Cloudastructure Expands Into Industrial and Supply Chain Security, Deepening Relationship With Global Commercial Real Estate Leader

Cloudastructure deepens a large enterprise relationship, entering industrial and logistics security while growing to nine sites with strong performance metrics.

Rhea-AI Summary

Cloudastructure (CSAI) is expanding into industrial and supply chain security with a major commercial real estate customer.

The move extends the company’s AI-powered cloud-native surveillance and remote guarding platform beyond its core multifamily deployments into industrial and logistics assets, including a first industrial warehouse supporting mission-critical supply chain operations. The customer’s nationwide portfolio spans office, industrial, retail and logistics properties, and Cloudastructure’s footprint across it has more than doubled in 2026, rising from five to nine sites. The customer switched from another remote guarding provider at the warehouse after selecting Cloudastructure’s platform to deter incidents and reduce total cost of ownership. Across all deployments, Cloudastructure reports a 98% deterrence rate against criminal activity and approximately 99% customer retention, which management views as evidence of scalability and support for further growth in large enterprise real estate portfolios.

Positive

• Footprint with key customer more than doubled, growing from 5 to 9 sites in 2026
• Expansion into new vertical adds industrial and supply chain security alongside multifamily and commercial real estate
• Customer replacement win at an industrial warehouse over a prior remote guarding provider
• Reported 98% deterrence rate against criminal activity across deployments
• Approximate 99% customer retention, supporting management’s view of platform scalability

Negative

• None.

Market Context

Before publication, CSAI's prior close was $3.305; the scanner showed DTSS down 6.17%, so the provid...

Analysis

Before publication, CSAI's prior close was $3.305; the scanner showed DTSS down 6.17%, so the provided peer data did not show a same-direction sector move accompanying the industrial expansion.

Key Figures

Current portfolio sites: 9 sites Sites at start of year: 5 sites Deterrence rate: 98% +5 more

Current portfolio sites

9 sites

Customer portfolio

Sites at start of year

5 sites

Customer portfolio

Deterrence rate

98%

Across deployments

Customer retention

approximately 99%

Across deployments

Industry cargo and warehouse losses

$725 million

2025

Year-over-year loss increase

60%

2025 versus prior year

Storage incident share

41%

Incidents occurring while goods were in storage

Total cost of ownership reduction

up to 75% lower

Compared with other systems

Key Terms

remote guarding, cloud-native, AI/ML analytics, total cost of ownership

4 terms

remote guarding technical

"cloud-native AI surveillance and remote guarding"

Remote guarding is a security service where trained operators watch live video feeds from a central control center, use two-way audio and automated alerts to deter intruders, and summon on-site responders or police when needed. For investors, it matters because it turns physical security into a software-like, recurring service that can cut on-site labor costs, scale across many locations, and create predictable subscription revenue while reducing theft and liability risks for customers.

cloud-native technical

"Cloudastructure's cloud-native AI surveillance"

Cloud-native describes a way of creating and running applications that are designed specifically to operate smoothly on cloud computing platforms. Think of it as building a house with flexible, lightweight materials that can be easily moved, scaled, or adjusted as needed, rather than using rigid, traditional construction. For investors, it signifies technology that is more adaptable, efficient, and capable of quickly responding to changing market demands.

AI/ML analytics technical

"proprietary, state-of-the-art AI/ML analytics"

AI/ML analytics uses computer programs that learn from data to find patterns, make forecasts, and automate decisions. Think of it as a very fast, improving assistant that sifts through large amounts of financial, customer, or operational data to spot trends humans might miss; for investors, that can mean earlier signals about growth, risk, or cost savings and a clearer sense of which companies are using data to gain an edge.

total cost of ownership financial

"75% lower Total Cost of Ownership than other systems"

The total cost of ownership is the full lifetime expense of acquiring and keeping an asset or product, not just its sticker price — it includes purchase, installation, operating, maintenance, financing and disposal costs. For investors, it reveals the real economic burden or savings of a purchase so they can judge profitability, cash flow and competitive strength; like comparing cars by adding fuel, insurance and repairs, not just the sale price.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Expansion demonstrates the portability of Cloudastructure's AI-powered security platform across large enterprise real estate portfolios

PALO ALTO, Calif., Sept. 22, 2026 (GLOBE NEWSWIRE) -- Cloudastructure, Inc. ("Cloudastructure" or the "Company") (NASDAQ: CSAI), a leader in cloud-native AI surveillance and remote guarding, today announced its expansion into the industrial and supply chain security market, marking the Company's entry into a new enterprise vertical beyond its established multifamily business. The expansion is anchored by a deepening relationship with one of the world's largest commercial real estate services and investment firms and further demonstrates Cloudastructure's strategy of growing alongside large enterprise customers as their security needs evolve.

The customer’s portfolio spans office, industrial, retail and logistics properties nationwide. Cloudastructure's footprint across the portfolio has more than doubled this year, expanding beyond its original multifamily deployments into industrial and logistics assets, including its first industrial warehouse supporting mission-critical supply chain operations. The customer had previously utilized another remote guarding provider at the site before selecting Cloudastructure's AI Surveillance and Remote Guarding platform based on its ability to proactively deter incidents while reducing total cost of ownership.

Industrial warehouses present an ideal application for AI-powered remote guarding, combining expansive perimeters, high-value inventory and limited onsite personnel. These characteristics make proactive detection and intervention significantly more valuable than traditional surveillance systems designed primarily to record incidents after they occur. Industry losses from cargo and warehouse incidents were estimated at $725 million in 2025, a 60% increase over the prior year,¹ with 41% of incidents occurring while goods were in storage rather than in transit.² These trends continue to drive demand for intelligent security platforms capable of preventing incidents in real time rather than simply documenting them.

"Customers are no longer buying cameras. They're buying deterrence. They want to prevent incidents before they happen, reduce operating costs and improve security across their portfolios," said James McCormick, Chief Executive Officer of Cloudastructure. "We built our platform as a cloud-native solution from day one so we can deliver those outcomes across multifamily, industrial and other enterprise environments without changing the underlying technology."

Mr. McCormick continued, "This deployment represents much more than another site. It reflects our ability to grow alongside our enterprise customers as their security needs evolve. Expanding into industrial and logistics within one of the world's largest commercial real estate portfolios validates our land-and-expand strategy and reinforces our belief that the same cloud-native platform can solve security challenges across virtually any enterprise real estate environment."

Industrial and supply chain security is the Company's newest enterprise vertical alongside multifamily and commercial real estate. Cloudastructure now supports nine sites across this customer's portfolio, up from five at the start of the year. Across its deployments, the Company maintains a 98% deterrence rate against criminal activity and customer retention of approximately 99%. Management believes these results demonstrate the scalability of the Company's platform and support additional expansion opportunities across large enterprise real estate portfolios.

^{[1] Verisk CargoNet, 2025 Cargo Theft Report: cargonet.com/news-and-events/cargonet-in-the-media/2025-theft-trends
[2] Trade Risk Guaranty, U.S. Domestic Cargo Theft - 2024 Trends: traderiskguaranty.com/trgpeak/u-s-domestic-cargo-theft-rise-2024}

About Cloudastructure
Headquartered in Palo Alto, California, Cloudastructure's patented, 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 75% lower Total Cost of Ownership than other systems. For more information, visit https://www.cloudastructure.com/.

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.
704.574.3732
Kathleen@cloudastructure.com

Investor Contact

Valter Pinto, Managing Director
KCSA Strategic Communications
212.896.1254
Cloudastructure@KCSA.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many enterprise verticals does Cloudastructure now serve?

Cloudastructure now identifies industrial and supply chain security as its newest enterprise vertical, alongside its existing multifamily and commercial real estate verticals.

What reasons are given for the customer choosing Cloudastructure over its prior provider?

The customer had used another remote guarding provider at the industrial warehouse but selected Cloudastructure’s AI Surveillance and Remote Guarding platform based on its ability to proactively deter incidents while reducing total cost of ownership.