AI Software Archives - The Richo Edge

Key Earnings Driver: Enterprise Advanced

BOX revenue increased 11% year over year to $305.9M. Management said continued customer adoption of Enterprise Advanced and Box AI solutions is driving accelerating revenue growth.

Key Operating Metrics¹

METRIC

STATUS

Box

Enterprise Advanced

🟢 Scaling

Box AI

🟢 Scaling

Key Financial Metrics

Gross Margin 79.50% +1.5 pp YoY

Backlog / Rev. 536.7% 5.36x Qtr Rev

CapEx Intensity 4.07% 0.04x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Operations

As of August 16, 2026

Q1 Revenue ↓ 45% YoY $0

Divisions

Technology Systems 1.6%

Technology Solutions 20.7%

Services and Consulting 19.6%

Services and Consulting — Related Parties 57.0%

Hosting Revenue 1.1%

Key Earnings Driver: Hydra Host GPUaaS

Technology Solutions generated $562K in Q1 versus $0 in Q1 FY2025. The $176M Hydra Host GPUaaS agreement is expected to contribute approximately $26M of revenue in H2 2026, supporting the company’s expectation for 2026 revenue to exceed $50M, with a significant portion anticipated in the second half. Services and Consulting revenue declined 45%, and Services and Consulting — Related Parties revenue declined 60%.

Key Operating Metrics¹

METRIC

STATUS

Technology Solutions

Hydra Host GPUaaS

🟡 Execution phase

Services and Consulting

🟡 Watch

Services and Consulting — Related Parties

🟡 Watch

Sources: Duos Technologies Q1 2026 Financial Results — Company Website, Duos Edge AI Five-Year 10 MW Colocation Agreement — Company Website, Duos Technologies March 2026 GPU-as-a-Service Contract — SEC Filing, Duos Technologies Sale of Duos Technologies, Inc. — Company Website, Duos Technologies June 2026 GPU Financing — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.