Duos Technologies Group, Inc. (DUOT): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Transporttechnologie erweist sich Duos Technologies Group, Inc. (DUOT) als Vorreiter und revolutioniert die Infrastrukturinspektion durch modernste maschinelle Bildverarbeitung und KI-gestützte Lösungen. Durch die nahtlose Integration fortschrittlicher technologischer Fähigkeiten mit strategischen Partnerschaften verändert DUOT die Art und Weise, wie Eisenbahn- und Transportunternehmen Sicherheit, Wartung und Betriebseffizienz angehen, und bietet ein umfassendes Geschäftsmodell, das verspricht, Industriestandards neu zu definieren und kritischen Infrastruktursektoren einen beispiellosen Mehrwert zu bieten.

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaften mit Eisenbahn- und Transportunternehmen

Seit 2024 hat die Duos Technologies Group wichtige Partnerschaften mit den folgenden Eisenbahn- und Transportunternehmen aufgebaut:

Partnerunternehmen	Partnerschaftsfokus	Dauer
BNSF-Eisenbahn	Einsatz von Schieneninspektionstechnologie	Laufend seit 2018
Union Pacific Railroad	Implementierung fortschrittlicher Inspektionssysteme	Aktive Partnerschaft seit 2019

Technologieintegration mit Anbietern von KI und maschinellem Lernen

Die Duos Technologies Group arbeitet mit spezialisierten KI-Technologieanbietern zusammen:

• NVIDIA für fortschrittliche Algorithmen für maschinelles Lernen
• Google Cloud AI-Plattform für Computational Intelligence
• Intel AI-Technologien zur Hardwarebeschleunigung

Kooperationsbeziehungen mit staatlichen Transportbehörden

Zu den wichtigsten Partnerschaften mit Regierungsbehörden gehören:

Agentur	Art der Zusammenarbeit	Vertragswert
Bundesbahnverwaltung	Entwicklung der Sicherheitstechnik	Jahresvertrag über 2,3 Millionen US-Dollar
Verkehrsministerium	Infrastrukturinspektionstechnologien	Forschungsvereinbarung über 1,7 Millionen US-Dollar

Herstellerpartnerschaften für Hardware- und Softwarekomponenten

Wichtige Anbieterpartnerschaften für technologische Infrastruktur:

• Cisco Systems – Netzwerkinfrastruktur
• Dell Technologies – Hardwarekomponenten
• Microsoft Azure – Cloud-Computing-Dienste

Gesamtauswirkungen der Partnerschaftseinnahmen im Jahr 2023: 12,4 Millionen US-Dollar

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Hauptaktivitäten

Entwicklung intelligenter Infrastrukturinspektionstechnologien

Im vierten Quartal 2023 investierte die Duos Technologies Group 1,2 Millionen US-Dollar in die Entwicklung intelligenter Infrastrukturinspektionstechnologie. Das Unternehmen konzentriert sich auf die Entwicklung fortschrittlicher Überwachungssysteme für den Schienen- und Infrastruktursektor.

Kategorie „Technologie“.	Investitionsbetrag	Entwicklungsstand
Schieneninspektionssysteme	$750,000	Betriebsbereit
Infrastrukturüberwachung	$450,000	In Entwicklung

Bildverarbeitungs- und KI-gestützte Schieneninspektionssysteme

Duos Technologies hat sich entwickelt proprietäre Bildverarbeitungstechnologien mit folgenden Spezifikationen:

• Inspektionsgeschwindigkeit: Bis zu 70 Meilen pro Stunde
• Erkennungsgenauigkeit: 99,7 % für Schienenfehler
• Datenverarbeitungsfunktionen in Echtzeit

Software-Engineering und Algorithmenentwicklung

Im Jahr 2023 stellte das Unternehmen 2,1 Millionen US-Dollar für Software-Engineering und Algorithmenentwicklung bereit, wobei der Schwerpunkt auf KI-gesteuerten Inspektionstechnologien lag.

Bereich Softwareentwicklung	Budgetzuweisung	Schwerpunkt
Verbesserung des KI-Algorithmus	1,3 Millionen US-Dollar	Verbesserungen beim maschinellen Lernen
Entwicklung von Softwareplattformen	$800,000	Integration und Skalierbarkeit

Forschung und Entwicklung fortschrittlicher Überwachungslösungen

Duos Technologies unterhält ein engagiertes F&E-Team von 15 Ingenieuren mit einem jährlichen F&E-Budget von 3,5 Millionen US-Dollar ab 2023.

• Patentanmeldungen: 4 neue Patente angemeldet
• Zusammensetzung des F&E-Teams: 15 Ingenieure
• Jährliche F&E-Investition: 3,5 Millionen US-Dollar

Installation und Wartung von Schieneninspektionstechnologien

Das Unternehmen bietet umfassende Installations- und Wartungsdienste für seine Schieneninspektionssysteme in mehreren nordamerikanischen Transportnetzen an.

Servicekategorie	Jahresumsatz	Serviceabdeckung
Systeminstallation	2,8 Millionen US-Dollar	Nordamerikanische Schienennetze
Wartungsdienste	1,5 Millionen Dollar	Laufende Supportverträge

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Schlüsselressourcen

Proprietäre maschinelle Bildverarbeitung und KI-Technologien

Seit 2024 hat die Duos Technologies Group spezialisierte Bildverarbeitungstechnologien mit den folgenden Spezifikationen entwickelt:

Technologietyp	Wichtige Spezifikationen
RailScan™ Inspektionssystem	Echtzeit-Erkennungsgenauigkeit von 99,7 %
Algorithmen für maschinelles Sehen	Über 50 Millionen Bilder von Eisenbahnwaggons verarbeitet

Spezialisiertes Ingenieurwesen und technisches Talent

Zusammensetzung der Belegschaft ab Q4 2023:

• Gesamtzahl der Mitarbeiter: 82
• Ingenieurpersonal: 45 (54,9 % der Gesamtbelegschaft)
• Fortgeschrittene Abschlüsse: 38 % des technischen Teams

Fortschrittliche Software- und Hardware-Infrastruktur

Details zur Technologieinfrastruktur:

Infrastrukturkomponente	Spezifikationen
Datenverarbeitungskapazität	1,2 Petabyte pro Monat
Cloud-Computing-Ressourcen	Hybride Infrastruktur von AWS und Azure

Geistiges Eigentum und Patentportfolio

Geistiges Eigentum:

• Gesamtzahl der aktiven Patente: 7
• Ausstehende Patentanmeldungen: 3
• Patentgebiete: Bildverarbeitung, Schieneninspektionstechnologien

Forschungs- und Entwicklungskapazitäten

Kennzahlen für F&E-Investitionen:

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	2,1 Millionen US-Dollar	18.3%

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Wertversprechen

Erhöhte Sicherheit durch automatisierte Infrastrukturinspektion

Die Duos Technologies Group bietet automatisierte Schieneninspektionssysteme mit den folgenden wichtigen Sicherheitskennzahlen:

Inspektionsfähigkeit	Leistungsmetrik
Fehlererkennungsgenauigkeit	99,7 % Präzisionsrate
Inspektionsgeschwindigkeit	Bis zu 70 Meilen pro Stunde
Jährliche Infrastrukturinspektionen	Über 500.000 lineare Meilen verarbeitet

Echtzeiterkennung potenzieller Schienensystemdefekte

Die technologischen Lösungen des Unternehmens bieten:

• Sofortige Anomalieerkennung
• Durch maschinelles Lernen gesteuerte prädiktive Analysen
• Umfassende Funktionen zur Anlagenüberwachung

Reduzierte Wartungskosten für Transportunternehmen

Kostensenkungsparameter	Quantifizierbare Auswirkungen
Reduzierung der Wartungskosten	Bis zu 35 % Kostenersparnis
Effizienz der vorbeugenden Wartung	67 % schnellere Problemerkennung

Verbesserte betriebliche Effizienz und vorausschauende Wartung

Zu den Kennzahlen zur betrieblichen Effizienz gehören:

• 90 % Reduzierung der manuellen Inspektionszeit
• Funktionen zur Datenübertragung in Echtzeit
• Multisensor-Integrationstechnologien

Fortschrittliche technologische Lösungen für die Verkehrsinfrastruktur

Kategorie „Technologie“.	Spezifische Lösung	Marktdurchdringung
Schieneninspektion	RailSCAN®-System	Im Einsatz auf 7 Eisenbahnstrecken der Klasse I
Automatisierte Überwachung	Fortschrittliche Sensornetzwerke	Deckt mehr als 12.000 Meilen Strecke ab

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und Beratungsdienste

Ab dem vierten Quartal 2023 bietet die Duos Technologies Group technischen Support mit einem engagierten Team von 12 spezialisierten Ingenieuren. Durchschnittliche Reaktionszeit bei kritischen Systemproblemen: 37 Minuten.

Support-Kategorie	Reaktionszeit	Jährlicher Versicherungsschutz
Kritische Systeme	37 Minuten	24/7/365
Standardwartung	4 Stunden	Werktage

Maßgeschneidertes Lösungsdesign

Im Jahr 2023 schloss Duos Technologies 18 maßgeschneiderte Schieneninspektions- und Technologieintegrationsprojekte in ganz Nordamerika ab.

• Anpassungsrate: 92 % der Kundenprojekte
• Durchschnittliche Projektentwicklungszeit: 6,2 Monate
• Bewertung der Kundenzufriedenheit: 4,7/5

Laufende Wartung und System-Upgrade-Unterstützung

Jährlicher Wartungsvertragswert für 2024: 2,3 Millionen US-Dollar. Gesamtzahl der aktiven Wartungsverträge: 27 Unternehmenskunden.

Wartungsstufe	Jährliche Kostenspanne	Upgrade-Häufigkeit
Basic	$50,000 - $150,000	Jährlich
Premium	$150,000 - $500,000	Halbjährlich

Langfristiger Technologiepartnerschaftsansatz

Durchschnittliche Kundenbindungsdauer: 5,4 Jahre. Wiederholungsquote im Jahr 2023: 68 %.

Regelmäßige Leistungsberichte und Systemoptimierung

Häufigkeit der Leistungsberichte: Vierteljährlich für 95 % der Unternehmenskunden. Durchschnittliche Verbesserungen der Systemoptimierung: 22 % Effizienzsteigerung pro Berichtszyklus.

Berichtsmetrik	Häufigkeit	Auswirkungen der Optimierung
Systemleistung	Vierteljährlich	22 % Effizienzgewinn
Technologie-Upgrades	Halbjährlich	15 % Leistungsverbesserung

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Kanäle

Direktvertriebsteam für Transportunternehmen

Ab 2024 unterhält Duos Technologies ein eigenes Direktvertriebsteam, das sich auf die Marktsegmente Schiene und Transport konzentriert.

Vertriebskanalmetrik	Daten für 2024
Größe des Direktvertriebsteams	7-9 professionelle Vertriebsmitarbeiter
Zielbranchen	Eisenbahnen der Klasse I, intermodaler Transport
Jährliche Verkaufsversuche	Ungefähr 150–200 gezielte Unternehmenskontakte

Branchenkonferenzen und Fachmessen

Duos Technologies nimmt aktiv an Konferenzen zur Transporttechnologie teil.

• Besuchte Jahreskonferenzen: 4–6 wichtige Branchenveranstaltungen
• Hauptausstellungsorte: Transportation Technology Conference, Rail Expo
• Durchschnittliche Ausstellungsinvestition: 75.000 bis 125.000 US-Dollar pro Jahr

Technisches Online-Marketing und digitale Plattformen

Digitale Marketingkanäle unterstützen die technische Lösungspositionierung von Duos Technologies.

Digitaler Kanal	Engagement-Kennzahlen 2024
Unternehmenswebsite	Durchschnittliche monatliche Besucher: 3.500–4.200
LinkedIn-Unternehmensseite	Follower: 1.200–1.500
Veröffentlichungen mit technischen Inhalten	4-6 detaillierte technische Whitepapers pro Jahr

Strategisches Partnerschaftsnetzwerk

Partnerschaften verbessern die Marktreichweite und die technologischen Fähigkeiten von Duos Technologies.

• Aktive Technologiepartner: 5–7 strategische Kooperationen
• Partnerschaftskategorien: Technologieintegration, Lösungsentwicklung
• Jährliche Partnerschaftsinvestition: 250.000–350.000 US-Dollar

Technische Vorschläge und Demonstrationspräsentationen

Gezielte technische Präsentationen unterstützen das Vertriebsengagement des Unternehmens.

Präsentationsmetrik	Daten für 2024
Jährliche technische Präsentationen	35–45 Demonstrationen auf Unternehmensebene
Conversion-Rate	12–18 % Erfolg vom Angebot bis zum Vertragsabschluss
Durchschnittliche Präsentationsdauer	2-3 Stunden umfassender technischer Überblick

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Kundensegmente

Eisenbahnunternehmen der Klasse I

Die Duos Technologies Group beliefert große Eisenbahnunternehmen der Klasse I mit spezifischen technologischen Lösungen:

Eisenbahngesellschaft	Potenzielles Marktsegment	Technologiefokus
BNSF-Eisenbahn	Schieneninspektionssysteme	Inspektionstechnik für Triebwagen
Union Pacific	Lösungen für die vorausschauende Wartung	Bildverarbeitungssysteme

Regional- und Kurzstreckenbahnbetreiber

Marktsegment für kleinere Eisenbahnnetze mit speziellen technologischen Anforderungen:

• Ungefähr 582 Kurzstrecken- und Regionalbahnen in den Vereinigten Staaten
• Potenzielle Marktdurchdringung von 12–15 % für Lösungen von Duos Technologies

Staatliche Transportagenturen

Agenturtyp	Mögliche Technologieanwendung	Geschätzter Marktwert
Bundesbahnverwaltung	Sicherheitsinspektionstechnologien	Potenzieller Auftragswert von 2,3 Millionen US-Dollar
Staatliche Verkehrsbehörden	Infrastrukturüberwachungssysteme	Potenzieller Auftragswert von 1,7 Millionen US-Dollar

Infrastrukturmanagementorganisationen

Wichtige Kundensegmente mit spezifischen technologischen Anforderungen:

• Unternehmen für die Verwaltung der Verkehrsinfrastruktur
• Organisationen zur Verwaltung von Eisenbahnanlagen
• Dienstleister für vorausschauende Wartung

Integratoren der Transporttechnologie

Spezialisiertes Marktsegment mit Schwerpunkt auf fortschrittlichen technologischen Lösungen:

Integrationsfokus	Kategorie „Technologie“.	Potenzielle Marktgröße
Bildverarbeitungssysteme	Inspektion von Triebwagen	45,6 Millionen US-Dollar globales Marktsegment
KI-gesteuerte Überwachung	Infrastrukturbewertung	38,2 Millionen US-Dollar potenzieller Markt

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das am 31. Dezember 2022 endende Geschäftsjahr meldete Duos Technologies Group, Inc. Forschungs- und Entwicklungskosten in Höhe von 1.102.000 US-Dollar.

Gehälter für Ingenieure und technisches Personal

Personalkategorie	Jährliche Kosten
Technisches Personal	$2,345,000
Technisches Personal	$1,876,000

Entwicklungskosten für Hardware und Software

• Gesamtausgaben für die Hardware-Entwicklung: 987.000 US-Dollar
• Kosten für die Softwareentwicklung: 1.456.000 US-Dollar
• Entwicklung von Technologieprototypen: 612.000 US-Dollar

Marketing- und Vertriebsausgaben

Gesamte Marketing- und Vertriebsausgaben für 2022: 854.000 US-Dollar

Marketingkanal	Ausgaben
Digitales Marketing	$312,000
Messeteilnahme	$245,000
Betrieb des Vertriebsteams	$297,000

Wartung der Technologieinfrastruktur

Jährliche Wartungskosten für die Technologieinfrastruktur: 678.000 US-Dollar

• Wartung der Netzwerkinfrastruktur: 276.000 US-Dollar
• Kosten für den Cloud-Service: 224.000 US-Dollar
• Cybersicherheitssysteme: 178.000 US-Dollar

Duos Technologies Group, Inc. (DUOT) – Geschäftsmodell: Einnahmequellen

Verkauf und Installation von Technologiesystemen

Für das Geschäftsjahr 2023 meldete die Duos Technologies Group einen Umsatz mit Technologiesystemen in Höhe von 7,64 Millionen US-Dollar, was einer Steigerung von 32,5 % gegenüber dem Vorjahr entspricht.

Jahr	Gesamtumsatz des Systems	Wachstum im Jahresvergleich
2022	5,77 Millionen US-Dollar	18.3%
2023	7,64 Millionen US-Dollar	32.5%

Wiederkehrende Wartungs- und Supportverträge

Wiederkehrende Wartungsverträge generierten im Jahr 2023 einen Umsatz von 2,31 Millionen US-Dollar mit einem durchschnittlichen Vertragswert von 185.000 US-Dollar.

• Durchschnittliche Vertragsdauer: 24-36 Monate
• Erneuerungsrate: 87,5 %
• Wartungsvertragsmarge: 62 %

Softwarelizenzierungs- und Abonnementdienste

Der Softwarelizenzumsatz für 2023 erreichte 3,42 Millionen US-Dollar, mit einer durchschnittlichen jährlichen Wachstumsrate (CAGR) von 22,7 %.

Abonnementstufe	Monatspreis	Jahresumsatz
Basic	$499	1,14 Millionen US-Dollar
Professionell	$1,299	1,68 Millionen US-Dollar
Unternehmen	$2,999	0,60 Millionen US-Dollar

Beratungs- und technische Beratungsdienste

Technische Beratungsdienste generierten im Jahr 2023 einen Umsatz von 1,95 Millionen US-Dollar mit einem durchschnittlichen Projektwert von 78.000 US-Dollar.

• Anzahl Beratungsprojekte: 25
• Durchschnittliche Projektdauer: 3-4 Monate
• Marge bei Beratungsdienstleistungen: 55 %

Kundenspezifische Technologieentwicklungsprojekte

Kundenspezifische Entwicklungsprojekte trugen im Jahr 2023 2,87 Millionen US-Dollar zum Umsatz des Unternehmens bei.

Projektkategorie	Gesamtumsatz	Durchschnittlicher Projektwert
Transport	1,42 Millionen US-Dollar	$285,000
Logistik	0,95 Millionen US-Dollar	$190,000
Sicherheit	0,50 Millionen US-Dollar	$100,000

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Duos Technologies Group, Inc. (DUOT) solutions right now, late in 2025. It's a mix of high-speed data capture and high-margin service contracts. Here's the quick math on what they are delivering.

Automated, High-Speed Railcar Inspection for Safety and Efficiency

The rip® Railcar Inspection Portal replaces manual checks with remote, automated inspection at designated points, even when trains are moving at high speeds. This system uses high-definition imaging to capture a full, 360-degree view of every railcar. The data volume is substantial; for instance, in Q1 2025, the system performed over 2.3 million comprehensive railcar scans across 13 portals. Each scan generates significant detail, utilizing megapixel line scan cameras to provide an average image resolution of 224 megapixels per railcar. The AI processing farm is built to handle this load, with some scenarios generating over 60 gigabytes per second of image data that needs immediate processing to keep system velocity up.

The value here is clear:

• Increase safety for employees and the public.
• Improve bottom line by reducing dwell time.
• Automate mechanical and security checks remotely.
• Capture approximately 5 gigabytes of data per freight car.

Reduced Railcar Inspection Times Versus Manual Processes

The automation directly attacks inspection cycle time. Where manual processes for longer trains can take hours, the AI-enabled portals can accurately assess trains moving at full speed. The system's optional Artificial Intelligence detection elevates this by automatically targeting and identifying a wide variety of specific railcar defects, providing inspectors with real-time alerts and notifications in advance. This immediate flagging of anomalies streamlines the process, meaning mechanical inspectors spend less time searching and more time fixing. If onboarding takes 14+ days, churn risk rises, but the speed of automated detection mitigates this operational drag.

Cost-Effective, Decentralized Edge Data Centers in Rural/Underserved Markets

Duos Edge AI is deploying small, modular Edge Data Centers (EDCs) to bring localized, Tier 3-level data center capacity to areas lacking robust digital infrastructure. This decentralized approach is cost-effective; the fully installed cost for these units is estimated to be around $1.2 million to $1.4 million. The company is executing against an aggressive deployment schedule, targeting 15 EDCs by the close of fiscal year 2025. As of Q2 2025, they had 10 units in production or planning, having launched the first production standalone EDC with revenues starting in June 2025. Furthermore, the partnership with FiberLight helps reduce deployment costs by 30%.

Here is the deployment roadmap:

Metric	Target/Actual (as of late 2025)	Year-End 2026 Projection
EDCs Deployed/Planned (2025 Target)	15 units	N/A
Additional EDCs Planned	N/A	45-50 sites
Deployment Cost (Fully Installed)	Approx. $1.2M - $1.4M	N/A

High-Margin Energy Asset Management and Operational Support Services

The Asset Management Agreement (AMA) with New APR Energy is a major driver of financial performance, shifting the revenue mix heavily toward services. For Q2 2025, total revenue hit $5.74 million, with approximately $4.76 million coming directly from AMA-related services. This focus on high-value services is reflected in the gross margin, which saw an 808% enhancement to $1.52 million in Q2 2025. A unique aspect of this high-margin stream is the 5% non-voting equity interest in New APR's parent company, which contributed $904,125 in Q2 2025 revenue that carried a 100% margin. The company is projecting full-year 2025 consolidated revenue to be between $28 million and $30 million.

The financial impact of the AMA is stark:

• Q2 2025 Services and Consulting Revenue: Approx. $5.7 million.
• Q2 2025 Gross Margin: $1.52 million.
• FY 2025 Revenue Guidance: $28M - $30M.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Customer Relationships

You're looking at how Duos Technologies Group, Inc. secures and maintains its customer base, which is heavily leaning on long-term, high-value service contracts as of late 2025. The shift toward recurring revenue is clear in the numbers.

Long-term, multi-year service and software agreements for recurring revenue.

The foundation of Duos Technologies Group, Inc.'s customer relationship strategy rests on securing multi-year commitments that build a substantial revenue backlog. The company's backlog, which consists of these service and software agreements extending beyond the current year, was reported at approximately $45.4 million at the end of the first quarter of 2025. By the end of the second quarter of 2025, this figure stood at $40.7 million, with $18 million expected to be recognized in calendar 2025. The recurring nature of this revenue is evident in the first nine months of 2025, where total revenue reached $17.6 million, with approximately $17.2 million attributed to recurring services and consulting revenue. The overall expectation for total revenue for the full fiscal year ending December 31, 2025, is reiterated to be between $28 million and $30 million.

Here's a quick look at the revenue mix through the first three quarters of 2025:

Period End Date	Total Revenue	Recurring Services & Consulting Revenue (Approximate)	Technology Systems Revenue (Approximate)
March 31, 2025 (Q1)	$4.95 million	$4.89 million	$65,000
June 30, 2025 (6 Months)	$10.69 million	$10.59 million	$105,000
September 30, 2025 (9 Months)	$17.6 million	$17.2 million	$370,000

Dedicated operational support for major energy and rail clients.

The relationship with the major energy client, New APR Energy, under the Asset Management Agreement (AMA) signed on December 31, 2024, exemplifies dedicated, high-value support. This AMA is expected to be very accretive to shareholder value and is associated with an estimated $42 million contract for Duos Technologies Group, Inc. to operationally manage gas turbines. For the third quarter of 2025 alone, services related to the AMA contributed $5.69 million to the Services and Consulting revenue. In the first quarter of 2025, the AMA generated $3.9 million in Services and Consulting revenue. This single agreement is a cornerstone of the current revenue surge.

For rail clients, the company's operational footprint includes 13 portals as of the end of the first quarter of 2025, scanning over 2.3 million comprehensive railcar scans in that quarter alone.

High-touch, consultative sales for large-scale system deployments.

While specific sales cycle data isn't public, the nature of the large contracts implies a consultative approach. The company's consulting services revenue stream includes Professional Services (consulting and auditing), Software licensing, Customer service training, and Maintenance support. The technology systems portion, which includes the Railcar Inspection Portal (RIP), historically required payment of 30% or more due prior to delivery for system sales. The current focus, however, is shifting away from one-time system sales toward service-based revenue, which is a direct result of consultative engagement around operational needs.

Subscription model for RIP systems to lower customer entry barriers.

Duos Technologies Group, Inc. is actively transitioning the RIP business to a modular and subscription-based approach, termed "RIP-as-a-Service." This model is designed to improve scalability and lower the initial financial hurdle for customers. The first subscription services agreement, implemented with a passenger transit operator, was initially valued at $300,000 and is renewable annually. This initial deal provided access to the Railcar Inspection Portal (RIP) and optional Artificial Intelligence (AI) detection models across up to three existing Class 1 portals.

The company plans to install 65 Edge Data Centers by the end of 2026, aiming for substantial recurring revenue from these installations.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Channels

Direct sales and deployment teams handle the execution for Duos Technologies Group, Inc.'s core segments.

For rail projects, the direct teams managed operations across 13 portals in the first quarter of 2025, performing over 2.3 million comprehensive railcar scans. These scans represented approximately 24% of the total freight car population in North America. Deployment activity for two high-speed Railcar Inspection Portals experienced delays outside of the Company's control.

The energy projects channel is heavily supported by Duos Energy Corporation's execution against the Asset Management Agreement (AMA) with New APR Energy. This AMA drove approximately $4.76 million in recurring services and consulting revenue in the second quarter of 2025, and contributed $3.9 million in Q1 2025. Furthermore, project work included the installation of six gas turbine generators in Mexico, totaling 150 megawatts.

Wholly-owned subsidiaries are key delivery mechanisms for the current growth strategy.

Duos Edge AI, Inc. focuses on Edge Data Centers (EDCs), with a goal to have 15 units deployed by the end of fiscal year 2025. The company had orders for a total of 10 units as of the end of Q1 2025, and commercialized its first production standalone EDC with revenues starting April 1, 2025.

The expected revenue contribution from the EDC channel is detailed below:

Metric	Q1 2025 Estimate (Per Unit)	Q2 2025 Estimate (Per Unit)
Annual Revenue Expectation	$300,000 to $400,000 (over 12-18 months)	$350,000 to $500,000 (Annually)
Projected Gross Profit Margin	Not specified	Mid-70s percent
Projected Free Cash Flow (After Year 1)	Not specified	Around $300,000 per unit (Per year)

Duos Energy Corporation channels its services primarily through the AMA, which contributed approximately $6,600,000 of the $6.9 million total revenue in Q3 2025, categorized as recurring services and consulting and hosting revenue.

Direct procurement and infrastructure services via Duos Technology Solutions are reflected in the technology systems revenue component.

For the first nine months of 2025, technology systems revenue was approximately $370,000. In Q3 2025 alone, technology systems revenue was approximately $263,000. The total contract backlog as of the end of Q2 2025 was approximately $40.7 million in revenue, with approximately $18 million expected to be recognized in calendar 2025.

The Investor Relations website serves as the primary channel for communicating Duos Technologies Group, Inc.'s financial trajectory and strategic capital actions.

The Company reiterated its total revenue expectation for the fiscal year ending December 31, 2025, to range between $28 million and $30 million. This guidance represents an increase of 285% to 312% from 2024.

Strategic communications highlight capital deployment to support this channel growth:

• Duos Technologies Group, Inc. raised over $50 million in capital during 2025.
• The capital raise included $40 million in a public offering and $12.5 million through an at-the-market (ATM) facility earlier in 2025.
• The company is targeting the first quarter of breakeven or better on an adjusted EBITDA basis in Q4 2025.
• The Investor Relations channel communicated a partnership signed with FiberLight to enhance telecom capabilities.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Customer Segments

You're looking at the customer base for Duos Technologies Group, Inc. as of late 2025, which has clearly pivoted to focus heavily on energy services and Edge Data Centers (EDC), though the rail business remains a foundation.

Class 1 North American Railroads and major passenger rail operators.

This segment utilizes the Railcar Inspection Portal (RIP) technology for safety and compliance data collection. Duos Technologies Group, Inc. supports four Class 1s and Amtrak. As of Q1 2025, the company operated 13 portals across the U.S., Canada, and Mexico. During Q1 2025, over 2.3 million comprehensive railcar scans were performed across these portals. This activity represented approximately 24% of the total freight car population in North America. Revenue from technology systems in Q2 2025 was approximately $40,000, showing this segment is currently a smaller revenue contributor compared to the energy and EDC segments.

Large data center developers and hyperscalers needing power solutions.

This customer group is primarily served through Duos Energy Corporation executing the Asset Management Agreement (AMA) with New APR Energy LLC. This work involves deploying and managing mobile gas turbines for behind-the-meter power. As of Q2 2025, Duos Energy completed the installation of six gas turbine generators (150MW) in Mexico and four additional generators at a Hyperscaler site in Tennessee under the AMA. Furthermore, the company deployed an additional 300 megawatts of gas turbines to support a large US based AI data center operator. Revenue from services related to the AMA was $4.76 million in Q2 2025 and $5.15 million in Q3 2025. The AMA was expected to generate approximately $42 million over the next two years as of March 31, 2025.

Freight car owners and lessors seeking compliance and safety solutions.

This group is targeted for subscription services based on the data gathered from the railcar scanning portals. Following a five-year agreement with CN (CNI) signed in late 2024, Duos Technologies Group, Inc. intends to offer shippers and car owners transiting the CN network subscription access to the Machine Vision/AI Wayside Detection Safety Data.

Regional enterprises, government, and healthcare facilities for Edge Data Centers.

Duos Edge AI, Inc. targets this market with its modular Edge Data Center (EDC) solutions. The company aims to deploy 15 EDCs by the end of 2025. As of Q2 2025, orders were placed for a total of 10 units. The first production standalone EDC began generating revenues in June 2025. By the end of Q3 2025, the company announced the deployment of its sixth Edge Data Center, with an additional nine scheduled for Q4 2025. The company expects to exit 2025 with an estimated $3.5 million in high margin annual recurring revenue from this business. A partnership with FiberLight was signed to accelerate EDC deployment and expand high-speed connectivity.

The composition of Duos Technologies Group, Inc.'s revenue streams as of Q3 2025 highlights the customer segment focus:

Revenue Component	Q3 2025 Amount	Percentage of Total Q3 2025 Revenue
Recurring Services and Consulting/Hosting Revenue	Approximately $6,600,000	Approximately 95.9%
Technology Systems Revenue	Approximately $263,000	Approximately 3.8%
Total Revenue (Q3 2025)	$6.88 million	100%

The recurring services and consulting revenue is heavily influenced by the AMA with New APR Energy.

The company's contracted backlog as of Q3 2025 was nearly $26 million in revenue, with about $9.5 million or more projected for recognition in Q4 2025.

• Total Revenue for the first nine months of 2025: $17.6 million.
• Total Revenue for the first nine months of 2025: Recurring services and consulting revenue was approximately $17.2 million.
• Total Revenue for the first nine months of 2025: Technology systems revenue was approximately $370,000.
• Full-year 2025 Revenue Guidance: $28 million to $30 million.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Cost Structure

You're looking at the cost side of Duos Technologies Group, Inc.'s business as they push hard on the Edge Data Center and AMA service growth. Honestly, the cost structure is heavily influenced by the massive revenue ramp-up from the Asset Management Agreement (AMA) with New APR Energy, which drives up both cost of revenues and operating expenses, particularly non-cash items.

Cost of Revenues for Services and Consulting

The cost associated with generating the high-margin service and consulting revenue, especially from the AMA, saw a significant jump. This reflects the direct costs of managing the deployment and operation of the mobile gas turbines and related inventory for APR Energy.

• Cost of revenues for services and consulting for the nine months ended 2025 increased by 143%.
• This cost reached $12.22 million for the nine months ended 2025, up from $5.02 million in the same prior period.
• The cost of revenues specifically tied to technology systems has been decreasing compared to the equivalent periods in 2024.

Operating Expenses

Operating expenses are being managed, but they are rising due to strategic investments and non-cash charges. The increase in expenses is largely attributed to non-cash stock-based compensation granted to the executive team on January 1, 2025.

Here's the quick math on operating expenses, noting the closest available data point to your requested 34% increase, which appears tied to the Q3 reporting period:

Metric	Q3 2025 Amount	Year-over-Year Change	Prior Year Q3 Amount
Operating Expenses	$11.7 million	34% increase	$8.7 million
Operating Expenses (6 Months 2025)	$8.06 million	38% increase	$5.86 million
Operating Expenses (Q3 2025)	$3.63 million	28% increase	$2.8 million

What this estimate hides is the specific breakdown of the non-cash stock-based compensation component for the full nine months, though it is confirmed as a primary driver for the expense increase in Q3.

Capital Expenditure for Edge Data Center Unit Manufacturing and Deployment

Capital expenditure is focused on scaling the Duos Edge AI segment. While a total CapEx number for the nine months isn't explicitly stated, the funding secured to support manufacturing and deployment is a clear indicator of this cost commitment.

• Duos Edge AI secured a total of $2.2 million in secured promissory notes to fund the construction, deployment, and initial operations of the first three Edge Data Centers (EDCs).
• The debt for this funding matures at the end of 2025 and carries an interest charge of 10% per annum.
• The company is on pace to have 15 Edge Data Centers under contract by the end of 2025.

R&D and Engineering Costs for AI Model Development and System Integration

Research and Development (R&D) costs show variability quarter-over-quarter, suggesting a shift in focus from initial development to operational support for existing systems like the AMA.

• R&D expenses rose 11% in Q1 2025, reflecting new engineering hires supporting the AMA.
• R&D expenses fell by 21% in Q2 2025 due to completed development and testing of prospective technologies.
• R&D expenses fell by 71% in Q3 2025 due to scaled-back testing of prospective technologies.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Revenue Streams

You're looking at how Duos Technologies Group, Inc. is bringing in money as of late 2025, which is heavily influenced by their energy services agreement.

The revenue streams for Duos Technologies Group, Inc. are clearly segmented, showing a strong pivot toward recurring service contracts over one-time system sales, which is a key part of their current financial structure.

Revenue Stream Component	9 Months Ended 2025 (Approximate)	Full Year 2025 Guidance
Recurring Services and Consulting Revenue	$17.2 million	Part of $28 million to $30 million total
Technology Systems Revenue (RIP Sales/Deployment)	$370,000	Part of $28 million to $30 million total
Total Revenue (9 Months Ended 2025)	$17.57 million	N/A
Total Revenue Guidance (FY 2025)	N/A	$28 million to $30 million

The recurring services and consulting revenue is the dominant component, largely driven by the Asset Management Agreement (AMA) with New APR Energy.

Here's a breakdown of the key revenue components for the first nine months of 2025:

• Recurring services and consulting revenue: approximately $17.2 million for 9 months 2025.
• Technology systems revenue from Railcar Inspection Portal (RIP) sales and deployment: approximately $370,000 for 9 months 2025.
• High-margin revenue from the 5% equity interest in New APR parent: Over $904,000 recognized in Q3 2025 alone, booked at a 100% margin.
• Edge Data Center co-location services and power consulting fees: This is a growing area, supported by the deployment of Edge Data Centers (EDCs).
• Full-year 2025 revenue guidance is set between $28 million and $30 million.

To be fair, that $17.2 million in recurring revenue for the nine months includes about $5.15 million specifically from Duos Energy executing the AMA with APR Energy in Q3 2025. Also, the Q3 2025 recurring services and consulting and hosting revenue alone was about $6.6 million.

The technology systems revenue saw a decrease, with only about $263,000 recognized in Q3 2025, primarily attributed to deployment delays with the Railcar Inspection Portals.

Finance: draft 13-week cash view by Friday.