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CID HoldCo (DAIC) investor relations material

CID HoldCo Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary13 Nov, 2025

Executive summary

  • Achieved first quarterly earnings as a public company, transitioning from pre-revenue to initial order fulfillment and production ramp-up at the Puerto Rico facility.

  • Expanded leadership with a new Director of Channels, fractional finance executive, and two experienced directors to strengthen partner ecosystem and operational scale.

  • Strategic focus on leveraging AI and IoT for asset intelligence in supply chain, with a channel-driven go-to-market approach and international expansion.

Significant events and developments

  • Began production at a 32,000 sq ft Puerto Rico facility, enabling in-house manufacturing and quality control.

  • Shipped first hardware platform orders, including Zero Infrastructure Mesh Bridge and smart asset tags, validating market demand.

  • Secured first international distribution partner in Australia and expanded board with experienced directors.

  • Achieved SOC 2 Type 1 cybersecurity certification and launched Dot Matrix 3.0 SaaS platform with multi-tenant architecture.

Financial highlights

  • Q3 2025 revenue was $778,482, up from $81,636 in Q3 2024, primarily from hardware shipments.

  • Gross profit for Q3 2025 was $290,196, with gross margin at 37.3%, down from 90.2% year-over-year due to product mix.

  • SaaS and services revenue totaled $21,000; hardware revenue recognized at shipment, SaaS over time.

  • Net loss for Q3 2025 was $(4,216,555), or $(0.15) per share, on 27,645,033 shares.

  • Cash at September 30, 2025 was $1,418,834, with over $900,000 in short-term receivables.

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