Zedcor (ZDC) Investor presentation summary

Business overview and growth strategy

• Provides turnkey AI-enabled surveillance solutions across North America, serving over 1,000 customers with a fleet exceeding 3,000 MobileyeZ units as of Q4 2024.

• Disrupts traditional security by reducing operating costs and improving outcomes like theft reduction and liability prevention.

• Operates a 24/7 live monitoring center, with expansion into major U.S. markets and plans for further growth in the Northeast and Northwest.

• Revenue and fleet growth have shown strong CAGRs, with U.S. revenues and fleet size surpassing 50% of the total by 2026.

Product and technology differentiation

• Offers a range of mobile and fixed security towers, including solar, electric, and hybrid models, all equipped with AI at the edge and advanced sensors.

• Delivers 24/7 live, verified monitoring with over 95% effectiveness at crime deterrence, supported by ex-law enforcement supervision.

• Solutions are tailored to client needs, with flexible power and communication options, and are 25–60% cheaper than traditional security guards.

Market opportunity and macro trends

• North American physical security market exceeds $35B, with technology-enabled solutions representing only 10% of the market.

• Total addressable market for MobileyeZ towers is estimated at over $10B annually, driven by rising security incidents and high labor costs.

• Macro trends such as inflation, wage increases, and rising theft rates in construction, retail, and auto sectors support demand for remote monitoring.