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 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]

Core Insights - RedCloud Holdings Plc has joined the Nvidia Connect program to develop a new operating system for global trade, enhancing its product development capabilities [1][5] - The collaboration aims to address a $2 trillion inventory gap in the $14.6 trillion fast-moving consumer goods (FMCG) sector, which is seen as a barrier to supply chain growth [2][3] Company Developments - The partnership will enhance RedCloud's RedAI platform, the Red101 retailer app, and the TradeX bulk trading service, while also facilitating the launch of new AI-driven products [3] - Recent updates include a more than doubling of customer numbers in the first half of 2025, the establishment of a joint venture in Saudi Arabia, and a strategy for payments and financial services to streamline trade and improve working capital [4] Market Reaction - Following the announcement, RedCloud's shares increased by 28.38%, reaching $1.31 [5]