Core Insights - RedCloud Holdings plc is advancing towards the launch of RedCloud Arabia, with participation in GITEX 2025 in Dubai [1][3] - The company aims to address a $2 trillion global inventory gap affecting the $14.6 trillion FMCG industry, which leads to inefficiencies and higher prices for consumers [2][4] - RedCloud's platform has shown significant growth, with a reported revenue of $46.5 million in 2024, representing a 135% year-over-year increase [6] Company Developments - RedCloud's CEO Justin Floyd and joint venture partner Majid Alghaslan are attending GITEX 2025 to meet potential partners and sponsors [3][5] - The company has expanded its active retailer base to 68,089 customers, a 110% year-over-year increase, and its distributor network to 1,017 active customers, a 136% year-over-year increase [6] - RedCloud Arabia will be jointly owned with Kayanat and is set to launch operations in Q4 2025, focusing on deploying the RedAI trading platform [11] Market Position - The Middle East FMCG market is projected to trade $568 billion in 2025, aligning with RedCloud's mission to modernize supply chains in the region [4][11] - The platform processed a Total Transaction Value (TTV) of $2.5 billion, indicating strong customer growth momentum [5][6] - RedCloud completed a $20 million IPO on Nasdaq in March 2025, with analysts maintaining a "Strong Buy" rating and a price target of $5.00, suggesting a potential upside of 150-180% [8]

Core Insights - RedCloud Holdings plc has joined the NVIDIA Connect program to enhance its RedAI trading platform aimed at the FMCG supply chain [1][2][3] Company Developments - The partnership with NVIDIA will allow RedCloud to utilize advanced AI frameworks and SDKs to accelerate its product development [2][3] - RedCloud aims to address a $2 trillion global inventory gap within the $14.6 trillion FMCG industry, which affects business performance across supply chains [2][9] - The company has seen a significant increase in customer numbers, more than doubling year-over-year in the first half of 2025 [4] Technology Strategy - RedCloud plans to enhance its AI capabilities, improve real-time inference, and deploy next-generation applications through the NVIDIA Connect program [4] - The company is focused on building AI-native infrastructure to facilitate intelligent trade in FMCG products [4] Market Position - RedCloud's platform provides data-driven insights to retailers, enabling more efficient B2B purchases and inventory decisions [5][6] - The company is pursuing a new partnership strategy for payments and financial services to streamline trades and maximize working capital [4]

Core Insights - RedCloud Holdings plc has joined the NVIDIA Connect program to enhance its RedAI trading platform aimed at addressing the global inventory gap in the FMCG industry [1][2][4] - The company aims to leverage NVIDIA's AI frameworks and expertise to accelerate product development and innovation [2][3] Company Developments - RedCloud's participation in the NVIDIA Connect program will provide access to advanced AI tools, which are expected to improve the capabilities of its trading platform and related applications [3][4] - The company has reported a significant increase in customer numbers, more than doubling year-over-year in the first half of 2025 [4] - Recent strategic moves include a joint venture in Saudi Arabia and a new partnership strategy for payments and financial services to enhance trade efficiency [4] Industry Context - The FMCG industry is estimated to be worth $14.6 trillion, with a $2 trillion inventory gap that affects supply chain performance and growth [2][9] - RedCloud's technology aims to unlock access to critical purchase and sales data, addressing long-standing issues in the FMCG supply chain [5][6]

Group 1 - RedCloud Holdings plc has signed a Joint Venture with Kayanat to transform Saudi Arabia's estimated $60 billion market for Fast Moving Consumer Goods (FMCG) [1][2] - The partnership aligns with Saudi Arabia's Vision 2030, utilizing AI-powered trading technology to enhance the digital exchange of FMCG products [2][4] - RedCloud Arabia will be jointly owned by RedCloud and Kayanat, headquartered in Riyadh, and plans to launch operations in Q4 2025 [3][4] Group 2 - The RedAI platform will facilitate efficient B2B purchases and inventory decisions for retailers, leveraging AI to analyze complex purchasing behaviors [5][6] - The joint venture aims to introduce greater transparency and efficiency to supply chains, empowering local brands to scale and compete globally [4][8] - Kayanat is focused on building local expertise and fostering a self-sustaining economy in alignment with Saudi Vision 2030 [7][8]

Company Growth - RedCloud Holdings plc reported a significant year-over-year increase in customer numbers, with active retailer base growing to 68,089 from 32,405, representing a growth of 110% [2] - The active distributor customers increased by 136% year over year to 1,017, up from 431 during the same period last year [2] Data and Insights - The increase in customer numbers enhances the diversity of inventory data sets on the RedAI Trading Platform, improving data quality, market insights, and trade intelligence for customers [3] - There was a 214% increase in orders containing multiple brands, indicating improved supply consistency and product assortment for retailers [4] Strategic Initiatives - The company emphasizes the importance of customer behavior metrics as indicators of the effectiveness of the RedAI Trading Platform and Red101 app in providing transparency and choice in supply chains [5] - The recently launched TradeX bulk trading program is expected to further support the company's mission to enhance global FMCG trade operations [5] Technology and Platform - RedCloud's trading platform facilitates B2B purchases and inventory decisions using AI-driven insights, simplifying complex purchasing behaviors for retailers [7] - The platform aims to unlock access to key purchase and sales data between brands, distributors, and retailers in high-growth consumer markets [6]