As we close out 2025, RYSE has delivered its strongest year in company history - marking a transformational period that positions us for an even more ambitious 2026. Q4 capped off a record-breaking year with strong momentum across revenue and product launches. From unveiling SmartLyft at Demo Day to surpassing major revenue milestones during the holiday season, we've demonstrated that RYSE is executing at the highest level while building toward something much bigger.

Q4-2025 Highlights:

Let's dive into the details of how RYSE closed out 2025 and what's ahead for 2026.

SmartLyft: The Industry's First Cordless Blind Automation Solution

November 13th marked one of the most significant moments in RYSE's history - the official unveiling of SmartLyft at our Demo Day event. The reception was widely positive, validating our initial development work on what we believe will become our most impactful product.

SmartLyft is the first device designed specifically to motorize cordless blinds, a category that now represents upwards of 80% of all manual window blinds sold today. This shift has been driven by safety regulations banning free-hanging cords in residential homes to reduce child and pet strangulation risks. As a result, cordless has become the default choice for new homes and renovations. This is not to say chain or string cords are illegal - in fact, beaded chains remain the most popular control system in non-residential settings, such as commercial office, while curtains remain the most popular in hotels.

And despite representing the vast majority of the market, cordless blinds have remained completely manual, until now. SmartLyft solves this by mechanically lifting and lowering the blind while preserving its original operation. This required rethinking motorization from the ground up, both mechanically and electronically. The product doesn't just expand our lineup, it opens access to the largest and fastest-growing segment of the window coverings market, a category that was previously impossible to automate.

While the market launch is planned for 2027 to ensure we deliver a flawless product, the early enthusiasm from Demo Day attendees, industry partners, and shareholders signals the massive opportunity ahead. We're expecting big things with this product.

SmartBlinds: Shipping Scheduled for Q2-2026

Following the successful completion of Design for Manufacturing (DFM) in Q4, SmartBlinds is now moving into production with a planned market launch in Q2 2026. Our engineering team has finalized all tooling, validated the patented "wongle" mechanism, and confirmed manufacturing timelines with our production partner.

The wongle, our innovative wand-dongle mechanism, allows users to manually rotate the wand to control their blinds while preventing the wand from spinning during motorized operation. This elegant solution preserves the tactile experience people expect from traditional blinds while adding intelligent automation.

With our non-provisional U.S. patent application filed and production underway, SmartBlinds represents another major milestone in our mission to automate every type of window covering. Q2 2026 will mark the beginning of our entry into the horizontal blinds market, one of the largest categories in window treatments.

SmartCurtain: Award-Winning Design, Real-World Validation

SmartCurtain continued its momentum throughout Q4, with real-world installations validating both the product's performance and market demand. The combination of design excellence and practical functionality earned SmartCurtain recognition from four major international design competitions in 2025:

These awards represent more than aesthetic validation, they position RYSE alongside the world's elite consumer electronics brands and reinforce our premium market positioning as we scale.

Q4 Revenue Performance

Q4-2025 generated USD $1.33M in gross revenue (inclusive of Aura revenues) - representing a 18% increase in Q4-2024's performance of $1.12M, and representing our strongest quarter in company history. This performance was driven by securing necessary inventory of 10,000 units just in time for Black Friday/Cyber Monday — special thanks to our noteholders for helping us secure this inventory!

Revenue grew this year, but growth would have been higher if we were still selling SmartShades + Battery Pack on Amazon. We discontinued that SKU in mid-2025 due to updated battery certification requirements, and we plan to re-list on Amazon in 2026. As such, as we expect topline revenue to grow substantially in 2026.

For the full year, RYSE generated approximately USD $3.6MM in gross revenue - a 63% increase over 2024's $2.2M. This growth was achieved despite broader economic headwinds, soft consumer sentiment, and increased tariff pressures on Chinese imports. We also crossed two major lifetime milestones: surpassing $15M in total revenue and shipping over 75,000 devices to customers worldwide.

Strategic Focus on E-Commerce

Throughout Q4, we maintained our strategic focus on channels where we have the most control - direct-to-consumer sales through our website and Amazon. This approach allowed us to move quickly, test new creative strategies, and optimize conversion without the delays and complexity of third-party retail partnerships.

While several major retail discussions (including Home Depot) were paused in 2025 as retailers prioritized supply chain diversification, we're seeing renewed interest heading into 2026. Our proven track record, design awards, and expanding product lineup position us well for retail expansion when market conditions stabilize.

Market Validation and Exponential Growth

Our sister brand aura proved its market potential throughout Q4, demonstrating that our strategy to "knock off the knockoffs" was not just defensive, but a massive revenue opportunity, generating over $220k in revenue on in Q4 alone, exclusively on Amazon with very little advertising.

Aura's growth trajectory validates our thesis: there's enormous demand for smart home automation at accessible price points. By positioning Aura as our Toyota to RYSE's Lexus, we're capturing market segments that would never consider premium products while protecting and strengthening the RYSE brand.

The brand operates with minimal marketing overhead, leveraging Amazon and TikTok Shop for distribution, and is backed by our IP strategy through Amazon APEX. This allows us to scale efficiently while maintaining healthy margins.

Looking Ahead: Aura's Revenue Potential

Based on Q4's performance and our 2026 growth plans, we believe Aura has the potential to generate revenue at a scale that could eventually rival, or even outpace, RYSE itself. The addressable market for sub-$100 smart shading is significantly larger than the premium segment, and Aura is positioned to capture it.

2025 Capital Raise: USD $3 Million

Throughout 2025, we successfully raised approximately USD $3 Million across multiple financing rounds, including the close of our $2.25 per share equity round in November. This capital has funded critical product development (i.e. SmartLyft, SmartBlinds), expanded our manufacturing capacity, and positioned us for aggressive growth in 2026.

Our growing inventory and working capital needs were also supplemented by our Promissory Notes Offering, exclusively offered to our shareholders, who continue to support our growth.

New Fundraising Round: Early Access for Shareholders

We've opened what we expect to be our final pre-IPO equity offering, with priority access provided to existing shareholders first before we begin a wider marketing campaign — and the response has been exceptional. In just the first few weeks, we've already received commitments of over $1M, demonstrating strong conviction from our investor base in RYSE's trajectory and future potential.

This round will fund our most ambitious initiative yet: building an AI automation platform for both residential and commercial applications. We believe intelligent automation, not just connected devices, is where the real long-term value will be created in the smart home and smart building categories.

As mentioned in our year-end update, this will most likely be one of the last retail investment rounds before we shift our focus toward institutional and venture capital for our final push toward liquidity events, whether through an IPO or acquisition. Slots will remain available to the general public soon, but will close once the round is filled.

If this direction resonates with you and you'd like to continue supporting RYSE at this critical stage, learn more here: invest.helloryse.com

Given strong demand for our pre-IPO equity offering, and after discussions with our broker-dealers, we plan to re-price our shares on February 28, 2026 to reflect ongoing demand and traction. February is the last month to purchase shares at $2.35 per share and receive the bonus shares tied to that price.

Audited Financial Statements

Our fully audited annual financial report for 2025 will be published in April 2026, providing complete transparency into our financial performance, economics, and operational metrics. This represents another step toward institutional readiness as we scale the business. Shareholders will receive the official 1-K report via email before the end of April.

Q1-2026 Outlook

We're entering 2026 with our strongest product pipeline and clearest strategic vision in company history. Here's what's ahead:

Product Launches:

Strategic Sales Priorities:

Capital Strategy:

Q4 capped off the strongest year in RYSE's history. We’ve grown revenue 70% year-over-year, unveiled breakthrough products, raised significant capital, and positioned ourselves at the forefront of where the smart home industry is heading. As we enter 2026, everything we've built - our product lineup, our IP portfolio, our brand positioning - sets the stage for the next phase of growth.

The future many of us imagined growing up, homes that respond intelligently, automatically, and seamlessly, is no longer science fiction. We're building it.

Thank you for being part of this journey and for your continued support as we execute on our vision.

Until the next update!

Trung Pham, Founder & CEO