CID HoldCo (DAIC) Q4 2025 earnings summary

Executive summary

• Achieved $5.8 million in full year 2025 revenue, transitioning from development to commercial operations and commercial adoption.

• Completed business combination in June, began trading on Nasdaq, and established a foundation for recurring revenue growth.

• Built a robust executive team and expanded operational capacity, including manufacturing and software development.

Financial highlights

• Full year 2025 revenue reached $5.8 million, up from $0.2 million in 2024.

• Q4 2025 revenue was $4.5 million, compared to zero in the same quarter last year.

• Gross profit for Q4 2025 was $2 million, with a gross margin of 43.7%.

• Adjusted EBITDA loss for Q4 2025 was $2.2 million, compared to a $1.9 million loss in the prior year.

• Net loss for Q4 2025 was $2.4 million ($0.08 per share), improved from $2.7 million ($0.22 per share) year-over-year.

Outlook and guidance

• 2026 revenue guidance is $6 million–$7.5 million, with bookings expected at $12 million–$15 million.

• Revenue is expected to be back-end weighted, with most occurring in Q3 and Q4 2026.

• Strategic shift toward recurring subscription revenue and long-term contracts, with three to five year subscription deals anticipated.

• Cost controls and labor reductions implemented to align spending with subscriber milestones.