The mechanism: Detention beds cost money to build, staff, and defend in court. A GPS ankle monitor and a check-in app cost a fraction of that per participant, scale up or down with a policy memo instead of a construction schedule, and generate a much softer political image than a detention wing on the evening news. That trade — capital-heavy incarceration for opex-light supervision — is ICE's Intensive Supervision Appearance Program (ISAP), run under contract by BI Incorporated, a wholly owned subsidiary of The GEO Group. BI just secured a new ISAP contract (effective October 1, 2025, structured as a two-year term with an option period) covering GPS monitoring, the SmartLINK check-in app, and case management for a population GEO itself has said runs in the hundreds of thousands. Inside that population, the mix has flipped hard toward hardware-plus-software: GPS ankle-bracelet enrollment has nearly tripled since early 2025 while phone-app-only monitoring has declined — a shift toward the higher-touch, higher-revenue-per-head tier of the same contract. This is a margin story wrapped in an enforcement story.