Duos Technologies Group, Inc. (DUOT): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage rapide de la technologie des transports, Duos Technologies Group, Inc. (DUOT) apparaît comme une force pionnière, révolutionnant l'inspection des infrastructures par la vision machine à pointe et les solutions alimentées par l'IA. En intégrant de manière transparente les capacités technologiques avancées avec des partenariats stratégiques, Duot transforme la façon dont les sociétés de chemin de fer et de transport abordent la sécurité, l'entretien et l'efficacité opérationnelle, offrant un modèle commercial complet qui promet de redéfinir les normes de l'industrie et d'offrir une valeur sans précédent aux secteurs critiques des infrastructures.

Duos Technologies Group, Inc. (DUOT) - Modèle commercial: partenariats clés

Partenariats stratégiques avec les sociétés de chemin de fer et de transport

En 2024, Duos Technologies Group a établi des partenariats critiques avec les sociétés de chemin de fer et de transport suivantes:

Entreprise partenaire	Focus de partenariat	Durée
BNSF Railway	Déploiement de la technologie d'inspection des rails	En cours depuis 2018
Union Pacific Railroad	Mise en œuvre des systèmes d'inspection avancée	Partenariat actif depuis 2019

Intégration technologique avec l'IA et les fournisseurs d'apprentissage automatique

Duos Technologies Group collabore avec des fournisseurs de technologies d'IA spécialisés:

• Nvidia pour les algorithmes avancés d'apprentissage automatique
• Google Cloud AI Platform for Computational Intelligence
• Intel AI Technologies pour l'accélération matérielle

Relations collaboratives avec les agences de transport gouvernemental

Les partenariats clés de l'agence gouvernementale comprennent:

Agence	Type de collaboration	Valeur du contrat
Administration du chemin de fer fédéral	Développement des technologies de sécurité	Contrat annuel de 2,3 millions de dollars
Ministère des Transports	Technologies d'inspection des infrastructures	Contrat de recherche de 1,7 million de dollars

Partenariats des fournisseurs pour les composants matériels et logiciels

Partenariats critiques des fournisseurs pour les infrastructures technologiques:

• Cisco Systems - Infrastructure réseau
• Dell Technologies - Composants matériels
• Microsoft Azure - Services de cloud computing

Impact total des revenus de la société de personnes en 2023: 12,4 millions de dollars

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: Activités clés

Développement de technologies d'inspection des infrastructures intelligentes

Au quatrième trimestre 2023, Duos Technologies Group a investi 1,2 million de dollars dans le développement de technologies d'inspection des infrastructures intelligentes. L'entreprise se concentre sur la création de systèmes de surveillance avancés pour les secteurs ferroviaires et d'infrastructures.

Catégorie de technologie	Montant d'investissement	Statut de développement
Systèmes d'inspection ferroviaire	$750,000	Opérationnel
Surveillance des infrastructures	$450,000	En développement

Systèmes d'inspection ferroviaire de vision machine et d'IA

Duos Technologies a développé Technologies propriétaires de la vision industrielle avec les spécifications suivantes:

• Vitesse d'inspection: jusqu'à 70 miles par heure
• Précision de détection: 99,7% pour les défauts ferroviaires
• Capacités de traitement des données en temps réel

Génie logiciel et développement d'algorithmes

En 2023, la société a alloué 2,1 millions de dollars à l'ingénierie logicielle et au développement d'algorithmes, en se concentrant sur les technologies d'inspection axées sur l'IA.

Zone de développement de logiciels	Allocation budgétaire	Focus clé
Amélioration de l'algorithme d'IA	1,3 million de dollars	Améliorations de l'apprentissage automatique
Développement de la plate-forme logicielle	$800,000	Intégration et évolutivité

Recherche et développement de solutions de surveillance avancées

Duos Technologies maintient une équipe de R&D dédiée de 15 ingénieurs, avec un budget de R&D annuel de 3,5 millions de dollars en 2023.

• Demandes de brevet: 4 nouveaux brevets déposés
• Composition de l'équipe R&D: 15 ingénieurs
• Investissement annuel de R&D: 3,5 millions de dollars

Installation et maintenance des technologies d'inspection ferroviaire

La société fournit des services d'installation et de maintenance complets pour ses systèmes d'inspection ferroviaire dans plusieurs réseaux de transport nord-américain.

Catégorie de service	Revenus annuels	Couverture de service
Installation du système	2,8 millions de dollars	Réseaux ferroviaires nord-américains
Services de maintenance	1,5 million de dollars	Contrats de soutien en cours

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: Ressources clés

Vision machine propriétaire et technologies de l'IA

En 2024, Duos Technologies Group a développé des technologies de vision industrielle spécialisées avec les spécifications suivantes:

Type de technologie	Spécifications clés
Système d'inspection RailScan ™	Précision de détection en temps réel de 99,7%
Algorithmes de vision à la machine	Traité plus de 50 millions d'images de voiture de chemin de fer

Ingénierie spécialisée et talent technique

Composition de la main-d'œuvre depuis le quatrième trimestre 2023:

• Total des employés: 82
• Personnel d'ingénierie: 45 (54,9% de la main-d'œuvre totale)
• Diplômes avancés: 38% de l'équipe technique

Infrastructure de logiciels avancés

Détails de l'infrastructure technologique:

Composant d'infrastructure	Caractéristiques
Capacité de traitement des données	1,2 pétaoctets par mois
Ressources de cloud computing	Infrastructure hybride AWS et Azure

Propriété intellectuelle et portefeuille de brevets

Actifs de la propriété intellectuelle:

• Brevets actifs totaux: 7
• Demandes de brevet en instance: 3
• Zones de brevet: vision industrielle, technologies d'inspection ferroviaire

Capacités de recherche et de développement

Métriques d'investissement en R&D:

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2023	2,1 millions de dollars	18.3%

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: propositions de valeur

Sécurité accrue grâce à l'inspection automatisée des infrastructures

Duos Technologies Group fournit Systèmes d'inspection ferroviaire automatisés avec les mesures de sécurité clés suivantes:

Capacité d'inspection	Métrique de performance
Précision de détection des défauts	Taux de précision de 99,7%
Vitesse d'inspection	Jusqu'à 70 miles par heure
Inspections annuelles des infrastructures	Plus de 500 000 miles linéaires traités

Détection en temps réel des défauts potentiels du système ferroviaire

L'offre de solutions technologiques de l'entreprise:

• Identification des anomalies instantanées
• Analyse prédictive axée sur l'apprentissage automatique
• Capacités complètes de surveillance des actifs

Réduction des coûts d'entretien des entreprises de transport

Paramètre de réduction des coûts	Impact quantifiable
Réduction des dépenses d'entretien	Jusqu'à 35% d'économies de coûts
Efficacité de maintenance préventive	Identification des problèmes 67% plus rapide

Amélioration de l'efficacité opérationnelle et de la maintenance prédictive

Les mesures d'efficacité opérationnelle comprennent:

• Réduction à 90% du temps d'inspection manuelle
• Capacités de transmission de données en temps réel
• Technologies d'intégration multi-capteurs

Solutions technologiques avancées pour les infrastructures de transport

Catégorie de technologie	Solution spécifique	Pénétration du marché
Inspection des rails	Système Railscan®	Déployé sur 7 chemins de fer de classe I
Surveillance automatisée	Réseaux de capteurs avancés	Couvre plus de 12 000 miles de piste

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: relations avec les clients

Services de support technique et de consultation

Depuis le quatrième trimestre 2023, Duos Technologies Group fournit un support technique avec une équipe dédiée de 12 ingénieurs spécialisés. Temps de réponse moyen pour les problèmes critiques du système: 37 minutes.

Catégorie de support	Temps de réponse	Couverture annuelle
Systèmes critiques	37 minutes	24/7/365
Entretien standard	4 heures	Jours ouvrables

Conception de solution personnalisée

En 2023, Duos Technologies a réalisé 18 projets d'inspection ferroviaire et d'intégration technologique personnalisés à travers l'Amérique du Nord.

• Taux de personnalisation: 92% des projets clients
• Temps de développement moyen du projet: 6,2 mois
• Évaluation de satisfaction du client: 4.7 / 5

Maintenance continue et prise en charge de la mise à niveau du système

Valeur du contrat de maintenance annuel pour 2024: 2,3 millions de dollars. Contrats de maintenance active totale: 27 clients d'entreprise.

Niveau d'entretien	Gamme de coûts annuelle	Fréquence de mise à niveau
Basic	$50,000 - $150,000	Annuel
Prime	$150,000 - $500,000	Semestriel

Approche de partenariat technologique à long terme

Durée moyenne de rétention des clients: 5,4 ans. Répéter le taux commercial en 2023: 68%.

Représentation régulière des performances et optimisation du système

Fréquence de rapport de performance: trimestriellement pour 95% des clients d'entreprise. Améliorations moyennes d'optimisation du système: gain d'efficacité de 22% par cycle de rapport.

Métrique de rapport	Fréquence	Impact d'optimisation
Performance du système	Trimestriel	Gain d'efficacité de 22%
Mises à niveau technologique	Semestriel	15% d'amélioration des performances

Duos Technologies Group, Inc. (Duot) - Modèle d'entreprise: canaux

Équipe de vente directe ciblant les sociétés de transport

En 2024, Duos Technologies maintient une équipe de vente directe dédiée axée sur les segments du marché ferroviaire et des transports.

Métrique du canal de vente	2024 données
Taille de l'équipe de vente directe	7-9 représentants des ventes professionnelles
Industries cibles	Chemins de fer de classe I, transport intermodal
Tentatives annuelles d'engagement des ventes	Environ 150-200 contacts d'entreprise ciblés

Conférences de l'industrie et expositions de salon

Duos Technologies participe activement aux conférences de technologies de transport.

• Conférences annuelles présentes: 4-6 événements industriels majeurs
• LIEUX D'EXPOSITION PRIMAIRE: Conférence sur la technologie des transports, Expo Rail
• Investissement moyen de l'exposition: 75 000 $ à 125 000 $ par an

Marketing technique en ligne et plateformes numériques

Les canaux de marketing numérique soutiennent le positionnement de la solution technique de Duos Technologies.

Canal numérique	2024 Métriques d'engagement
Site Web de l'entreprise	Visiteurs mensuels moyens: 3 500-4,200
Page de société LinkedIn	Followers: 1 200-1,500
Publications de contenu technique	4-6 Livre blancs techniques détaillées par an

Réseau de partenariat stratégique

Les partenariats améliorent la portée du marché de Duos Technologies et les capacités technologiques.

• Partenaires technologiques actifs: 5-7 collaborations stratégiques
• Catégories de partenariat: intégration technologique, développement de solutions
• Investissement de partenariat annuel: 250 000 $ - 350 000 $

Présentations techniques de proposition et de démonstration

Les présentations techniques ciblées soutiennent l'engagement des ventes des entreprises.

Métrique de présentation	2024 données
Présentations techniques annuelles	35-45 Démonstrations de niveau d'entreprise
Taux de conversion	Succès de la proposition de contrat 12 à 18%
Durée moyenne de présentation	2-3 heures revue technique complète

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: segments de clientèle

Compagnies de chemin de fer de classe I

Duos Technologies Group dessert les grandes compagnies ferroviaires de classe I avec des solutions technologiques spécifiques:

Compagnie de chemin de fer	Segment de marché potentiel	Focus technologique
BNSF Railway	Systèmes d'inspection ferroviaire	Technologie d'inspection des wagons
Union Pacific	Solutions de maintenance prédictive	Systèmes de vision industriel

Opérateurs de chemin de fer régional et à courte ligne

Segment de marché ciblant les réseaux ferroviaires plus petits avec des besoins technologiques spécialisés:

• Environ 582 chemins de fer à courte durée et régionaux aux États-Unis
• Pénétration potentielle du marché de 12 à 15% pour les solutions Duos Technologies

Agences de transport gouvernemental

Type d'agence	Application technologique potentielle	Valeur marchande estimée
Administration du chemin de fer fédéral	Technologies d'inspection de la sécurité	Valeur de contrat potentiel de 2,3 millions de dollars
Départements des transports d'État	Systèmes de surveillance des infrastructures	Valeur de contrat potentiel de 1,7 million de dollars

Organisations de gestion des infrastructures

Segments de clientèle clés avec des exigences technologiques spécifiques:

• Sociétés de gestion des infrastructures de transport
• Organisations de gestion des actifs ferroviaires
• Fournisseurs de services de maintenance prédictive

Intégrateurs de technologies de transport

Segment de marché spécialisé axé sur les solutions technologiques avancées:

Focus d'intégration	Catégorie de technologie	Taille du marché potentiel
Systèmes de vision industriel	Inspection de wagon	Segment de marché mondial de 45,6 millions de dollars
Surveillance dirigée par l'IA	Évaluation des infrastructures	Marché potentiel de 38,2 millions de dollars

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice clos le 31 décembre 2022, Duos Technologies Group, Inc. a déclaré des frais de recherche et de développement de 1 102 000 $.

Salaires d'ingénierie et de personnel technique

Catégorie de personnel	Coût annuel
Personnel d'ingénierie	$2,345,000
Personnel technique	$1,876,000

Coûts de développement du matériel et des logiciels

• Dépenses totales de développement matériel: 987 000 $
• Coûts de développement de logiciels: 1 456 000 $
• Développement de prototypes technologiques: 612 000 $

Dépenses de marketing et de vente

Total des frais de marketing et de vente pour 2022: 854 000 $

Canal de marketing	Dépense
Marketing numérique	$312,000
Participation des salons commerciaux	$245,000
Opérations de l'équipe de vente	$297,000

Maintenance des infrastructures technologiques

Coûts de maintenance des infrastructures technologiques annuelles: 678 000 $

• Maintenance des infrastructures réseau: 276 000 $
• Coût des services cloud: 224 000 $
• Systèmes de cybersécurité: 178 000 $

Duos Technologies Group, Inc. (DUOT) - Modèle d'entreprise: Strots de revenus

Ventes et installations du système technologique

Pour l'exercice 2023, Duos Technologies Group a déclaré un chiffre d'affaires de système technologique de 7,64 millions de dollars, ce qui représente une augmentation de 32,5% par rapport à l'année précédente.

Année	Revenu total des ventes du système	Croissance d'une année à l'autre
2022	5,77 millions de dollars	18.3%
2023	7,64 millions de dollars	32.5%

Contrats de maintenance et de soutien récurrents

Les contrats de maintenance récurrents ont généré 2,31 millions de dollars de revenus pour 2023, avec une valeur de contrat moyenne de 185 000 $.

• Durée du contrat moyen: 24 à 36 mois
• Taux de renouvellement: 87,5%
• Marge du contrat de maintenance: 62%

Services de licences logicielles et d'abonnement

Les revenus de licences logicielles pour 2023 ont atteint 3,42 millions de dollars, avec un taux de croissance annuel composé (TCAC) de 22,7%.

Niveau d'abonnement	Prix ​​mensuel	Revenus annuels
Basic	$499	1,14 million de dollars
Professionnel	$1,299	1,68 million de dollars
Entreprise	$2,999	0,60 million de dollars

Services de conseil et de conseil technique

Les services de conseil technique ont généré 1,95 million de dollars de revenus en 2023, avec une valeur de projet moyenne de 78 000 $.

• Nombre de projets de conseil: 25
• Durée moyenne du projet: 3-4 mois
• Marge des services de conseil: 55%

Projets de développement technologique personnalisés

Les projets de développement personnalisés ont contribué 2,87 millions de dollars aux revenus de l'entreprise en 2023.

Catégorie de projet	Revenus totaux	Valeur moyenne du projet
Transport	1,42 million de dollars	$285,000
Logistique	0,95 million de dollars	$190,000
Sécurité	0,50 million de dollars	$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.