ICE Price sensitive 15 Oct 2026, 8:14 AM

Investor presentation

Icetana Ltd

Icetana Ltd Investor Presentation

Key points

  • Icetana AI deployed in over 20,000 cameras globally
  • ARR growth of 19% in Q3 2026
  • Three commercial sales of Antara Core in three months
  • Target of 1 million cameras under license
  • Gross margin of ~90%

Full summary

Icetana Ltd's investor presentation for October 2026 showcased the company's AI-driven security solutions for smart buildings. The presentation detailed the company's deployment of over 20,000 cameras globally, a 19% quarterly ARR growth, and three commercial sales of its Antara Core product within three months. Icetana AI, the company's flagship product, is designed to detect unusual events in real-time, with a gross margin of approximately 90%. The company also outlined its ambitious goal of licensing 1 million cameras, positioning itself within SoftBank's $100 billion robotics and AI spinout thesis.

Summary generated by a large language model. Please interpret with care.

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