Cloudastructure Reports 2025 Year-End Results With 271% Year-over-Year Revenue Growth
Rhea-AI Summary
Cloudastructure (Nasdaq: CSAI) reported year‑end 2025 results on April 1, 2026: revenue $5.1M (+271% YoY) and gross profit $1.5M (+304% YoY). The company cited strong enterprise adoption, expanded monitoring capacity in Kolkata, high retention and customer growth, and continued product innovation.
Positive
- Revenue +271% YoY to $5.1M
- Gross profit +304% YoY to $1.5M
- Secured contracts with 6 of the top 10 US property managers
- ~99% customer retention and NPS of 100+
- Customer base growth of ~74% YoY
- Launched first global monitoring center in Kolkata
Negative
- Operating expenses of $9.7M
- Net loss of $8.5M (2025)
- EBITDA of ($5.5M) in 2025
- Cost of goods sold rose to $3.6M
News Market Reaction – CSAI
On the day this news was published, CSAI declined 5.57%, reflecting a notable negative market reaction. Argus tracked a peak move of +11.2% during that session. Argus tracked a trough of -10.9% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $703K from the company's valuation, bringing the market cap to $11.91M at that time. Trading volume was above average at 1.8x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
CSAI is down 6.42% while peers show mixed moves: DVLT and MSAI up double digits, AUID modestly higher and then on scanner down, and INTZ slightly up. With peers not broadly falling alongside CSAI, the move screens as stock-specific rather than a sector-wide shift.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 31 | Guidance reaffirmation | Positive | -6.4% | Reaffirmed ~270% 2025 revenue growth and >$5M recognized revenue guidance. |
| Mar 25 | AI deployment win | Positive | -6.8% | Denver deployment nearly doubling footprint and highlighting 98% deterrence rate. |
| Mar 20 | Earnings call scheduling | Neutral | +0.8% | Scheduled Q4 2025 results and business update conference call details. |
| Mar 12 | Multifamily deployment | Positive | -1.4% | New 13-building multifamily deployment tied to regulatory surveillance tailwinds. |
| Feb 27 | Portfolio expansion | Positive | -4.6% | 50% deployment increase with Top 25 NMHC operator, expanding to nine properties. |
Recent history shows CSAI shares often declining on otherwise positive growth and deployment updates, indicating a pattern of negative or muted price reactions to constructive news.
Over recent months, Cloudastructure has repeatedly highlighted rapid growth, including reaffirmed guidance of ~270% 2025 revenue growth and AI-driven security deployments that nearly doubled its national footprint. Additional wins in multifamily markets and new conference-call announcements underscored expansion momentum. Despite this, several of these ostensibly positive updates were followed by single-day share price declines, suggesting investor caution even as operational and revenue metrics accelerate into 2025–2026.
Regulatory & Risk Context
An effective S-3 shelf filed on 2026-02-02 allows Cloudastructure to offer up to $150,000,000 in various securities, including an at-the-market program for up to $9,000,000 of Class A common stock. Usage count is currently 0, but the shelf provides capacity for future equity issuance that could be utilized alongside ongoing operating losses.
Market Pulse Summary
The stock moved -5.6% in the session following this news. A negative reaction despite reporting 271% revenue growth to $5.1 million and a 304% gross profit increase to $1.5 million fits a recent pattern where CSAI sold off on positive updates. The market may be focusing on the $8.5 million net loss, $9.7 million in operating expenses, and the existence of a $150,000,000 effective shelf that enables future equity issuance, all against a share price already far below the 52-week high.
Key Terms
ebitda financial
net promoter score financial
remote guarding technical
cloud-based ai video surveillance technical
AI-generated analysis. Not financial advice.
Accelerating Enterprise Adoption of Cloud-Based AI Video Surveillance Platform Drives
Conference Call to Be Held Today at 12:00 pm ET.
PALO ALTO, Calif., April 01, 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 reported financial results for the year ended December 31, 2025 and provided an update on the Company’s progress following its Nasdaq debut in January 2025. Adoption of the Company’s cloud-based AI video surveillance platform accelerated across multiple industries, driving strong financial and operational momentum. Revenue for the year totaled
“2025 marked a defining year for Cloudastructure as we continued building momentum as a public company,” said James McCormick, Chief Executive Officer of Cloudastructure. “We delivered
Cloudastructure continued expanding enterprise adoption of the Company’s cloud-based AI video surveillance platform across multiple vertical markets while advancing several strategic milestones, including new enterprise partnerships, product innovation, and expanded global monitoring capabilities. The platform integrates AI-driven video surveillance, advanced analytics, and remote monitoring into a unified system that enables organizations to detect threats earlier, intervene in real time, and manage security operations more efficiently across large property portfolios and distributed infrastructure environments.
Growing Enterprise Adoption in Multifamily Housing
The multifamily housing sector remained a key driver of growth throughout the year as property owners increasingly sought more effective solutions to address rising crime rates, liability exposure, and insurance costs. As of December 31, 2025, Cloudastructure had secured contracts with six of the ten largest property management companies in the United States according to the National Multifamily Housing Council’s NMHC 50 rankings, reflecting growing enterprise adoption of the Company’s AI-powered security platform among some of the nation’s largest residential property operators.
In addition, the Company expanded deployments within construction, logistics, and distributed infrastructure environments where operators face elevated risk from theft, vandalism, and unauthorized access. Across these and other deployments, Cloudastructure’s platform enables operators to continuously monitor camera feeds, automatically detect suspicious activity using AI-driven analytics, and intervene in real time through remote guarding capabilities.
Product Innovation - Expanding the Platform
Product innovation continued to play a key role in the Company’s growth during 2025 as Cloudastructure introduced several innovative solutions designed to simplify deployments and extend the capabilities of its cloud-based AI video surveillance platform across a broader range of environments.
Key innovations introduced during the year included:
- Mobile AI-powered surveillance trailers designed for temporary or high-risk locations
- Powered security enclosures enabling rapid wireless installations
- Solar-powered monitoring systems capable of protecting off-grid infrastructure sites
Together, these solutions extend the reach of Cloudastructure’s technology by enabling organizations to deploy AI-powered monitoring capabilities in environments where traditional security infrastructure may be difficult or costly to implement, including temporary construction sites, remote infrastructure locations, and large distributed property portfolios. By maintaining a hardware-agnostic approach, the Company’s platform allows enterprises to integrate multiple camera systems and security devices into a unified AI-powered security ecosystem that can be centrally monitored and analyzed across locations.
Scaling Remote Guarding Infrastructure
To support the continued growth of its remote guarding services, Cloudastructure expanded its operational capabilities with the launch of its first global monitoring center in Kolkata, India. The facility strengthens the Company’s ability to scale monitoring services across multiple time zones while improving response speed and operational oversight as customer deployments continue to expand.
Delivering Measurable Results for Customers
Across customer deployments, Cloudastructure’s platform continued to demonstrate strong operational performance. During the year, the platform reviewed approximately 11.2 million alerts and conducted more than 112,000 live verbal interventions, helping deter approximately
Customer adoption also continued to expand, with many organizations transitioning from single-site deployments to multi-site portfolio rollouts, contributing to approximately
The Company also reported
McCormick added, “With strong customer validation, expanding enterprise deployments, and a cloud-based AI video surveillance platform designed to scale globally, we see a significant opportunity ahead as organizations increasingly adopt AI-driven solutions to protect people, property, and infrastructure. The progress we achieved during 2025 demonstrates the strength of our technology and business model, and positions Cloudastructure to continue building long-term value for our customers and shareholders.”
Financial Results for the Year Ended December 31, 2025
Financial Highlights
- Revenue increased to
$5.1 million , representing approximately271% year-over-year growth compared to$1.4 million in 2024.- Cloud video surveillance revenue increased
137% year-over-year. - Remote guarding revenue increased
150% year-over-year. - Hardware revenue increased
329% year-over-year. - Other revenue, including installation services and additional subscription-based services, increased
410% year-over-year.
- Cloud video surveillance revenue increased
- Gross profit increased to
$1.5 million , up approximately304% year-over-year compared to$0.4 million in 2024.
Revenue for the year ended December 31, 2025, was
Cost of goods sold for the year ended December 31, 2025, was
Gross profit increased to
Operating expenses for the year totaled
General and administrative expenses for the year ended December 31, 2025 were
Net loss for the year ended December 31, 2025, was
EBITDA, a non-GAAP financial measure, was (
The full financial results for the year ended December 31, 2025 are available in the Company’s Annual Report on Form 10-K, filed with the Securities and Exchange Commission and accessible at www.sec.gov, and on the Company’s website at cloudastructure.com.
CONFERENCE CALL
Cloudastructure will host a conference call today at 12:00 PM Eastern Time to discuss financial results for the year ended December 31, 2025, and provide a business update.
The conference call will be available via telephone by dialing toll-free +1 888-506-0062 for U.S. callers or +1 973-528-0011 for international callers and entering access code 708707. A webcast of the call may be accessed at https://www.webcaster4.com/Webcast/Page/3134/53730 or on the investor relations section of the company’s website, https://investor.cloudastructure.com/ .
A webcast replay will be available on the investor relations section of the Company’s website at https://investor.cloudastructure.com/ through March 31, 2027. A telephone replay of the call will be available approximately one hour following the call, through April 14, 2026, and can be accessed by dialing +1 877-481-4010 for U.S. callers or +1 919-882-2331 for international callers and entering access code 53730.
ABOUT CLOUDASTRUCTURE
Headquartered in Palo Alto, California, Cloudastructure’s advanced award-winning security platform utilizes a scalable cloud-based architecture that features cloud video surveillance with proprietary, state-of-the-art AI/ML analytics, and a seamless remote guarding solution. The combination enables enterprise businesses to achieve proactive, end-to-end security, and pairs that platform with an attractive value proposition that eschews proprietary hardware and offers contract-free, month-to-month pricing and unlimited 24/7 support. With Cloudastructure, companies can achieve unparalleled situational awareness in real time and thereby stop crime as it is happening, while simultaneously achieving up to a
Forward-Looking Statements
Certain statements in this press release may be considered forward-looking, such as statements containing estimates, projections, and other forward-looking information. Forward-looking statements are typically identified by words and phrases such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “seek,” “should,” “will,” “would,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target” or the negative of such words and other comparable terminology. However, the absence of these words does not mean that a statement is not forward-looking. Any forward-looking statement expressing an expectation or belief as to future events is expressed in good faith and believed to be reasonable at the time such forward-looking statement is made. However, these statements are not guarantees of future events and involve risks, uncertainties, and other factors beyond our control. Therefore, we caution you against relying on any of these forward-looking statements. Factors that could cause or contribute to such differences include the risks and uncertainties discussed in the reports that the Company has filed with the SEC, such as its Annual Report on Form 10-K. Actual outcomes and results may differ materially from what is expressed in any forward-looking statement. Except as required by applicable law, including U.S. federal securities laws, we do not intend to update any of the forward-looking statements to conform them to actual results or revised expectations.
Media Contact:
Kathleen Hannon
Sr. Communications Director
Cloudastructure, Inc.
Kathleen@cloudastructure.com
(704) 574-3732
Investor Contact:
Crescendo Communications, LLC
212-671-1020
CSAI@crescendo-ir.com
INFORMATION REGARDING A NON-GAAP FINANCIAL MEASURE
The Company believes certain financial measures which meet the definition of non-GAAP financial measures, as defined in Regulation G of the SEC rules, provide important supplemental information. Namely our key financial performance metric EBITDA is a non-GAAP financial measure that is not in accordance with, or an alternative to, measures prepared in accordance with GAAP. Management uses EBITDA to evaluate the Company’s operational performance, including earnings across reporting periods and the merits for implementing cost-cutting measures. We have presented EBITDA solely as supplemental disclosure because we believe it allows for a more complete analysis of results of operations and assists investors and analysts in comparing our operating performance across reporting periods on a consistent basis by excluding items that we do not believe are indicative of our core operating performance. Consistent with Regulation G, a description of such information is provided below herein and tabular reconciliations of this supplemental non-GAAP financial information to our most comparable GAAP information are contained in the Annual Report on Form 10-K under “Results of Operations”.
| Year Ended December 31, | ||||||||
| Adjusted EBITDA | 2025 | 2024 | ||||||
| Net Income | $ | (8,462 | ) | $ | (6,535 | ) | ||
| Add (less): | ||||||||
| Stock compensation expense | 2,329 | 2,035 | ||||||
| Non-Cash Interest expense | 513 | - | ||||||
| Taxes expense | 4 | 6 | ||||||
| Depreciation and amortization | 89 | 72 | ||||||
| Bad Debt expense | 11 | 139 | ||||||
| Adjusted EBITDA | $ | (5,527 | ) | $ | (4,422 | ) | ||
