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RedCloud Holdings (RCT) investor relations material
RedCloud Holdings Lytham Partners Fall 2025 Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Industry trends and market opportunity
AI and machine learning are driving a new industrial revolution, with over $100 trillion in potential impact globally.
The fast-moving consumer goods (FMCG) sector is highly underserved by technology, presenting a large total addressable market.
Supply chain inefficiencies result in over $1.2 trillion in out-of-stock inventory and nearly $1 trillion in unsold goods.
There is a $12.5 billion revenue opportunity in transforming FMCG trading with AI-driven solutions.
Over 100,000 businesses are actively trading on the platform, highlighting strong market adoption.
Technology and platform capabilities
The platform integrates with existing systems (SAP, Oracle, POS, WhatsApp) to streamline trading without changing user behavior.
AI and machine learning enable real-time inventory, pricing, and trading decisions for retailers and distributors.
Partnerships with NVIDIA, AWS, Amazon Bedrock, and Snowflake support advanced data infrastructure and scalability.
The trading layer provides Wall Street-level algorithmic capabilities to small businesses globally.
The platform's proprietary IP and data engine drive efficient, scalable operations across multiple markets.
Business model and financial performance
Revenue is generated through transaction-based fees on every trade conducted on the platform.
Additional monetization comes from services like trade finance, lending, insurance, logistics, and warehousing.
Revenue reached $46.5 million by December 2024, with trading volumes and revenue nearly doubling year over year.
The company expects continued strong growth, operating leverage, and a clear path to EBITDA profitability.
Over $140 million has been invested to date, with a successful NASDAQ listing in March 2025.
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