RedCloud Wraps Up Successful Roadshow, Gains Updated Analyst Coverage

Rhea-AI Summary

RedCloud (Nasdaq: RCT) completed a non-deal roadshow on Oct 7, 2025 to engage investors, analysts and enterprise partners about its RedAI trading platform for FMCG supply chains.

Key points: customer count more than doubled YoY in H1 2025; a recently announced joint venture in Saudi Arabia; a new payments and financial services partnership strategy; analyst coverage was updated and reiterated positive views. The company highlighted a <$b>2T estimated industry inventory gap and plans further travel to the Middle East to support the Saudi JV launch.

Positive

• Customer count more than doubled YoY in H1 2025
• Announced joint venture in Saudi Arabia to support regional expansion
• Launched a payments and financial services partnership strategy
• Updated analyst coverage with positive reiterations after roadshow

Negative

• None.

Insights

Market Strategist

Roadshow signals commercial momentum: customer growth, a Saudi JV, and renewed analyst coverage support expansion narrative.

RedCloud presents a clear commercial story: it reports more than doubling of customer numbers year-over-year in the first half of 2025, announced a joint venture in Saudi Arabia, and outlined partnerships for payments and financial services aimed at improving inventory velocity across FMCG supply chains.

The positive signals rely on execution across three dependencies: sustaining customer growth beyond the initial six months as a public company, successful launch and scaling of the Saudi joint venture, and effective integration of payments and AI algorithms into customer workflows. Each dependency creates operational and timing risk.

Watch customer retention and revenue conversion from the increased client base over the next 12 months, milestones around the Saudi JV launch, and any disclosed metrics tying AI/product usage to cost or inventory improvements. Near-term horizon: 6-12 months for JV and customer monetization updates.

Corporate Development Analyst

Analyst re-coverage and partnership moves increase credibility, but claims need measurable follow-through.

Management frames the opportunity against a large market, citing an FMCG market expanding from $14.6Tn today to $19.7Tn by 2033 and an estimated $2 trillion inventory gap. The company links its AI trading and payments strategy to closing that gap and improving supply chain efficiency.

The announcement is constructive but lacks concrete financial metrics such as ARR, churn, or unit economics. The most material, monitorable items are customer growth conversion into recurring revenue, public timing of the Saudi JV launch, and any disclosed partnership commercial terms. Expect meaningful disclosures or verification within the next 6-12 months.

LONDON, Oct. 07, 2025 (GLOBE NEWSWIRE) -- RedCloud Holdings plc (Nasdaq: RCT) (“RedCloud” or “Company”) ​the RedAI trading platform used by Fast Moving Consumer Goods (FMCG) businesses, today announced the successful ‘non-deal’ roadshow to build relationships among multiple audiences, from existing and future investors to large enterprise partners and analysts.

RedCloud believes that AI algorithms will transform trade within the expanding global FMCG market—expected to grow from an estimated $14.6Tn ² today to an estimated $19.7Tn ² by 2033. Today, lack of digital connectivity and market-level intelligence across supply chains exposes an estimated $2 trillion inventory gap[1] of lost business opportunity—where consumers face empty shelves in store while warehouses stockpile supplies.  The company believes that this weighs on the whole industry, from manufacture to retail, and places upward pressure on consumer prices for everyday goods.

During the roadshow, the Company presented their vision and mission to build a new operating system of global trade, including wide access to digital payments and trade finance, and the prospect of a future world of algorithmic trading of inventory across intelligent supply chains—to close the inventory gap and drive economic benefit for all.

"It has been fantastic to build relationships and discuss our vision and mission with a number of businesses, investors and analysts over the past two weeks, covering our innovative approach to industry datasets; our work to deliver AI models and algorithms based on NVIDIA and AWS ecosystems; our existing trading and payments products; and our focus on combining them to deliver transformational value for our customers," said Justin Floyd, Founder and CEO of RedCloud. “With analysts re-iterating positive coverage—and productive engagements with manufacturers and distribution across key markets—I have never felt more confident about our mission to transform FMCG supply chains.”

The Company’s non-deal investor roadshow came on the back of its first 6 months as a public company and a number of recent announcements, including more than doubling of customer numbers year-over-year in the first half of 2025; a recently announced joint venture in Saudi Arabia—demonstrating how global expansion could include entering new markets directly or through partnership—and announcement of a new partnership strategy for payments and financial services, seeking to streamline every trade and maximize working capital to support inventory velocity across FMCG supply chains.

Anticipating the upcoming launch of the joint venture in Saudi Arabia, Justin Floyd plans to travel to the Middle East and other key markets to continue engaging enterprise organizations on the Company’s mission to transform business performance and efficiency across domestic supply chains.

About RedCloud Holdings plc
RedCloud has developed and operates the RedAI trading platform (“RedAI”), that facilitates more intelligent digital exchange of everyday consumer supplies of fast-moving consumer goods (“FMCG”) products across business supply chains. RedCloud believes its Platform solves a decades old problem of how to unlock and enable access to key purchase and sales data between brands, distributors and retailers in high growth consumer markets.

Through RedCloud’s Platform, retailers are empowered by data driven market insights backed by artificial intelligence (“AI”) to help make faster and easier business-to-business (“B2B”) purchases and inventory decisions from brands and distributors by breaking down complex purchasing behaviors of large product inventory catalogues. 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 success of the Company’s joint venture in Saudi Arabia and ability to engage the Saudi Arabia market, the Company’s ability to leverage the AWS and Nvidia ecosystems to advance its AI capabilities, and the continued growth of its customer base. 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] $2Tn Inventory Gap – IHL Research
[2] $14.6Tn 2025 to $19.7Tn 2033 Global FMCG Market TAM – Cognitive Market Research

Contacts:

Investor Relations
Ryan Flanagan
Investor.relations@redcloudtechnology.com

Media Relations
James McCarthy
media@redcloudtechnology.com

[1] ihl-out-of-stock-vision-study-en-us.pdf

FAQ

What did RedCloud (RCT) announce during its Oct 7, 2025 roadshow?

RedCloud completed a non-deal roadshow to present its RedAI platform, reported analyst coverage updates, and discussed growth plans including a Saudi joint venture.

How much did RedCloud's customer base grow in H1 2025 for RCT?

RedCloud said it more than doubled its customer numbers year-over-year in the first half of 2025.

What is the significance of RedCloud's joint venture in Saudi Arabia for RCT shareholders?

The company framed the Saudi joint venture as a regional expansion step and is preparing for a forthcoming launch and executive travel to the Middle East.

How does RedCloud (RCT) position its RedAI platform within FMCG supply chains?

RedCloud positions RedAI as an algorithmic trading and payments layer to reduce inventory gaps and improve inventory velocity across FMCG supply chains.

Did any analysts change coverage of RedCloud (RCT) after the roadshow on Oct 7, 2025?

The company reported analysts reiterated positive coverage following the roadshow.

What growth opportunities did RedCloud (RCT) highlight during the roadshow?

RedCloud cited a growing global FMCG market and an estimated $2 trillion industry inventory gap as opportunities for its platform and services.