Rank One Computing (ROC) Investor presentation summary

Platform overview and technology

• Unified Vision AI platform integrates biometrics, video analytics, and mission intelligence for defense, security, and commerce applications.

• Supports multiple modalities: face, fingerprint, iris, tattoo recognition, deepfake detection, and object analytics.

• Enables real-time threat detection, vehicle and weapon recognition, and license plate analytics across global markets.

• Platform structure allows cross-sell opportunities and compounding ARR with low incremental cost.

Market opportunity and customer base

• Addresses a $106B TAM in biometrics, digital evidence, video analytics, and Vision AI by 2025.

• Trusted by over 10 U.S. Department of Defense agencies, 20+ law enforcement agencies, and global enterprises.

• Partners include Army Counterintelligence Center, DARPA, FBI, and other major defense and intelligence organizations.

• Attractive economics achievable with less than 1% market share.

Revenue, growth, and financial performance

• Revenue generated from national security, public safety, and digital identity sectors, with a shift toward high-margin ARR.

• 2023–2025 annual revenues: $15.4M, $13.7M, and $17.0M, respectively, with gross margins consistently above 77%.

• Operating margins ranged from 16% in 2023 to -12% in 2025, reflecting ongoing investment in growth.

• IPO in February 2026 raised ~$21.5M; market cap as of March 2026 was $133.1M.