Zedcor's fleet totals 2,783 MobileyeZ towers at Dec. 31

Executive Summary

• Zedcor Inc. reported a 108% year-over-year growth in its MobileyeZ fleet, reaching 2,783 towers as of December 31, 2025, with 18% quarter-over-quarter growth.
• The company has achieved a weekly production capacity of 50+ towers and is expanding its geographic footprint with new service centers in the Midwest and Northeastern U.S., alongside a new manufacturing facility in Houston.
• Significant enterprise sales progress includes a national account contract with the largest U.S. home builder and commitments from a large southeastern U.S. furniture retailer, supported by expanded AI capabilities via secured GPUs.

Key Details

• Fleet Growth: MobileyeZ fleet grew 108% year-over-year to 2,783 towers as of Dec. 31, 2025; quarter-over-quarter growth was 18%.
• Geographic Deployment: Of the 2,783 towers, 1,332 were deployed in Canada and 1,451 in the United States.
• Production Capacity: Weekly production capacity reached 50 towers per week.
• Manufacturing Expansion: Zedcor is moving into a new Houston manufacturing facility in Q1 2026, increasing manufacturing floor space by 50% to support significantly expanded production capacity for large enterprise orders.
• Monitoring Center: A new 15,000-square-foot monitoring center in Houston will be staffed in the first half of 2026, with capacity to expand.
• Sales Team Expansion: Aggressive sales team growth planned for Q1 2026 in Canada and the U.S., including expansion of the national accounts sales team.
• Geographic Footprint: Strategic service center locations being added in the Midwest and northeastern United States based on customer demand.
• Enterprise Contracts:
  • Signed national account paperwork with the largest home builder in the United States.
  • Committed towers to a large furniture retailer in the southeastern U.S. with more than 250 locations.
  • Multiple large enterprise retailers are in trial stages or advanced RFP processes.
• AI Capabilities: Expanded AI capabilities by securing graphics processing units (GPUs) in a central data center to support AI-at-the-edge developments.
• Restricted Share Unit Grant: 25,000 RSUs granted to an officer under the fixed 10% RSU/DSU plan, expiring three years from grant date, vesting one-third on each of the first, second, and third anniversaries.

Notable Quotes

• "I am inspired by our team's ability to support hyper growth without compromising the quality of solutions we are providing our customers across our expanding MobileyeZ security platform. Entering 2026, we have the foundation to sustain momentum with a newly expanded manufacturing facility that supports a 50-plus weekly tower production capacity, a new 24/7 live, verified video monitoring centre and newly secured GPUs to empower AI-at-the-edge developments that improve outcomes and drive efficiencies." — Todd Ziniuk, President and CEO