AITX and its subsidiary Robotic Assistance Devices, Inc. reported a surge in new orders, adding 24 RADCam Enterprise systems, three RIO Mini units, three TOM units, two AVA units, six SARA licenses, and one ROSA unit to its pipeline. The mix spans logistics, manufacturing, and commercial property operations, underscoring the breadth of demand for the company’s AI‑powered security solutions.
The RADCam Enterprise and RIO Mini products are sold under a subscription model that delivers predictable, long‑term income. While the exact terms of each contract are not disclosed, the subscription structure aligns with AITX’s strategy to shift toward higher‑margin, recurring revenue streams. The six new SARA licenses expand the company’s AI‑powered monitoring platform, positioning it to capture a larger share of the $50 billion security services market.
Financially, the new orders are expected to strengthen the recurring revenue pipeline. Device‑rental revenue rose 59% in the most recent quarter, a figure that builds on a 57% revenue increase and a 66% rental‑revenue jump reported for Q1 FY 2026. The additional contracts will contribute to the company’s goal of achieving operational profitability and a NASDAQ uplisting in the coming years.
Market‑share implications are significant. By adding SARA licenses and expanding its enterprise camera and robotics portfolio, AITX is poised to increase its footprint in the security services sector, which is projected to grow to nearly $140 billion by 2030. The diversified product mix also mitigates concentration risk, as the company is not reliant on a single solution line.
CEO Steve Reinharz highlighted the company’s focus on accelerating B2B activity and pulling in recurring monthly revenue. “Our team is focused on making up time for the soft first half as it relates to new sales and pulling in as much recurring monthly revenue as possible so that this fiscal year finishes strong and sets up next year for even greater heights,” he said. The new order intake signals that this strategy is resonating with key customers and supports AITX’s broader growth trajectory.
Overall, the record order intake demonstrates robust demand for AITX’s AI‑driven security solutions and reinforces its shift toward high‑margin, subscription‑based revenue. The company’s continued focus on recurring revenue, coupled with its expanding product portfolio, positions it well to achieve profitability and pursue a NASDAQ uplisting in the near future.
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