Duos Technologies FY26 Revenue Estimate Revised to Over $50M

Duos Technologies Group (NASDAQ: DUOT) has reported a downward revision in its fiscal year 2026 revenue expectations. The company’s projected revenue for FY26 is now estimated to be more than $50.000M, a decrease from the previous estimate of $55.500M.

What the Numbers Show

The revision indicates a potential gap of up to $5.500M between the earlier forecast and the new lower bound. This adjustment suggests a recalibration of growth assumptions or order conversion rates for the upcoming fiscal period.

Metric	Previous Estimate	Revised Estimate
FY26 Revenue	$55.500M	> $50.000M

The company has not provided further details on the specific operational drivers behind this change in guidance within the available data.

Duos Edge AI, Inc., a subsidiary of Duos Technologies Group, Inc. (NASDAQ: DUOT), has executed a non-binding term sheet with 0Lat LLC outlining a proposed structured lease for its entire portfolio of edge data center sites. The agreement covers all 15 facilities located across Texas and Georgia, representing an aggregate capacity of 225 cabinets.

The transaction is designed to support the growth of Zero Latency's distributed compute operations. Subject to the completion of due diligence and site-level readiness, the Duos Edge AI portfolio is expected to provide backbone capacity for Zerogrid, Zero Latency's distributed inference network. This network serves telecom, fiber, physical AI, and enterprise customers. Although this marks the first formal transaction between the parties, their teams have previously collaborated on edge data center activities and intend to extend this cooperation across the edge AI segment.

Transaction Structure

Under the terms of the sheet, both parties have entered a 90-day mutual exclusivity period. During this window, they will complete confirmatory due diligence, which includes site-level verification of the invested capital across the portfolio. The teams will also work to finalize the structure, pricing, and payment terms for a definitive transaction.

The parties intend for any definitive agreement to be structured as a true lease for accounting, tax, and financing purposes.

Deal Parameter	Details
Counterparty	0Lat LLC
Asset Scope	15 EDC sites in Texas and Georgia
Capacity	225 cabinets
Exclusivity Period	90 days
Lease Structure	Proposed true lease

Strategic Context

The proposed lease aligns with Zero Latency's expansion into distributed inference networks. By securing the entire Duos Edge AI portfolio, Zero Latency aims to consolidate backbone capacity for its Zerogrid platform. The prior collaboration between the two entities suggests a foundation for integrating these physical assets into Zero Latency's broader service offerings for enterprise and telecom clients.