Cloud Technologies (CLD) Investor update summary

Strategic transformation and market positioning

• Transitioned from white-label to own-brand sales, now accounting for ~90% of data sales, enabling better product differentiation and pricing control.

• Expanded direct presence in key distribution channels, including major DSP platforms like Amazon Ads, Google, and The Trade Desk.

• Addressable market size has increased significantly, supporting scalable growth ambitions.

• Launched Data Curation as a new product, targeting up to 15% of the programmatic advertising market by 2028.

• Maintains strong competitive advantages through proprietary technology, global reach, and unique know-how.

Financial performance and growth outlook

• Achieved a 6x increase in data sales since 2019, with a CAGR of ~40% from 2019 to 2024; data sales now represent 95% of total group sales.

• EBITDA grew sharply, reaching around $6 million annually, with a CAGR above 45% from 2020 to 2024.

• November 2025 marked the highest monthly data sales growth in nearly four years, reflecting successful investments in sales infrastructure.

• U.S. market accounts for 80% of data sales revenue, with a 50% margin and $12 million in LTM data sales as of Q3 2025.

Capital allocation and shareholder returns

• Plans to allocate ~50% of capital to organic and acquisition-driven sales growth, ~20% to share buybacks (including ESOP), ~20% to dividends, and ~10% to R&D.

• Share buyback program aims to acquire up to 250,000 shares for ESOP between 2026 and 2028, contingent on financial KPIs.

• Dividend policy targets regular payouts of about 20% of adjusted EBITDA, balancing reinvestment and shareholder returns.