{"schema_version":"secwatch.filing_event.v1","accession":"0001554795-23-000298","form_type":"8-K","ticker":"RCAT","cik":"0000748268","company_name":"Red Cat Holdings, Inc.","filed_at":"2023-09-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.590989+00:00","generated_at":"2026-06-10T16:56:13.934710+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Red Cat Q1 revenue $1.75M; guides Q2 $3M and Q3 $5M; sees $20M run-rate","bullets":["Fiscal Q1 2024 revenue $1.75M from Enterprise Division (Teal Drones), a record.","Q2 (Oct 31) revenue guidance $3.0M; Q3 (Jan 31) guidance $5.0M; combined ~$10M.","Backlog of ~$6M in signed purchase orders expected to fulfill by end of Q3.","CEO expects $20M annual run-rate in Q3; cites DoD Replicator Initiative as opportunity.","Consumer Division revenue now classified as discontinued operations due to pending asset sale."],"urls":{"canonical":"https://secwatch.observer/filing/0001554795-23-000298","json":"https://secwatch.observer/filing/0001554795-23-000298.json","markdown":"https://secwatch.observer/filing/0001554795-23-000298.md","text":"https://secwatch.observer/filing/0001554795-23-000298.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/748268/000155479523000298/0001554795-23-000298-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/748268/000155479523000298/rcat0915form8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T16:56:13.934710+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"545c3e98e123b2e7713666a6512e3db0803e34db","claim":"Red Cat Holdings, Inc. reported the fiscal second quarter (three months ending October 31, 2023) results: revenue $3.0 million. Guidance initiated.","evidence_excerpt":"Revenue for the fiscal second quarter (three months ending October 31, 2023) is expected to be $3.0 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/748268/000155479523000298/0001554795-23-000298-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal second quarter (three months ending October 31, 2023)"},{"label":"Revenue","value":"$3.0 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"6404ecf3bf86094ad7c02e3b5566caa48a85258b","claim":"Red Cat Holdings, Inc. reported the three months ended July 31, 2023 results: revenue $1.75 million. Guidance reaffirmed.","evidence_excerpt":"Revenue in the fiscal first quarter for the three months ending July 31, 2023 was $1.75 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/748268/000155479523000298/0001554795-23-000298-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended July 31, 2023"},{"label":"Revenue","value":"$1.75 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"eec9d6096c16b4445833084c25c17bb349bc9342","claim":"Red Cat Holdings, Inc. reported the fiscal third quarter (three months ending January 31, 2024) results: revenue $5.0 million. Guidance initiated.","evidence_excerpt":"and revenue for the fiscal third quarter (three months ending January 31, 2024) is expected to be $5.0 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/748268/000155479523000298/0001554795-23-000298-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal third quarter (three months ending January 31, 2024)"},{"label":"Revenue","value":"$5.0 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}