Dot Ai (CID Holdco, Inc.) Reports Q4 and Full Year 2025 Financial Results: Key Highlights for Investors
Dot Ai (CID Holdco, Inc.) Reports Q4 and Full Year 2025 Financial Results
Overview
Dot Ai (Nasdaq: DAIC), an IoT and AI-based SaaS company redefining asset intelligence for industrial technology, has released its fourth quarter and full year 2025 financial results. The company demonstrated a significant transition from development-stage operations to commercial-stage enterprise, posting record revenues and outlining a clear growth trajectory for 2026.
Key Financial Highlights
- Full Year Revenue: Jumped to \$5.8 million in 2025, up from \$0.2 million in 2024.
- Q4 Revenue: Reached a record \$4.5 million for Q4 2025, compared to essentially zero in Q4 2024.
- Gross Profit: Increased to \$2.7 million for FY2025 (up from \$0.1 million in FY2024), with Q4 gross profit at \$2.0 million and a gross margin of 43.7%.
- Total Operating Expenses: Rose to \$13.1 million in FY2025 versus \$7.2 million in FY2024, reflecting expansion and public company costs.
- Net Loss: Widened to \$36.7 million for FY2025 from \$21.5 million in FY2024, but Q4 net loss shrank to \$2.4 million (\$0.08 per share) from \$2.7 million (\$0.22 per share) in Q4 2024.
- Adjusted EBITDA (Non-GAAP): For FY2025 was (\$9.1) million, deeper than (\$4.8) million in FY2024; Q4 2025 adjusted EBITDA was (\$2.2) million vs. (\$1.9) million in Q4 2024.
Operational Milestones & Strategic Developments
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2026 Revenue Guidance: Management projects revenues in the range of \$6 to \$7.5 million for 2026, underscoring confidence in commercial pipeline and growth trajectory.
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Platform Advancement: Completion of generation 3.0 SaaS platform with full multi-tenant architecture, offering real-time asset visibility, predictive analytics, and seamless integration with customer infrastructure. This platform forms the backbone of Dot Ai’s recurring revenue model and enables enterprise-scale deployments.
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Manufacturing Expansion: The Barceloneta, Puerto Rico facility (“Dot Works”) expanded operations to boost hardware production capacity, responding to increased customer demand.
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Strategic Partnerships: Secured key partnerships:
- CanTech Group for international distribution in Australia
- Wiliot for ambient IoT solutions
- Wurth Industry North America for industrial supply chain applications
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Industry Recognition: Showcased the generation 3.0 Asset Intelligence platform at Manifest 2026, a leading supply chain and logistics technology conference. CEO Ed Nabrotzky participated in a panel discussion alongside partners from Wurth Industry and Wiliot, highlighting Dot Ai’s expanding ecosystem and commercial traction.
Management Commentary
“2025 was a landmark year for Dot Ai. We completed our business combination, began trading on Nasdaq, and transformed into a commercial-stage enterprise with \$5.8 million in full year revenue. Our record fourth quarter results validate the market demand for our Asset Intelligence platform and reflect the progress we have made in converting our pipeline into live customer deployments across multiple industries.”
“The completion of our generation 3.0 platform, the expansion of our manufacturing operations in Puerto Rico, and the strategic partnerships we secured position us to capitalize on the significant market opportunity ahead. Our presence at Manifest 2026 further demonstrated the depth of our partner ecosystem and the broad industry applicability of our technology.”
“Looking ahead to 2026, we are confident in our ability to scale, particularly with an improved mix of software subscriptions. This is reflected in our revenue guidance of \$6 to \$7.5 million. We are focused on converting our robust pipeline into recurring subscription revenue, expanding our partner ecosystem, and investing in the world-class team we have assembled. With a clear path to growth and multiple catalysts on the horizon, we believe Dot Ai is well-positioned to create meaningful value for our shareholders.” – Ed Nabrotzky, Co-Founder and CEO
Conference Call Details
- Date: Wednesday, March 4, 2026
- Time: 4:30 p.m. Eastern time
- U.S. Dial-in: 1-877-407-0789
- International Dial-in: 1-201-689-8562
- Conference ID: 13759051
- Webcast: Join Webcast
- A replay will be available after the call.
About Dot Ai
Dot Ai (Nasdaq: DAIC) leverages advanced AI engines, 5G RF, BLE technology, and seamless cloud integrations to provide real-time asset visibility and predictive analytics for smart supply chain operations. The company serves a wide array of industries including aviation, construction, delivery, military, mining, retail, sea ports, medical logistics, warehousing, and manufacturing.
Non-GAAP Financial Measures
The company reports Adjusted EBITDA as a non-GAAP measure, which excludes items such as acquisition/integration costs, changes in fair value of SAFE notes and derivative liabilities, transaction costs, loss on extinguishment of debt, loss on issuance of shares, and stock-based compensation. Investors are cautioned to consider these limitations and not view Adjusted EBITDA as a substitute for GAAP measures.
Potential Price Sensitive Information for Shareholders
- Record revenue growth and transition to commercial-stage operations: This signals strong market acceptance and can drive investor confidence.
- 2026 revenue guidance (\$6 to \$7.5 million): Indicates management expects continued acceleration and recurring revenues, which may positively influence share valuation.
- Expansion of manufacturing and strategic partnerships: Supports scale-up and market reach, potentially increasing future revenues and profitability.
- Gross margin improvement: Q4 gross margin of 43.7% could signal operational efficiency as commercial operations ramp up.
- Shrinking quarterly net loss: Q4 net loss fell to \$2.4 million from \$2.7 million year-over-year, suggesting improving financial health.
- Industry recognition and ecosystem expansion: Presence at a major tech conference and new partnerships could attract additional customers and investors.
Investor Relations Contact
Disclaimer: This article is intended for informational purposes only and does not constitute investment advice. All forward-looking statements are subject to risks and uncertainties and actual results may differ materially. Investors should review Dot Ai’s filings and consult their financial advisors before making investment decisions.
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