CID HoldCo Earnings Call Transcripts
Fiscal Year 2026
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FY 2025 revenue hit $5.8M with a shift to SaaS and higher margins expected in 2026. Strategic partnerships, notably with Würth and Wiliot, drive expansion in logistics, manufacturing, and retail. Rapid sales cycles, unique hardware, and a scalable channel model position the company for disruptive growth.
Fiscal Year 2025
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Revenue surged to $5.8 million in 2025, driven by hardware sales and the first recurring SaaS subscriptions. 2026 guidance targets $6–$7.5 million revenue, with a strategic shift to long-term subscription contracts and margin expansion.
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Q3 2025 revenue reached $0.8M, led by hardware shipments, with SaaS revenue beginning to ramp. Gross margin declined to 37.3% due to product mix, and net loss was $4.2M. Focus remains on scaling SaaS, expanding channels, and operational discipline.