RedCloud Holdings plc reported preliminary full‑year 2025 revenue of $53.7 million, a 15% increase from the prior year and a beat against its own guidance range of $51–$53 million. The lift in top line was driven by a 31% rise in total transaction value to $3.2 billion and a jump in cumulative platform trades to $6.9 billion, reflecting accelerated adoption of its AI‑powered RedAI platform across its customer base.
The company’s gross profit margin remained strong, ranging between 52% and 58% in 2025, but the firm still posted a net loss and negative EBITDA, underscoring the ongoing investment in platform development and market expansion. The margin profile indicates that while revenue is growing, the cost of scaling—particularly in technology and sales—continues to weigh on profitability.
RedCloud raised its 2026 revenue guidance by 20% to $120 million, up from the previous $100 million target. Management cited the expansion of joint‑venture deployments in Turkey and Saudi Arabia, the upcoming commercial launch of its agentic RedAI trading interface in February 2026, and the opening of six operational hubs that serve roughly 67,000 businesses in Nigeria, South Africa, Brazil, Argentina, Saudi Arabia and Turkey as key catalysts for the upside. The guidance lift signals confidence that the company’s licensing model and AI platform can capture additional market share in emerging economies.
CEO Justin Floyd said, “We beat our guidance and are scaling with intent. The RedAI platform is transforming trade in the FMCG sector, which still relies heavily on spreadsheets and phone calls. Our focus on intelligent infrastructure is driving demand and positioning us for long‑term growth.” His comments highlight the strategic emphasis on AI and the belief that the platform’s adoption will continue to accelerate.
While the revenue beat and guidance raise are positive, investors will watch how RedCloud translates growth into sustainable margins. The company’s current loss profile and the need for continued capital investment in AI and market expansion present a headwind that could pressure profitability in the near term. Nonetheless, the strong top‑line momentum and strategic expansion into high‑growth emerging markets suggest a favorable trajectory if the company can maintain cost discipline and scale its platform efficiently.
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