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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.
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Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025

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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