Brian Ruttenbur - Imperial Capital Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps with ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED: SEPTEMBER 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO . Commission File number: 0-10004 NAPCO SECURITY TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) Delaware 11- ...