RedCloud Beats Guidance with $53.7M Record Revenue, Raises 2026 Guidance 20% to $120M

Rhea-AI Summary

RedCloud (NASDAQ: RCT) reported preliminary full-year 2025 revenue of $53.7M, up 15% YoY and above prior guidance of $51–$53M. Total transaction value rose 31% to $3.2B and cumulative platform trades reached $6.9B in 2025. Management raised 2026 revenue guidance 20% to $120M, citing joint ventures, expanded deployments and a planned commercial launch of RedAI in February 2026. Operational highlights include six hubs serving ~67,000 businesses across six countries and an NVIDIA Connect membership to accelerate AI capabilities.

Positive

• Revenue $53.7M, +15% YoY (2025)
• 2026 guidance raised 20% to $120M
• Total transaction value $3.2B, +31% (2025)
• 67,000 businesses served across six countries by Q1 2026
• RedAI commercial launch scheduled Feb 2026

Negative

• None.

News Market Reaction

+9.16% 8.8x vol

9 alerts

+9.16% News Effect

+3.7% Peak Tracked

-12.5% Trough Tracked

+$8M Valuation Impact

$92M Market Cap

8.8x Rel. Volume

On the day this news was published, RCT gained 9.16%, reflecting a notable positive market reaction. Argus tracked a peak move of +3.7% during that session. Argus tracked a trough of -12.5% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $8M to the company's valuation, bringing the market cap to $92M at that time. Trading volume was exceptionally heavy at 8.8x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

FY2025 revenue: $53.7M Revenue growth: 15% Prior 2025 guidance: $51–53M +5 more

8 metrics

FY2025 revenue $53.7M Preliminary full-year 2025, record and above $51–53M guidance

Revenue growth 15% Year-over-year growth for full-year 2025 revenue

Prior 2025 guidance $51–53M Previously issued FY2025 revenue guidance range

2026 revenue guidance $120M Raised 2026 revenue guidance, up 20% from prior target

Total transaction value $3.2B Total transaction value in 2025, up 31% year-over-year

Cumulative trades 2025 $6.9B Cumulative platform trades processed during 2025

FMCG market size $14.6T Estimated global FMCG industry size referenced by management

Global supply chain losses $2T Estimated annual inefficiency losses in global supply chains

Market Reality Check

Price: $0.9130 Vol: Volume 155,738 is 1.4x th...

normal vol

$0.9130 Last Close

Volume Volume 155,738 is 1.4x the 20-day average of 111,218, indicating elevated trading interest pre-news. normal

Technical Price at 1.365 is trading below the 200-day MA of 1.75 and 74.53% below the 52-week high.

Peers on Argus

RCT was down 7.77% while peers showed mixed moves: HKIT +6.4%, NVNI +4.58%, INLX...

RCT was down 7.77% while peers showed mixed moves: HKIT +6.4%, NVNI +4.58%, INLX -1.33%, MFI -6%, NTWK -3.57%, suggesting stock-specific factors rather than a uniform software move.

Historical Context

5 past events · Latest: Jan 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	AI product update	Positive	+12.1%	Early access launch of RedAI trading co-pilot for FMCG customers.
Jan 05	Earnings date/guidance	Positive	-5.6%	Pre-announcement of FY2025 results timing and 2026 guidance framework.
Dec 17	Strategic update	Positive	+0.8%	Record 2025 performance and Türkiye license supporting $100M 2026 target.
Dec 11	Earnings/AI scale	Positive	+8.3%	H1 2025 results, $100M 2026 target and balance sheet strengthening.
Dec 10	Partnership deal	Positive	-3.1%	Türkiye joint venture to address $166B FMCG market and inventory gap.

Pattern Detected

Positive AI/growth announcements have often been followed by upward moves, but some strategic wins have seen short-term price pullbacks, indicating inconsistent alignment between good news and price.

Recent Company History

Over the past months, RedCloud has repeatedly highlighted AI-driven trade infrastructure growth, with 2025 revenue guidance of $51–53M and a 2026 target initially at $100M. Key milestones included a $50M Türkiye license, multiple joint ventures, and cumulative trades rising to $5.1B. AI initiatives such as RedAI and NVIDIA Connect membership featured prominently, with the RedAI Early Access program and a planned February 2026 launch. Today’s record $53.7M revenue and raised $120M 2026 guidance extend this trajectory of scaling AI infrastructure and expanding global FMCG coverage.

Market Pulse Summary

The stock moved +9.2% in the session following this news. A strong positive reaction aligns with Red...

Analysis

The stock moved +9.2% in the session following this news. A strong positive reaction aligns with RedCloud’s pattern where AI and growth milestones sometimes preceded gains, such as moves of 8.33% and 12.12% after prior AI and earnings updates. The combination of a record $53.7M revenue print, 15% YoY growth, and a raised $120M 2026 target could justify enthusiasm. Investors would still need to watch execution of joint ventures and large trade volumes of $6.9B for sustainability.

Key Terms

FMCG, joint venture, AI, agentic trading

4 terms

FMCG technical

"The $14.6 trillion¹ FMCG industry still primarily runs on spreadsheets"

FMCG, or fast-moving consumer goods, are everyday products that are sold quickly and at relatively low cost, such as food, drinks, toiletries, and household items. They matter to investors because these products are in constant demand, providing stable sales and cash flow for companies, even during economic ups and downs. Their high turnover makes them a key segment in the consumer market, reflecting broad consumer spending habits.

joint venture financial

"Our joint venture model allows us to deploy intelligent trade infrastructure globally."

A joint venture is when two or more companies team up to work on a specific project or business idea, sharing both the risks and the rewards. It’s like friends starting a lemonade stand together—each contributes resources and they split the profits, making it easier to succeed than going alone.

AI technical

"live transaction data actively training RedCloud’s AI-driven trading algorithms."

Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.

agentic trading technical

"upcoming commercial launch of RedAI’s agentic trading capabilities, scheduled for February 2026."

Trading carried out by autonomous software 'agents' that monitor markets, make buy or sell decisions, and execute orders without human intervention. It matters to investors because these agents can trade faster and more continuously than people, changing liquidity, price swings and the speed at which news is reflected in prices—similar to many self‑serving cashiers operating at once rather than a few humans handling transactions.

AI-generated analysis. Not financial advice.

• AI-Powered Intelligent Infrastructure for Trade Scales Globally as Joint Ventures and Partnerships Accelerate Growth
• Revenue Doubled in Second Half 2025

LONDON, Jan. 14, 2026 (GLOBE NEWSWIRE) -- RedCloud Holdings plc (NASDAQ: RCT) ("RedCloud" or the "Company"), the technology company building intelligent infrastructure for global trade, today announced record preliminary full-year 2025 results that exceeded previous management guidance and raised 2026 revenue guidance to $120 million.

Preliminary full-year 2025 revenue reached $53.7 million, representing 15% year-over-year growth and exceeding the Company’s previously issued guidance range of $51–$53 million. Based on continued execution, momentum and expanding joint venture deployments, RedCloud is raising its 2026 revenue guidance by 20% to $120 million.

Record 2025 Financial Performance

Preliminary full-year 2025 revenue of $53.7 million exceeded management guidance and reflects accelerating adoption of RedCloud’s platform across its global footprint. During 2025, total transaction value grew 31% to $3.2 billion. Cumulative platform trades for the year 2025 were $6.9 billion, with live transaction data actively training RedCloud’s AI-driven trading algorithms.

“We beat our guidance and we’re scaling with intent,” said Justin Floyd, Founder and CEO of RedCloud. “The $14.6 trillion¹ FMCG industry still primarily runs on spreadsheets and phone calls. We’re making trade algorithmic. Our joint venture model allows us to deploy intelligent trade infrastructure globally. 2026 is about disciplined expansion and execution.”

2026 Outlook

The Company’s increased 2026 revenue guidance of $120 million reflects expansion in existing markets, new joint venture deployments, and the upcoming commercial launch of RedAI’s agentic trading capabilities, scheduled for February 2026.

“We are building the intelligent infrastructure for global trade,” Floyd added. “Powered by NVIDIA and AWS, our platform processes billions of dollars in real-world trade. Global supply chains lose $2 trillion a year to inefficiency. Our AI infrastructure is designed to eliminate that waste at scale.”

Strategic and Operational Highlights

• Global Footprint: Six operational hubs serving nearly 67,000 businesses across Nigeria, South Africa, Brazil, Argentina, Saudi Arabia, and Türkiye by Q1 2026
• NVIDIA Connect Membership: Accelerating AI capabilities for demand forecasting, dynamic pricing, and inventory optimization
• RedAI Launch: Major product release scheduled for February 2026 introducing an agentic interface for automated trading decisions
• Türkiye: Infrastructure license signed; commercial launch expected Q1 2026
• Saudi Arabia: Joint venture announced
• Pipeline: Multiple additional infrastructure licenses discussions

About RedCloud Holdings plc

RedCloud’s mission is to build the intelligence infrastructure of global trade, through generation and aggregation of proprietary trading and market data from across the FMCG industry through its RedAI platform (“RedAI”). RedCloud provides market intelligence based on proprietary trading data across categories in each of its markets. The Company also delivers a ‘trading layer’ of products for use by its customers, to enable intelligent digital exchange of everyday consumer supplies of FMCG products across business supply chains, supported by a payments and lending ecosystem intended to streamline trade. RedCloud believes its platform and associated products and services solve a decades-old problem of how to digitize trade at scale to generate data and intelligence to enable brands, distributors and retailers to maximize business performance across categories in high growth consumer markets.

RedCloud is a British company registered in London, co-founded by British serial entrepreneur Justin Floyd and Algerian born Soumaya Hamzaoui. In March 2025, RedCloud achieved its initial public offering on New York’s Nasdaq stock exchange under the ticker “RCT”. For more information about RedCloud and its platform, please visit www.redcloudtechnology.com and connect on LinkedIn.

Forward-Looking Statements

The information in this press release may include forward-looking statements within the meaning of the federal securities laws. These statements generally relate to future events or our future financial or operating performance, including, but not limited to, statements regarding the RedCloud’s preliminary financial results for the year ended December 31, 2025, expectations regarding future financial performance, growth, business strategies, market opportunities, and operational outlook,. When used in this press release, words such as “expect,” “project,” “estimate,” “believe,” “anticipate,” “intend,” “plan,” “seek,” “forecast,” “target,” “predict,” “may,” “should,” “would,” “could,” and “will,” the negative of these terms and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Forward-looking statements are based on management’s current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict, including, but not limited to, the completion of the Company’s year-end financial closing procedures, the preparation and audit of the Company’s financial statements, potential adjustments to preliminary results, changes in economic, market, or industry conditions, customer demand, competitive pressures, regulatory developments, the successful execution of its joint venture strategy and launches, the ability to expand across operational markets, the ability to leverage RedCloud’s future global developments in the use of AI and associated supply chain models through RedAI, and whether RedCloud’s upcoming product release meets customer expectations leading to broad adoption. As a result, actual results could differ materially from those indicated in these forward-looking statements. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in RedCloud’s described in “Cautionary Note Regarding Forward-Looking Statements,” “Item 3. Key Information – D. Risk Factors” and “Item 5. Operating and Financial Review and Prospects” in RedCloud’s Annual Report on Form 20-F for the year ended December 31, 2024, which was filed with the Securities and Exchange Commission (the “SEC”) on May 16, 2025, as well as other periodic reports and documents filed by the Company with the SEC. The preliminary financial information included in this press release is unaudited, subject to change, and may differ from final results to be reflected in the Company’s audited financial statements. RedCloud undertakes no obligation and does not intend to update these forward-looking statements to reflect events or circumstances occurring after this press release. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Information contained on, or that can be accessed through, the Company's website or any other website or any social media is expressly not incorporated by reference into and is not a part of this press release.

Footnotes:
[1] FMCG Global Market Size 2025 $14.6Tn, Cognitive Market Research

Contacts:

Investor Relations: Investor.relations@redcloudtechnology.com
Media Relations: media@redcloudtechnology.com

FAQ

What did RedCloud (RCT) report for full-year 2025 revenue?

RedCloud reported preliminary full-year $53.7M in revenue for 2025, a 15% increase year-over-year.

How much did RedCloud raise its 2026 revenue guidance (RCT)?

RedCloud raised 2026 revenue guidance by 20% to $120M.

What growth did RedCloud report in transaction value for 2025 (RCT)?

Total transaction value grew 31% to $3.2B in 2025.

When will RedCloud launch RedAI and what is its purpose (RCT)?

RedAI is scheduled for a commercial launch in February 2026 and will introduce an agentic interface for automated trading decisions.

Which markets and scale did RedCloud cite as operational highlights (RCT)?

By Q1 2026 RedCloud expects six operational hubs serving about 67,000 businesses across Nigeria, South Africa, Brazil, Argentina, Saudi Arabia, and Türkiye.