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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Cust2Mate
Cust2Mate (AZ) investor relations material
Cust2Mate Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2026
Executive summary
Q3 deliveries more than doubled sequentially to 2,000 Smart Carts, exceeding H1 deliveries; revenue reached $10.932M.
Rising orders after initial deployments and a larger installed base are expected to support a more predictable revenue cadence.
Next-generation connected in-store commerce platform combines Smart Carts, personalized engagement, retail media and shopper insights.
Financial highlights
Q3 revenue was $10.932M vs. $1.547M in Q3 2025; 9M revenue was $20.153M vs. $4.254M.
Smart Cart revenue was $9.6M in Q3 vs. $4.4M in Q2; total revenue was $10.9M vs. $5.9M sequentially.
Q3 gross profit was $3.656M; operating loss was $6.842M and net loss was $6.565M, vs. sequential Q2 losses of $7.6M and $7.3M, respectively.
9M operating loss was $22.459M vs. $17.485M; net loss was $22.182M vs. $20.744M.
Outlook and guidance
Targeting 10,000 cumulative Smart Cart deliveries by year-end 2026, implying 4,650 Q4 deliveries; current backlog supports 19,000 cumulative deliveries by end-2027, with new orders as potential upside.
Q4 deliveries expected to exceed total deliveries for the first nine months; H2 2026 Smart Cart revenue target remains at least $25M, excluding retail media.
Expected Smart Cart deployments at two international retailers in Q1 2027; no 2027 delivery-volume guidance was given.
Full quarterly savings run-rate of ~$1.75M expected in Q4, or $7M annualized.
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Latest events from Cust2Mate
- Hedia adds commercial scale to an integrated in-store retail media platform.AZ
Investor presentation - A >$195M backlog anchors a sharp revenue and smart-cart deployment ramp.AZInvestor presentation
- Q2 revenue jumped 78% and six-month revenue hit $9.2M, but losses and financing needs persist.AZQ2 2026
- Revenue fell and losses narrowed; new smart cart deployments expected to drive future growth.AZQ2 2024
- Revenue fell and losses narrowed as smart cart sales slowed, but growth is expected from new deployments.AZQ3 2024
- Q1 2025 revenue rose 16% to $1.97M, but net loss widened to $6.75M amid higher expenses.AZQ1 2025
- Revenue up, major smart cart deals secured, but losses widened amid higher R&D and G&A costs.AZQ3 2025
- Net loss widened to $19.3M on $2.7M revenue, with liquidity boosted by a $30M equity raise.AZQ2 2025
- Q1 revenue up 114% to $3.3M, with major contracts and $30M credit line fueling global growth.AZQ1 2026
Next Cust2Mate earnings date
Q4 20262 Apr, 2027
Cust2Mate
Next Cust2Mate earnings date
Q4 20262 Apr, 2027
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