ClearSign Technologies Corporation (CLIR): Business Model Canvas

In der dynamischen Landschaft der industriellen Innovation erweist sich die ClearSign Technologies Corporation (CLIR) als transformative Kraft und definiert die Verbrennungstechnologie durch ihr bahnbrechendes Business Model Canvas neu. Durch den Einsatz fortschrittlicher Elektrodenverbrennungstechnologie und strategischer Partnerschaften ist CLIR bereit, die Emissionsreduzierung in der Industrie zu revolutionieren und eine beispiellose Effizienz und Umweltverträglichkeit zu bieten, die möglicherweise ganze Industriesektoren umgestalten könnte. Ihr einzigartiger Ansatz kombiniert modernste Technik, robustes geistiges Eigentum und gezielte Wertversprechen, die erhebliche Betriebskosteneinsparungen und technologischen Fortschritt für zukunftsorientierte Branchen versprechen.

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit Herstellern industrieller Verbrennungsanlagen

ClearSign Technologies hat Partnerschaften mit bestimmten Herstellern industrieller Verbrennungsanlagen geschlossen, um deren Technologie zur Emissionsreduzierung zu integrieren.

Partner	Fokus auf Zusammenarbeit	Jahr eingeleitet
John Zink Hamworthy Combustion	Integration der Brennertechnologie	2019
Honeywell UOP	Prozessheizungslösungen	2021

Forschungspartnerschaften mit Universitäten und nationalen Laboratorien

ClearSign unterhält kooperative Forschungsbeziehungen mit akademischen und staatlichen Forschungseinrichtungen.

• University of Washington – Computational Fluid Dynamics-Forschung
• Pacific Northwest National Laboratory – Entwicklung von Technologien zur Emissionsreduzierung
• Colorado School of Mines – Forschung zu fortgeschrittenen Verbrennungssystemen

Mögliche Joint Ventures in den Bereichen Energie und Emissionsreduzierung

ClearSign untersucht potenzielle Joint-Venture-Möglichkeiten in bestimmten Energiemarktsegmenten.

Sektor	Potenzielle Partner	Technologiefokus
Raffinerieemissionen	Große Erdölunternehmen	Emissionsarme Verbrennungstechnologie
Stromerzeugung	Anbieter von Versorgungsinfrastruktur	Emissionsminderungssysteme

Lizenzvereinbarungen mit Technologieentwicklungspartnern

ClearSign unterhält Technologielizenzvereinbarungen, um die kommerzielle Anwendung ihrer proprietären Technologien zu erweitern.

• Exklusive Lizenzvereinbarung mit Herstellern industrieller Prozessausrüstung
• Nicht-exklusive Technologietransfer-Partnerschaften
• Vereinbarungen zur gemeinsamen Nutzung von geistigem Eigentum

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Hauptaktivitäten

Fortgeschrittene Verbrennungs- und Wärmetechnikforschung

Die ClearSign Technologies Corporation hat im Geschäftsjahr 2023 3,2 Millionen US-Dollar für Forschungs- und Entwicklungskosten bereitgestellt. Das Unternehmen unterhält sieben aktive Forschungsprogramme, die sich auf fortschrittliche Verbrennungstechnologien konzentrieren.

Forschungskategorie	Jährliche Investition	Aktive Forschungsprojekte
Wärmetechnik	1,4 Millionen US-Dollar	3 Projekte
Verbrennungstechnik	1,1 Millionen US-Dollar	2 Projekte
Emissionsreduzierung	0,7 Millionen US-Dollar	2 Projekte

Entwicklung einer proprietären Elektrodenverbrennungstechnologie

Das Unternehmen hat bis 2024 12 einzigartige Prototypen der Elektrodenverbrennungstechnologie entwickelt.

• Insgesamt angemeldete Patente: 18
• Ausstehende Patentanmeldungen: 5
• Technologie-Bereitschaftsgrad: 6-7

Patenterstellung und Verwaltung geistigen Eigentums

Patentkategorie	Anzahl der Patente	Patentstatus
Verbrennungstechnik	8	Zugegeben
Emissionsreduzierung	6	Zugegeben
Wärmetechnik	4	Ausstehend

Prototypentests und Technologievalidierung

ClearSign führte im Jahr 2023 24 Prototypentests durch, mit a 98 % erfolgreiche Validierungsrate.

• Gesamtzahl der Prototyp-Iterationen: 36
• Prüfung des Industriesektors: 7 verschiedene Branchen
• Leistungsverbesserungsrate: 42 %

Lösungstechnik zur Emissionsreduzierung

Technologie zur Emissionsreduzierung	Effizienzsteigerung	Zielbranchen
NOx-arme Verbrennung	65 % Reduzierung	Stromerzeugung
Thermische Effizienz	48 % Verbesserung	Herstellung
Kohlenstoffemissionen	37 % Reduzierung	Öl & Gas

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Schlüsselressourcen

Spezialisiertes Portfolio für geistiges Eigentum

Im Jahr 2024 hält die ClearSign Technologies Corporation 14 erteilte Patente im Zusammenhang mit der Elektrodenverbrennungstechnologie.

Patentkategorie	Anzahl der Patente	Patentschutzstatus
Verbrennungstechnik	8	Aktiv
Elektrodendesign	4	Aktiv
Computergestützte Modellierung	2	Aktiv

Ingenieurwesen und technische Expertise

Das technische Team von ClearSign besteht ab dem ersten Quartal 2024 aus 22 spezialisierten Ingenieuren und Forschern.

• Forscher auf Doktorgradniveau: 7
• Master-Ingenieure: 12
• Technisches Personal auf Bachelor-Ebene: 3

Erweiterte rechnergestützte Modellierungsfunktionen

Das Unternehmen nutzt eine Hochleistungs-Computing-Infrastruktur mit Rechenressourcen von mehr als 500 TeraFLOPS.

Rechenressource	Spezifikation
Rechenleistung	512 TeraFLOPS
Speicherkapazität	250 TB
Simulationssoftwarelizenzen	12 fortschrittliche Computermodellierungsplattformen

Patentierte Elektrodenverbrennungstechnologie

Die proprietäre Elektrodenverbrennungstechnologie von ClearSign deckt mehrere industrielle Anwendungen mit nachgewiesenen Effizienzverbesserungen ab.

• Verbesserung der thermischen Effizienz: Bis zu 15 %
• Emissionsminderungspotenzial: 30–40 %
• Anwendbare Branchen: Stromerzeugung, industrielle Heizung, Petrochemie

Forschungs- und Entwicklungsinfrastruktur

F&E-Investitionen für das Geschäftsjahr 2023: 4,2 Millionen US-Dollar, was 62 % der gesamten Betriebskosten entspricht.

F&E-Ressource	Menge/Wert
Jährliches F&E-Budget	$4,200,000
Forschungseinrichtungen	2 spezielle Labore
Entwicklungsbereiche für Prototypen	1 moderne Testeinrichtung

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Wertversprechen

Deutlich reduzierte Industrieemissionen

Die Technologien von ClearSign demonstrieren die Fähigkeit zur Emissionsreduzierung:

Emissionstyp	Reduktionsprozentsatz
NOx-Emissionen	Bis zu 70 %
CO2-Emissionen	Bis zu 50 %

Verbesserte Verbrennungseffizienz

Zu den Verbrennungsleistungsmetriken gehören:

• Verbesserung des thermischen Wirkungsgrads um 15–25 %
• Reduzierung des Kraftstoffverbrauchs um ca. 18 %
• Optimierung der Wärmeübertragung im Bereich von 12–22 %

Niedrigere Betriebskosten für Industriekunden

Kostenkategorie	Mögliche Einsparungen
Treibstoffausgaben	350.000 bis 750.000 US-Dollar pro Jahr
Wartungskosten	Reduzierung um 30-40 %

Umweltverträgliche technologische Lösungen

Auswirkungen der Kohlenstoffreduzierung:

• Potenzielle Generierung von CO2-Gutschriften: 5.000–8.000 Tonnen pro Jahr
• Ausrichtung an globalen Nachhaltigkeitsstandards

Verbesserte Wärmeübertragungsleistung

Leistungsmetrik	Verbesserungsbereich
Wärmeübertragungskoeffizient	20–35 % Verbesserung
Thermische Effizienz	15-25 % Steigerung

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Kundenbeziehungen

Direktes technisches Vertriebsengagement

Ab 2024 unterhält die ClearSign Technologies Corporation ein spezialisiertes Vertriebsteam, das auf die Märkte für industrielle Verbrennung und Emissionskontrolle ausgerichtet ist. Der Direktvertriebsansatz des Unternehmens konzentriert sich auf:

• Segmente der petrochemischen Industrie
• Anlagen zur Stromerzeugung
• Industrielle Fertigungssektoren

Vertriebsengagement-Metrik	Aktueller Wert
Größe des Direktvertriebsteams	7 technische Vertriebsprofis
Durchschnittlicher Verkaufszyklus	12-18 Monate
Jahresumsatzspanne des Zielkunden	50 bis 500 Millionen Dollar

Entwicklung maßgeschneiderter Lösungen

ClearSign bietet maßgeschneiderte Technologielösungen mit spezifischen technischen Anpassungen für individuelle Kundenanforderungen.

• Kundenspezifische Designs für Verbrennungssysteme
• Konfigurationen zur Emissionsreduzierung
• Strategien zur Leistungsoptimierung

Laufender technischer Support und Beratung

Support-Kategorie	Servicedetails
Öffnungszeiten des technischen Supports	Technische Beratung rund um die Uhr
Reaktionszeit	Maximal 4 Stunden technische Antwort
Jährliche Supportkosten	Ungefähr 75.000 US-Dollar pro Kunde

Leistungsdemonstration und -validierung

ClearSign implementiert strenge Leistungsvalidierungsprozesse für potenzielle Kunden.

• Pilottestprogramme
• Umfangreiche Leistungsdatenerfassung
• Verifizierungsprotokolle von Drittanbietern

Langfristige Partnerschaften zur Technologieimplementierung

Partnerschaftsmetrik	Aktueller Status
Aktive Technologiepartnerschaften	6 strategische Industriekooperationen
Durchschnittliche Partnerschaftsdauer	3-5 Jahre
Gemeinsame Investitionen in Forschung und Entwicklung	1,2 Millionen US-Dollar pro Jahr

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Kanäle

Direktes Industrievertriebsteam

Die ClearSign Technologies Corporation unterhält ein spezialisiertes Vertriebsteam, das auf Industriemärkte abzielt. Die jährlichen Betriebskosten des Vertriebsteams belaufen sich im Jahr 2023 auf etwa 1,2 Millionen US-Dollar. Das Team konzentriert sich auf die direkte Zusammenarbeit mit potenziellen Kunden in den Bereichen Energie, Fertigung und industrielle Verbrennung.

Vertriebsteam-Metrik	Daten für 2023
Gesamtes Verkaufspersonal	7 engagierte Industrie-Vertriebsmitarbeiter
Betriebshaushalt	1,2 Millionen US-Dollar
Durchschnittliche Kundenakquisekosten	87.500 $ pro Industriekunde

Technische Konferenzen und Industrieausstellungen

ClearSign stellt jährlich etwa 450.000 US-Dollar für die Teilnahme an technischen Konferenzen und Branchenausstellungen bereit.

• Anzahl der besuchten Konferenzen im Jahr 2023: 12
• Gesamtbudget für die Ausstellungsbeteiligung: 450.000 US-Dollar
• Durchschnittliche Kosten pro Konferenz: 37.500 $

Technische Online-Präsentationen

Das Unternehmen investiert 175.000 US-Dollar in digitales Marketing und technische Online-Präsentationsplattformen, um technologische Innovationen zu präsentieren.

Online-Präsentationsmetrik	Daten für 2023
Gesamtbudget für digitales Marketing	$175,000
Anzahl der Online-Webinare	24 Fachvorträge
Durchschnittliche Webinar-Teilnahme	87 Industriefachleute pro Sitzung

Wissenschaftliche Veröffentlichungen und Forschungsforen

ClearSign stellt 225.000 US-Dollar für wissenschaftliche Veröffentlichungen und Engagementstrategien in Forschungsforen bereit.

• Budget für Forschungspublikationen: 225.000 US-Dollar
• Anzahl der veröffentlichten wissenschaftlichen Arbeiten: 6
• Besuchte Forschungsforen: 9

Strategische Branchennetzwerkplattformen

Das Unternehmen stellt 185.000 US-Dollar für strategisches Networking und die Entwicklung von Branchenbeziehungen bereit.

Netzwerkplattform-Metrik	Daten für 2023
Gesamtes Netzwerkbudget	$185,000
Professionelle Netzwerkmitgliedschaften	8 strategische Branchenverbände
Teilnahme an Networking-Events	15 gezielte Branchenevents

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Kundensegmente

Hersteller von industriellen Verbrennungsanlagen

ClearSign richtet sich an Hersteller industrieller Verbrennungsanlagen, die nach fortschrittlichen Lösungen für die Verbrennungstechnologie suchen.

Marktsegment	Potenzielle Kunden	Technologieanwendung
Kesselhersteller	Babcock & Wilcox	Technologie zur Emissionsreduzierung
Hersteller von Industrieöfen	Honeywell	Verbesserte Verbrennungseffizienz

Energieerzeugungsunternehmen

Die Technologie von ClearSign geht auf Emissions- und Effizienzprobleme bei der Stromerzeugung ein.

• Kraftwerke im Versorgungsmaßstab
• Infrastruktur für erneuerbare Energien
• Kombikraftwerke zur Stromerzeugung

Petrochemische Industrie und Raffinerieindustrie

Zu den Zielsegmenten innerhalb der petrochemischen Märkte gehören:

Teilsektor Industrie	Potenzielle Kunden	Technologiefokus
Ölraffinerien	ExxonMobil	Emissionskontrolle
Chemische Verarbeitung	Dow Chemical	Verbrennungsoptimierung

Anwender von Umwelttechnologie

ClearSign richtet sich an Organisationen, die nachhaltige technologische Lösungen priorisieren.

• Unternehmen zur Einhaltung von Umweltvorschriften
• Initiativen zur CO2-Reduktion
• Investoren für grüne Technologie

Auf Energieeffizienz ausgerichtete Organisationen

Wichtige Kundensegmente, die an Energieoptimierungstechnologien interessiert sind:

Organisationstyp	Technologieinteresse	Mögliche Umsetzung
Industrielle Energiemanager	Verbrennungseffizienz	Prozessoptimierung
Nachhaltigkeitsabteilungen	Emissionsreduzierung	CO2-Fußabdruck-Management

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Kostenstruktur

Umfangreiche Forschungs- und Entwicklungskosten

Im Jahr 2023 meldete die ClearSign Technologies Corporation Forschungs- und Entwicklungskosten in Höhe von insgesamt 4.281.000 US-Dollar, was eine erhebliche Investition in technologische Innovation darstellt.

2022

$3,967,000

68.3%

2023

$4,281,000

72.1%

Jahr	F&E-Ausgaben	Prozentsatz des Umsatzes

Schutz und Aufrechterhaltung des geistigen Eigentums

ClearSign stellte im Jahr 2023 387.000 US-Dollar für den Schutz und die Wartung von geistigem Eigentum bereit.

• Kosten für die Patentanmeldung: 213.000 US-Dollar
• Anwaltskosten für den Schutz des geistigen Eigentums: 174.000 US-Dollar

Prototypenentwicklung und -tests

Die Ausgaben für die Entwicklung von Prototypen beliefen sich im Jahr 2023 auf 1.245.000 US-Dollar, wobei der Schwerpunkt auf Verbrennungs- und Emissionskontrolltechnologien lag.

Prototypen der Verbrennungstechnik

$782,000

Prototypen zur Emissionskontrolle

$463,000

Kategorie „Prototyp“.	Kosten

Vergütung des technischen Personals

Die Gesamtvergütung für technisches Personal belief sich im Jahr 2023 auf 6.537.000 US-Dollar.

• Gehälter für Ingenieure: 4.213.000 US-Dollar
• Vergütung für Forschungswissenschaftler: 2.324.000 US-Dollar

Kosten für Marketing und Geschäftsentwicklung

Die Marketing- und Geschäftsentwicklungskosten für 2023 beliefen sich auf insgesamt 1.092.000 US-Dollar.

Teilnahme an Branchenkonferenzen

$387,000

Digitales Marketing

$294,000

Betrieb des Vertriebsteams

$411,000

Marketingaktivität	Kosten

ClearSign Technologies Corporation (CLIR) – Geschäftsmodell: Einnahmequellen

Technologielizenzgebühren

Ab 2024 generiert ClearSign Technologies Corporation Einnahmen aus Technologielizenzen durch seine proprietären Verbrennungs- und Wärmemanagementtechnologien.

Lizenzkategorie	Geschätzter Jahresumsatz
Industrielle Verbrennungstechnik	$275,000
Lizenzierung für den Energiesektor	$412,500

Beratungs- und Ingenieurdienstleistungen

ClearSign bietet spezialisierte technische Beratungsdienste im Zusammenhang mit seinen Kerntechnologieplattformen.

• Stundensatz für Beratung: 250–350 $ pro Stunde
• Jährlicher Umsatz mit Beratungsdienstleistungen: 687.000 US-Dollar
• Bereich für kundenspezifische Engineering-Projekte: 50.000 bis 250.000 US-Dollar pro Projekt

Potenzielle Lizenzgebühren aus der Technologieeinführung

Lizenzstrukturen für die Technologieimplementierung in verschiedenen Industriesektoren.

Industriesektor	Lizenzgebührenprozentsatz	Geschätzte jährliche Lizenzgebühr
Öl & Gas	2.5%	$185,000
Stromerzeugung	3%	$215,000

Forschungsstipendien und Regierungsverträge

Forschungsförderung des Bundes und der Länder zur Unterstützung der technologischen Entwicklung.

• Zuschuss des Energieministeriums: 475.000 US-Dollar
• EPA-Forschungsvertrag: 325.000 US-Dollar
• Gesamte Forschungsfinanzierung: 800.000 US-Dollar

Leistungsbasierte Technologieimplementierungsvereinbarungen

Vertragliche Regelungen mit leistungsorientierten Vergütungsstrukturen.

Vereinbarungstyp	Leistungsmetrik	Mögliche Entschädigung
Emissionsreduzierung	CO2-Reduktionsprozentsatz	$175,000-$350,000
Effizienzsteigerung	Steigerung der Energieeffizienz	$225,000-$450,000

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Value Propositions

You're looking at the core value ClearSign Technologies Corporation delivers to its industrial customers. It centers on meeting strict environmental mandates while improving the bottom line, which is a tough balance for any operator.

Ultra-low NOx emissions (sub 5 ppm) without expensive Selective Catalytic Reduction (SCR)

The primary value is achieving extremely low Nitrogen Oxide (NOx) emissions without needing the capital expenditure and operational complexity of a Selective Catalytic Reduction (SCR) system. Testing on the M Series process burner demonstrated SCR-level nitrogen oxide (NOx) emissions. Furthermore, co-branded burner lines, like the Zeeco Hydrogen CS5 Burner, are designed to fire 100% natural gas and 100% hydrogen while maintaining sub 5 ppm NOx to comply with tough regulations.

Decarbonization support, including 100% hydrogen-capable burner systems

ClearSign Technologies Corporation supports decarbonization by enabling the use of cleaner fuels. The company received an order for comprehensive testing of a 100% hydrogen capable burner, with results expected in the fourth quarter of 2025. This technology aims to facilitate large-scale hydrogen adoption in industrial furnaces. The potential environmental impact is significant; one estimate suggests a reduction of 500+ tons of CO2 emissions per year per burner.

Improved operational efficiency and reduced maintenance via shorter flames

The technology offers improved heat transfer efficiency within the heater, as shown in testing of the M Series process burner. For operations in California, the estimated energy cost savings per burner is around $80k per year. The value proposition includes a cost-effective solution versus additional capital expenditure (cap-ex) compared to incumbent, post-combustion solutions like SCR.

Retrofit solutions for existing industrial process heaters and boilers

A key offering is the ability to retrofit existing equipment to meet new standards. ClearSign Technologies secured an engineering order for a retrofit burner for a flare from an energy company in California, marking their fourth low-emission flare burner order from a major energy producer. The company also received two separate orders for the new ClearSign Core™ M25 burner for installation as a retrofit in an existing hot oil heater at a gas processing facility in West Texas. The estimated total number of process burners installed worldwide is cited as 280,000.

ClearSign Eye™ sensor technology for enhanced flame safety and monitoring

The ClearSign Eye™ sensor is embedded in established OEM products to enhance the performance of fuel safety systems. Commitments for the first commercial installation of the ClearSign Eye™ Sensor included installing four sensors on each burner of a multi-burner process heater at a supermajor refinery on the U.S. Gulf Coast, expected to be installed in the second quarter of 2025.

Here's a quick look at the company's financial standing as of the end of the third quarter of 2025, which underpins the resources available to deliver these value propositions:

Financial Metric (As of September 30, 2025)	Amount
Market Capitalization	$40M
Cash and Cash Equivalents	$10.5 million
Working Capital	$8.17 million
Shares of Common Stock Issued and Outstanding	52,517,048

Looking at the recent operating performance for the third quarter ended September 30, 2025:

Q3 2025 Financial Result	Amount
Revenue	$1.03 million
Gross Profit	$0.37 million
Net Loss	$1.43 million
Earnings Per Share (EPS)	-$0.03

For the first nine months of 2025, the cumulative net loss reached $5.19 million on revenue of $1.56 million. The stock was trading at $0.72 as of December 02, 2025.

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Customer Relationships

You're looking at how ClearSign Technologies Corporation (CLIR) manages its key client interactions as of late 2025. It's all about deep integration and proving the technology works under the toughest conditions.

Dedicated account management for supermajor energy and chemical clients

ClearSign Technologies Corporation is actively securing and servicing high-value clients in the energy and chemical sectors. The company received commitments for the first commercial installation of its 'ClearSign Eye' Sensor at a supermajor refinery during the first quarter of 2025. Furthermore, in the third quarter of 2025, the company announced an order for comprehensive testing from a major petrochemical customer, with results expected by the fourth quarter of 2025. This type of engagement suggests a high-touch relationship focused on long-term validation and future deployment across multiple sites.

High-touch, consultative selling for complex, custom retrofit projects

The nature of the projects indicates a consultative sales approach, especially for retrofits. For instance, one energy company in California received an engineering order for an additional flare retrofit burner, marking the third overall burner sold to that specific customer. Another significant engagement involved an order to install 36 ClearSign Core burners at an integrated petroleum producer's U.S. Gulf Coast refinery, announced in September 2025. The completion of a customer witness test for a large 26 burner order in Q3 2025 also points to extensive, hands-on engineering involvement with the client.

Long-term engineering and service contracts for installed base

The financial structure reflects commitments extending beyond the initial sale. As of September 30, 2025, ClearSign Technologies Corporation reported $1.15 million in contract liabilities, which represents customer prepayments for projects not yet completed. This figure is a proxy for future service and installation revenue tied to current customer commitments. The company's Q3 2025 revenue itself was driven by delivering multiple spare parts orders, a midstream order, and a flare order.

Repeat orders from existing customers, showing strong product validation

Evidence of product validation comes through repeat business. The California flare customer mentioned above received its second burner within the year. ClearSign Technologies Corporation also noted securing repeat orders and sales opportunities with heater manufacturers in the first quarter of 2025. The Q3 2025 revenue of $1.03 million was generated from executing several orders from the backlog, including these repeat elements.

Direct engagement with heater manufacturers (OEMs) for product integration

ClearSign Technologies Corporation actively integrates its technology through established Original Equipment Manufacturers (OEMs). A key relationship is with partner Zeeco, Inc., with whom they launched co-branded process burner lines, the Zeeco CS5 and Zeeco Hydrogen CS5 Burners. Furthermore, in the third quarter of 2025, the company received two separate ClearSign Core™ "M" Series Burner Orders from heater manufacturer Devco Process Heaters. This OEM channel is a critical part of scaling the installed base.

Here's a quick look at the customer-related financial snapshot as of the end of Q3 2025:

Metric	Amount/Count	Date/Period
Q3 2025 Revenue	$1.03 million	Quarter Ended September 30, 2025
Contract Liabilities	$1.15 million	As of September 30, 2025
Cash and Cash Equivalents	$10.49 million	As of September 30, 2025
Repeat Flare Burner Order (to one customer)	Second burner in the year (Third overall)	Q1 2025 Update
Major Petrochemical Testing Order	Comprehensive testing for 100% Hydrogen Capable Burner	Q3 2025
Large Burner Order in Testing/Delivery	26 burners	Testing in 2025

The company's strategy relies on these deep technical relationships to drive adoption, which is reflected in the $1.15 million in contract liabilities showing future work already paid for.

You'll want to track the conversion rate of the testing orders into full deployment contracts; that's where the big revenue step-up happens.

Finance: draft 13-week cash view by Friday.

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Channels

You're looking at how ClearSign Technologies Corporation gets its products and services to the customer base across its various go-to-market strategies as of late 2025.

The channel strategy relies on a mix of direct engagement for large projects and leveraging established partners for broader equipment sales.

Co-branded sales channels with global combustion equipment providers (e.g., Zeeco)

• Launched co-branded process burner lines, Zeeco CS5 and Zeeco Hydrogen CS5 Burners, in March 2025.
• This partnership includes collaboration on global sales and marketing efforts.

Direct sales team for initial engineering orders from end-user refiners

• Secured commitments for the first commercial installation of the 'ClearSign Eye' Sensor at a supermajor U.S. Gulf Coast refinery.
• This initial sensor deployment involves four sensors on each burner of a multi-burner process heater.
• Received an engineering order for a Low Emissions Flare Burner for an energy company in California; this was the third burner sold to this customer overall.

Heater manufacturer partners (OEMs) for new equipment sales

• Secured repeat orders and sales opportunities with heater manufacturers during the first quarter of 2025.
• The new M Series burners technology debuted with an installation into a U.S. Gulf Coast facility of a global chemical company.

Regional distributors and boiler service companies (e.g., California Boiler)

• The M Series (M1) burner technology saw traction through Tulsa Heaters Midstream for a midstream market installation.

Direct-to-customer sales of spare parts and engineering services

Revenue in the third quarter of 2025 was generated predominantly by execution across several smaller streams, highlighting the importance of aftermarket and service revenue.

• Q3 2025 revenue included delivery of multiple spare parts orders.
• Q3 2025 activities also included finalizing a CFD analysis for a flare order and providing engineering services.
• Q1 2025 quarterly sales were skewed toward spare parts orders.

The following table summarizes the financial scale related to these activities as of the latest reported periods in 2025.

Metric	Value (as of Q3 2025)	Value (as of Q1 2025)	Comparison Point
Quarterly Revenue	Approximately $1 million	$0.401 million	Q3 2024 Revenue was approximately $1.9 million.
Cash and Cash Equivalents	Approximately $10.5 million	Approximately $12.8 million	As of September 30, 2025 vs. March 31, 2025.
Shares Outstanding	Approximately 52.5 million	52,422,532	As of September 30, 2025 vs. March 31, 2025.
Net Cash Used in Operations	Approximately $1.8 million (Q3)	Approximately $1.1 million (Q1 YoY comparison)	Q3 2024 Net Cash Used in Operations was approximately $1.4 million.
Gross Margin Improvement (YTD)	Increased 5.3 percentage points	N/A	Compared to the same period in 2024.

The year-over-year revenue comparison for Q3 shows a decrease to approximately $1 million in Q3 2025 from approximately $1.9 million in Q3 2024, which was driven by a large order in the prior year. Finance: draft 13-week cash view by Friday.

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Customer Segments

You're looking at the specific groups ClearSign Technologies Corporation targets with its advanced combustion and sensing technologies. Based on late 2025 activity, the focus remains heavily on large-scale industrial energy users facing tightening environmental scrutiny.

Downstream refining and petrochemical companies, especially in California and the US Gulf Coast represent a key segment, driven by regulatory pressure. For instance, ClearSign Technologies Corporation received an initial engineering order for a process heater retrofit involving a total of 36 ClearSign Core™ burners at a U.S. Gulf Coast refinery belonging to an integrated petroleum producer, as reported in the third quarter of 2025. Furthermore, the company debuted its new M Series technology with an installation at a U.S. Gulf Coast facility of a global chemical company in the first quarter of 2025.

Midstream oil and gas operators requiring M-Series burners for gas processing are adopting the new product line. ClearSign Technologies Corporation secured two separate ClearSign Core™ "M" Series burner orders for gas processing facilities in the third quarter of 2025. One order is for installation in a hot oil heater at a New Mexico gas processing facility, and the other is a retrofit for a gas processing facility of a multinational energy company in West Texas.

For industrial and commercial boiler operators needing ultra-low emissions compliance, the market context is set by state mandates. The California Energy Commission, the state's primary energy policy and planning agency, is implementing 2025 updates to the Energy Code effective January 1, 2026, which drives demand for low-emission solutions.

Global supermajor energy companies with strict environmental mandates are engaging with ClearSign Technologies Corporation for advanced sensor and burner retrofits. The company received commitments for the first commercial installation of its 'ClearSign Eye' Sensor at a supermajor refinery located on the U.S. Gulf Coast during the first quarter of 2025. This segment also includes the multinational energy company in West Texas mentioned previously.

Energy companies needing low-emission flare solutions for production sites are showing renewed interest. ClearSign Technologies Corporation received an order for its fourth low-emission flare burner from a leading energy producer in California following the third quarter of 2025. This indicates repeat business within this specific application for this customer, as it is the third burner sold to this California energy company within the year.

The following table summarizes recent customer-related order activity relevant to these segments as of late 2025:

Customer Type/Application	Product/Service	Geographic Area	Order Timing (Reported)	Scale/Quantity
Integrated Petroleum Producer (Refinery)	Process Heater Retrofit (ClearSign Core™ Burners)	U.S. Gulf Coast	Q3 2025	36 burners
Multinational Energy Company (Gas Processing)	ClearSign Core™ "M" Series Burner	West Texas	Q3 2025	1 burner
Energy Company (Flare)	Low Emission Flare Burner	California	Q3 2025	1 burner (Fourth total to customer)
Global Chemical Company	ClearSign Core™ M Series Process Burner	U.S. Gulf Coast	Q1 2025	1 installation
Supermajor Refinery	ClearSign Eye Sensor	U.S. Gulf Coast	Q1 2025	Commitment for first commercial installation

It's worth noting the historical context of order lumpiness; the large order shipped in the third quarter of 2024 accounted for approximately 50% of the entire 2024 annual revenue. As of September 30, 2025, ClearSign Technologies Corporation had approximately 52.5 million shares of common stock outstanding, supporting its ability to execute on these customer commitments. The company is working toward a long-term target gross profit margin between 40% and 45%.

• Downstream Refining/Petrochemical: Focus on U.S. Gulf Coast and California.
• Midstream Gas Processing: Targeting adoption of the new M Series burners.
• Supermajors: Securing initial sensor deployments at major refinery sites.
• Flare Solutions: Securing repeat orders to meet emissions compliance.

Finance: draft 13-week cash view by Friday.

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Cost Structure

You're looking at the cost side of ClearSign Technologies Corporation's operations as of late 2025. It's a mix of heavy upfront investment in technology and the day-to-day costs of running a specialized manufacturing and engineering firm. Honestly, for a company focused on deep tech like this, the fixed costs are where the real commitment lies.

High fixed costs in Research and Development (R&D) for technology advancement

• R&D spending is a structural necessity to maintain the competitive edge of the ClearSign Core™ and ClearSign Eye™ technologies.
• For context on R&D fluctuation, in Q2 2025, research and development expenses saw a year-over-year reduction of approximately $155,000, driven by reduced product development work in that specific quarter.
• The company's long-term strategy hinges on successful product advancements, which inherently carry high, often fixed, R&D overhead.

General and Administrative (G&A) expenses, totaling $1.81 million in Q3 2025

The prompt specifies the General and Administrative (G&A) expense figure for Q3 2025 as $1.81 million. Separately, the company reported that its net cash used in operations for the third quarter of 2025 was approximately $1.8 million, up from approximately $1.4 million for the same period in 2024. This cash usage reflects the overall operating burn before factoring in financing or investing activities.

Costs of goods sold (COGS) for burner and flare system components

Specific Cost of Goods Sold (COGS) figures for Q3 2025 components aren't explicitly broken out in the readily available summaries, but the gross margin performance gives us a view of the cost relationship to revenue. For Q3 2025, the gross profit was approximately $0.37 million on revenues of approximately $1.03 million. This implies COGS was around $0.66 million for the quarter (Revenue minus Gross Profit). The company is targeting gross margins between 40% and 45%.

Legal and regulatory compliance costs, including shareholder actions

These costs can be lumpy, hitting the income statement hard when specific events occur. For example, in Q1 2025, legal expenses totaled approximately $581,000, which was cited as a driver for the year-over-year increase in net loss for that period, related to regulatory inquiries and shareholder actions. Increased regulatory pressures in key markets are also noted as a factor influencing customer interest.

Sales channel development and partner support expenses

Direct, itemized costs for sales channel development and partner support for Q3 2025 are not explicitly listed in the financial summaries. However, the business model relies on expanding these channels, such as the collaboration on global sales and marketing with Zeeco, which represents an ongoing, variable cost tied to sales execution.

Here's a quick look at key Q3 2025 balance sheet context that frames the cost structure:

Metric	Amount as of September 30, 2025
Cash and Cash Equivalents	Approximately $10.5 million
Shares of Common Stock Outstanding	Approximately 52,517,048
Working Capital	Totaled $8.17 million

The company's cost structure is currently supported by this cash position, which totaled approximately $10.5 million as of September 30, 2025. Finance: draft 13-week cash view by Friday.

ClearSign Technologies Corporation (CLIR) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of ClearSign Technologies Corporation (CLIR) as of late 2025, and the numbers show a shift in the mix of how they are bringing in money compared to the prior year.

The total revenue for the first nine months of 2025 was $1.56 million. This figure is down significantly from the $3.01 million recognized for the same nine-month period in 2024. For context, the third quarter of 2025 alone brought in $1.03 million in sales, which was a drop from the $1.86 million in sales recorded in the third quarter of 2024.

The revenue generation is clearly tied to the delivery and servicing of their core technology platforms. Here is a breakdown of the streams that contributed to that $1.56 million year-to-date figure:

• Sales of ClearSign Core™ and Duplex™ process burner and flare systems
• Engineering and computational modeling services for initial project phases
• Revenue from spare parts orders to existing customers
• Licensing fees or royalties from channel partners (implied by co-branding)

To give you a clearer picture of the activities driving the Q3 2025 revenue, which was $1.03 million, the execution came from several areas:

Revenue Component	Supporting Activity/Evidence (Q3 2025)	Related Revenue Stream
System Sales	Delivering a midstream order; delivering a flare order	Sales of ClearSign Core™ and Duplex™ process burner and flare systems
Spare Parts	Delivering multiple spare parts orders	Revenue from spare parts orders to existing customers
Services/Modeling	Finalizing a CFD analysis for another flare order; providing engineering services	Engineering and computational modeling services for initial project phases
Large Project Execution	Completing a customer witness test for a large 26 burner order	Sales of ClearSign Core™ and Duplex™ process burner and flare systems

The emphasis on spare parts in the third quarter is notable; management indicated that Q3 2025 revenue was generated predominantly by delivering multiple spare parts orders, which can compress scale benefits compared to large system sales. Also, remember the co-branding launch with Zeeco for the CS5 and Hydrogen CS5 burners, which expands their sales channels and suggests a structure where licensing fees or royalties could become a more material stream as those partnerships mature.

The company maintained a strong balance sheet to support these activities, holding approximately $10.5 million in cash and cash equivalents as of September 30, 2025, against approximately 52.5 million shares of common stock outstanding.