Water Tower Research to Host Fireside Chat with Cloudastructure Leadership Highlighting 270% Year-Over-Year Growth and AI Surveillance Innovation

Cloudastructure (Nasdaq: CSAI) will appear in a Water Tower Research fireside chat on Feb 19, 2026 at 2:00 PM ET with CEO James McCormick, CFO Greg Smitherman and CRO Lauren O’Brien.

Rhea-AI Summary

Cloudastructure (Nasdaq: CSAI) will appear in a Water Tower Research fireside chat on Feb 19, 2026 at 2:00 PM ET with CEO James McCormick, CFO Greg Smitherman and CRO Lauren O’Brien.

Cloudastructure reported 270% year-over-year revenue growth (unaudited) in 2025, driven by new customer acquisition, expanding deployments, and rising high‑margin recurring services across multifamily, commercial, and infrastructure markets.

Topics include AI‑powered video surveillance differentiation, powered enclosures, proprietary video compression, autonomous drone integration, growing recurring revenue mix, improving gross margins, and near‑term growth catalysts.

Positive

• Revenue +270% YoY in 2025 (unaudited)
• Expanding recurring revenue mix and high‑margin services
• Broad market adoption across multifamily, commercial, and infrastructure

Negative

• Unaudited growth figure introduces verification risk for investors
• No audited financials or guidance disclosed with the event announcement

Argus Feb 18 session

+1.11% close to close Open Argus

Details

News Market Reaction – CSAI

On Feb 18, the day this news came out, CSAI closed 1.11% above the previous close.

Data tracked by StockTitan Argus for the Feb 18 session.

Key Figures

Revenue growth: 270% YoY Event date: February 19, 2026 Event time: 2:00 PM ET

Revenue growth

270% YoY

Preliminary unaudited 2025 revenue growth highlighted for the fireside chat

Event date

February 19, 2026

Scheduled date of Water Tower Research fireside chat

Event time

2:00 PM ET

Scheduled time of Cloudastructure leadership fireside chat

Previous AI Reports

5 past events · Latest: Feb 12

Same Type 5 events

1. Feb 12

   AI deployment win

   24h Move

   -1.1%

   Deployment for Top-15 NMHC operator with 98% incident deterrence rate.

2. Jan 21

   Drone integration

   24h Move

   -1.4%

   Integration of autonomous drones into AI-powered mobile surveillance platform.

3. Jan 09

   AI enclosure launch

   24h Move

   +15.4%

   Launch of AI-powered security enclosure and first multi-site deployment.

4. Dec 17

   AI patent news

   24h Move

   +0.9%

   USPTO Notice of Allowance for cloud-based computer vision AI patent.

5. Jul 08

   AI performance data

   24h Move

   -7.8%

   Report of >98% crime prevention rate and millions of AI-driven alerts.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

remote guarding, video compression, autonomous drone integration, recurring revenue

4 terms

remote guarding technical

"demand accelerated for its AI-powered surveillance and Remote Guarding platform"

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.

video compression technical

"Breakthrough innovations including powered enclosures, proprietary video compression, and autonomous"

Video compression shrinks digital video files or streams by removing redundant or less noticeable information so footage takes up less storage and needs less network capacity, much like packing a suitcase more tightly and leaving out duplicate items. It matters to investors because more efficient compression lowers delivery and storage costs, improves user experience on limited networks, and can enable broader distribution or new services that influence revenue, margins and competitiveness.

autonomous drone integration technical

"proprietary video compression, and autonomous drone integration"

Autonomous drone integration is the process of adding self-flying, sensor-equipped aircraft into existing operations and systems so they can perform tasks like inspections, deliveries, mapping, or surveillance without a human pilot on board. Investors care because successful integration can cut labor costs, speed services, and open new revenue streams—like fitting a driverless engine into a fleet—while also bringing regulatory, safety and scaling risks that can affect profitability and valuation.

recurring revenue financial

"expanding recurring revenue base, and leadership in AI-powered physical security"

Revenue that a company expects to receive on a regular, predictable basis from ongoing sources such as subscriptions, service contracts, or repeat customer purchases. It matters to investors because it provides steadier cash flow and makes future earnings easier to forecast—like a landlord collecting monthly rent instead of one-off sales—supporting higher valuations and lower risk when those payments are reliable and customers tend to stay.

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

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PALO ALTO, CA, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Water Tower Research will host an exclusive fireside chat with the executive team of Cloudastructure (Nasdaq: CSAI) (“Cloudastructure” or the “Company”) on Thursday, February 19, 2026, at 2:00 PM ET, spotlighting the Company’s accelerating growth, expanding recurring revenue base, and leadership in AI-powered physical security.

The event will feature:

• James McCormick, Chief Executive Officer
  
  
• Greg Smitherman, Chief Financial Officer
  
  
• Lauren O’Brien, Chief Revenue Officer

Cloudastructure delivered exceptional operating momentum in 2025, achieving 270% year-over-year revenue growth (unaudited) as demand accelerated for its AI-powered surveillance and Remote Guarding platform across multifamily, commercial, and infrastructure markets. Growth has been driven by strong new customer acquisition, expanding deployments within existing customers, and increasing adoption of high-margin recurring services.

Fireside chat topics will include:

• Cloudastructure’s competitive differentiation and durable advantages in AI-powered video surveillance and real-time crime prevention
  
  
• Breakthrough innovations including powered enclosures, proprietary video compression, and autonomous drone integration
  
  
• The company’s scalable go-to-market strategy fueling rapid customer and revenue expansion
  
  
• The accelerating mix of recurring revenue, improving gross margins, and progress toward operating leverage
  
  
• Key milestones and growth catalysts anticipated over the next year

The session will provide investors with a behind-the-scenes look at how Cloudastructure is transforming physical security into a proactive, cloud-driven service — while building a fast-scaling, capital-efficient recurring revenue business.

The event is free and open to the public. Register here.

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.
Kathleen@cloudastructure.com 
(704) 574-3732

Investor Contact:
Crescendo Communications, LLC
212-671-1020
CSAI@crescendo-ir.com

FAQ

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

What did Cloudastructure (CSAI) report for 2025 revenue growth and is it audited?

Cloudastructure reported 270% year‑over‑year revenue growth in 2025, and the company states this figure is unaudited. According to the company, the growth reflects strong customer acquisition and expanded recurring services across multiple markets.

When is the Water Tower Research fireside chat with Cloudastructure (CSAI) and who will speak?

The fireside chat is scheduled for Feb 19, 2026 at 2:00 PM ET with CEO James McCormick, CFO Greg Smitherman and CRO Lauren O’Brien. According to the company, the event will cover strategy, product innovation, and financial momentum.

How is Cloudastructure (CSAI) describing its competitive advantage in AI surveillance?

Cloudastructure highlights AI‑powered video surveillance, powered enclosures, proprietary video compression, and autonomous drone integration as differentiation. According to the company, these innovations support real‑time crime prevention and scalable deployments.

What investor topics will Cloudastructure (CSAI) address about margins and recurring revenue?

The company will discuss an accelerating recurring revenue mix, improving gross margins, and progress toward operating leverage. According to the company, these trends are fueling capital‑efficient, fast‑scaling revenue growth.

Does the fireside chat provide insight into Cloudastructure's near‑term growth catalysts for CSAI shareholders?

Yes; the session will outline key milestones and growth catalysts anticipated over the next year. According to the company, the presentation aims to give investors a behind‑the‑scenes view of scaling plans and market expansion drivers.