Carmel Fisher
Nov 13, 2025
RaaS offers subscription-based automation—lowering barriers to entry
A $100+ Billion Opportunity Takes Shape
The Robotics-as-a-Service (RaaS) industry is experiencing explosive growth as businesses across sectors confront persistent labor shortages and rising operational costs. Unlike traditional robotics purchases requiring substantial upfront capital, RaaS offers subscription-based automation—lowering barriers to entry while creating predictable recurring revenue for providers.
The global service robotics market is projected to surge from $47 billion in 2023 to nearly $108 billion by 2030, driven by adoption across hospitality, healthcare, warehousing, and food service industries.
The Operational Deployment Challenge
Despite promising market projections, most robotics companies face a critical hurdle: real-world validation. Technology developed in labs often struggles when deployed in unpredictable, high-traffic environments. This "deployment gap" has slowed institutional adoption and investor confidence alike.
Enter Nightfood Holdings, Inc. (OTCQB: NGTF), which is pioneering a solution to this industry-wide challenge through strategic hotel acquisitions that double as live testing environments.
Industry-First Approach Gains Traction
In an upcoming episode of The Harvest Podcast | Capital Market News, Views and Clues , President Ried Floco and CEO Jimmy Chan reveal how NGTF's hospitality expertise creates a fundamental competitive advantage.
"We take it from an actual operations approach versus a robotics approach"
Floco explains, highlighting the team's 35+ years in hospitality and real estate development.
This operations-first philosophy addresses what Chan identifies as the company's "upper hand"—deploying robotics solutions designed by operators who understand the dirty, repetitive, injury-prone tasks plaguing service industries.
By owning deployment sites, NGTF validates technology in real-world conditions before broader market expansion, mitigating the execution risk that plagues pure-play robotics startups.
LISTEN to the episode here, hosted by Carmel Fisher:
WATCH Episode:
Key Investment Highlights Discussed:
Why NGTF's operational-first approach beats tech-first competitors
The strategic advantage of owned deployment sites for validation and credibility
How the company positions itself at the intersection of two massive markets: the ~$107B service robotics sector and the ~$181B smart hospitality market
The 3-5 year vision for portfolio expansion and cross-industry RaaS scaling
Risk mitigation through tangible real estate assets paired with subscription revenue
Market Convergence Creates Unique Value Proposition
NGTF operates at the intersection of two high-growth markets: the $107B service robotics sector and the $181B smart hospitality market.
This dual exposure, combined with asset-backed hotel holdings generating immediate revenue, creates diversified income streams rare among early-stage automation companies.
Investment Thesis
For investors seeking differentiated exposure to the robotics revolution, NGTF presents a compelling case: tangible real estate assets providing downside protection, subscription-based RaaS revenue offering scalability, and proven deployment capability addressing the industry's most persistent challenge.
As labor pressures intensify and automation adoption accelerates, companies bridging the gap between technology development and operational implementation stand positioned to capture outsized market share in this transformative decade.
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