INEO Tech (INEO) LD Micro Main Event XIX Investor Conference summary

Current market position and technology

• Developed patented, connected loss prevention devices with integrated digital advertising screens, now in active use by customers and a major strategic partner.

• Retailers face soaring theft losses, exceeding $100 billion, driving urgent investment in advanced deterrence solutions.

• Technology provides operational intelligence, including alarm analytics and video of loss events, enhanced by AI for actionable insights.

• Major customers include Staples U.S. and a large U.K. pharmacy chain, with installations expanding across hundreds of locations.

• Sensormatic, a Johnson Controls division, has licensed the technology, enabling access to 500,000 storefronts globally.

Business model and revenue streams

• Revenue model shifting from hardware sales to high-margin recurring SaaS and licensing fees per system, targeting $75/month per unit.

• Retailers can monetize in-store traffic through digital advertising, accelerating payback on capital expenditures.

• Sensormatic partnership includes royalties on patent-licensed products and integration with retailer content management systems.

• Projected deployment of 800 additional units in the next year and 2,500 the following year, with significant upside from Sensormatic contracts.

• Systems are expected to remain in stores for 10+ years, providing long-term recurring revenue.

Innovation and future growth

• Ongoing R&D focuses on AI-driven analysis of loss events and organized retail crime detection, enhancing retailer response.

• RFID integration will enable item-level tracking and real-time identification of stolen goods, further deterring theft.

• Future plans include displaying images of stolen items and suspects at exits, increasing deterrence and supporting law enforcement.

• Positioned for significant growth in 2026–2027, with Sensormatic's scale expected to drive mass adoption.

• Innovation in both loss prevention and retail media aims to secure leadership in the evolving smart retail entrance market.