Core Insights - Draganfly Inc. has received a second purchase order from a Fortune 50 telecommunications company for its Commander 3XL drone platform integrated with USaS's LEAP tether system, marking a significant expansion of the customer's drone fleet for emergency management and telecommunications support [1][2] Group 1: Company Overview - Draganfly Inc. is recognized as an industry leader in drone solutions, software, and AI systems, serving various markets including public safety, public health, and industrial inspections for over 25 years [4] - The company focuses on providing efficient solutions aimed at saving time, money, and lives for its global customers [4] Group 2: Product and Technology - The Commander 3XL drone, compliant with the National Defense Authorization Act (NDAA), is designed for multi-mission capabilities, enhancing operational resilience through the integration of USaS's LEAP tethered system [2][3] - The LEAP tethered system allows for continuous power and high-bandwidth data connectivity, significantly extending mission endurance for critical operations [2][3] Group 3: Strategic Collaboration - The partnership between Draganfly and USaS aims to enhance mission performance in emergency response and telecommunications infrastructure restoration, showcasing the adaptability and interoperability of their solutions [3] - This collaboration emphasizes Draganfly's commitment to integrating specialized technologies to meet complex operational demands [3]

Core Insights - Draganfly Inc. reported a quarterly loss of $0.18 per share, which is better than the Zacks Consensus Estimate of a loss of $0.19, and an improvement from a loss of $0.82 per share a year ago, resulting in an earnings surprise of +5.26% [1] - The company achieved revenues of $1.57 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 16.00%, and showing growth from $1.38 million in the same quarter last year [2] - Draganfly shares have increased approximately 102% year-to-date, significantly outperforming the S&P 500's gain of 16.4% [3] Earnings Outlook - The future performance of Draganfly's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is -$0.17 on revenues of $1.71 million, and for the current fiscal year, it is -$1.04 on revenues of $5.7 million [7] Industry Context - The Computers - IT Services industry, to which Draganfly belongs, is currently ranked in the top 25% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $2,155,000, an increase of 14.4% year over year, comprising $1,600,000 from product sales and $530,000 from services [6][38] - Gross profit was $420,000, with a cash balance of just under $70,000,000 as of September 30, 2025 [6][38] - Total comprehensive loss for the quarter was $5,400,000 compared to a loss of $364,000 in the same quarter last year [39][40] - Gross margin for Q3 2025 was 19.5%, down from 23.9% in Q2 2025, primarily due to product mix [41] Business Line Data and Key Metrics Changes - The company unveiled the Outrider Southern Border drone, designed for specific mission sets along the Southern Border, which is expected to have a large addressable market globally [7][32] - Collaborations with Palatin AI to incorporate AI into the drone fleet, enhancing capabilities for military and defense applications [9][12] - The appointment of military advisors to bolster defense capabilities and support sales teams [8] Market Data and Key Metrics Changes - Canada announced a significant increase in defense spending, with a focus on drone technology, positioning the company favorably in that market [23][58] - The U.S. Army is expected to order millions of drones, with the company anticipating a meaningful share of that market [56][67] Company Strategy and Development Direction - The company aims to create blue ocean opportunities by focusing on specialized markets such as border security and military applications, rather than competing in saturated markets [71][75] - Plans to expand manufacturing capacity significantly, with seven new plants expected to quadruple production capacity by the end of next year [20][65] - The strategy includes integrating various payloads and AI systems into the drone fleet to meet diverse customer needs [10][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving EBITDA positive and cash flow positive status in the near future, with strong visibility on growth [47] - The company is focused on building a strong team and culture through strategic acquisitions, emphasizing the importance of people over technology [48][50] - Management highlighted the unique position in the market due to Canadian manufacturing capabilities and the growing demand for defense-related products [24][58] Other Important Information - The company has been recognized as a leader in NDAA compliant drones, with a comprehensive lineup that includes multiple systems [13] - A significant order from a Fortune 50 telecom company for heavy lift drones was noted, indicating potential for future growth in commercial applications [25][26] Q&A Session Summary Question: What are the scenarios for any potential future raise? - The company has $70,000,000 cash on hand and is burning about $1,000,000 per month, indicating no acute need for cash raises but will consider opportunistic raises for strategic acquisitions focused on people [46][47] Question: Can you expand on the press release about manufacturing and overseas military facilities? - The manufacturing in overseas military facilities is primarily for assembly and modification, allowing for rapid adaptation to tactical needs [51][52] Question: Will the company be able to capture a meaningful piece of the U.S. Army's drone orders? - Management believes they can capture a meaningful share of the anticipated orders, emphasizing the importance of providing value to customers [56][57] Question: Is border security still the main focus for the company? - Yes, border security remains a significant focus, with specialized solutions being developed to address various challenges [59][60] Question: Do you see consolidation in the drone industry? - Yes, consolidation is expected as many small companies enter the market, but the company is well-positioned to leverage available talent [61][63] Question: What is the current production capacity and plans for 2026? - The company currently has a capacity of about $100,000,000 and plans to expand further in 2026 [65] Question: What percentage of revenues will be military versus commercial? - Military sales are expected to grow significantly, potentially making up 90% of revenues in the near future [67]

Core Insights - Draganfly Inc. reported a 14.4% year-over-year increase in revenue for Q3 2025, totaling $2,155,993, with product sales rising by 22.1% to $1,622,286 [5][7] - The company experienced a gross profit of $420,947, a decrease of 4.5% from the previous year, resulting in a gross margin of 19.5%, down from 23.4% [5][7] - An adjusted comprehensive loss of $3,579,510 was reported, compared to an adjusted comprehensive loss of $3,771,250 in Q3 2024, influenced by various non-cash items [5][7] Financial Highlights - Total revenues for Q3 2025 were $2,155,993, compared to $1,885,322 in Q3 2024 [7] - Gross margin percentage decreased to 19.5% from 23.4% year-over-year [7] - The net loss for Q3 2025 was $5,169,797, compared to a loss of $200,194 in Q3 2024 [7] - Cash balance as of September 30, 2025, was $69,881,348, significantly up from $6,252,409 on December 31, 2024 [5][8] Operational Highlights - Draganfly was selected by the U.S. Army to supply Flex FPV Drone Systems, enhancing its position in the U.S. defense sector [5] - The Commander 3XL UAV was chosen for advanced operational initiatives by a major branch of the U.S. Department of Defense [5] - The company completed sales of Heavy Lift Drones to a Fortune 50 telecommunications company for emergency response applications [5] - A new manufacturing facility in the U.S. was announced to meet growing demand for American-made drone solutions [5] Subsequent Events - On October 24, 2025, Draganfly filed a new final short form base shelf prospectus, replacing the previous one [4] - The company raised $25 million through a registered direct offering to institutional investors, aimed at accelerating growth and product innovation [5]

Exhibit 99.1 | | | | | For the three months ended | | | | For the nine months ended | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | September 30, | | September 30, | | September 30, | | September 30, | | | | | 2025 | | 2024 | | 2025 | | 2024 | | Sales of goods | 13 | $ | 1,622,286 | $ | 1,328,675 | $ | 5,065,682 | $ | 3,953,974 | | Provision of services | 13 | | 533,707 | | 556,647 | | 753,281 | | 993,920 | | TOTAL REVENUE | | | 2,155,993 | | 1,885,322 | | 5,818,963 | | 4,947,894 | ...

Group 1 - The article does not provide any specific information or insights regarding a company or industry [1]

Core Points - Draganfly Inc. will host a shareholder update call on November 12, 2025, at 5:30 PM EST [1] - The call will be led by CEO Cameron Chell, who will discuss key milestones and strategic initiatives for the quarter, while CFO Paul Sun will present highlights of the Company's third quarter performance [2] - Q3 2025 financial results will be released after market close on the same day [2] - Investors can submit questions in advance via email to be addressed during the call [3] Company Overview - Draganfly Inc. is a leader in drone solutions and software, recognized for over 25 years for innovation and excellence [4] - The Company serves various markets including public safety, agriculture, industrial inspection, security, mapping, and surveying [4] - Draganfly aims to provide efficient solutions and first-class services to customers globally, focusing on saving time, money, and lives [4]

Industry Overview - Drones are rapidly gaining traction across various industries, including mining, infrastructure monitoring, real estate, oil and gas exploration, logistics, and filmmaking, transforming data collection and operational methods [2] - The global drone tech market is expected to witness a CAGR of 14.3% from 2025 to 2030, while the commercial drone market is projected to grow at a CAGR of 20.8% from 2025 to 2032, indicating significant long-term investment opportunities [5] Technological Advancements - Breakthroughs in autonomous technology and AI-powered navigation are enhancing drone capabilities, allowing for autonomous flight path planning based on real-time environmental data [3] - The integration of 5G and advanced Wi-Fi technology is improving real-time data transmission, expanding commercial applications for drones [3] Regulatory Environment - Evolving regulatory frameworks and increasing military and commercial adoption are creating a favorable growth environment for the drone sector [4] - The Drones for America Act aims to phase out drones with Chinese components by 2028, benefiting U.S.-based companies and enhancing contract opportunities in defense and enterprise segments [16] Company Highlights - Draganfly Inc. (DPRO) is expanding its presence in the demining vertical and reported a 22% year-over-year revenue growth, supported by rising product sales [9] - Ondas Holdings Inc. (ONDS) is focusing on strategic M&A to drive revenue expansion and expects full-year revenues to be at least $25 million, with significant contributions from its Ondas Autonomous Systems business unit [14] - Unusual Machines, Inc. (UMAC) is positioned to benefit from U.S. policy measures favoring domestic producers and has secured significant orders for NDAA-compliant technologies from the U.S. Army [17] Investment Opportunities - The drone technology sector presents exciting long-term investment opportunities, with companies like Draganfly, Ondas Holdings, and Unusual Machines identified as high-potential stocks [6][7][15]

Core Insights - Draganfly Inc. will unveil its new Outrider Drone at the Cochise County Border Drone Summit on November 16-17, 2025, in Sierra Vista, Arizona [1][3] - The Summit, hosted in partnership with the Cochise County Sheriff's Office, aims to showcase how advanced UAV systems are enhancing border security and public safety [2] Company Developments - The Outrider Drone is designed for long-endurance surveillance and logistics missions, featuring advanced imaging and secure communications for real-time operations in complex terrains [3] - CEO Cameron Chell emphasized that the Outrider Drone represents a significant advancement in operational capabilities for agencies involved in border protection and emergency response [4] Event Details - Attendance at the Summit is by invitation only, targeting qualified individuals and organizations from law enforcement, defense, and security sectors [5] - The event will include live demonstrations of the Outrider Drone, technology briefings, and discussions on UAV innovation and counter-UAS strategies [8]

Core Insights - Draganfly Inc. has appointed Victor Meyer and Keith Kimmel as Senior Members of its Military Board of Advisors to enhance its defense strategy and technology innovation [1][2][3] Group 1: Appointment and Role - The Military Board of Advisors aims to accelerate Draganfly's defense strategy and ensure its technologies maintain high standards of innovation and reliability for defense and government applications [2][3] - Both Meyer and Kimmel bring extensive military and corporate experience, providing insights into the application of unmanned systems for national and allied missions [2][3] Group 2: Profiles of Advisors - Victor Meyer is a decorated U.S. Navy SEAL veteran with a background in risk management and global strategy, having held senior roles at Deutsche Bank and Supply Wisdom [4][5][6] - Keith Kimmel is a retired U.S. Navy Captain with expertise in leadership and operational excellence, previously serving as CEO of Check-6 and Rigor Insights [7][8][9] Group 3: Company Overview - Draganfly Inc. is recognized as an industry leader in drone technology and unmanned systems development, with over 25 years of experience [10] - The company provides drone solutions across various sectors, including public safety, agriculture, industrial inspection, mapping, and defense, focusing on efficiency and reliability [10]