Ondas Holdings Inc. (NASDAQ:ONDS) Q1 2025 Earnings Conference Call May 15, 2025 8:30 AM ET Company Participants Eric Brock - Chairman of the Board, President and Chief Executive Officer Neil Laird - Interim Chief Financial Officer, Treasurer and Secretary of the Company Oshri Lugassy - Co CEO, Autonomous Systems Markus Nottelmann - CEO, Ondas Networks Conference Call Participants Maxwell Michaelis - Lake Street Capital Markets Glenn Mattson - Ladenburg Thalmann Matthew Galinko - Maxim Group Mike Latimore - ...

Ondas Holdings Inc. (ONDS) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.36%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.14, delivering a surprise of -55.56%.Over the last four quarters, the company has su ...

Ondas (ONDS) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Company Participants Eric Brock - Chairman, CEO & PresidentNeil Laird - Interim CFO, Treasurer & SecretaryMarkus Nottelmann - CEO - Ondas NetworksOshri Lugassy - Co-CEO - Ondas Autonomous SystemsMax Michaelis - Equity Research Associate Conference Call Participants Glenn Mattson - AnalystMatthew Galinko - SVP & Senior Research AnalystMike Latimore - Managing Director & Senior Research Analyst Operator Welcome to the Ondus Holdings Inc. First Quarte ...

Ondas (ONDS) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Speaker0 Welcome to the Ondus Holdings Inc. First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. Before we begin, the company would like to remind you that this call may contain forward looking statements. While these forward looking statements reflect OnBase's best current judgment, they are subject to risks and uncertainties that could cause actual results to differ materially from those implied by these ...

First Quarter 2025 Earnings Release NASDAQ: ONDS | May 15, 2025 Copyright 2025. All rights reserved. This presentation may contain "forward-looking statements" as that term is defined under the Private Securities Litigation Reform Act of 1995 (PSLRA), which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should," "intends," "estimates," and other words of similar meaning. Ondas Holdings Inc. ("Ondas" or the "Company") cautions readers that forw ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39761 ONDAS HOLDINGS INC. (Exact name of registrant as specified in its charter) incorporation or organization) ...

Exhibit 99.1 Ondas Holdings Reports First Quarter 2025 Financial Results—On Track for Record Year Q1 Revenue of $4.2 Million Driven by OAS Growth and Global Demand for Autonomous Drone Systems Over 500% Year-over-Year Revenue Growth Reflects Execution on Backlog that has Increased to $16.8 M Driven by Strong Order Momentum; Reaf irms Outlook for at least $25 Million in Revenue for 2025 "Ondas is entering 2025 with strong momentum, led by the outstanding performance of our Ondas Autonomous Systems business u ...

Core Viewpoint - Ondas Holdings Inc. held its Q4 2024 earnings conference call, discussing financial performance and future outlook, emphasizing the importance of non-GAAP financial measures for understanding business trends [1][2]. Financial Performance - The company reported its Q4 2024 earnings, highlighting key financial metrics that reflect its operational performance [1]. - Non-GAAP financial measures were referenced, indicating that these metrics provide valuable insights into the underlying trends of the business, supplementing GAAP measures [2]. Management Commentary - The call featured insights from various company executives, including the Chairman and CEO, Interim CFO, and Presidents of different divisions, indicating a collaborative approach to discussing the company's performance and strategy [1]. - The management reiterated the significance of forward-looking statements, acknowledging the inherent risks and uncertainties that could affect actual results [1].

Financial Data and Key Metrics Changes - Revenues increased 173% quarter-over-quarter to $4.1 million for Q4 2024, compared to $1.5 million for Q3 2024, but decreased 18% from $5 million for Q4 2023 [32] - OAS revenues were $3.6 million, an increase of 260% from Q3 2024 and a 10% increase from Q4 2023 [33] - Operating loss was $8.5 million for Q4 2024, compared to $12.6 million for Q4 2023 [36] - Cash held was $30 million as of December 31, 2024, compared to $15 million as of December 31, 2023 [40] Business Line Data and Key Metrics Changes - OAS secured two major programs with a military customer in the Middle East, significantly increasing its total addressable market (TAM) [12] - Ondas Networks revenues were relatively flat compared to Q3 2024 and down from Q4 2023, primarily due to extended timelines related to the 900 megahertz activity [32] - The company closed the year with a $10 million backlog primarily with OAS, reinforcing the strength of its pipeline [16] Market Data and Key Metrics Changes - The defense market is seeing massive demand growth, particularly for the Iron Drone Raider platform, which is positioned as a market-defining solution for drone interception [13] - The company is engaging with new defense and homeland security customers through government-to-government channels and direct marketing efforts [14] Company Strategy and Development Direction - The company aims to drive growth with existing programs and customers while expanding into new customer programs, particularly in defense and homeland security [20][21] - A strategic partnership with Palantir Technologies was announced to leverage their Foundry AI platform for operational efficiencies [26][28] - Ondas Networks is focused on advancing private wireless networks to critical rail operating and safety systems [86] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in projecting at least $20 million in revenues from OAS, supporting total revenue expectations of $25 million for Ondas Holdings in 2025 [17] - The company anticipates 2025 to be an acceleration year with record revenue growth driven by existing programs and new customer opportunities [19][25] Other Important Information - Operating expenses decreased to $9.4 million for Q4 2024, down from $14.4 million in Q4 2023, primarily due to cost savings [35] - The company raised $35 million in Q4 2024, providing a strong liquidity position for expansion [18] Q&A Session Summary Question: Visibility into the $20 million revenue projection - Management expects to realize the $10 million backlog in revenue in the first and second quarters, with active engagement with military and public safety customers [96] Question: Update on Dubai customer shipments - No units were shipped in Q4, but advanced dialogue is ongoing regarding future shipments [98] Question: First responder opportunity in the U.S. market - There is significant interest in the Optimus platform, with a successful pilot program conducted for a major public safety customer [104] Question: Gross margins outlook - Expected gross margins to recover, projected to be in the 40% range in the first half of the year, potentially reaching 50% or better in the second half [111] Question: Clarification on the partnership with Palantir - The partnership involves integrating Palantir's Foundry AI into Ondas' operations, with potential for further collaboration in the future [120]

Fourth Quarter & Full Year 2024 Earnings Release NASDAQ: ONDS | March 12, 2025 Copyright 2025. All rights reserved. Nasdaq : ONDS Nasdaq: ONDS Disclaimer This presentation may contain "forward-looking statements" as that term is defined under the Private Securities Litigation Reform Act of 1995 (PSLRA), which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should," "intends," "estimates," and other words of similar meaning. Ondas Holdings Inc. ...