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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.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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