CID HoldCo Inc (NASDAQ: DAIC) is an industrial IoT and real-time location systems company that provides hardware and software for tracking assets, personnel, and vehicles in logistics, military, airport ground support, and other physical operations environments. Revenue comes primarily from subscription-based deployments of its connected tracking platform, supplemented by hardware sales. The company completed a business combination with ShoulderUp Technology Acquisition Corp, closing in 2025, and remains at an early commercial stage with revenue of $5,804,369 for fiscal year ended December 31, 2025, compared to $172,661 for fiscal year ended December 31, 2024. CID HoldCo sells through direct sales personnel in the United States and internationally, with stated intent to expand channel partnerships. Named competitive reference points include Zebra Technologies, Samsara, and enterprise software vendors such as SAP, Oracle, and Manhattan Associates.

Revenue model

Subscription-based platform sales, consistent with a SaaS model, with hardware components including RF readers and tracking tags. Direct sales force covers domestic and international customers; third-party resellers are an intended channel. The company is pre-scale, with $5,804,369 in total revenue for FY2025 (10-K, filed 2026-03-11).

Products and services

Real-time asset tracking using RF tags and battery-powered roving readers; AI-enabled camera systems for two-layer authentication of personnel and items; vehicle collision avoidance and autonomous vehicle management; inventory tracking for logistics and military applications including munitions, consumables, and equipment; airport ground support equipment coordination and management.

Customers and end markets

Target end markets include logistics and warehousing, military and defense, airport and aviation ground support, and industrial physical operations. The company targets larger enterprise customers, with sales cycles described as several months to over one year. No customer concentration figures are disclosed in the filing excerpts.

Value-chain role

Edge hardware and software layer integrated into broader enterprise platforms operated by warehouse management system vendors and infrastructure vendors. The company positions itself as a module integrated into partner platforms for enhanced visibility and safety, while also competing directly against some of those same vendors.

Geographic exposure

United States primary market, with international sales pursued through direct sales and partner channels. No specific revenue breakdown by geography is disclosed in the filing excerpts.

Competitors

Zebra Technologies, Samsara, Korber, SAP, Microsoft, Oracle, Blue Yonder, Infor, Manhattan Associates, IBM, Cisco, Juniper Networks, Dell, Arista, HPE, Appian, UiPath, Automation Anywhere, Pegasystems, SS&C Blue Prism

Source: SEC 10-K, filed 2026-03-11

Industry: Services-Computer Integrated Systems Design