INEO Tech (INEO) Sidoti Micro-Cap Virtual Investor Conference summary

Technology innovation and product features

• Developed an advanced loss prevention sensor system for retail entrances, integrating video capture and AI analytics for real-time and historical event review.

• System provides operational intelligence, exception reports, and supports prosecution with visual evidence.

• Incorporates digital screens for advertising, transforming a capital cost into a revenue-generating asset for retailers.

• Patented technology enables exclusive placement of digital screens in loss prevention systems, protected from competitors.

• RFID integration allows item-level theft tracking and overlays with video for enhanced loss prevention.

Business model and revenue streams

• Hardware sold at competitive prices, with recurring monthly fees for dashboard access, analytics, and content management.

• Recurring revenue is a primary focus, with significant upside as more systems are deployed and connected.

• Licensing agreements, notably with Sensormatic, provide additional revenue through upfront fees and royalties on sales.

• Retailers can generate $800+ per month in advertising revenue per system, with payback under 12 months.

• Forecasts for 2026 and 2027 target 800 and 2,500 system installations, respectively, with profitability expected as customer base grows.

Market expansion and partnerships

• Deployed 192 systems with Staples and piloted 45 systems with a major UK retailer, aiming to replace at least 1,500 legacy systems in 12 months.

• Sensormatic, the largest industry player, has licensed the technology, opening access to a vast installed base and potential for $12 million in recurring revenue from a single top-10 customer.

• Diversified customer base across the US, Canada, and UK, with ongoing expansion into Europe.

• Board strengthened with media and IT expertise to support growth in retail media and technology integration.