Core Insights - RedCloud Holdings plc announced record preliminary full-year 2025 results, with revenue reaching $53.7 million, exceeding previous guidance and reflecting a 15% year-over-year growth [2][3] - The company raised its 2026 revenue guidance by 20% to $120 million, driven by continued execution and expanding joint venture deployments [2][4] Financial Performance - Preliminary full-year 2025 revenue of $53.7 million surpassed management's guidance of $51–$53 million [2][3] - Total transaction value for 2025 grew by 31% to $3.2 billion, with cumulative platform trades amounting to $6.9 billion [3] Strategic and Operational Highlights - RedCloud operates six hubs serving nearly 67,000 businesses across Nigeria, South Africa, Brazil, Argentina, Saudi Arabia, and Türkiye by Q1 2026 [5] - The company is a member of NVIDIA Connect, enhancing its AI capabilities for demand forecasting, dynamic pricing, and inventory optimization [5] - The launch of RedAI's agentic trading capabilities is scheduled for February 2026, aimed at automating trading decisions [5] Market Context - The FMCG industry, valued at $14.6 trillion, still relies heavily on traditional methods like spreadsheets and phone calls, presenting a significant opportunity for RedCloud's algorithmic trading solutions [4][11] - RedCloud aims to address inefficiencies in global supply chains, which lose approximately $2 trillion annually [5]

Core Viewpoint - RedCloud Holdings plc has launched its Early Access Program for the RedAI Trading Co-Pilot, marking a significant transition from product development to real-world deployment in the global trade sector [1][2][6]. Group 1: Product Launch and Features - The Early Access Program, codenamed 'Genesis', allows select FMCG partners to test RedAI as a co-pilot before its public launch in February 2026 [2]. - RedAI aims to address inefficiencies in global FMCG supply chains, which move over $14.6 trillion annually, by closing a $2 trillion global inventory gap through enhanced decision-making capabilities [3]. - The platform utilizes proprietary trading datasets and historical data to provide predictive insights and actionable recommendations, facilitating faster and more informed trading decisions [4]. Group 2: Program Objectives and Partnerships - The Early Access Program will validate decision accuracy, workflow impact, and operational performance in live trading environments, with feedback from participants informing final product refinements [5]. - The development of RedAI is supported by partnerships with AWS and NVIDIA, leveraging advanced AI models and cloud services to enhance the platform's capabilities [5]. Group 3: Company Mission and Background - RedCloud's mission is to build an intelligence infrastructure for global trade, focusing on the aggregation of proprietary trading data to enhance market intelligence across the FMCG industry [7]. - The company, co-founded by Justin Floyd and Soumaya Hamzaoui, went public on the Nasdaq under the ticker "RCT" in March 2025 [8].

Core Insights - RedCloud Holdings plc will publish preliminary unaudited financial results for full-year 2025 on January 14, 2026, including updates on joint ventures and 2026 guidance [1][2] Company Overview - RedCloud aims to build an intelligent infrastructure for global trade through its RedAI platform, which aggregates proprietary trading and market data from the FMCG industry [3] - The company provides market intelligence and a 'trading layer' of products to facilitate the digital exchange of FMCG products across supply chains, supported by a payments and lending ecosystem [3] - RedCloud was co-founded by Justin Floyd and Soumaya Hamzaoui and went public on Nasdaq under the ticker "RCT" in March 2025 [4] Recent Developments - For FY2025, RedCloud reported strong performance with revenue guidance of $51–53 million and is targeting $100 million in revenue for 2026 [6] - The company secured an infrastructure license in Türkiye, expected to generate up to $5 million annually in license fees, with a minimum 10-year term and a 50% revenue share on transactional revenue [6] - A joint venture with Kayanat Holding was launched to enter Saudi Arabia's $60 billion FMCG market, aligning with the country's Vision 2030 initiative [6] - RedCloud has joined NVIDIA Connect to enhance its AI capabilities, accelerating platform performance and development [6] - The company has crossed $5.1 billion in cumulative trades, providing real-world data to train its algorithms [6]

Core Viewpoint - RedCloud Holdings PLC has exceeded management expectations in 2025, positioning the company for accelerated growth and expansion in 2026 [1] 2025 Performance - The company reaffirms its full-year revenue guidance of $51-53 million, marking its strongest year on record, driven by market expansion and increased platform adoption [2] - The signing of joint ventures, including a $50 million licensing and revenue share agreement for the Turkish market, provides a capital-light model for global expansion [2] 2026 Outlook - RedCloud targets $100 million in revenue for 2026, supported by growth in existing markets and contributions from joint ventures in Saudi Arabia and Turkey [4] Business Growth and Strategy - The company doubled its customer base in 2025 and signed joint ventures in two major Middle Eastern markets, alongside a partnership with NVIDIA [3] - In Q1 2026, RedCloud will operate six global hubs, serving nearly 70,000 businesses and aiming to nearly double revenues to $100 million [5] Technology Foundation and Roadmap - RedCloud joined NVIDIA Connect, enhancing the development of AI-native trading algorithms across its global hubs, enabling real-time demand forecasting and dynamic pricing optimization [5][7] - A major product release, RedAI, is expected in February 2026, featuring an agentic interface for better trading decisions based on proprietary data and market insights [6] Industry Positioning - RedCloud aims to build the intelligent infrastructure for global trade, similar to how Bloomberg and Google transformed financial markets and information, respectively [3][8] - The company focuses on the $50 trillion FMCG supply chain, providing a platform designed to scale beyond current capabilities [8]

Core Insights - RedCloud Holdings plc reported a 28% year-over-year growth in Total Transaction Value (TTV) for H1 2025, reaching $1.2 billion, and a 12% increase in revenue to $17.9 million [1][6] - The company anticipates full-year revenue between $51 million and $53 million for 2025, with a target of $100 million for 2026 [2][7] Financial Highlights - Revenue for H1 2025 was $17.9 million, up 12% year-over-year [6] - Total Transaction Value reached $1.2 billion, reflecting a 28% increase year-over-year [6] - Cumulative trades amounted to $5.1 billion, contributing to AI training [6] - Total liabilities decreased significantly to $21.4 million from $86.3 million [6] Strategic Highlights - RedCloud signed an infrastructure license in Turkey, expected to generate up to $5 million annually in license fees, with a minimum 10-year term and a 50% revenue share on transactional revenue [6] - The company launched a joint venture in Saudi Arabia, entering the $60 billion FMCG market, aligned with Vision 2030 [6] - RedCloud joined NVIDIA's partner program to enhance AI-native infrastructure development [6] Balance Sheet Strengthening - $66.9 million of shareholder loans were converted to equity, and all $22.6 million of convertible debt was eliminated [6] - An additional $13.5 million in equity was raised in July, along with $3.1 million from option exercises [6] - A new £2 million revolving credit facility was secured [6]