Cloudastructure (CSAI) Status update summary

Business overview and technology differentiation

• Provides AI-powered cloud video surveillance and remote guarding, enabling real-time intervention and a 98% crime deterrence rate.

• Focuses on proactive incident prevention with scalable, cloud-based architecture and machine learning analytics.

• Differentiates through models trained on real customer footage and a human-in-the-loop remote guarding system.

• Innovations include mobile surveillance trailers, powered enclosures, proprietary video compression, and drone integration.

Financial performance and growth drivers

• Achieved approximately 270% year-over-year revenue growth in 2025, with over $5 million recognized revenue and 306% Q4 growth.

• Growth driven by expansion in multifamily housing and entry into transportation, logistics, and construction verticals.

• Recurring revenue base is growing, with churn at 1% and Q3 recurring run rate at $1.7 million annually.

• Gross margins improved from 17% to 45% year-over-year, reaching 52% in Q3 2025.

Go-to-market strategy and customer expansion

• Sales organization split into divisions for existing markets (land and expand) and new verticals (logistics, construction, large enterprise).

• Contracts with 7 of the top 11 multifamily property management firms, representing a $1 billion TAM in current logos.

• Sales cycles in multifamily average nine months but are shortening; construction and logistics cycles are faster.

• Customers value cloud-based architecture and remote monitoring over traditional NVR and physical guards.