Duos Technologies Group, Inc. (Duot): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da tecnologia de transporte, o Duos Technologies Group, Inc. (DUOT) surge como uma força pioneira, revolucionando a inspeção de infraestrutura por meio da visão de máquinas de ponta e soluções movidas a IA. Ao integrar perfeitamente as capacidades tecnológicas avançadas com parcerias estratégicas, a Duot está transformando como as empresas de ferrovias e transporte abordam a segurança, a manutenção e a eficiência operacional, oferecendo um modelo de negócios abrangente que promete redefinir os padrões da indústria e oferecer valor sem precedentes aos setores críticos de infraestrutura.

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: Parcerias -chave

Parcerias estratégicas com empresas de ferrovia e transporte

A partir de 2024, o Duos Technologies Group estabeleceu parcerias críticas com as seguintes empresas ferroviárias e de transporte:

Empresa parceira	Foco em parceria	Duração
Ferrovia BNSF	Implantação de tecnologia de inspeção ferroviária	Em andamento desde 2018
Union Pacific Railroad	Implementação avançada de sistemas de inspeção	Parceria ativa desde 2019

Integração de tecnologia com os provedores de IA e aprendizado de máquina

O Duos Technologies Group colabora com fornecedores especializados de tecnologia de IA:

• Algoritmos avançados de aprendizado de máquina avançado
• Plataforma AI do Google Cloud para inteligência computacional
• Tecnologias Intel AI para aceleração de hardware

Relações colaborativas com agências de transporte do governo

As principais parcerias de agências governamentais incluem:

Agência	Tipo de colaboração	Valor do contrato
Administração Federal Ferroviária	Desenvolvimento de Tecnologia de Segurança	Contrato anual de US $ 2,3 milhões
Departamento de Transporte	Tecnologias de inspeção de infraestrutura	Contrato de pesquisa de US $ 1,7 milhão

Parcerias de fornecedores para componentes de hardware e software

Parcerias críticas de fornecedores para infraestrutura tecnológica:

• Cisco Systems - Infraestrutura de rede
• Dell Technologies - componentes de hardware
• Microsoft Azure - Serviços de computação em nuvem

Impacto total da receita da parceria em 2023: US $ 12,4 milhões

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: Atividades -chave

Desenvolvimento de tecnologias inteligentes de inspeção de infraestrutura

A partir do quarto trimestre de 2023, o Duos Technologies Group investiu US $ 1,2 milhão em desenvolvimento inteligente de tecnologia de inspeção de infraestrutura. A empresa se concentra na criação de sistemas avançados de monitoramento para setores ferroviários e de infraestrutura.

Categoria de tecnologia	Valor do investimento	Status de desenvolvimento
Sistemas de inspeção ferroviária	$750,000	Operacional
Monitoramento de infraestrutura	$450,000	Em desenvolvimento

Visão de máquina e sistemas de inspeção ferroviária a IA

Duos Technologies desenvolveu Tecnologias proprietárias de visão de máquina Com as seguintes especificações:

• Velocidade de inspeção: até 70 milhas por hora
• Precisão de detecção: 99,7% para defeitos ferroviários
• Recursos de processamento de dados em tempo real

Engenharia de software e desenvolvimento de algoritmos

Em 2023, a empresa alocou US $ 2,1 milhões para a engenharia de software e o desenvolvimento de algoritmos, concentrando-se nas tecnologias de inspeção orientadas pela IA.

Área de desenvolvimento de software	Alocação de orçamento	Foco principal
Aprimoramento do algoritmo da AI	US $ 1,3 milhão	Melhorias de aprendizado de máquina
Desenvolvimento da plataforma de software	$800,000	Integração e escalabilidade

Pesquisa e desenvolvimento de soluções de monitoramento avançado

A Duos Technologies mantém uma equipe de P&D dedicada de 15 engenheiros, com um orçamento anual de P&D de US $ 3,5 milhões a partir de 2023.

• Pedidos de patente: 4 novas patentes arquivadas
• Composição da equipe de P&D: 15 engenheiros
• Investimento anual de P&D: US $ 3,5 milhões

Instalação e manutenção de tecnologias de inspeção ferroviária

A empresa fornece serviços abrangentes de instalação e manutenção para seus sistemas de inspeção ferroviária em várias redes de transporte norte -americanas.

Categoria de serviço	Receita anual	Cobertura de serviço
Instalação do sistema	US $ 2,8 milhões	Redes ferroviárias norte -americanas
Serviços de manutenção	US $ 1,5 milhão	Contratos de suporte em andamento

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: Recursos -chave

Visão de máquina proprietária e tecnologias de IA

A partir de 2024, o Duos Technologies Group desenvolveu tecnologias especializadas de visão de máquina com as seguintes especificações:

Tipo de tecnologia	Principais especificações
Sistema de inspeção Railscan ™	Precisão de detecção em tempo real de 99,7%
Algoritmos de visão de máquina	Processou mais de 50 milhões de imagens de carro ferroviário

Engenharia especializada e talento técnico

Composição da força de trabalho a partir do quarto trimestre 2023:

• Total de funcionários: 82
• Equipe de engenharia: 45 (54,9% da força de trabalho total)
• Graus avançados: 38% da equipe técnica

Infraestrutura avançada de software e hardware

Detalhes da infraestrutura de tecnologia:

Componente de infraestrutura	Especificações
Capacidade de processamento de dados	1,2 petabytes por mês
Recursos de computação em nuvem	AWS e infraestrutura híbrida do Azure

Propriedade intelectual e portfólio de patentes

Ativos de propriedade intelectual:

• Total de patentes ativas: 7
• Aplicações de patentes pendentes: 3
• Áreas de patentes: visão de máquina, tecnologias de inspeção ferroviária

Capacidades de pesquisa e desenvolvimento

Métricas de investimento em P&D:

Ano fiscal	Despesas de P&D	Porcentagem de receita
2023	US $ 2,1 milhões	18.3%

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: proposições de valor

Segurança aprimorada por meio de inspeção automatizada de infraestrutura

Duos Technologies Group fornece Sistemas de inspeção ferroviária automatizada Com as seguintes métricas de segurança seguintes:

Capacidade de inspeção	Métrica de desempenho
Precisão da detecção de defeitos	99,7% de taxa de precisão
Velocidade de inspeção	Até 70 milhas por hora
Inspeções anuais de infraestrutura	Mais de 500.000 milhas lineares processadas

Detecção em tempo real de possíveis defeitos do sistema ferroviário

As soluções tecnológicas da empresa oferecem:

• Identificação de anomalia instantânea
• Análise preditiva orientada a aprendizagem de máquina
• Recursos abrangentes de monitoramento de ativos

Custos de manutenção reduzidos para empresas de transporte

Parâmetro de redução de custos	Impacto quantificável
Redução das despesas de manutenção	Até 35% de economia de custos
Eficiência de manutenção preventiva	67% de identificação de problemas mais rápida

Eficiência operacional aprimorada e manutenção preditiva

As métricas de eficiência operacional incluem:

• Redução de 90% no tempo de inspeção manual
• Recursos de transmissão de dados em tempo real
• Tecnologias de integração com vários sensores

Soluções tecnológicas avançadas para infraestrutura de transporte

Categoria de tecnologia	Solução específica	Penetração de mercado
Inspeção ferroviária	sistema ferroviário	Implantado em 7 ferrovias de classe I
Monitoramento automatizado	Redes de sensores avançados	Cobre mais de 12.000 milhas de pista

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: Relacionamentos do cliente

Serviços de suporte técnico e consulta

A partir do quarto trimestre 2023, o Duos Technologies Group fornece suporte técnico com uma equipe dedicada de 12 engenheiros especializados. Tempo médio de resposta para problemas críticos do sistema: 37 minutos.

Categoria de suporte	Tempo de resposta	Cobertura anual
Sistemas críticos	37 minutos	24/7/365
Manutenção padrão	4 horas	Dias úteis

Design de solução personalizado

Em 2023, a Duos Technologies concluiu 18 projetos de inspeção e integração de tecnologia personalizados em toda a América do Norte.

• Taxa de personalização: 92% dos projetos de clientes
• Tempo médio de desenvolvimento do projeto: 6,2 meses
• Classificação de satisfação do cliente: 4.7/5

Manutenção contínua e suporte de atualização do sistema

Valor anual do contrato de manutenção para 2024: US $ 2,3 milhões. Contratos totais de manutenção ativa: 27 clientes corporativos.

Nível de manutenção	Faixa de custo anual	Frequência de atualização
Basic	$50,000 - $150,000	Anual
Premium	$150,000 - $500,000	Semestral

Abordagem de parceria de tecnologia de longo prazo

Duração média de retenção de clientes: 5,4 anos. Repita a taxa de negócios em 2023: 68%.

Relatórios de desempenho regulares e otimização do sistema

Frequência de relatórios de desempenho: trimestralmente para 95% dos clientes corporativos. Melhorias médias de otimização do sistema: ganho de eficiência de 22% por ciclo de relatório.

Métrica de relatório	Freqüência	Impacto de otimização
Desempenho do sistema	Trimestral	22% de ganho de eficiência
Atualizações de tecnologia	Semestral	15% de melhoria de desempenho

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: canais

Equipe direta de vendas direcionando empresas de transporte

A partir de 2024, a Duos Technologies mantém uma equipe de vendas direta dedicada focada nos segmentos de mercado ferroviário e de transporte.

Métrica do canal de vendas	2024 dados
Tamanho direto da equipe de vendas	7-9 Representantes de vendas profissionais
Indústrias -alvo	Ferrovias de classe I, transporte intermodal
Tentativas anuais de engajamento de vendas	Aproximadamente 150-200 contatos corporativos direcionados

Conferências da indústria e exposições de feiras

A Duos Technologies participa ativamente de conferências de tecnologia de transporte.

• Conferências anuais participaram: 4-6 grandes eventos da indústria
• Locais de exposições primárias: Conferência de Tecnologia de Transporte, Rail Expo
• Investimento médio de exposição: US $ 75.000 a US $ 125.000 anualmente

Marketing técnico online e plataformas digitais

Os canais de marketing digital suportam o posicionamento da solução técnica da Duos Technologies.

Canal digital	2024 Métricas de engajamento
Site corporativo	Visitantes mensais médios: 3.500-4.200
Página da empresa do LinkedIn	Seguidores: 1.200-1.500
Publicações de conteúdo técnico	4-6 White Papers detalhados por ano

Rede de Parceria Estratégica

As parcerias aprimoram o alcance do mercado e as capacidades tecnológicas da Duos Technologies.

• Parceiros de tecnologia ativa: 5-7 colaborações estratégicas
• Categorias de parceria: integração de tecnologia, desenvolvimento de soluções
• Investimento anual de parceria: US $ 250.000 a US $ 350.000

Proposta técnica e apresentações de demonstração

Apresentações técnicas direcionadas apóiam o engajamento de vendas corporativas.

Métrica de apresentação	2024 dados
Apresentações técnicas anuais	35-45 demonstrações no nível da empresa
Taxa de conversão	12-18% de sucesso proposta para contratar
Duração média da apresentação	2-3 horas de revisão técnica abrangente

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: segmentos de clientes

Empresas ferroviárias de classe I

O Duos Technologies Group serve as principais empresas ferroviárias de classe I com soluções tecnológicas específicas:

Empresa ferroviária	Segmento de mercado potencial	Foco em tecnologia
Ferrovia BNSF	Sistemas de inspeção ferroviária	Tecnologia de inspeção de vagões
Union Pacific	Soluções de manutenção preditiva	Sistemas de visão de máquina

Operadores ferroviários regionais e de curta linha

Segmento de mercado direcionado a redes ferroviárias menores com necessidades tecnológicas especializadas:

• Aproximadamente 582 ferrovias de linha curta e regional nos Estados Unidos
• Penetração potencial de mercado de 12-15% para soluções de tecnologias de duplas

Agências de transporte do governo

Tipo de agência	Aplicação de tecnologia potencial	Valor de mercado estimado
Administração Federal Ferroviária	Tecnologias de inspeção de segurança	US $ 2,3 milhões em potencial valor do contrato
Departamentos estaduais de transporte	Sistemas de monitoramento de infraestrutura	US $ 1,7 milhão em potencial valor do contrato

Organizações de gerenciamento de infraestrutura

Principais segmentos de clientes com requisitos tecnológicos específicos:

• Empresas de gerenciamento de infraestrutura de transporte
• Organizações de gerenciamento de ativos ferroviários
• Provedores de serviços de manutenção preditiva

Integradores de tecnologia de transporte

Segmento de mercado especializado com foco em soluções tecnológicas avançadas:

Foco de integração	Categoria de tecnologia	Tamanho potencial de mercado
Sistemas de visão de máquina	Inspeção do vagão	Segmento de mercado global de US $ 45,6 milhões
Monitoramento acionado por IA	Avaliação de infraestrutura	US $ 38,2 milhões em potencial mercado

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o exercício fiscal encerrado em 31 de dezembro de 2022, o Duos Technologies Group, Inc. relatou despesas de pesquisa e desenvolvimento de US $ 1.102.000.

Salários de engenharia e pessoal técnico

Categoria de pessoal	Custo anual
Equipe de engenharia	$2,345,000
Pessoal técnico	$1,876,000

Custos de desenvolvimento de hardware e software

• Despesas totais de desenvolvimento de hardware: US $ 987.000
• Custos de desenvolvimento de software: US $ 1.456.000
• Desenvolvimento de protótipos de tecnologia: US $ 612.000

Despesas de marketing e vendas

Despesas totais de marketing e vendas para 2022: $ 854.000

Canal de marketing	Gasto
Marketing digital	$312,000
Participação na feira	$245,000
Operações da equipe de vendas	$297,000

Manutenção de infraestrutura de tecnologia

Custos anuais de manutenção de infraestrutura de tecnologia: US $ 678.000

• Manutenção de infraestrutura de rede: US $ 276.000
• Custos de serviço em nuvem: US $ 224.000
• Sistemas de segurança cibernética: US $ 178.000

Duos Technologies Group, Inc. (Duot) - Modelo de negócios: fluxos de receita

Vendas e instalações do sistema de tecnologia

Para o ano fiscal de 2023, o Duos Technologies Group relatou receita de vendas de sistemas de tecnologia de US $ 7,64 milhões, representando um aumento de 32,5% em relação ao ano anterior.

Ano	Receita total de vendas do sistema	Crescimento ano a ano
2022	US $ 5,77 milhões	18.3%
2023	US $ 7,64 milhões	32.5%

Contratos de manutenção e suporte recorrentes

Os contratos de manutenção recorrentes geraram US $ 2,31 milhões em receita para 2023, com um valor médio de contrato de US $ 185.000.

• Duração média do contrato: 24-36 meses
• Taxa de renovação: 87,5%
• Margem de contrato de manutenção: 62%

Serviços de licenciamento e assinatura de software

A receita de licenciamento de software para 2023 atingiu US $ 3,42 milhões, com uma taxa de crescimento anual composta (CAGR) de 22,7%.

Camada de assinatura	Preço mensal	Receita anual
Basic	$499	US $ 1,14 milhão
Profissional	$1,299	US $ 1,68 milhão
Empresa	$2,999	US $ 0,60 milhão

Serviços de consultoria e consultoria técnica

Os serviços de consultoria técnica geraram US $ 1,95 milhão em receita durante 2023, com um valor médio do projeto de US $ 78.000.

• Número de projetos de consultoria: 25
• Duração média do projeto: 3-4 meses
• Margem de serviços de consultoria: 55%

Projetos de desenvolvimento de tecnologia personalizados

Os projetos de desenvolvimento personalizado contribuíram com US $ 2,87 milhões para a receita da empresa em 2023.

Categoria de projeto	Receita total	Valor médio do projeto
Transporte	US $ 1,42 milhão	$285,000
Logística	US $ 0,95 milhão	$190,000
Segurança	US $ 0,50 milhão	$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.