A2Z Cust2Mate Solutions has a contracted backlog of over $195 million covering more than 19,000 Smart Carts scheduled for global deployment. Management expects deployment activity to accelerate from Q3 2026, with the full backlog deployed by end of 2027 and revenue recognized over five-year contracts.

The newly operational Chinese manufacturing facility significantly expands production capacity to support the transition from pilot programs to large-scale commercial deployments. This expansion addresses potential bottlenecks and ensures the company can meet growing demand as deployment infrastructure scales.

Retail media services generated initial revenues in Q1 2026, adding a high-margin, recurring revenue layer to the business. As the installed base of Smart Carts grows, the value of media inventory and targeting capabilities is expected to drive geometric revenue gains.

Although the current backlog is heavily concentrated in Israel, the company is building operational and commercial infrastructure to support entry into key markets like the U.S. Partnerships with systems integrators are underway to enhance market penetration and diversify revenue sources globally.