Cid Holdco, Inc. · NASDAQ:DAIC
Cid Holdco — Q1 2026 Earnings Presentation
19 slides from Cid Holdco's earnings presentation, May 11, 2026
Slide 1: Dot Ai Investor Presentation
Dot Ai Investor Presentation March 2026
Slide 2: Important Disclosures
Important Disclosures This presentation is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offer of securities will be made only pursuant to a registration statement and prospectus filed with the U.S. Securiti
Slide 3: Dot Ai – Investment Highlights
Dot Ai – Investment Highlights AI-powered, plug-and-play SaaS platform delivering asset intelligence and in-process visibility Dot Ai Nasdaq: DAIC ● Category-defining platform for asset intelligence and in-process visibility applied to public and private sectors Share Price1 $0.24 ● Patented technol
Slide 4: The Problem with Having Things…
The Problem with Having Things… Visibility Actions • Put Away my Things. • Who has my Things? $3.5T • Pick the Thing I need. • What is the state of my Things? Annually • Pack some Things to ship. • Where are my Things? • Move my Things to another place. • When will my Things get there? • Measure my
Slide 5: Our Target Markets
Our Target Markets Industrial Logistics and Asset Management Solution Areas Market Size Material Handling & Logistics Total addressable verticals, applications and industries yet to adopt Yard & Warehouse Management TAM Equipment Tracking & Management $3.5T SAM Global Logistics & Supply Access Contr
Slide 6: Product Suite
Product Suite SAAS CLOUD SOFTWARE INDUSTRIAL CAMERA Patents Granted and Pending PASSIVE LABELS RFID READER PASSIVE INDUSTRIAL TAG Wiliot chip + plasmonic folded ground plane Patent Pending MOBILE BRIDGE Patent Pending FIXED GATEWAY (LRL) MOBILE GATEWAY Patent Pending COTS TAGS & SENSORS FIXED GATEWA
Slide 7: How Our Technology Works
How Our Technology Works Using Dot Ai, assets are digitized and tracked through the process as a complete, auditable Digital Thread. Valuable business insights are created, streamlining operations and enabling real-time optimization. Asset Tag ZIM Bridge SaaS Cloud BYOD 1 2 3 4 RF Beacons or Barcode
Slide 8: Our ZIM Bridge Platform
Our ZIM Bridge Platform The only industrial grade, battery-powered, passive BLE reader platform — first true industrial implementation of Wiliot tag technology Transit Marker Access 3 Families 52 SKUs Features: • Energizes Wiliot-enabled passive tags @ UHF • Reads beacons @ Microwave (BLE) • Collect
Slide 9: Ai Implementations
Ai Implementations All paths in AI adoption start with in-process data collection - We use RF and AI Vision Systems to provide IoT data collection Rules Engine with Machine Learning - Unsupervised anomaly detection, alerts and alarms - Bottleneck detection - Enhanced business intelligence for CI AI
Slide 10: Competitive Comparison Chart
Competitive Comparison Chart BLE RFID Use of COTS devices LRL (Long-Range Locating) Outdoor Tracking PWA (Progressive Web App) AI Camera Input AI Powered Workflows Vision System Overlays Battery Powered Bridges Easy install and scale (mesh) Passive BLE Tags Nasdaq: DAIC | 11
Slide 11: Energous (NASDAQ: WATT)
Energous (NASDAQ: WATT) Energous (WATT) went public on March 28, 2014, trading on the Nasdaq stock exchange. The company priced its initial public offering (IPO) at $6 per share, raising approximately $27.6 million. They frequently use registered direct offerings and at-the-market (ATM) programs to
Slide 12: Differentiated From the Landscape
Differentiated From the Landscape Innovative Approach • Established incumbents and competitors attempt to apply legacy IoT tech through highly restrictive transactional business models. • Dot Ai brings modern, AI-driven tech to a fragmented market through a SaaS Legacy Tech Innovative Tech business
Slide 13: Proven Success Within Critical Enterprises
Proven Success Within Critical Enterprises Customer Spotlight Wurth Industries: In-process inventory awareness and intervention ensures customers never run out of material and eliminates costly expediting. Our demonstrated ability to provide smart software tools and work on-metal in a dense industri
Slide 14: Typical Customer Opportunity Profiling
Typical Customer Opportunity Profiling SAAS subscription $237,600 / year / location 44,000 Potential adoption entities at this customer x 600 locations ● 200 Early Adopters have 600 locations total = $142,560,000 ARR = $1,122,600,000 over 5 years 3 Bridges @ $185 + $4 / month SAAS charge 600 locatio
Slide 15: Commercial Model Summary
Commercial Model Summary Dot Ai works with Channel Partners to sell 1, 3, and 5 year subscriptions Hybrid Contracts Bundled SaaS Contracts Global Account Management. Bundling happens at the Channel level. Software & Level 3 Support. Global Corporate Accounts will subscribe Subscription Solution Fees
Slide 16: Solution Maturity Model
Solution Maturity Model IMMATURE BASIC VISIBILITY SUSTAINABLE VISIBILITY MATURE VISIBILITY MATURE MONITORING MATURE CONTINUOUS Incomplete visibility of Real-time visibility of Real-time visibility of all Real-time understanding Automated Inventory AUTOMATION inventor limited assets assets with autom
Slide 17: Financial Projections
Financial Projections Growth Forecast FY2026 FY2025 HW ARR Services FY2026 (in USD $M) Total 37% 56% 7% Total Bookings $5.8 $4.6 $7 $0.9 $12.5 Revenue $5.8 $2.8 $4.2 $0.5 $7.5 Gross Margin % 46% 50% 78% 65% 66.7% Server Access Fees Hardware Transactional Hardware business Asset Data Fees Costs (Labe
Slide 18: Dot Ai Management Team
Dot Ai Management Team EXPERIENCED | SUCCESSFUL Ed Nabrotzky / CEO & President Co-Founder and entrepreneur with 4 previous successful exits by merger. SME in IoT and AI with operational experience, published work and patents in these areas. Executive experience at public companies Molex and Panasoni
Slide 19: Dot Ai
Dot Ai Contact Us daic.ai Investor Relations MZ Group - MZ North America DAIC@mzgroup.us (262) 247-6461 Nasdaq: DAIC | 24