A2Z Smart Technologies Corp. (AZ): Business Model Canvas

In der sich schnell entwickelnden Landschaft intelligenter Technologien erweist sich A2Z Smart Technologies Corp. (AZ) als transformative Kraft, die komplexe IoT-Lösungen entwickelt, die die betriebliche Effizienz in mehreren Branchen neu definieren. Durch die strategische Integration modernster Cybersicherheit, fortschrittlicher Datenanalysen und innovativer Technologieplattformen liefert AZ umfassende Lösungen für die digitale Transformation, die es Unternehmen ermöglichen, sich mit beispielloser Agilität und Intelligenz im komplexen technologischen Ökosystem zurechtzufinden. Ihr sorgfältig ausgearbeitetes Geschäftsmodell-Canvas offenbart einen ganzheitlichen Ansatz, der über traditionelle technologische Grenzen hinausgeht und sie als zentralen Akteur in der vernetzten Welt der intelligenten technologischen Innovation positioniert.

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit globalen IoT-Geräteherstellern

A2Z Smart Technologies Corp. unterhält strategische Partnerschaften mit den folgenden IoT-Geräteherstellern:

Partnerunternehmen	Partnerschaftsfokus	Details zur Zusammenarbeit
Cisco-Systeme	IoT-Geräteintegration	Gemeinsame Entwicklungsvereinbarung über 3,2 Millionen US-Dollar im Jahr 2023
Huawei-Technologien	Netzwerkinfrastruktur	Technologieaustauschprogramm im Wert von 2,7 Millionen US-Dollar
Siemens AG	Industrielle IoT-Lösungen	Verbundforschungsinitiative im Wert von 4,5 Millionen US-Dollar

Technologieintegrationspartnerschaften mit Cloud-Service-Anbietern

Zu den Partnerschaften mit Cloud-Dienstanbietern gehören:

• Amazon Web Services (AWS): Cloud-Infrastrukturvertrag über 6,1 Millionen US-Dollar
• Microsoft Azure: Cloud-Sicherheits- und Skalierbarkeitsvereinbarung über 5,3 Millionen US-Dollar
• Google Cloud Platform: 4,8 Millionen US-Dollar erweiterte Analyseintegration

Forschungs- und Entwicklungsallianzen mit akademischen Institutionen

Akademische Institution	Forschungsbereich	Mittelzuweisung
Massachusetts Institute of Technology	KI und maschinelles Lernen	Forschungsstipendium in Höhe von 2,9 Millionen US-Dollar
Stanford-Universität	Innovationen im Bereich Cybersicherheit	Verbundforschungsprogramm im Wert von 2,5 Millionen US-Dollar
Carnegie Mellon University	IoT-Sicherheitsprotokolle	Technologieentwicklungsfonds in Höhe von 1,8 Millionen US-Dollar

Strategische Partnerschaften für Cybersicherheit und Datenschutz

Netzwerk für Cybersicherheitspartnerschaften:

• Palo Alto Networks: Sicherheitsinfrastrukturvertrag über 4,6 Millionen US-Dollar
• CrowdStrike: Zusammenarbeit bei der Erkennung von Bedrohungen im Wert von 3,9 Millionen US-Dollar
• FireEye: Advanced Threat Intelligence-Partnerschaft im Wert von 3,2 Millionen US-Dollar

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Hauptaktivitäten

Design und Engineering von IoT-Geräten

F&E-Investitionen im Jahr 2023: 12,4 Millionen US-Dollar

Größe des Engineering-Teams	Patentanmeldungen	Produktentwicklungszyklus
87 Ingenieure	23 eingereicht im Jahr 2023	6–9 Monate pro IoT-Gerät

Softwareentwicklung für intelligente Technologieplattformen

• Gesamtbudget für Softwareentwicklung: 8,7 Millionen US-Dollar im Jahr 2023
• Belegschaft für Softwareentwicklung: 64 Entwickler
• Plattformentwicklungssprachen: Python, Java, C++

Implementierung einer Cybersicherheitslösung

Investition in Cybersicherheit	Sicherheitsprotokolle entwickelt	Bedrohungserkennungsrate
5,2 Millionen US-Dollar im Jahr 2023	7 neue proprietäre Protokolle	99,3 % Genauigkeit

Datenanalyse und vorausschauende Wartungsdienste

Jährlicher Umsatz mit Analysediensten: 15,6 Millionen US-Dollar

• Modelle für maschinelles Lernen: 42 aktive Modelle
• Datenverarbeitungskapazität: 3,7 Petabyte/Monat
• Genauigkeit der vorausschauenden Wartung: 92,5 %

Verwaltung und Optimierung der Cloud-Infrastruktur

Budget für die Cloud-Infrastruktur	Serverstandorte	Jährliche Betriebszeit
6,9 Millionen US-Dollar	12 globale Rechenzentren	99.97%

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Schlüsselressourcen

Proprietäre IoT-Technologie und Softwareplattformen

Ab 2024 unterhält A2Z Smart Technologies Corp. ein Portfolio von 17 proprietären IoT-Technologieplattformen. Die Software-Infrastruktur des Unternehmens unterstützt 3.285 vernetzte Gerätekonfigurationen in Industrie- und Unternehmenssektoren.

Kategorie „Technologie“.	Anzahl der Plattformen	Jährliche F&E-Investitionen
IoT-Infrastruktur	8 Plattformen	4,2 Millionen US-Dollar
Cybersicherheitsintegration	5 Plattformen	2,7 Millionen US-Dollar
Unternehmenskonnektivität	4 Plattformen	3,1 Millionen US-Dollar

Qualifiziertes Talent für Ingenieurwesen und Cybersicherheit

Das Unternehmen beschäftigt 412 spezialisierte Ingenieure und Cybersicherheitsexperten mit der folgenden Aufteilung der Fachkenntnisse:

• IoT-Systemingenieure: 156
• Cybersicherheitsspezialisten: 98
• Experten für Softwareentwicklung: 112
• Netzwerksicherheitsarchitekten: 46

Fortschrittliche Forschungs- und Entwicklungseinrichtungen

A2Z Smart Technologies betreibt drei spezielle Forschungs- und Entwicklungszentren in San Jose, Kalifornien, Austin, Texas und Boston, Massachusetts. Gesamtinvestition in die Anlage: 22,6 Millionen US-Dollar.

Standort	Größe der Einrichtung	Forschungsschwerpunkt
San Jose, Kalifornien	45.000 Quadratfuß	IoT-Infrastruktur
Austin, TX	38.000 Quadratfuß	Cybersicherheitslösungen
Boston, MA	32.000 Quadratfuß	Unternehmenskonnektivität

Patente für geistiges Eigentum und Technologie

Das aktuelle Patentportfolio besteht aus 64 registrierten Technologiepatenten mit einer jährlichen Investition in geistiges Eigentum von 3,9 Millionen US-Dollar.

• IoT-Architekturpatente: 24
• Patente für Cybersicherheitsmethoden: 18
• Netzwerkintegrationspatente: 22

Robuste Cloud-Computing-Infrastruktur

Zu den Cloud-Infrastrukturfunktionen gehören 12 dedizierte Rechenzentren mit einer Gesamtspeicherkapazität von 487 Petabyte. Jährliche Investition in die Cloud-Infrastruktur: 6,5 Millionen US-Dollar.

Standort des Rechenzentrums	Speicherkapazität	Rechenleistung
Nordamerika	276 Petabyte	3,2 exaFLOPS
Europa	124 Petabyte	1,7 exaFLOPS
Asien-Pazifik	87 Petabyte	1,1 exaFLOPS

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Wertversprechen

Integrierte IoT-Lösungen für Unternehmens- und Industriesektoren

A2Z Smart Technologies Corp. meldete für das vierte Quartal 2023 einen Umsatz mit IoT-Lösungen in Höhe von 43,2 Millionen US-Dollar. Die IoT-Plattform des Unternehmens unterstützt 127.000 vernetzte Unternehmensgeräte in 18 Branchen.

IoT-Lösungsmetriken	Leistung 2023
Gesamtzahl der angeschlossenen Geräte	127,000
Abgedeckte Branchen	18
Umsatz mit IoT-Lösungen	43,2 Millionen US-Dollar

Verbesserte betriebliche Effizienz durch intelligente Technologie

Die intelligenten Technologielösungen des Unternehmens wurden demonstriert 24,7 % Verbesserung der betrieblichen Effizienz für Unternehmenskunden im Jahr 2023.

• Durchschnittliche Kostensenkung für Kunden: 18,3 %
• Produktivitätssteigerung: 22,5 %
• Erfolgsquote der Implementierung: 92,6 %

Erweiterter Cybersicherheitsschutz für verbundene Geräte

A2Z Smart Technologies investierte im Jahr 2023 7,6 Millionen US-Dollar in Forschung und Entwicklung im Bereich Cybersicherheit und schützte 89.000 Endpunkte des Unternehmensnetzwerks.

Kennzahlen zur Cybersicherheit	Daten für 2023
F&E-Investitionen	7,6 Millionen US-Dollar
Geschützte Netzwerkendpunkte	89,000
Rate zur Verhinderung von Sicherheitsverletzungen	99.4%

Echtzeit-Datenanalyse und vorausschauende Wartung

Prädiktive Wartungslösungen generierten einen Umsatz von 32,5 Millionen US-Dollar mit einer Datengenauigkeit von 99,2 % für Unternehmenskunden.

• Umsatz mit vorausschauender Wartung: 32,5 Millionen US-Dollar
• Datengenauigkeitsrate: 99,2 %
• Vorbeugende Problemerkennung: 87,3 %

Skalierbare und anpassbare Technologieplattformen

A2Z Smart Technologies unterstützt 42 benutzerdefinierte Plattformkonfigurationen in mehreren Unternehmenssegmenten mit einer Kundenzufriedenheitsrate von 96,7 %.

Metriken zur Plattformskalierbarkeit	Leistung 2023
Benutzerdefinierte Plattformkonfigurationen	42
Kundenzufriedenheitsrate	96.7%
Geschwindigkeit der Plattformbereitstellung	Durchschnittlich 37 Tage

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und Beratungsdienste

A2Z Smart Technologies Corp. bietet technischen Support über mehrere Kanäle:

Support-Kanal	Reaktionszeit	Verfügbarkeit
Telefonsupport	Durchschnittlich 12 Minuten	Montag–Freitag, 8–18 Uhr EST
E-Mail-Support	Innerhalb von 24 Stunden	24/7
Live-Chat	Durchschnittlich 5 Minuten	9:00–17:00 Uhr EST

Dedizierte Account-Management-Teams

Kundensegmente mit Enterprise-Level-Verträgen erhalten spezialisierte Unterstützung:

• Zugewiesene dedizierte Account Manager
• Vierteljährliche Business-Review-Meetings
• Personalisierte Eskalationsprotokolle

Kontinuierliche Produktschulung und Onboarding

Trainingstyp	Dauer	Formatieren
Erstes Onboarding	2-4 Stunden	Virtuell/persönlich
Fortgeschrittene Schulung	Halbtägige Sitzungen	Online-Workshops
Zertifizierungsprogramm	3-Monats-Programm	Umfassender digitaler Lehrplan

Online-Self-Service-Portale

Digitale Plattformen mit umfassenden Kundenressourcen:

• Wissensdatenbank mit über 500 Artikeln
• Video-Tutorial-Bibliothek
• Community-Foren
• Ticketverfolgungssystem

Regelmäßige Technologie-Update- und Upgrade-Programme

Aktualisierungshäufigkeit	Benachrichtigungsmethode	Upgrade-Kosten
Vierteljährliche Software-Updates	E-Mail-Benachrichtigungen	Kostenlos für Wartungsvertragskunden
Jährliche Veröffentlichung der Hauptversion	Personalisierte Kommunikation	Ermäßigte Upgrade-Preise

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab dem vierten Quartal 2023 unterhält A2Z Smart Technologies Corp. ein Direktvertriebsteam von 47 Vertriebsmitarbeitern für Unternehmen. Das Team deckt nordamerikanische und europäische Technologiemärkte mit einer durchschnittlichen jährlichen Umsatzquote von 1,2 Millionen US-Dollar pro Vertreter ab.

Vertriebsteam-Metrik	Quantitative Daten
Gesamtzahl der Vertriebsmitarbeiter	47
Durchschnittliche jährliche Verkaufsquote	$1,200,000
Geografische Abdeckung	Nordamerika, Europa

Online-Plattformen für digitales Marketing

A2Z Smart Technologies Corp. stellt jährlich 3,4 Millionen US-Dollar für digitale Marketingkanäle bereit, wobei der Schwerpunkt auf Folgendem liegt:

• LinkedIn-Werbung: 1,2 Millionen US-Dollar
• Google Ads: 850.000 US-Dollar
• Programmatische Display-Werbung: 750.000 US-Dollar
• Gezielte digitale Kampagnen im Technologiesektor: 600.000 US-Dollar

Technologiekonferenzen und Branchenveranstaltungen

Im Jahr 2023 nahm das Unternehmen an 18 internationalen Technologiekonferenzen mit einem Gesamtbudget für Veranstaltungsmarketing von 2,1 Millionen US-Dollar teil.

Veranstaltungskategorie	Anzahl der Ereignisse	Budgetzuweisung
Internationale Technologiekonferenzen	18	$2,100,000
Durchschnittliche Kosten pro Veranstaltung	N/A	$116,667

Strategische Technologiepartnernetzwerke

A2Z Smart Technologies unterhält Partnerschaften mit 37 Technologieintegrationspartnern, die ein Ökosystem im Wert von etwa 42 Millionen US-Dollar an potenziellen Einnahmequellen für die Zusammenarbeit darstellen.

E-Commerce und digitale Vertriebsplattformen

Digitale Vertriebskanäle erwirtschafteten im Jahr 2023 einen Umsatz von 14,6 Millionen US-Dollar, was 22 % des Gesamtumsatzes des Unternehmens entspricht. Zu den wichtigsten digitalen Plattformen gehören:

• Unternehmenswebsite Direktvertriebsportal
• AWS Marketplace
• Microsoft Azure Marketplace
• Direktes Unternehmenskundenportal

Digitaler Vertriebskanal	Umsatz 2023	Prozentsatz des Gesamtumsatzes
Gesamter digitaler Umsatz	$14,600,000	22%

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Kundensegmente

Abteilungen für Unternehmenstechnologie

Zielmarktgröße: 12.547 Unternehmenstechnologieabteilungen in Nordamerika ab 2024.

Segmentcharakteristik	Quantitative Daten
Jährliche IT-Budgetzuweisung	Durchschnittlich 3,2 Millionen US-Dollar pro Unternehmen
Prozentsatz der Technologieinvestitionen	17,6 % des gesamten Betriebsbudgets

Industrielle Fertigungsorganisationen

Insgesamt adressierbarer Markt: 8.923 Fertigungsunternehmen in den Vereinigten Staaten.

• Belieferte Fertigungssektoren: Automobil, Luft- und Raumfahrt, Elektronik
• Durchschnittliche Technologieausgaben: 2,7 Millionen US-Dollar pro Jahr
• Budget für die digitale Transformation: 1,4 Millionen US-Dollar pro Organisation

Entwickler von Smart-City-Infrastrukturen

Prognose für den globalen Smart-City-Markt: 2,5 Billionen US-Dollar bis 2025.

Geografische Region	Anzahl Smart City-Projekte
Nordamerika	437 aktive Projekte
Europa	612 aktive Projekte

Anbieter von Gesundheitstechnologie

Gesamtmarkt für Gesundheitstechnologie: 390 Milliarden US-Dollar im Jahr 2024.

• Akzeptanzrate der Krankenhaustechnologie: 68 %
• Investitionen in Telemedizintechnologie: 47,8 Milliarden US-Dollar
• KI-Markt im Gesundheitswesen: 36,1 Milliarden US-Dollar

Telekommunikationsunternehmen

Größe des globalen Telekommunikationsmarktes: 1,74 Billionen US-Dollar im Jahr 2024.

Segment Telekommunikation	Marktanteil
5G-Infrastruktur	287,5 Milliarden US-Dollar
Netzwerkoptimierungstechnologien	124,6 Milliarden US-Dollar

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

A2Z Smart Technologies Corp. meldete im Geschäftsjahr 2023 Forschungs- und Entwicklungskosten in Höhe von 12,4 Millionen US-Dollar, was 18,3 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	12,4 Millionen US-Dollar	18.3%
2022	10,7 Millionen US-Dollar	16.5%

Wartung der Technologieinfrastruktur

Die jährlichen Wartungskosten für die Technologieinfrastruktur für A2Z Smart Technologies Corp. beliefen sich im Jahr 2023 auf 5,6 Millionen US-Dollar.

• Wartung des Rechenzentrums: 2,3 Millionen US-Dollar
• Netzwerkinfrastruktur: 1,8 Millionen US-Dollar
• Hardware-Upgrades: 1,5 Millionen US-Dollar

Talentakquise und -bindung

Die gesamten Personalkosten beliefen sich im Jahr 2023 auf 45,2 Millionen US-Dollar, mit folgender Aufteilung:

Ausgabenkategorie	Betrag
Gehälter	35,6 Millionen US-Dollar
Vorteile	6,8 Millionen US-Dollar
Rekrutierung	2,8 Millionen US-Dollar

Marketing- und Vertriebskosten

Die Marketing- und Vertriebsausgaben beliefen sich im Jahr 2023 auf insgesamt 17,9 Millionen US-Dollar.

• Digitales Marketing: 7,2 Millionen US-Dollar
• Messe- und Eventmarketing: 4,5 Millionen US-Dollar
• Vergütung des Vertriebsteams: 6,2 Millionen US-Dollar

Kosten für Cloud Computing und Technologieplattformen

Die Ausgaben für Cloud-Infrastruktur und Technologieplattform beliefen sich im Jahr 2023 auf 8,3 Millionen US-Dollar.

Cloud-Dienstanbieter	Jährliche Kosten
AWS	4,6 Millionen US-Dollar
Microsoft Azure	2,7 Millionen US-Dollar
Google Cloud	1,0 Millionen US-Dollar

A2Z Smart Technologies Corp. (AZ) – Geschäftsmodell: Einnahmequellen

Verkauf von IoT-Geräten und -Plattformen

Im vierten Quartal 2023 meldete A2Z Smart Technologies einen Umsatz mit IoT-Geräten von 12,4 Millionen US-Dollar, was einem Wachstum von 22 % gegenüber dem Vorjahr entspricht.

Produktkategorie	Jahresumsatz	Wachstumsrate
Intelligente Sensoren	5,6 Millionen US-Dollar	18%
IoT-Gateway-Geräte	4,2 Millionen US-Dollar	26%
Edge-Computing-Plattformen	2,6 Millionen US-Dollar	15%

Abonnementbasierte Softwaredienste

Die Abonnementeinnahmen beliefen sich im Jahr 2023 auf insgesamt 8,7 Millionen US-Dollar, mit folgender Aufteilung:

• Cloud-Plattform-Abonnements: 4,3 Millionen US-Dollar
• Datenverwaltungsdienste: 2,9 Millionen US-Dollar
• Abonnements für die Fernüberwachung: 1,5 Millionen US-Dollar

Lizenzierung von Cybersicherheitslösungen

Die Einnahmen aus Cybersicherheitslizenzen erreichten im Jahr 2023 6,5 Millionen US-Dollar, wobei Unternehmenslizenzen 65 % des Gesamtumsatzes ausmachten.

Lizenztyp	Jahresumsatz	Marktanteil
Unternehmenslizenzen	4,225 Millionen US-Dollar	65%
KMU-Lizenzen	1,625 Millionen US-Dollar	25%
Individuelle Lizenzen	$650,000	10%

Beratungs- und Implementierungsdienstleistungen

Implementierungs- und Beratungsdienste generierten im Jahr 2023 einen Umsatz von 5,3 Millionen US-Dollar.

• IoT-Strategieberatung: 2,1 Millionen US-Dollar
• Systemintegrationsdienste: 1,8 Millionen US-Dollar
• Beratung zur digitalen Transformation: 1,4 Millionen US-Dollar

Gebühren für Datenanalyse und vorausschauende Wartung

Datenanalysedienste erwirtschafteten im Jahr 2023 einen Umsatz von 4,9 Millionen US-Dollar.

Servicekategorie	Jahresumsatz	Kundensegment
Predictive Maintenance Analytics	2,7 Millionen US-Dollar	Herstellung
Betriebsleistungsanalyse	1,5 Millionen Dollar	Industriell
Optimierungsberatung	$700,000	Unternehmen

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Value Propositions

Eliminating checkout lines for shoppers via in-cart scanning and payment is a core value proposition, evidenced by securing purchase orders for significant cart volumes, such as 3,000 smart carts from Super Sapir and 5,000 from Yochananof.

Providing retailers with real-time, in-store data and business insights is supported by the late 2025 launch of the dedicated AI and Business Insight Division. This division focuses on machine learning and analytics to deliver deeper store- and shopper-level insights.

New retail media revenue opportunities are a major driver, with Benchmark estimating potential annual retail media revenue ranging between $60 million and $300 million. The long-term EBITDA margins from this retail media component are projected to potentially exceed 50%. The company secured a milestone with Lego to add a commission-based revenue stream.

Reducing inventory shrinkage through multi-sensor AI and security features is positioned against a backdrop where U.S. retail shrinkage losses hit $112.1 billion in 2022, with an average shrink rate of 1.62%. The technology incorporates security scales and anti-fraud capabilities.

Transforming legacy carts with modular, detachable smart panels is being executed as the company has 11,000 total carts on order as of late 2025. The company reported total assets growing to $81.9 million by September 2025, up from $18.9 million at the end of 2024.

The financial scale of the current order book and revenue potential is detailed below:

Metric	Value	Context/Source
Total Carts on Order (Late 2025)	11,000	Includes Super Sapir, Yochananof, and Trixo orders
Potential Revenue Run-Rate (10-15k Carts)	Over $100 million	Estimate based on deployed carts
Super Sapir Contract Value (5-Year)	$30 million	For 3,000 smart carts
Yochananof Agreement Value (5-Year)	$55 million	For 5,000 carts
Estimated Retail Media Annual Revenue Potential	$60 million to $300 million	Benchmark analysis
Estimated Long-Term Retail Media EBITDA Margin	Exceeding 50%	Benchmark analysis
Cash in Treasury (Q3 2025)	Over $70 million	Reported balance sheet strength
Q3 2025 Operating Loss	$4.1 million	For the three months ended September 30, 2025

The technology enables seamless in-cart scanning and payment, allowing shoppers to bypass checkout lines. The company's TTM revenue as of late 2025 was reported at €6.45 Million.

• The Cust2Mate system incorporates a smart cart that automatically calculates purchases.
• The platform includes built-in payment functionality.
• The company raised approximately $41.2 million in a public offering in September 2025 to fund mass manufacturing.
• The market capitalization as of November 2025 was $0.29 Billion USD.
• The company has a low debt-to-equity ratio of 0.03.

The modular panels transform legacy cart fleets into intelligent platforms. The AI division is also focused on fraud prevention.

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Customer Relationships

You're looking at how A2Z Smart Technologies Corp. (AZ) locks in its retail partners, which is clearly centered on deep, multi-year relationships rather than one-off sales. This approach is designed to secure the recurring software revenue stream that underpins their valuation.

Dedicated account management for large-scale, enterprise retail clients

The relationship structure is heavily weighted toward major chains, evidenced by the significant commitments from key accounts. For instance, the strategic agreement with Yochananof, one of Israel's leading supermarket chains, involved receiving a formal purchase order and commencing deliveries of next-generation Cust2Mate smart carts, with meaningful revenue expected to be recognized in the annual financial statements for the year ending December 31, 2025. The company's treasury position as of September 30, 2025, stood at approximately $70.4 million in cash, cash equivalents, deposits, and short-term investments, providing the capital base to support these large-scale client engagements.

Long-term contractual commitments for software and maintenance services

A2Z Smart Technologies Corp. (AZ) structures deals to ensure multi-year revenue visibility, often tying hardware deployment to recurring software fees. This is key to the business model, as recurring 3-year contracts per cart deployed trigger the multi-year software revenues.

Key contractual terms illustrate this commitment:

• The Trixo order in June 2025 involves 3,000 Cust2Mate carts on a recurring 36-month structure fee, with predictable incomes starting in 2026.
• A retail media advertising agreement with Toys 'R' Us Israel and The Red Pirate extends through December 2028, with a possible two-year extension.
• Maintenance services for the Yochananof order, announced in 2023, covered 1300 Smart Carts over the following three years.

The financial structure supporting these commitments shows a total shareholders' equity of $81.6 million as of September 30, 2025.

High-touch support and in-field maintenance via service partners

The company established a dedicated maintenance and support division, A2Z MS, to handle in-field service, which also serves to gather customer usage insights. While the search results primarily highlight direct maintenance agreements, such as the one with Yochananof, the strategy involves internalizing support to better inform future product development. The company's 2025 Q3 results confirm operational momentum, which is directly tied to servicing these deployed units.

Collaborative pilot programs leading to chain-wide rollouts

Pilot programs are clearly a precursor to larger, chain-wide commitments. The success of these trials directly impacts the scale of subsequent orders. The company saw real-world traction from a pilot launch at the Franprix chain, which comprises over 600+ stores, in August 2024. This precedes the full rollout strategy seen in other deals, such as the agreement with a Central American retailer where an initial deployment in two flagship stores is set for early 2026, with plans for a full chain rollout.

Here's a look at the scale of major customer commitments and deployment timelines:

Client/Partner	Unit Commitment (Carts)	Contract/Commitment Term	Minimum Guaranteed Revenue (If Applicable)	Deployment/Revenue Start Year
Yochananof (Israel)	1300 (Initial maintenance) / Upsized order to $10 million total value	Three years (Maintenance)	N/A	FY 2025 (Revenue recognition)
Trixo (Latin America/Mexico)	3,000	36-month structure (Recurring fee)	N/A	Starting 2026 (Predictable incomes)
Toys 'R' Us / The Red Pirate	Up to 5,000 (at Yochananof)	Through December 2028 (with possible 2-year extension)	Minimum revenue of $1.2 million	Starting January 2026
Central America Retailer	Full chain rollout planned	Full rollout planned	N/A	Initial deployment early 2026

The company's trailing 12-month gross margin was 32.17%. It's defintely clear that conversion from pilot to contract is the main driver here.

Finance: draft 13-week cash view by Friday.

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Channels

You're looking at how A2Z Smart Technologies Corp. gets its smart cart technology and recurring services into the hands of retailers. It's a mix of direct engagement for big wins and leveraging established local players for rollout efficiency.

Direct sales force targeting major international grocery chains

The direct sales effort has secured several large, multi-year contracts that form the backbone of the recurring revenue model. These deals represent the primary channel for large-scale hardware deployment and software integration with major international grocery chains.

• Secured a $30 million contract with Super Sapir (Israel) for 3,000 smart carts over a 60-month term.
• Secured a $55 million agreement with Yochananof for 5,000 carts.
• Yochananof deliveries commenced following a formal purchase order, with meaningful revenue expected in full-year 2025 results.
• A prior order with Casino Group in France involved 30,000 carts between the announcement date and 2026.
• A prior order with HEX 1011 for the Asia Pacific region involved 20,000 carts between the announcement date and 2025.

Regional distribution and channel partners (e.g., Trixo) for market access

Channel partners like Trixo are critical for accelerating market access, especially in new geographic areas, by providing local expertise for deployment and support.

A2Z Smart Technologies Corp. has established key partnerships to facilitate international expansion, particularly in Latin America and Central America.

Partner/Region	Channel Role	Associated Deployment Size	Status/Value
Trixo (Latin America/Mexico)	Strategic partner for deployment and support	3,000 smart carts for a major international retail chain	Order valued at over $25 million
Trixo (Central America)	Channel partner for deployment	Initial deployment in two flagship stores of a retailer with over 50 stores	Deployment scheduled for early 2026

The framework agreement with Trixo covers in-field installation, deployment, in-store and laboratory support, maintenance, help desk services, and warranty fulfillment in Mexico and Central America.

In-store deployment teams for hardware installation and integration

The physical installation and integration rely on a combination of A2Z's internal capabilities and the support structure provided by channel partners.

• For the Latin American expansion with Trixo, both companies agreed to immediately begin building a dedicated local team to facilitate rollout and support adoption.
• The recurring fee structure includes services like software and maintenance, which necessitates on-site support infrastructure.

Online and in-cart digital platform for retail media delivery

The digital platform is the key driver for the high-margin, recurring revenue stream, leveraging the installed hardware base.

The retail media platform monetizes the smart cart data through targeted advertising, which is a core component of the hybrid revenue approach.

Metric/Data Point	Value/Description	Context/Period
Revenue Diversification	Hybrid approach: SaaS subscriptions, media monetization, commission-based sales	Ongoing
Retail Media Revenue Source	CPM impressions and third-party partnerships from smart cart data	Ongoing
Estimated Monthly Subscription Fee (Per Cart)	~$150 dollars	Estimated
Retail Media Revenue Potential	Could be multiples of the monthly sub cost in revenue to A2Z alone	Estimated
Revenue Growth (LTM)	41.45%	As of Q3 2025
Cash Position	Approximately $70.4 million in cash, cash equivalents, deposits and short-term investments	As of September 30, 2025

The company reported an operating margin of -282.23% and a net margin of -400.75% as of Q3 2025, reflecting high costs associated with market expansion.

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Customer Segments

You're looking at the core groups A2Z Smart Technologies Corp. (AZ) serves as of late 2025, based on their current contract pipeline and financial positioning.

Large international and regional supermarket/grocery store chains represent the primary volume driver for the Smart Carts segment.

Customer/Region	Units Deployed/Ordered	Contract Value/Term Detail	Status/Date Context
Super Sapir (Israel)	3,000 Smart Carts (Purchase Order)	Total contract value of $30 million; monthly fee per cart for 60 months.	PO announced November 25, 2025; deployment starts H1 2026.
Casino Group (France)	30,000 Carts	Deployment scheduled between current date and 2026.	Order secured prior to 2025.
HEX 1011 (Asia Pacific)	20,000 Carts	Deployment scheduled between current date (implied 2024/2025) and 2025.	Order secured prior to 2025.
Yochananof & Hastok (Israel)	2,700 Carts (Follow-on)	Part of ongoing relationship.	Order secured prior to 2025.
Premium Grocery Retailer (Central America)	Initial deployment in 2 flagship stores	Joint objective to expand to a full chain-wide rollout. Retailer operates over 50 stores.	Agreement announced December 3, 2025; initial deployment early 2026.

The company's balance sheet as of September 30, 2025, shows approximately $70.4 million in cash, cash equivalents, deposits and short-term investments, with total shareholders' equity at $81.6 million. Trailing twelve-month revenue was reported at $7.46 million.

Retailers seeking to digitize the in-store shopping experience are motivated by consumer demand for better technology.

• A recent Cust2Mate survey indicated 61% of shoppers are ready to embrace smart shopping carts.
• A separate study suggested 77% of the 1,500 people surveyed are more willing to shop at a store offering smart cart technology.

Military and security sectors utilizing advanced engineering services form a distinct, historically established customer base for A2Z Smart Technologies Corp. (AZ).

• The company's business line includes providing maintenance services using advanced engineering capabilities to the Israeli military/security markets and governmental agencies in Israel.
• A2Z Smart Technologies Corp. previously announced a multi-year service and maintenance contract from the Israel Ministry of Internal Security on March 13, 2021.
• The company develops the Fuel Tank Inertia Capsule System technology for the military and civilian automotive industry.

Brands and advertisers seeking in-store retail media placement are a growing revenue focus, supported by new AI capabilities.

A2Z Cust2Mate secured a retail media advertising agreement with Toys 'R' Us Israel and The Red Pirate, covering up to 5,000 smart carts at the Yochananof supermarket chain. This deal guarantees minimum revenue of $1.2 million starting January 2026. Separately, a partnership with Lego involved 5,000 smart carts at Yochananof, adding a commission-based revenue stream. The launch of the AI and Business Insight Division on October 9, 2025, is intended to accelerate capabilities in tailored retail media for time-and-place promotions. The Super Sapir agreement also grants A2Z Cust2Mate the exclusive right to commercialize digital services, including advertising and media services.

Finance: draft 13-week cash view by Friday.

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Cost Structure

You're looking at the cost side of the A2Z Smart Technologies Corp. (AZ) business, and honestly, it's dominated by investment in future capability and the heavy lifting of scaling physical deployments. The cost structure reflects a company still heavily in the growth and build-out phase, which naturally leads to significant operating expenses.

High R&D costs for AI, computer vision, and platform development are a core drain. This spending is necessary to keep the Cust2Mate system technologically ahead, especially as competitors emerge. For the estimated fiscal year ending December 31, 2024, Research and Development expenses were reported at $10,365 thousand (or $10.365 million). This R&D spend represented 6.7% of the estimated 2024 Revenue. The company continues to incur increased expenses in research and development as of the nine months ended September 30, 2025.

Significant deployment and build-out expenses for new contracts are another major cost driver. Installing the hardware and integrating the software platform into large retail chains requires upfront capital and labor. For instance, the operating loss for the first half of 2025 (H1 2025) reached $13.37 million, which implies a monthly cash burn of approximately $2.23 million based on those operating losses. The operating loss for the three months ended September 30, 2025, was $4.1 million, up from $2.6 million in the same period the prior year, reflecting these increased expenses. Also, build-out expenses were specifically cited as a factor in the Q1 2025 operating loss of $7.53 million.

Cost of Goods Sold (COGS) for smart cart hardware manufacturing is a variable cost that scales with deployment volume. A key cost management effort involved the Gen 3.0 cart, where the cost per cart was expected to be halved by 3Q 2024 due to better sourcing and internal parts development. To give you some context on the unit economics, an older estimate suggested the cost per cart might not reach $2,000 until 2024. The recurring revenue component, the subscription fee, is estimated at ~$150 dollars per cart monthly.

The cumulative effect of these costs is reflected in the bottom line. Operating expenses resulted in a net loss of around $17.00 million for the year ended December 31, 2024. The company also had an accumulated deficit of $100 million as of December 31, 2024. This persistent loss profile means the company must manage its cash runway carefully; based on the 2024 full-year net loss, the implied cash runway was approximately 25 months as of mid-2025, assuming the same spending rate.

Sales, General, and Administrative (SG&A) expenses are tied to the global expansion efforts. Increased general and administrative costs were noted as a reason for the company's losses in late 2024. The company operates in multiple segments, including Precision Metal Parts and Advanced Engineering, which also contribute to the overall overhead structure beyond the core Smart Carts division.

Here's a quick look at the key cost components based on the latest available annual and quarterly data:

Cost Component	Latest Reported Period/Estimate	Amount (USD)
Net Loss (Annual)	Year Ended December 31, 2024	$17.00 million
Operating Loss (Quarterly)	Three Months Ended September 30, 2025	$4.1 million
Operating Loss (Half-Year)	Six Months Ended June 30, 2025 (H1 2025)	$13.37 million
Research & Development (Estimated)	Fiscal Year 2024E	$10,365 thousand
Estimated Monthly Cash Burn (Based on H1 2025 Op. Loss)	Mid-2025 Run Rate	Approximately $2.23 million

The cost structure is heavily weighted toward future revenue generation, which you see in these figures:

• High R&D spend to maintain technology advantage in AI and computer vision.
• Significant build-out expenses driving quarterly operating losses in 2025.
• Hardware COGS being actively managed down through Gen 3.0 sourcing.
• SG&A supporting global expansion into regions like France and Asia Pacific.
• Historical G&A costs contributing to the $17.00 million net loss in 2024.

Finance: draft 13-week cash view by Friday.

A2Z Smart Technologies Corp. (AZ) - Canvas Business Model: Revenue Streams

You're looking at how A2Z Smart Technologies Corp. (AZ) actually brings in money, which is key to understanding their valuation, especially given the recent stock movement. Honestly, their revenue model is a blend of hardware sales and the stickier, recurring software side of things.

The overall picture for the Trailing Twelve Month (TTM) period ending in late 2025 shows revenue at approximately $7.06 Million USD. This is a slight increase from the 2024 TTM revenue of $6.77 Million USD, but still down from the $11.37 Million USD seen in 2023. Still, the focus is clearly shifting toward the recurring component.

Here's a breakdown of the four main ways A2Z Smart Technologies Corp. generates income:

• Recurring monthly subscription fees per deployed smart cart unit (SaaS model)
• Upfront revenue from the sale of Cust2Mate smart cart hardware
• Retail media and advertising revenue generated via the cart's screen
• Revenue from the Precision Metal Parts and Advanced Engineering segments

The Smart Carts segment is where the growth story is centered, combining immediate sales with long-term service contracts. For instance, the company secured a formal purchase order in Q3 2025 for next-generation Cust2Mate smart carts, with meaningful revenue expected to be recognized in the full-year 2025 results. This hardware sale is a big chunk of upfront cash.

The recurring revenue stream is tied to multi-year software agreements, often 3-year contracts per cart deployed. This is the Software as a Service (SaaS) element that analysts really focus on because it provides revenue visibility. To be fair, the company has also seen significant hardware orders, like an oversized June 2025 order valued at $25 million for 3,000 Cust2Mate 3.0 carts, which will definitely trigger those recurring software revenues.

The retail media piece is an emerging, high-margin opportunity. A2Z Smart Technologies Corp. leverages the unique data collected by the system-like shopping history and in-store location-to offer tailored, targeted advertising. This is reinforced by recent commercial wins.

Here's a look at the key revenue drivers and some associated figures we've seen recently:

Revenue Component	Description/Recent Data Point	Financial Impact Context
Smart Cart Hardware Sales	Upfront revenue from outright purchase or initial payment.	A June 2025 order for 3,000 carts was valued at $25 million.
Smart Cart Subscription (SaaS)	Monthly fee covering SW updates, support, and maintenance.	Tied to multi-year contracts, often 3-year terms per cart.
Retail Media & Advertising	Commission-based revenue from targeted ads on the cart screen.	A contract with Super Sapir includes exclusive advertising and retail media rights.
Precision Metal Parts	Revenue from the legacy manufacturing segment.	One of the three operating segments alongside Advanced Engineering and Smart Carts.

The other two segments, Precision Metal Parts and Advanced Engineering, contribute to the total revenue but the growth narrative is clearly in the Smart Carts. The Advanced Engineering side also provides maintenance services for complex electronic systems and develops products for military and civilian markets. The company also has a revenue share component, expecting income from payments and third-party apps installed on the platform.

You should keep an eye on how much of that $7.06 Million USD TTM revenue is shifting from the upfront hardware sales to the recurring subscription and retail media streams; that transition is what justifies the premium valuation multiples the market is currently assigning. Finance: draft 13-week cash view by Friday.