RedCloud Delivers Record 2025, Executes $50m Turkiye License and Accelerates Toward $100m Revenue in 2026

Rhea-AI Summary

RedCloud (NASDAQ: RCT) reported record 2025 performance and reaffirmed full-year revenue guidance of $51–53 million. Management said growth was driven by expanded market adoption, a doubled customer base and new strategic partnerships. The company signed its first joint ventures, including a $50 million licensing and revenue-share agreement in Türkiye, and expects Saudi and Turkish joint ventures plus additional licenses to support a target of $100 million revenue in 2026. RedCloud plans six global hubs serving nearly 70,000 businesses in Q1 2026, joined NVIDIA Connect, and expects a major RedAI product release in February 2026 to enable AI-driven forecasting, pricing, and inventory features.

Positive

• Record 2025 revenue guidance of $51–53 million
• $50m Türkiye licensing and revenue-share agreement signed
• Targeting $100m revenue for 2026
• Operating six global hubs and serving ~70,000 businesses in Q1 2026
• Partnership with NVIDIA and integration with AWS/Amazon Bedrock

Negative

• 2026 target dependent on Saudi/Turkish joint ventures and additional licenses

Key Figures

2025 revenue guidance $51–53M Full-year 2025 guidance reaffirmed as strongest year on record

Türkiye license value $50M Licensing and revenue share agreement for Turkish market

2026 revenue target $100M Management target supported by existing and new joint ventures

Global hubs 6 hubs Q1 2026 operating footprint across four continents

Customer base Nearly 70,000 businesses Expected to be served in Q1 2026

FMCG industry size $14.61 trillion Estimated size of FMCG industry currently targeted

FMCG supply chain size $50 trillion Stated value of FMCG supply chain RedCloud aims to serve

Market Reality Check

$1.35 Last Close

Volume Volume 239,328 is 2.02x the 20-day average 118,390, indicating elevated interest before this news. high

Technical Price $1.34 is trading below the 200-day MA at $1.85, reflecting a prior downtrend into this update.

Peers on Argus 2 Up 1 Down

Peers showed mixed moves: two application software names were up ~5–6% while one fell ~8.63%, suggesting RCT’s pre-news weakness was more stock-specific than sector-driven.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 11	Earnings and outlook	Positive	+8.3%	H1 2025 results, 2026 $100M target, major debt reduction and guidance.
Dec 10	Strategic partnership	Positive	-3.1%	Joint venture to deploy RedAI in Türkiye’s $166B FMCG market.
Dec 05	Management change	Positive	-4.2%	Appointment of new CFO to support RedAI expansion and growth.
Dec 04	Earnings scheduling	Positive	+8.4%	Announcement of H1 2025 earnings date and AI infrastructure milestones.
Dec 02	AI product update	Positive	-9.0%	Expanded RedAI platform and Red101 rollout targeting $2Tn inventory gap.

Pattern Detected

Recent announcements have been consistently positive, but share reactions were mixed, with three positive news events followed by negative price moves and two aligned rallies.

Recent Company History

Over the last few weeks, RedCloud reported multiple milestones, including AI platform expansion, a Türkiye joint venture targeting the $166B FMCG market, and H1 2025 results with a $100M 2026 revenue target and major balance-sheet cleanup. Governance updates included appointing a new CFO effective Jan 5, 2026. These releases emphasized rapid customer growth, expanding transaction volumes, and NVIDIA Connect participation. Today’s update reiterates $51–53M 2025 guidance and the $100M 2026 ambition within the same growth narrative.

Market Pulse Summary

This announcement underscores that 2025 is tracking as RedCloud’s strongest year, with reaffirmed $51–53M revenue guidance and a $100M revenue target for 2026. Management highlights a $50M Türkiye license, six planned global hubs, and nearly 70,000 business customers as the platform scales. Investors may focus on how quickly these joint ventures translate into recognized revenue, adoption of forthcoming RedAI “Genesis” features, and progress converting a large FMCG opportunity into sustainable financial performance.

Key Terms

joint ventures financial

"the signing of the Company’s first joint ventures — including a $50m licensing"

A joint venture is a business arrangement where two or more companies come together to work on a specific project or goal, sharing both the risks and the rewards. It’s like partners teaming up for a common goal, which can help them access new markets, share expertise, or reduce costs. For investors, joint ventures can create new opportunities but also involve shared responsibilities and potential risks.

algorithmic trading technical

"pave the way for new algorithmic trading features, whereby users can choose"

Algorithmic trading is the use of computer programs to automatically decide, submit and manage buy or sell orders in financial markets according to predefined rules or mathematical models. Like a high-speed autopilot following a recipe for timing, price and size, it executes trades faster and more consistently than humans, which matters to investors because it can change how quickly orders fill, affect trading costs and influence short-term price movements and market stability.

dynamic pricing technical

"enabling real-time demand forecasting, dynamic pricing optimization, and predictive"

Dynamic pricing is a strategy where the cost of a product or service changes frequently based on factors like demand, time, or availability. It’s similar to how airline tickets or hotel rooms can become more expensive during busy periods and cheaper when demand is low. For investors, understanding this approach is important because it affects a company's revenue, competitiveness, and overall market behavior.

FMCG technical

"The $14.61 trillion FMCG industry still runs on spreadsheets and phone calls."

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.

AI-generated analysis. Not financial advice.

LONDON, Dec. 17, 2025 (GLOBE NEWSWIRE) -- RedCloud Holdings PLC (NASDAQ: RCT) ("RedCloud" or the "Company"), the technology company building an intelligent infrastructure for global trade, today announced that progress in 2025 has exceeded management expectations and positions the Company for accelerated growth and expansion in 2026.

2025 Performance

The Company reaffirms its full-year revenue guidance of $51-53 million, marking the Company's strongest year on record. Growth was driven by expansion in existing markets and increased platform adoption across the distributor network. 

In addition, the Company believes the signing of the Company’s first joint ventures — including a $50m licensing and revenue share agreement for the Turkish market — provides a capital-light repeatable model for global expansion.

"We’re building the intelligent infrastructure for global trade, and in 2025 we proved this is no longer a vision, it’s execution,” said Justin Floyd, CEO & Co-Founder at RedCloud. “We doubled our customer base, signed joint ventures in two of the Middle East’s largest markets and partnered with NVIDIA. Our business fundamentals have moved decisively forward. When execution, scale and market opportunity align this clearly, we believe our long-term value creation opportunity is being underestimated."

Floyd continued, "Just as Bloomberg built the intelligent infrastructure for financial markets over 40 years, and Google built it for information over 25 years, RedCloud is building it for global trade. The $14.6¹ trillion FMCG industry still runs on spreadsheets and phone calls. We're making it algorithmic. The infrastructure is built, the data advantage is real and now we are scaling globally."

2026 Outlook

RedCloud is targeting $100 million revenue for 2026, supported by growth in existing markets and contribution from the Saudi Arabian and Turkish joint venture agreements, the license agreement in Türkiye and additional licenses in advanced stages of negotiation.

“This was our strongest year across every core metric: revenue, customer growth, platform scale and strategic foundations,” Floyd added. “In Q1 2026, we will be operating six global hubs, serving nearly 70,000 businesses, and tracking toward almost doubling revenues to $100m. The trajectory of the business is clear and accelerating.  We believe the gap between where the business is today and how it is perceived will narrow as this momentum continues.”

Technology Foundation and Roadmap

The Company recently joined NVIDIA Connect, NVIDIA's partner program for companies deploying AI at scale. The partnership accelerates development of AI-native trading algorithms across RedCloud's six global hubs, enabling real-time demand forecasting, dynamic pricing optimization, and predictive inventory management powered by NVIDIA's accelerated computing platform.

The Company also recently announced a major RedAI product release, expected to launch in February 2026. This release is expected to reveal a new agentic interface supporting users to make better trading decisions based on their own proprietary data, benchmarked against RedAI’s unique aggregated market insights. The ‘Genesis release’ is expected to pave the way for new algorithmic trading features, whereby users can choose to enact AI inventory recommendations and predictions to streamline trade and maximize margins.

Commenting, Floyd said, "Joining NVIDIA Connect, alongside our partnership with AWS and Amazon Bedrock, is a game-changer for RedCloud. With NVIDIA’s accelerated computing platform, we’re rewriting the rules of global trade — demand forecasting, dynamic pricing, and predictive inventory management are no longer just possibilities – our next release is making it real. By empowering users to harness their own data alongside RedAI’s market insights, we’re not just improving trading decisions—we’re enabling businesses to act on AI-driven recommendations that maximize margins and streamline trade. This is the future of trade intelligence, and we’re leading the charge."

"We are building the third infrastructure. Bloomberg built it for capital markets. Google built it for information. We’re building it for the $50 trillion FMCG supply chain. Six hubs, four continents, and a platform designed to scale far beyond. The infrastructure is built. Now we compound.”

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 IPO 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. 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 successful execution of its joint venture strategy and launch in Türkiye, or whether the joint venture will be able to generate the targeted revenues over the next ten years, the ability to leverage RedCloud’s future global developments in the use of AI and associated supply chain models through RedAI, ability to leverage NVIDIA Connect, 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 documents filed by the Company with the SEC. 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 $14.7Tn, Cognitive Market Research

Contacts:

Investor Relations
Ryan Flanagan
Investor.relations@redcloudtechnology.com

Media Relations
media@redcloudtechnology.com

FAQ

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

RedCloud reaffirmed full-year 2025 revenue guidance of $51–53 million.

What is the value of RedCloud’s Türkiye license agreement announced Dec 17, 2025?

RedCloud announced a $50 million licensing and revenue-share agreement for Türkiye.

How does RedCloud expect to reach its $100 million 2026 revenue target (RCT)?

Management said the $100m 2026 target is supported by growth in existing markets plus contributions from Saudi and Turkish joint ventures and additional licenses.

When will RedCloud launch the RedAI product release referenced in the announcement?

The company expects the RedAI 'Genesis' release to launch in February 2026.

What partnerships did RedCloud highlight that support AI capabilities (RCT)?

RedCloud joined NVIDIA Connect and cited partnerships with AWS/Amazon Bedrock to accelerate AI-native features.

How many customers and hubs will RedCloud operate in early 2026 according to the release?

The company said it will operate six global hubs, serving nearly 70,000 businesses in Q1 2026.