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- **Record Growth**: 272% YoY revenue to $1.45 million, fueled by $4.79 million in contracts signed YTD.
- **Innovative Solutions**: 50% bandwidth reduction tech and customer financing program accelerate adoption.
- **Strong Metrics**: 99% customer retention, 8 million videos/day processed, and 98% incident deterrence rate.
- **Financial Strength**: $6.4 million cash, $5 million share buyback, and expanding high-margin recurring revenue streams.

**【CEO Opening Remarks】**
- **Revenue Growth**: Q3 2025 revenue surged 272% YoY to $1.45 million, driven by AI surveillance and remote guarding solutions.
- **Contract Momentum**: Signed $4.79 million in contracts YTD (vs. $1.5 million in 2024), including $1 million in September alone.
- **Customer Expansion**: Partnering with 6 of top 10 U.S. property managers, achieving 99% customer retention.
- **New Initiatives**: Launched customer financing program and 50% bandwidth-reducing compression technology.
- **Operational Scale**: Processes 8 million videos/day, completing complex installations at luxury multifamily properties.
- **Awards**: Received PropTech Breakthrough Award for Alpha Mobile Surveillance Trailer (98% deterrence rate).

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Hardware (+144%), remote guarding (+154%), cloud subscriptions (+142%), installations (+790%).
- **Gross Profit**: $720,000 (1,070% YoY growth), reflecting margin expansion from recurring revenue.
- **Net Loss**: $2.06 million (vs. $1.72 million YoY), driven by investments in growth.
- **Financial Position**: $6.4 million cash on hand, supporting $5 million share repurchase program.

**【Q&A Highlights】**
- **Contract Recognition**: Q4 installations will drive hardware revenue, with SaaS recognized over 12 months.
- **Remote Guarding Adoption**: 50% of service revenue, growing due to 98% deterrence rate.
- **Customer Expansion**: 83% YOY growth in properties serviced, with land-and-expand strategy driving portfolio-wide adoption.
- **Installation Capacity**: Utilizes nationwide third-party installer network, enabling rapid scaling without internal build-out.

Cloudastructure Inc (CSAI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

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Loss on Disposal of Assets

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Operating Income

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Net Interest Expense

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Net Income

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Net Income Attributable to Owners of the Company

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Owners of the Company

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CSAI

CSAI fundamentals

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