Cloudastructure (NasdaqCM:CSAI) Conference Call Summary Company Overview - **Company**: Cloudastructure - **Industry**: AI-powered cloud video surveillance and remote guarding - **Headquarters**: Palo Alto, California - **Public Listing**: NASDAQ - **Key Technology**: AI-driven surveillance platform that allows remote guards to monitor multiple camera feeds and intervene in real-time, boasting a 98% crime deterrence rate [3][6] Core Points and Arguments Revenue Growth - **2025 Performance**: Achieved approximately 270% year-over-year revenue growth, exceeding $5 million in organized revenue, with Q4 showing a 306% increase year-over-year [7][8] - **Key Growth Drivers**: - Established traction in the multifamily housing sector, facilitating expansion within property management firms [8] - Entry into new verticals such as transportation, logistics, and construction [8] Competitive Advantages - **Differentiation**: Cloudastructure's solution is noted for its effectiveness compared to competitors, with a focus on real video footage for training AI models, enhancing threat detection capabilities [9][10] - **Human-in-the-Loop**: The integration of remote guards allows for real-time assessment of potential threats, providing a significant advantage over competitors relying solely on AI [10][11] Technology Innovations - **Recent Innovations**: Introduction of mobile surveillance trailers, powered enclosure technology, and proprietary video compression that reduces bandwidth usage by up to 50% [12][15] - **Impact on Growth**: Innovations are expected to enhance competitive positioning and unit economics, particularly in construction and commercial properties [15] Customer Acquisition and Market Strategy - **Customer Growth**: Reported a 74% increase in customer base in 2025, with contracts with six of the top ten multifamily property management firms in the U.S. [18][20] - **Sales Strategy**: Divided sales organization into two groups focusing on existing markets for expansion and new markets for customer acquisition [19] - **Market Potential**: Current customer base represents a total addressable market of approximately $1 billion, with significant opportunities for growth in new verticals [20] Financial Performance and Projections - **Recurring Revenue**: Recurring services are expected to grow significantly, with a current run rate of approximately $1.7 million annually, indicating strong revenue visibility [38][39] - **Gross Margin Improvement**: Margins improved from 17% in 2024 to 45% in 2025, with expectations for continued growth as the business scales [37][38] - **Cash Position**: Ended Q3 with $6.4 million in cash, with access to additional capital through various facilities if needed [46][47] Return on Investment (ROI) - **Customer ROI**: Demonstrated significant ROI for customers, with one example showing a 43% ROI in the first year and 133% ongoing, highlighting the value of the service in reducing crime and improving quality of life [40][41] Other Important Insights - **Sales Cycle**: The average sales cycle in the multifamily market is about nine months, but has shortened as trust in the brand has grown [23] - **Market Trends**: Increasing demand for cloud-based architecture and remote monitoring solutions as traditional physical security methods become less effective [25][26] - **Future Milestones**: Investors should look for new customer wins, expansion in existing accounts, new product introductions, and positive financial results in 2026 [51] This summary encapsulates the key points discussed during the conference call, providing insights into Cloudastructure's business model, growth strategies, competitive advantages, and financial outlook.

Off-Grid Solution Supports Recurring SaaS Revenue In Renewable Energy And Industrial SectorsPALO ALTO, CA, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Cloudastructure, Inc. (Nasdaq: CSAI) (“we,” “us,” “our,” “Cloudastructure” or the “Company”), an award-winning provider of AI-powered video surveillance, real-time remote monitoring, security analytics, and remote guarding services, today announced the commercial deployment of its first solar-powered security enclosure across multiple critical infrastructure sites in M ...

PALO ALTO, CA, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Water Tower Research will host an exclusive fireside chat with the executive team of Cloudastructure (Nasdaq: CSAI) (“Cloudastructure” or the “Company”) on Thursday, February 19, 2026, at 2:00 PM ET, spotlighting the Company’s accelerating growth, expanding recurring revenue base, and leadership in AI-powered physical security. The event will feature: James McCormick, Chief Executive OfficerGreg Smitherman, Chief Financial OfficerLauren O’Brien, Chief Revenue ...

Core Insights - Cloudastructure has partnered with a top 15 multifamily property management firm in the U.S. to implement its AI-powered video surveillance and real-time monitoring solutions, replacing traditional security models with a documented 98% crime deterrence rate [1][6][9] Group 1: Partnership and Implementation - The partnership with the property management firm marks Cloudastructure's collaboration with eight of the top 15 property management companies in the U.S. [1] - The selected luxury property in Houston, Texas, will utilize Cloudastructure's platform to enhance security and operational efficiency [1][5] Group 2: Challenges with Traditional Security - The property management firm faced issues with traditional physical security, including inconsistent response times and limited visibility [2] - Ownership sought improved operational intelligence, faster access to video evidence, and better enforcement of resident policies [2] Group 3: Advantages of Cloudastructure's Solutions - Cloudastructure's advanced AI security analytics, including facial recognition and license plate recognition, distinguished it from legacy providers [3] - The flexible, contract-friendly deployment model was a significant factor in the partnership decision, aligning with operational and budget requirements [4] Group 4: Industry Trends - The partnership reflects a broader trend of adopting AI video surveillance and remote guarding services in institutional multifamily portfolios, driven by top NMHC operators [5] - Multifamily operators are increasingly moving towards intelligent systems that actively deter crime and provide measurable performance [6] Group 5: Operational Benefits - Cloudastructure's solutions offer live monitoring, automated detection of suspicious behavior, and cloud-based video access for rapid investigations [7] - The platform enhances resident safety, strengthens policy enforcement, and improves operational efficiency while reducing total cost of ownership by up to 75% compared to traditional models [10][9]

Core Insights - Cloudastructure, Inc. has expanded its partnership with a major multifamily operator, increasing its deployment from one property to four across Southern U.S. metropolitan markets, indicating growing confidence in its AI-driven risk management solutions [1][3] - The multifamily operator manages thousands of units in high-growth areas, facing complex risk management challenges due to rising asset values and regulatory scrutiny [2] - The expansion highlights Cloudastructure's capability to standardize proactive security measures across diverse properties, addressing the needs of enterprise operators [3] Risk Management Challenges - The multifamily operator is dealing with interconnected challenges, including the inadequacy of traditional security methods, which are reactive and leave properties vulnerable to incidents [4] - The legal and insurance landscape has shifted, with jury awards exceeding $10 million rising by 52% in 2024 compared to 2023, leading to increased costs for property owners [7][9] Proactive Solutions - Cloudastructure's Remote Guarding combines AI video analytics with live security personnel, allowing for real-time intervention to prevent incidents before they escalate into liability events [5][6] - The proactive approach has demonstrated the ability to deter over 98% of threatening activities, significantly reducing legal exposure and protecting net operating income [9] Industry Trends - Multifamily property insurance premiums have increased by an average of 22% from 2022 to 2023 and 45% from 2023 to 2024, effectively doubling since 2021, which is contributing to rising operating expenses [9] - The convergence of rising litigation severity and insurance cost pressures is driving multifamily operators to seek solutions like Cloudastructure's AI-driven surveillance [9] Company Overview - Cloudastructure's platform utilizes a scalable cloud-based architecture with advanced AI/ML analytics, offering a cost-effective security solution with up to 75% lower Total Cost of Ownership compared to traditional systems [10]

PALO ALTO, CA, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cloudastructure, Inc. (Nasdaq: CSAI) (“we,” “us,” “our,” “Cloudastructure” or the “Company”), a leader in AI-powered video surveillance and remote monitoring, today announced the expansion of its operations into five additional U.S. states—Kansas, Nebraska, Kentucky, Missouri, and Ohio—growing its state-level footprint to 28 states nationwide, plus Washington, D.C.. The expansion is largely driven by growing demand for the Company’s Mobile Surveillance Trail ...

Core Insights - Cloudastructure, Inc. has successfully integrated autonomous drone technology into its mobile surveillance trailer, enhancing its AI-powered security capabilities [1][2] - The integration aims to extend mobile security into aerial surveillance, allowing remote guards to operate drones for securing large and complex environments [2][3] Company Developments - The new drone technology adds a layer of intelligent security, designed to protect critical infrastructure across various sectors, including industrial and commercial properties [2] - The integration is part of a broader strategy to create a unified AI-driven security ecosystem, combining mobile hardware and aerial visibility [4] Strategic Vision - Cloudastructure aims to integrate various security assets, including drones and robotics, into a cohesive AI-powered security platform, enhancing situational awareness and operational efficiency [4] - The company emphasizes a hardware-agnostic approach, allowing for scalable and deployable security solutions that adapt to real-world demands [4] Competitive Advantage - Cloudastructure's platform offers a significant cost advantage, with a potential reduction of up to 75% in Total Cost of Ownership compared to traditional systems [5] - The company provides a contract-free, month-to-month pricing model along with 24/7 support, making it an attractive option for enterprise businesses [5]

Company Overview - Cloudastructure, Inc. is a security technology company that provides a cloud-native platform for AI-driven video surveillance and remote guarding [2] - The company's business model is based on recurring subscription revenues, charging customers per camera per month for cloud video storage, AI analytics, and optional 24/7 remote guard services [2] - Cloudastructure's platform is hardware-agnostic, allowing it to work with clients' existing cameras and emphasizes ease of use without proprietary hardware or long-term contracts [2] Market Positioning - Cloudastructure positions itself as a cloud-first, AI-first disruptor in a market traditionally dominated by legacy CCTV and security guard services [3] - Key differentiators include real-time AI object detection, proactive deterrence with audio intervention, and centralized management of security across multiple sites [3] - The company claims a 98% incident deterrence rate and has a 99% one-year customer retention rate, indicating strong customer satisfaction and effectiveness of its solution [3] Financial Metrics - Cloudastructure trades at approximately 1.3 times the 2026 sales estimate, compared to a peer average/median of around 4.0 times, despite having a higher growth rate than its peers [4] - The company's competitive pricing and innovative technology contribute to its favorable market position [4] Recognition and Awards - Cloudastructure has received multiple awards, including "Image Processing Solution of the Year" at the Eighth Annual AI Breakthrough Awards, highlighting the strength and differentiation of its technology [4]

Revenue Growth - Cloudastructure achieved approximately 270% year-over-year revenue growth, generating over $5.0 million in recognized revenue for 2025, compared to approximately $1.4 million in 2024[2] - The fourth quarter of 2025 saw approximately 306% year-over-year revenue growth, marking the highest quarterly revenue in the company's history[2] Customer Growth - Customer growth was approximately 74% year-over-year, driven by a disciplined land-and-expand strategy, particularly in the multifamily sector[10] Product and Service Innovation - Cloudastructure expanded its AI-powered video surveillance and remote guarding platform into the construction and logistics sectors in 2025, addressing elevated risks in these verticals[11] - The company introduced several product innovations in 2025 aimed at reducing deployment friction and enhancing platform efficiency[10] Performance Metrics - The platform demonstrated a 98% real-time deterrence rate, with customers reporting approximately 40% first-year cost savings compared to traditional guarding solutions[5][9] - Key performance metrics included over 112,000 live verbal interventions and less than 1% of incidents requiring emergency services[9] Customer Satisfaction - The company received multiple industry awards, including a 100% customer satisfaction score and a Net Promoter Score (NPS) of over 100[14] Future Outlook - As of 2026, Cloudastructure is positioned for sustained growth with strong customer validation and expanding enterprise adoption[13]

Core Insights - Cloudastructure experienced a transformational year in 2025, marked by rapid enterprise adoption and significant revenue growth, achieving approximately 270% year-over-year revenue growth and generating over $5.0 million in recognized revenue [2][3] Financial Performance - The company reported a total contract value of $6.3 million in 2025, with fourth-quarter revenue growth reaching approximately 306% year-over-year, the highest quarterly revenue in its history [2][3] - Year-over-year revenue growth rates for 2025 included 212% in Q1, 267% in Q2, 273% in Q3, and 306% in Q4, driven by strong adoption in the multifamily sector [3] Customer Adoption - Cloudastructure achieved approximately 74% year-over-year customer growth, with significant adoption among six of the top ten NMHC-ranked property management firms [2][11] - The platform's effectiveness is evidenced by a 98% crime deterrence rate and approximately 40% first-year cost savings compared to traditional guarding solutions [4][5] Platform Innovation - The company introduced several advancements in 2025 aimed at reducing deployment friction and improving operational efficiency, enhancing its 98% real-time deterrence capability [8][12] - Innovations included powered enclosure technology for rapid deployments, mobile surveillance trailers, and proprietary video processing technology that reduces bandwidth usage by up to 50% [12] Market Expansion - Cloudastructure expanded its AI-powered video surveillance and remote guarding platform into the construction and logistics sectors, addressing elevated risks and enhancing operational efficiencies [9] - The platform enables real-time monitoring of 100% of camera feeds, allowing immediate intervention when threats are detected [9] Customer Satisfaction and Recognition - The company achieved a 100% customer satisfaction score and approximately 99% customer retention, reflecting strong customer satisfaction and confidence in the platform [13][14] - Cloudastructure received multiple industry honors, including the Multi-Housing News Excellence in Technology Award and recognition for CEO James McCormick as Maverick of the Year [17]