CSAIHIGH SIGNALOPPORTUNITY10-K

CSAI underwent a dramatic financial transformation with revenue growing 271% to $5.1M and cash position surging from $52K to $8.5M, indicating successful capital raising and rapid business scaling.

This represents a fundamental business inflection point, with the company moving from near-insolvency (just $52K cash) to a well-capitalized position while achieving substantial revenue growth. The shift from startup positioning to emphasizing partnerships with top-10 property management companies suggests successful market penetration and business model validation.

Comparing 2026-03-31 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

The financial statements reveal a company that has been dramatically recapitalized and is experiencing rapid growth, with revenue increasing 271% to $5.1M and gross profit growing 298% to $1.5M. While operating cash flow deteriorated from -$3.3M to -$6.9M, this is overshadowed by the massive improvement in financial position, with cash surging over 16,000% to $8.5M and stockholders' equity swinging from -$503K to +$8.9M. The overall picture signals a growth-stage company that has successfully raised significant capital and is investing heavily in scaling operations, though investors should monitor the widening operating cash flow deficit closely.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+16155.8%
$52K$8.5M

Cash position surged 16155.8% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
+1871.4%
-$503K$8.9M

Equity base grew 1871.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Current Assets
Balance Sheet
+1735%
$535K$9.8M

Current assets grew 1735% — improving short-term liquidity or inventory/receivables build.

Total Assets
Balance Sheet
+1545.9%
$615K$10.1M

Asset base grew 1545.9% — expansion through organic growth, acquisitions, or capital deployment.

Capital Expenditure
Cash Flow
+1066.7%
$27K$315K

Capital expenditure jumped 1066.7% — major investment cycle underway; assess returns on deployment.

Accounts Receivable
Balance Sheet
+345.9%
$196K$874K

Receivables surged 345.9% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Gross Profit
P&L
+298.1%
$374K$1.5M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+271.4%
$1.4M$5.1M

Strong top-line growth of 271.4% — accelerating demand or successful expansion into new markets.

Operating Cash Flow
Cash Flow
-111.1%
-$3.3M-$6.9M

Operating cash flow fell 111.1% — earnings quality concerns; investigate working capital changes and non-cash items.

R&D Expense
P&L
+48.7%
$1.3M$1.9M

R&D investment increased 48.7% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-03-31
ADDED
As of February 28, 2026, the registrant had 24,510,140 shares of Class A common stock, and 5,638 shares of Class B common stock outstanding.
( Cloudastructure, we, our, or the Company ) is an award-winning innovator in cloud-native, AI-powered security solutions, delivering comprehensive, real-time situational awareness to enterprises to protect people, property, and brand reputation from threats such as theft, vandalism, false liability and violence.
Headquartered in Palo Alto, California, Cloudastructure delivers a full-stack solution cutting-edge cloud video surveillance, proprietary AI/ML analytics, and a seamless remote guarding platform with accompanying services that transforms security from a reactive toolkit into a proactive system capable of stopping crime in real time.
Our mission is to empower businesses to see and respond to events as they happen, turning video data into actionable intelligence and deterrence into measurable results.
By leveraging a cloud-based architecture, we provide organizations with unprecedented scalability, flexibility, and operational insight, without the limitations of traditional, on-premises systems.
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REMOVED
As of March 26, 2025 the registrant had 15,423,725 shares of Class A common stock, and 487,677 shares of Class B common stock outstanding.
( Cloudastructure, we, us, our or the Company ) was formed under the laws of the State of Delaware on March 28, 2003.
We provide an award-winning cloud-based artificial intelligence ( AI ) video surveillance and Remote Guarding (as described below) service built on AI and machine learning platforms.
We operated as a small Silicon Valley startup until early 2021 when we raised over $35 million in funding under Regulation A of the Securities Act of 1933, as amended (the Securities Act ).
With these funds we quickly built a sales, marketing and support structure and achieved a degree of early success in the property management space.
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