Cloudastructure (CSAI) Q4 2025 earnings summary

Executive summary

• Revenue grew 271% year-over-year to $5.1 million in 2025, driven by broad-based adoption and expansion across customer portfolios and accelerated enterprise adoption of the cloud-based AI video surveillance platform across multiple industries.

• Total contract value increased 342% year-over-year, reflecting larger multi-site deployments and deeper customer commitments.

• Platform adoption is expanding beyond multifamily housing into construction, logistics, transportation, and distributed infrastructure verticals.

• Customer satisfaction and retention remain exceptionally high, with a 100% satisfaction score, Net Promoter Score above 100, and 99% retention.

• Introduced innovative solutions such as mobile AI-powered surveillance trailers, powered and solar enclosures, and launched a global monitoring center in Kolkata, India.

Financial highlights

• Full-year 2025 revenue reached $5.1 million, up 271% from 2024, with gross profit increasing 304% to $1.5 million.

• Cloud video surveillance revenue rose 137%, remote guarding up 150%, hardware revenue up 329%, and other revenue up 410% year-over-year.

• Operating expenses totaled $9.7 million, up from $6.6 million in 2024, reflecting investments in growth, product development, sales, and infrastructure.

• Net loss for 2025 was $8.5 million or $0.55 per share, compared to $6.5 million or $0.45 per share in 2024.

• EBITDA was -$5.5 million in 2025 versus -$4.4 million in 2024.

Outlook and guidance

• Management expects continued strong growth in annual recurring revenue (ARR), which surpassed $2 million entering 2026.

• No specific quantitative guidance was provided, but internal growth targets remain aggressive.

• Margin expansion is expected to continue as recurring revenue builds, though new installations (lower margin) will remain a growth driver.

• Cash burn is anticipated to decrease over the year as scale and efficiency improve.

• The company is positioned to capture a larger share of the expanding AI-driven security market through ongoing technology innovation and global expansion.