Water Intelligence (WATR) Planet MicroCap Showcase: VEGAS 2025 summary

Market opportunity and industry landscape

• Aging global water infrastructure and rising water prices create urgent demand for leak detection solutions.

• Market is highly fragmented, with few national providers due to local licensing; company operates in 46 U.S. states and internationally.

• Water damage is a major cost for insurance companies, increasing the value of preventive solutions.

• Most infrastructure spending is expected from the private sector due to constrained government budgets.

• Company is considering a NASDAQ listing to expand investor engagement.

Technology and operational strategy

• Proprietary technologies include ultrasonic leak detection, pulse acoustic devices, and Leak View for rapid pool diagnostics.

• Integration of Salesforce CRM and Video Moment Technology enhances customer engagement and reporting.

• Preventive maintenance solutions, such as Streamlabs, enable real-time leak monitoring and notification.

• Partnerships with top 20 U.S. insurance carriers drive B2B channel growth.

• Technicians receive extensive training in non-invasive methodologies.

Business model and financial performance

• Operates a hybrid model: 60% franchise, 40% corporate locations, with 150 sites and 200,000 annual home visits.

• Revenue streams include direct sales, royalties, equipment sales, and B2B contracts with insurance and municipal clients.

• Consistent double-digit top- and bottom-line growth over the past five years, with strong EBITDA margins.

• Low customer acquisition costs due to network effects and recurring business from insurance partners.

• Exploring a subscription model for ongoing preventive maintenance services.