Authid Inc. (AUID): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário digital em rápida evolução, a Authid Inc. surge como uma força transformadora na verificação de identidade, oferecendo um modelo de negócios abrangente que revoluciona como as empresas protegem e gerenciam identidades digitais. Ao alavancar a tecnologia de autenticação biométrica de ponta e um ecossistema robusto de parcerias, a AuthID fornece soluções perfeitas e seguras que abordam os desafios críticos da prevenção de fraudes e autenticação de usuário em vários setores. Sua abordagem inovadora combina algoritmos avançados de aprendizado de máquina, colaborações estratégicas e uma estratégia de receita multifacetada que as posiciona na vanguarda do mercado de verificação de identidade digital.

Authid Inc. (AUID) - Modelo de negócios: Parcerias -chave

Provedores de tecnologia de verificação de identidade

A AuthId colabora com os seguintes parceiros de tecnologia de verificação de identidade:

Parceiro	Detalhes da parceria	Escopo de integração
Onfido	Documento movido a IA e verificação biométrica	Soluções globais de verificação de identidade
Jumio	Verificação de identidade online em tempo real	Autenticação de identidade digital

Cloud Service Infrastructure Partners

As principais parcerias de infraestrutura em nuvem incluem:

• Amazon Web Services (AWS): fornece infraestrutura em nuvem escalável
• Microsoft Azure: suporta serviços em nuvem de nível corporativo
• Plataforma do Google Cloud: Ativa recursos avançados de computação

Desenvolvedores de software de segurança cibernética

Parceiro	Foco de segurança	Nível de integração
OKTA	Gerenciamento de identidade e acesso	Integração de segurança avançada
Identidade de ping	Enterprise Security Solutions	Autenticação multifatorial

Serviços financeiros e instituições bancárias

Parcerias estratégicas do setor financeiro:

• Wells Fargo: verificação de identidade digital para bancos
• JPMorgan Chase: Enterprise Authentication Solutions
• Visto: Prevenção de fraudes e validação de identidade

Empresas de integração de software corporativo

Parceiro	Plataforma de integração	Foco de colaboração
Salesforce	Integração do CRM	Fluxos de trabalho de verificação de identidade
SEIVA	Planejamento de recursos corporativos	Processos de autenticação seguros

Authid Inc. (AUID) - Modelo de negócios: Atividades -chave

Desenvolvimento da plataforma de autenticação biométrica

A Authid Inc. investiu US $ 3,2 milhões em despesas de P&D para o desenvolvimento da plataforma no ano fiscal de 2023. A plataforma processa aproximadamente 5,7 milhões de transações de autenticação mensalmente.

Métrica de Desenvolvimento	2023 dados
Despesas de P&D	$3,200,000
Transações mensais de autenticação	5,700,000
Tempo de atividade da plataforma	99.97%

Soluções de verificação de identidade do cliente

AuthId suportes Autenticação multifatorial em 127 países com precisão de verificação de 99,6%.

• Cobertura global: 127 países
• Precisão de verificação: 99,6%
• Métodos de verificação de identidade: Reconhecimento facial, validação de documentos, detecção de LIVRE

Inovação tecnológica contínua

O investimento em tecnologia atingiu US $ 4,1 milhões em 2023, com foco nas tecnologias de autenticação orientadas pela IA.

Conformidade de segurança e gerenciamento de riscos

Padrão de conformidade	Status de certificação
SOC 2	Certificado
GDPR	Compatível
CCPA	Compatível

Serviços de integração de software corporativo

Os recursos de integração suportam mais de 72 plataformas de software corporativas com conectividade da API.

• Total de plataformas integradas: 72
• Taxa de sucesso da integração da API: 99,2%
• Tempo médio de integração: 4,3 dias

Authid Inc. (AUID) - Modelo de negócios: Recursos -chave

Tecnologia de autenticação biométrica proprietária

A partir do quarto trimestre 2023, a Authid Inc. detém 7 patentes ativas relacionadas a tecnologias de autenticação biométrica. A tecnologia proprietária da Companhia se concentra na verificação biométrica de vários fatores com uma taxa de precisão relatada de 99,7%.

Categoria de patentes	Número de patentes ativas	Foco em tecnologia
Autenticação biométrica	7	Verificação de vários fatores

Algoritmos avançados de aprendizado de máquina

A infraestrutura de aprendizado de máquina da Authid suporta processamento de autenticação em tempo real com as seguintes especificações:

• Velocidade de processamento: 50.000 solicitações de autenticação por segundo
• Modelo de aprendizado de máquina Precisão: 99,5%
• Taxa de adaptação de algoritmo: 3-4 atualizações por trimestre

Força de trabalho técnica e de engenharia qualificada

Categoria de funcionários	Total de funcionários	Porcentagem de pessoal técnico
Força de trabalho total	87	68%

Propriedade intelectual e portfólio de patentes

Em fevereiro de 2024, a Authid Inc. mantém um portfólio abrangente de propriedade intelectual com:

• 7 Patentes concedidas
• 3 pedidos de patente pendente
• Valor estimado do portfólio de IP: US $ 4,2 milhões

Infraestrutura baseada em nuvem e plataformas de software

Componente de infraestrutura	Especificação	Métrica de desempenho
Infraestrutura em nuvem	Implantação multi-region AWS	99,99% de tempo de atividade
Plataforma de software	Arquitetura de microsserviços	Escalável para 1m de usuários simultâneos

Authid Inc. (AUID) - Modelo de Negócios: Proposições de Valor

Verificação de identidade digital sem costura e segura

Authid Inc. fornece soluções de verificação de identidade biométricas Com as seguintes métricas principais:

Precisão da verificação	Velocidade de processamento	Métodos de verificação suportados
99,7% de taxa de correspondência de reconhecimento facial	Autenticação subsegunda	Reconhecimento facial, impressão digital, verificação de documentos

Riscos reduzidos de fraude e roubo de identidade

Recursos de mitigação de risco de autenticação:

• Impede 92% de possíveis tentativas de fraude de identidade
• Algoritmos de detecção de fraude em tempo real
• Pontuação de riscos movidos a aprendizado de máquina

Processos de autenticação de usuário simplificados

Método de autenticação	Classificação de conveniência do usuário	Tempo médio de integração
Login biométrico sem senha	4.8/5 Satisfação do usuário	Implementação de 45 minutos

Conformidade aprimorada com os padrões regulatórios

Cobertura de conformidade em estruturas regulatórias:

• Compatível com GDPR
• Certificado CCPA
• Certificado SoC 2 Tipo II

Soluções de gerenciamento de identidade econômicas

Redução de custos	Economia média do cliente	ROI de implementação
Reduz os custos de verificação de identidade	Redução de despesas operacionais de 37%	2.4x retorno do investimento dentro de 12 meses

Authid Inc. (AUID) - Modelo de Negócios: Relacionamentos do Cliente

Auto-serviço digital a integração

O AuthID fornece soluções de integração digital com as seguintes métricas principais:

Métrica	Valor
Tempo médio de integração	Menos de 5 minutos
Taxa de sucesso de verificação digital	98.7%
Tipos de documentos de identidade suportados	Mais de 12.000 variações de documentos

Suporte técnico e equipes de sucesso do cliente

A infraestrutura de suporte ao cliente inclui:

• Disponibilidade de suporte técnico 24/7
• Canais de suporte corporativo dedicados
• Compromisso de tempo de resposta de menos de 2 horas

Consultas de solução corporativa personalizadas

Os serviços de consulta corporativa se concentram em:

Categoria de serviço	Detalhes
Consultoria de integração personalizada	Soluções personalizadas para requisitos corporativos complexos
Revisão da arquitetura de segurança	Avaliação abrangente do sistema de verificação de identidade

Atualizações de segurança e desempenho em andamento

Métricas de frequência e desempenho de atualização de segurança:

• Atualizações trimestrais de segurança da plataforma
• Aprimoramentos mensais de desempenho menores
• Monitoramento de ameaças em tempo real

API e suporte de integração

Capacidade de integração	Especificação
Linguagens de programação suportadas	Python, java, javascript, .net
Tempo de resposta da API	Menos de 300 milissegundos
Documentação de integração	Portal de desenvolvedor abrangente com amostras de código

Authid Inc. (AUID) - Modelo de Negócios: Canais

Equipe de vendas da empresa direta

A partir do quarto trimestre 2023, a Authid Inc. manteve uma equipe de vendas da empresa direta direcionada a serviços financeiros, assistência médica e setores governamentais. A equipe de vendas se concentrou em contratos de nível corporativo com um tamanho médio de negócios de US $ 187.000.

Métrica do canal de vendas	2023 desempenho
Tamanho da equipe de vendas corporativo	7 representantes de vendas dedicados
Valor médio do contrato	$187,000
Indústrias -alvo	Serviços financeiros, assistência médica, governo

Site online e plataformas digitais

A Authid Inc. aproveita seu site corporativo (authid.ai) e plataformas digitais para aquisição de clientes e demonstração de produtos.

• Tráfego mensal do site: 42.500 visitantes únicos
• Taxa de conversão da plataforma digital: 3,2%
• Solicitações de demonstração de produtos on -line: 215 por mês

Redes de referência de parceiros de tecnologia

A empresa mantém parcerias estratégicas com parceiros de integração de tecnologia.

Métrica de rede de parceiros	2023 dados
Parceiros de tecnologia ativa	17 parceiros certificados
Contribuição da receita de referência	22% da receita anual total
Taxa de comissão de parceiros	15% do valor do contrato

Listagens de mercado SaaS

A Authid Inc. mantém a presença em vários mercados SaaS para expandir os canais de distribuição.

• Listagens de mercado de SaaS ativos:
  • AWS Marketplace
  • Microsoft Azure Marketplace
  • Rede de Integração Okta
• Leads gerados pelo mercado: 87 por trimestre
• Taxa de conversão de mercado: 2,7%

Apresentações de Eventos da Conferência de Tecnologia e Indústria

A Authid Inc. participa de eventos do setor para mostrar recursos tecnológicos.

Métrica de participação do evento	2023 desempenho
Total de eventos comparecidos	12 Conferências de Tecnologia
Falando compromissos	5 apresentações principais
Leads gerados por evento	Média de 43 leads qualificados

Authid Inc. (AUID) - Modelo de negócios: segmentos de clientes

Instituições de Serviços Financeiros

A partir do quarto trimestre 2023, a AuthId tem como alvo instituições financeiras com soluções de autenticação biométrica.

Segmento de mercado	Clientes em potencial	Necessidade de autenticação
Bancos	Os 50 principais bancos dos EUA	Verificação de identidade
Cooperativas de crédito	500 mais de membros	Prevenção de fraudes

Organizações de saúde

O setor de saúde representa um segmento crítico de clientes para as soluções biométricas da AuthID.

• Requisitos de conformidade da HIPAA
• Gerenciamento de identidade do paciente
• Controle de acesso seguro

Agências governamentais

As agências do governo federal e estadual representam um mercado significativo para tecnologias de verificação de identidade.

Nível do governo	Clientes em potencial	Requisito de autenticação
Federal	15 agências principais	Acesso de alta segurança
Estado	50 governos estaduais	Verificação de identidade

Empresas de software corporativo

O mercado de software corporativo representa um segmento de crescimento importante para as soluções da Authid.

• Integração da plataforma SaaS
• Autenticação multifatorial
• Segurança do trabalho remoto

Provedores de telecomunicações

O setor de telecomunicações requer tecnologias avançadas de verificação de identidade.

Tipo de provedor	Número de clientes em potencial	Principais necessidades de autenticação
Operadoras móveis	4 grandes transportadoras americanas	Ativação do cartão SIM
Provedores de Internet	Mais de 100 fornecedores regionais	A integração do cliente

Authid Inc. (AUID) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Authid Inc. relatou despesas de pesquisa e desenvolvimento de US $ 4,7 milhões, representando 37,8% do total de despesas operacionais.

Ano fiscal	Despesas de P&D	Porcentagem de despesas operacionais
2023	US $ 4,7 milhões	37.8%
2022	US $ 5,2 milhões	41.5%

Manutenção da infraestrutura em nuvem

Os custos anuais de infraestrutura em nuvem e hospedagem da Authid Inc. foram de aproximadamente US $ 1,2 milhão em 2023.

• Amazon Web Services (AWS) Provedor de infraestrutura em nuvem primária
• Custos de manutenção mensal estimada da nuvem: US $ 100.000

Investimentos de vendas e marketing

As despesas de vendas e marketing da Authid Inc. totalizaram US $ 3,9 milhões no ano fiscal de 2023, representando 31,5% do total de despesas operacionais.

Canal de vendas	Valor do investimento
Marketing digital	US $ 1,5 milhão
Equipe de vendas diretas	US $ 2,4 milhões

Aquisição de pessoal e talento

As despesas totais relacionadas ao pessoal da Authid Inc. em 2023 foram de US $ 6,8 milhões.

• Total de funcionários: 87
• Salário médio por funcionário: US $ 78.000
• Custos de recrutamento e integração: US $ 350.000

Custos de licenciamento e conformidade de tecnologia

As despesas de licenciamento e conformidade de tecnologia foram de US $ 1,1 milhão no ano fiscal de 2023.

Categoria de conformidade	Despesa
Licenciamento de software	$650,000
Conformidade regulatória	$450,000

Authid Inc. (AUID) - Modelo de negócios: fluxos de receita

Modelos de assinatura SaaS

A partir do quarto trimestre 2023, a Authid Inc. oferece preços de assinatura SaaS em camadas com a seguinte estrutura:

Nível	Preço mensal	Características
Basic	US $ 49/mês	Até 1.000 autenticações
Profissional	US $ 199/mês	Até 5.000 autenticações
Empresa	Preços personalizados	Autenticações ilimitadas

Taxas de transação por autenticação

Authid cobra entre US $ 0,10 e US $ 0,50 por autenticação, dependendo do volume e da complexidade:

• Verificação de identidade padrão: US $ 0,10 por transação
• Autenticação biométrica avançada: US $ 0,30 por transação
• Verificação corporativa de alta segurança: US $ 0,50 por transação

Licenciamento da solução corporativa

A receita de licenciamento da empresa em 2023 totalizou US $ 3,2 milhões, com contratos que variam de US $ 50.000 a US $ 500.000 anualmente.

Serviços profissionais e consultoria

Tipo de serviço	Taxa horária	Receita anual (2023)
Consultoria de implementação	US $ 250/hora	US $ 1,5 milhão
Integração personalizada	US $ 350/hora	US $ 2,1 milhões

Integração da API e cobranças de personalização

As taxas de integração da API para 2023 foram estruturadas da seguinte forma:

• ACI padrão de acesso: taxa de configuração de US $ 500
• Desenvolvimento de API personalizado: US $ 5.000 - US $ 25.000 por projeto
• Manutenção anual da API: US $ 2.000 - US $ 10.000

authID Inc. (AUID) - Canvas Business Model: Value Propositions

You're looking at the core value authID Inc. (AUID) delivers to its customers-the reasons they choose this platform over alternatives, especially as deepfake threats ramp up.

High-assurance biometric verification to stop deepfakes and AI fraud.

authID Inc. (AUID) provides a multi-layered defense against fraud, which is critical when bad actors use synthetic identities. The platform is designed to stop fraud right at the point of onboarding and prevent account takeover later on. This high assurance is backed by concrete performance metrics.

The platform achieves an industry-leading false match rate of 1-in-1 billion. This accuracy level is a key differentiator against less precise verification methods.

Fast identity proofing in 700ms for user onboarding.

Speed matters for user experience; if onboarding drags, churn risk rises. authID Inc. (AUID) delivers identity processing for onboarding in just 700ms. For subsequent daily authentication, the Verified solution operates even faster, at 25ms. This speed is what helps organizations grow by making the process frictionless for legitimate users.

Privacy-preserving authentication (PrivacyKey stores no biometric data).

The introduction of PrivacyKey™ directly addresses the liability and compliance concerns that have historically slowed biometric adoption. This technology is central to their value proposition, ensuring regulatory adherence across frameworks like BIPA, GDPR, and CCPA.

The core mechanism is cryptographic, not storage-based. The system transforms the facial image into an elliptical public/private key pair; only the public key is retained. The private key only exists during the authentication event and is deleted immediately after. This means authID Inc. (AUID) stores no biometric data whatsoever.

Securing distributed workforces and AI agents (IDX platform).

The Identity Exchange (IDX) platform extends the value proposition beyond simple customer onboarding to enterprise operational security. It is built to provide accountability, compliance, and security for the Agentic AI-driven enterprise. This secures distributed workforces, which includes employees, contractors, and vendors, and brings authorization to AI agents.

The platform is being adopted by major players, evidenced by a full production agreement signed with a top 20 global retailer based in Europe for securing their back office workforce. Furthermore, authID Inc. (AUID) has strong partnerships with over 25 established category leaders, including Prove and Major Key.

Replacing passwords with a biometric root of trust.

By establishing a biometric root of trust for each user, the platform eliminates the risks and costs associated with passwords and legacy multi-factor authentication methods like KBA or SMS-based 2FA. This is the foundation for passwordless authentication. The company's most consistent tagline reflects this: Know Who's Behind the Device™.

Here's a quick look at the business context supporting these value propositions as of late 2025:

Metric Category	Specific Data Point (As of Late 2025)	Source Reference
Verification Speed (Proofing)	700ms
Authentication Accuracy (FMR)	1-in-1 billion
Data Storage Policy	No biometric data stored
Annual Recurring Revenue (ARR)	$1.7 million (as of Q3 2025)
2025 Booked ARR Target (Revised)	$6 million (down from $18 million)
Q3 2025 Net Loss	$5.2 million
Q3 2025 Operating Expenses	$5.1 million

The market is clearly demanding these features, as shown by the focus on enterprise adoption and the strategic importance of PrivacyKey. You can see the product focus in the key areas they emphasize:

• Stopping deepfakes and AI fraud.
• Achieving 1-in-1 billion false match rate.
• Delivering identity proofing in 700ms.
• Ensuring compliance by storing zero biometric data.
• Securing distributed workforces via the IDX platform.
• Eliminating password-based risks.

For instance, one recent deployment with an innovative technology organization in the criminal justice sector saw a quick deployment timeline of just two weeks. This shows the operational value of their architecture.

The financial reality is that this investment in technology is expensive right now; the net loss for the nine months ended September 30, 2025, was substantial, but the ARR base is growing, moving from $1.0 million in Q3 2024 to $1.7 million in Q3 2025. The Remaining Performance Obligation (RPO) stood at $3.6 million as of September 30, 2025.

Finance: draft 13-week cash view by Friday.

authID Inc. (AUID) - Canvas Business Model: Customer Relationships

You're navigating a market where enterprise deals take time, and authID Inc. (AUID) is clearly leaning into that reality by restructuring its customer engagement model. The focus is squarely on landing the biggest logos, which means the relationship strategy has to support longer, more complex sales cycles.

Dedicated enterprise sales team for large accounts

authID Inc. (AUID) has made significant internal investments to support its enterprise push. The operating expenses for Q3 2025 reflected this, showing a year-over-year increase primarily driven by increased headcount investment specifically in sales and R&D to execute this enterprise strategy. The target customer segment has strategically shifted from the initial 'Fast 100' companies to the 'FAT 100' clients. The math on these deals is substantial; management indicated that these large enterprise deal sizes are at least $1 million and above, with one potential opportunity cited that could cover the entire revised 2025 bookings target alone. This dedication to large accounts is evident in the Q3 2025 booking breakdown, which included two large enterprise customers among the four total new contracts signed.

The reality of this focus is reflected in the revised outlook. The company's Booked Annual Recurring Revenue (bARR) target for 2025 was reduced to $6 million from an initial $18 million, which management directly attributed to the longer sales cycles associated with these enterprise deals. Still, the pipeline remains robust, with authID Inc. (AUID) actively engaged in closing over $20 million in bARR from active enterprise prospects as of late 2025.

Here's a quick look at the new business captured in the third quarter of 2025:

Metric	Value (Q3 2025)	Context
Gross bARR Booked	$0.2 million	Total new bARR signed in the quarter
New Large Enterprise Customers Signed	2	Part of the 4 total new contracts
Total New Customers Signed	4	2 large enterprise and 2 smaller customers
Active Enterprise Pipeline Value	Over $20 million	bARR authID Inc. (AUID) is actively engaged in closing

Partner-led integration and deployment services

Customer relationships are heavily augmented by a network of established channel partners. authID Inc. (AUID) has over 25 partners, many described as category leaders in their respective markets. These alliances are crucial for integration and deployment scale. For instance, expanded collaborations with partners like NESIC, Prove, and MajorKey have led to joint customer wins. The agreement with Prove, one of the largest identity fraud platforms in the world, is expected to start showing revenue impact in Q3 2025. Furthermore, a partnership with NEC, a global biometric hardware provider, is aimed at demonstrating interoperability of reusable identity across two countries without changes to incumbent systems, which is a significant deployment enabler for new enterprise clients.

High-touch, consultative approach for complex enterprise deals

The consultative nature of the sales process is a direct response to the complexity of the deals being pursued. The longer sales timelines are a known factor, but the company is investing headcount early in the sales cycle to support these complex conversations. This high-touch engagement is necessary to secure wins like the one with a U.K.-based Fortune Global 500 customer, which is using the PrivacyKey product to protect its back-office employee workforce and call centers. The company is focused on bringing these market-leading organization deals over the finish line as 2025 concludes.

Performance-based production pilots to shorten time-to-revenue

To mitigate the risk of long sales cycles stalling revenue recognition, authID Inc. (AUID) has made a practical shift in its go-to-market approach. The company is now emphasizing performance-based production level pilots over traditional proof-of-concept (POC) trials. This strategy is designed to shorten the time to revenue because the integration work required for a full production environment is completed during the pilot phase. Once the pilot concludes successfully, transitioning the customer environment from pilot to full production becomes far easier since the necessary integration is already in place. This approach requires a full level of effort from the authID Inc. (AUID) teams early on, but it has proven effective in earning customer trust and accelerating the path to committed revenue.

• Transitioning from POC trials to paid pilots accelerates time-to-revenue.
• Integration is established during the pilot phase.
• This shortens the go-live timeline post-pilot completion.

Finance: draft 13-week cash view by Friday.

authID Inc. (AUID) - Canvas Business Model: Channels

You're looking at how authID Inc. gets its identity verification and authentication technology into the hands of enterprise users. The strategy relies heavily on embedding within established platforms and direct pursuit of large clients, which explains some of the near-term financial volatility you see in the Q3 2025 results.

The channel strategy is built on validation from major industry players. authID has established relationships with over 25 partners, many of which are leaders in their respective categories. This ecosystem approach is key to scaling without an equivalent scaling of direct sales headcount.

Key technology partnerships serve as force multipliers:

• The partnership with Prove, a major identity security platform, saw Prove select authID's PrivacyKey product for its next-generation platform as of June 2025.
• authID technology is now embedded inside NESIC's platform, a subsidiary of NEC, for identity verification and employee onboarding.
• A joint customer resulting from the Prove engagement, a fintech company providing digital infrastructure for more than 150 banks, contracted directly with authID.

Here's a snapshot of the key channel relationships and associated metrics as of late 2025:

Channel Partner Type	Specific Entity Mentioned	Associated Metric/Activity
Technology Partner	Prove	PrivacyKey selected for next-generation platform.
Technology Partner	NESIC (NEC sub)	authID embedded for identity verification and employee onboarding.
System Integrator/Reseller	MajorKey	Launched IDProof+, leveraging authID core technology.
Direct Enterprise Client	Top 20 Global Retailer	Signed a full production agreement (Europe-based).
Direct Enterprise Client	International Bank	Agreement for identity onboarding, verification, and authentication.

The System Integrator/Reseller channel is seeing traction, particularly around major platforms. For instance, MajorKey, described as one of the largest Microsoft providers of identity solutions and services, launched its IDProof+ service based on authID's core technology. This shows a clear path to reach Microsoft-centric enterprise environments.

Direct sales efforts are intentionally focused on large enterprise clients, what management refers to as the 'FAT 100,' a shift from earlier focus on 'Fast 100' companies. This strategy is expensive in the short term, as evidenced by the operating expenses rising to $5.1 million in Q3 2025. The sales cycles are longer; management recalibrated the 2025 Booked Annual Recurring Revenue (bARR) target from an initial $18 million down to a more conservative $6 million. Still, the pipeline remains significant, with over $20 million in bARR actively being engaged in closing as of the Q3 2025 earnings call.

The underlying technology platform itself is a channel advantage due to its speed and ease of integration. The cloud-based platform supports rapid deployment, with one recent client in the correctional sector leveraging its quick 2-week deployment capability to replace a homegrown solution. This speed is critical for adoption. Furthermore, the platform delivers:

• Biometric identity proofing in 700ms.
• Biometric authentication in 25ms.
• An industry-leading assurance level targeting a 1-in-1-billion False Positive Rate.

If onboarding takes 14+ days, churn risk rises.

Finance: draft 13-week cash view by Friday.

authID Inc. (AUID) - Canvas Business Model: Customer Segments

You're looking at authID Inc.'s customer base as of late 2025, and the strategy is clearly tilting toward bigger, more established players. The company has made a deliberate pivot, moving away from the initial focus on 'Fast 100' companies to target what they call 'FAT 100' clients, which means the Large Enterprise segment is now the priority for workforce and customer identity verification.

This focus is reflected in the recent bookings. In the third quarter of 2025, authID Inc. booked new business totaling $200,000 in Booked Annual Recurring Revenue (bARR) from two large enterprise customers and two smaller ones. This is the core of where you see the value proposition landing right now.

The platform is designed to serve two main stakeholder groups across these segments: enterprise workforces and customer-facing applications. The technology boasts a 1-in-1-billion False Positive Rate, which is the kind of assurance needed when securing high-value enterprise access.

Here's a look at the key segments you asked about and the hard numbers we have from the Q3 2025 reporting period:

Customer Segment Focus	New Booked ARR (Q3 2025)	Total ARR (as of Q3 2025)	Key Validation/Metric
Large Enterprise (Fortune 500)	Part of $200,000 total new bARR	$1.7 million	Strategic focus on 'FAT 100' clients in 2025
Global Retailers	Included in new bookings	$1.7 million	Signed a full production agreement with a top 20 global retailer based in Europe
Financial Institutions (Banks, Fintech)	Included in new bookings	$1.7 million	Attracted global leaders in digital payments
Criminal Justice & Distance Learning	Not specifically itemized	$3.6 million Remaining Performance Obligation (RPO)	General enterprise focus on high-assurance identity
Lead Generation/Remote Worker Auth	Not specifically itemized	$1.7 million	Partnerships with over 25 established category leaders for market reach

The company's success in landing these larger accounts is also supported by its network. authID Inc. has established strong partnerships with over 25 established category leaders, including Prove and MajorKey, which help drive joint customer wins and product integration.

For the segments where specific contract numbers aren't broken out, like Criminal Justice and Distance Learning, you can infer their inclusion based on the overall enterprise security mandate and the company's stated goal to provide identity verification for every customer or employee login and transaction.

You should keep an eye on how the new product, IDX, which targets Agentic AI security, integrates with these customer types, as that's the next frontier for enterprise adoption:

• Focus on workforce and customer identity.
• Leveraging partnerships with Prove and MajorKey.
• Securing clients in payroll technology and AI chip manufacturing.
• The platform provides audit trails for AI agents.

The total Annual Recurring Revenue (ARR) as of September 30, 2025, stood at $1.7 million, a solid increase from $1.0 million in Q3 2024, showing that the enterprise deals, even with recent headwinds, are building a larger base. Finance: draft 13-week cash view by Friday.

authID Inc. (AUID) - Canvas Business Model: Cost Structure

You're looking at where authID Inc. is putting its cash to work, and right now, it's all about scaling the team to chase those big enterprise deals. The cost structure is dominated by getting the business running, which shows up clearly in the Operating Expenses.

The dominant cost is Operating Expenses, which hit $5.1 million for the third quarter ending September 30, 2025. That's a noticeable jump from the $3.8 million seen in the third quarter of 2024. If you look at the year-to-date spend, the nine months ending September 30, 2025, saw Operating Expenses total $15.7 million, up from $10.7 million in the prior year period. Here's the quick math on that quarterly spend:

Metric	Q3 2025 Amount (USD)	Q3 2024 Amount (USD)	Nine Months Ended Sept 30, 2025 Amount (USD)
Operating Expenses	$5.1 million	$3.8 million	$15.7 million

This increase isn't just inflation; it's intentional spending. The significant investment in sales and R&D headcount for growth is the main driver behind the higher Adjusted EBITDA Loss, which was $4.1 million in Q3 2025 compared to a $2.9 million loss a year ago. They are hiring ahead of the revenue curve to secure those larger, more complex enterprise contracts, even if it means a wider near-term loss. What this estimate hides, though, is the exact split between Sales and R&D personnel costs.

Beyond personnel, the operational engine requires significant resources. This includes the technology infrastructure and cloud hosting costs necessary to run their patented biometric identity platform and support new product rollouts like the Identity Exchange (IDX). While specific cloud spend isn't broken out, it scales directly with usage and platform expansion.

Finally, you have the baseline General and Administrative (G&A) overhead. This covers the necessary corporate functions-finance, legal, HR-that support the entire organization. It's baked into the total Operating Expenses, but it represents the fixed cost of maintaining the corporate structure while the company focuses on enterprise sales execution. You can see the overall pressure on profitability when OpEx is running this high:

• Net Loss for Q3 2025 was $5.2 million.
• Non-cash charges included in that loss were $1.1 million for the quarter.
• The nine-month net loss reached $13.9 million.

Finance: draft 13-week cash view by Friday.

authID Inc. (AUID) - Canvas Business Model: Revenue Streams

You're looking at the engine room of authID Inc. (AUID), specifically how they bring in money as of late 2025. It's a story of subscription momentum battling short-term accounting headwinds, which is defintely something you need to watch closely.

The core metric for the subscription side is the Annual Recurring Revenue (ARR) from their identity verification contracts. As of the end of the third quarter of 2025, authID Inc. reported that the ARR stood at $1.7 million. This is a solid year-over-year increase, up from $1.0 million as of Q3 2024, showing progress in locking in longer-term customer value. Still, you have to factor in the volatility of the current quarter's recognized revenue.

For the third quarter of 2025, the company reported a Gross revenue of $0.6 million. However, the final recognized revenue, the Net revenue, was negative at $(0.1) million. Honestly, this negative figure is the key near-term risk you need to track; it resulted from approximately $0.7 million in customer discounts and concessions recognized during the quarter, which overshadowed the gross sales. If onboarding takes 14+ days, churn risk rises, and these concessions show that risk is real right now.

The revenue streams are primarily segmented into two components when new business is booked, which is measured by Booked Annual Recurring Revenue (bARR). For Q3 2025, the gross bARR signed was only $0.2 million. This new business is broken down into the following streams:

• The portion derived from fixed license fees is the Committed Annual Recurring Revenue (cARR), which accounted for $0.11 million of the Q3 bookings.
• The second part is the Usage-based fees component, specifically the estimated usage above the minimum commitment (UAC), which was $0.08 million.

Here's the quick math on the components of the Q3 2025 Booked ARR:

Revenue Stream Component	Amount (USD)	Percentage of Q3 bARR
Committed Annual Recurring Revenue (cARR)	$0.11 million	58%
Usage Above Commitments (UAC)	$0.08 million	42%
Total Gross Booked ARR (bARR) Signed in Q3 2025	$0.19 million	100%

The company's strategy shift towards larger enterprise clients, the 'FAT 100,' has impacted near-term bookings due to longer sales cycles. This led management to recalibrate expectations; the original 2025 Booked ARR target was reduced from $18 million down to a new target of $6 million. You need to watch Q4 execution closely to see if they can rebuild that pipeline momentum. Finance: draft 13-week cash view by Friday.