Core Viewpoint - SKYX Platforms Corp. is set to supply its advanced smart home technologies for the luxury residential development Lake Shore Reserve in Granite Falls, North Carolina, which will feature 140 luxury smart single-family homes [1][3]. Group 1: Project Overview - The Lake Shore Reserve project will include luxury amenities such as swimming pools, a state-of-the-art gym, modern meeting facilities, pickleball courts, nature walking trails, and landscaped green spaces [2]. - The first phase of the project will consist of 140 luxury smart single-family homes [1]. Group 2: Technology and Products - SKYX is expected to provide an all-in-one smart home platform hub integrated with the NVIDIA AI ecosystem, comprising over 10,000 units of advanced smart plug & play technologies, including ceiling lighting, recessed lights, downlights, wall lights, EXIT signs, and emergency lights [1][3]. - The expansion of SKYX's technologies offers additional opportunities for future recurring revenues through interchangeability, upgrades, AI services, monitoring, and subscriptions [1]. Group 3: Company Background and Collaboration - 1Majestic Development Co., the developers of the Lake Shore Reserve, have over 20 years of experience in building luxury homes and developments in North Carolina and Florida [4]. - The collaboration between SKYX and 1Majestic Development aims to enhance home values and create smarter, safer homes for the future [8][9].

Core Insights - SKYX Platforms Corp. has entered Nvidia's artificial intelligence ecosystem to enhance its ceiling-based automation platform [1] - The collaboration provides SKYX access to Nvidia's cloud tools, GPU systems, and AI software frameworks, which will be integrated into its product lineup [1][2] Technology Platform - The ceiling-mounted hub from SKYX integrates various functionalities such as safety sensors, lighting controls, audio systems, and wireless connectivity [2] - Nvidia's ecosystem will enable advanced features like speech recognition, anomaly detection, and real-time analytics within the SKYX platform [2] - The partnership aims to transform ceilings into intelligent control centers for both residential and commercial spaces [2] Security Framework - Nvidia's infrastructure allows for encrypted processing of anonymized data while ensuring privacy [3] - SKYX plans to introduce next-generation safety monitoring, predictive alerts, and healthcare tools, including fall detection [3] - The anticipated AI enhancements are expected to generate recurring revenue through subscriptions, analytics services, and device upgrades [3] Market Context - The demand for AI-driven home automation is increasing globally, attracting investor interest due to rising needs for safety and efficiency [4] - The collaboration with Nvidia is expected to accelerate innovation and enhance product differentiation in the smart infrastructure market [5] - SKYX intends to deploy its Nvidia-powered platform in both U.S. and international projects, including large-scale smart city initiatives [5]

Core Insights - NVIDIA's Connect Program aims to support advanced technology companies in developing AI-powered products, enhancing market opportunities and growth [1][4] - SKYX Platforms Corp. has joined the NVIDIA Connect Program to leverage NVIDIA's AI ecosystem for its all-in-one smart home platform, which is part of a broader strategy to create safe and smart homes [2][4] Group 1: NVIDIA Connect Program - The NVIDIA Connect Program is designed to accelerate the development of AI solutions, providing significant advantages and free benefits to participating companies [1][4] - SKYX's collaboration with NVIDIA is expected to enhance its smart home platform, integrating advanced AI features and cloud capabilities [2][6] Group 2: SKYX Technologies - SKYX Platforms Corp. focuses on creating a smart home platform with over 100 patents, aiming to standardize safety and smart technology in homes [2][10] - The all-in-one smart home platform includes features such as AI ecosystem integration, emergency calling, and various safety devices [3][6] - The company's total addressable market in the U.S. is approximately $500 billion, with significant opportunities for recurring revenues through its product offerings [10]

Core Insights - SKYX Platforms Corp. is expanding its AI ecosystem and product offerings, including the launch of its patented SKYFAN and Turbo Heater in major U.S. retailers and the Canadian market, driven by strong demand [1] - The company anticipates achieving cash flow positivity with the winter launch of its products and aims to deploy over 60,000 units by the end of Q1 2026 [1][5] - SKYX has reported consistent revenue growth over seven consecutive quarters, with revenues increasing from $19 million in Q1 2024 to $24 million in Q3 2025 [1][5] Financial Position - As of September 30, 2025, the company reported $13 million in total cash and has raised an additional $9.5 million from leading shareholders [2] - SKYX has extended and converted $13.5 million in notes due to 2030, indicating a strategic approach to managing its financial obligations [2] Product and Market Expansion - The company is collaborating with prominent developers to deploy over 25,000 units of its smart technologies in projects in Austin and San Antonio, Texas [1][5] - A significant partnership with Global Ventures Group aims to introduce SKYX's technologies into tens of thousands of homes and hotel rooms across the Middle East [5] - The total addressable market for SKYX's products in the U.S. is estimated at $500 billion, with over 4.2 billion ceiling applications available [9] Technological Advancements - SKYX is launching a new AI-driven software for its e-commerce platform, expected to increase conversion rates and sales by up to 30% [1][5] - The company is focused on a "Razor & Blades" business model, offering advanced ceiling electrical outlets and smart home plug & play products [9] Safety and Standardization Efforts - SKYX's Safety Code Standardization Team is making progress with support from industry leaders to establish mandatory safety standards for its technologies [1][5] - The company believes its products can significantly reduce costs for insurance companies by minimizing risks associated with electrical hazards [5]

Core Viewpoint - SKYX Platforms Corp. is launching its patented all-in-one ceiling plug & play SKYFAN and TURBO HEATER at Target, anticipating significant growth in this channel during 2026 driven by strong demand [1][2]. Product Overview - The SKYFAN and TURBO HEATER combine a ceiling fan with a built-in turbo heater, providing a safer and more efficient alternative to traditional space heaters, addressing a multi-billion-dollar market with tens of millions of units sold annually in North America [2][3]. - The product will be available in six colors to cater to both residential and commercial markets, with production already underway [3]. Market Potential - The ceiling fan and space heater categories represent a substantial annual market, with significant revenue expected to begin this winter and continue throughout fiscal year 2026 [1][2]. - The company aims to advance its path to cash-flow positivity through this winter launch and anticipates further launches at other leading U.S. retailers and big-box chains [1][3]. Company Mission and Vision - SKYX Platforms Corp. focuses on making homes and buildings safer and smarter, with over 100 pending and issued patents globally and a commitment to innovation and safety [8].

Company Overview - SKYX Platforms Corp. is a disruptive platform technology company with over 100 pending and issued patents globally and over 60 lighting and home décor websites [1][3] - The company's mission is to make homes and buildings safe and smart as the new standard, emphasizing high quality and ease of use while enhancing safety and lifestyle [3] Upcoming Event - The Founder and Executive Chairman, Rani Kohen, and CEO, Lenny Sokolow, will present at NobleCon21 on December 3, 2025, at 4:00 PM ET [1] - Investors and guests can attend the event at a discounted rate, and a high-definition video webcast of the presentation will be available the following day [2] Industry Context - Noble Capital Markets, established in 1984, is a full-service broker-dealer that offers investment and merchant banking, advisory services, and equity research [4] - Channelchek, launched by Noble in 2018, provides institutional-quality equity research on emerging growth public companies without a subscription [5]

Core Insights - SKYX Platforms Corp. is set to supply 15,000 units of its advanced smart plug and play technologies for a residential development project in San Antonio, Texas, which includes 340 units comprising 88 townhomes and 252 apartments [2][3][4] - Landmark Companies, with 27 years of experience, is leading the development and specializes in modern homes and buildings, currently having over 3,000 units in development across Texas, Florida, and Colorado [2][3][4] Company Overview - SKYX Platforms Corp. holds over 100 pending and issued patents globally and operates more than 60 lighting and home décor websites, aiming to make homes and buildings safer and smarter [2][6] - The company emphasizes high quality and ease of use in its technologies, which are designed to enhance safety and lifestyle in residential and commercial settings [6] Collaboration Details - The collaboration between SKYX and Landmark Companies is expected to expand into future projects, providing opportunities for recurring revenues through upgrades, AI services, and subscriptions [2][4] - Landmark Companies' CEO expressed excitement about integrating SKYX's technologies into their projects, aiming to enhance safety, convenience, and design standards [4]

Core Insights - SKYX Platforms Corp. reported a quarterly loss of $0.07 per share, which was better than the Zacks Consensus Estimate of a loss of $0.08, indicating an earnings surprise of +12.50% [1] - The company generated revenues of $23.89 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.98% and showing an increase from $22.17 million year-over-year [2] - The stock has increased by approximately 36.2% since the beginning of the year, outperforming the S&P 500's gain of 16.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $25.63 million, and for the current fiscal year, it is -$0.32 on revenues of $91.99 million [7] - The estimate revisions trend for SKYX Platforms was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Technology Services industry, to which SKYX Platforms belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of SKYX Platforms may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5]

Financial Data and Key Metrics Changes - The company reported record revenue of $24 million in Q3 2025, an increase from $23 million in Q2 2025, marking seven consecutive quarters of revenue growth from Q1 2024 to Q3 2025 [4][10] - Gross profit for Q3 2025 increased sequentially by 8% to $8 million compared to $7 million in Q2 2025 [12] - Gross margin for Q3 2025 increased to 32%, up from 30% in Q2 2025 [14] - Net loss per share decreased to $0.07 in Q3 from $0.08 in Q2 2025, while adjusted EBITDA loss per share remained at $0.02 [14] Business Line Data and Key Metrics Changes - The company anticipates deploying over 50,000 units of its products into homes and hotel rooms by the end of Q4 2025, with significant contributions from various projects [5][6] - A major collaboration with a $3 billion mixed-use urban Smart Home City Project in Miami is expected to involve over 500,000 units of advanced smart home technologies [5] - The company is also supplying technologies to a 278-apartment project in Austin, Texas, providing over 10,000 units of its advanced technologies [5] Market Data and Key Metrics Changes - The company has signed an agreement with a prominent U.S. and international real estate developer to deploy advanced smart home technologies in Middle Eastern projects, including Saudi Arabia and Egypt [4][5] - The company is experiencing growth in deferred revenue, indicating an acceleration of revenues primarily from its e-commerce platform [11] Company Strategy and Development Direction - The company is focused on expanding its market penetration through strategic partnerships and collaborations, particularly in the real estate and hotel segments [4][5][15] - The introduction of AI-driven software for its e-commerce platform is expected to increase conversion rates and sales by 30% [7][34] - The company is leveraging a "Razor and Blade" model, where the ceiling receptacle serves as the entry point for higher-ticket items, enhancing revenue potential [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth opportunities, particularly in the Middle East and through collaborations with major developers [15][19] - The company is making significant progress towards mandatory safety standardization for its products, which is expected to enhance market acceptance and safety [17][53] - Management highlighted the importance of cash conservation and leveraging relationships with manufacturers to support operations [12][17] Other Important Information - The company raised $5 million in additional capital from leading shareholders, reflecting confidence in its strategy and development [8][10] - As of September 30, 2025, the company reported a total of $13 million in cash, cash equivalents, restricted cash, and receivables [7] Q&A Session Summary Question: Can you provide insight into the near-term revenue outlook and product deployment? - The company expects to deploy over 50,000 products by the end of Q4, with a mix of higher-ticket items contributing to revenue growth [28][29] Question: What specifics can you share about the software upgrade and its impact on revenue? - The software upgrade is expected to be completed by Q1 or Q2 of 2026, aiming to increase conversion rates through AI methods [33][34] Question: What is the status of various projects, including the Marriott Hotel and Miami Smart City? - The Marriott demo has opened doors for more business, while the Miami project is still in the permitting phase, with significant supply expected in 2026 [36][56] Question: How does the company view the Middle East opportunity? - The Middle East is seen as a fast adopter of advanced technologies, with significant growth potential in commercial and residential developments [59][60]

Financial Data and Key Metrics Changes - The company reported record revenue of $24 million in Q3 2025, an increase from $23 million in Q2 2025, marking seven consecutive quarters of revenue growth from Q1 2024 to Q3 2025 [4][10] - Gross profit for Q3 2025 increased by 8% to $8 million compared to $7 million in Q2 2025, with gross margin rising to 32% from 30% in the previous quarter [12][14] - Net loss per share decreased by 1 cent to 7 cents in Q3 from 8 cents in Q2, while adjusted EBITDA loss per share remained stable at 2 cents [14] Business Line Data and Key Metrics Changes - The company anticipates deploying over 50,000 products into homes and units by the end of Q4 2025, with a focus on expanding into the hotel segment and smart city projects [5][6] - A significant collaboration with a $3 billion mixed-use urban smart home city project in Miami is expected to involve supplying over 500,000 units of advanced smart home technologies [5] Market Data and Key Metrics Changes - The company has signed an agreement with Global Venture Group to deploy smart home technologies in Middle Eastern projects, including Saudi Arabia and Egypt, indicating a strategic expansion into international markets [4][5] - The company is also working on projects in Austin, Texas, and has established relationships with prominent developers, enhancing its market presence [5][15] Company Strategy and Development Direction - The company is focused on leveraging its technology to create recurring revenue opportunities through upgrades, AI services, and subscriptions, emphasizing the importance of data in its business model [6][10] - The upcoming launch of AI-driven software for its e-commerce platform is expected to increase conversion rates and sales by 30%, showcasing the company's commitment to integrating advanced technology into its operations [7][33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, particularly in the B2B segment, which is expected to see significant growth starting in 2026 [42] - The company is making progress with safety code standardization and anticipates that its products will play a crucial role in enhancing safety in homes and buildings [17][53] Other Important Information - The company raised $5 million in additional capital from leading shareholders, reflecting confidence in its strategy and development [8][10] - The company is working on a patented advanced turbo heater fan and a variety of plug-and-play ceiling fans, which are expected to contribute to achieving cash-positive status [26] Q&A Session Summary Question: Can you provide insight into the near-term revenue outlook and product deployment? - The company expects to deploy over 50,000 products by the end of Q4, with a mix of higher-ticket items like ceiling fans and heater fans contributing to revenue growth [28][30] Question: What specifics can you share about the software upgrade and its impact on revenue? - The software upgrade is expected to be completed by Q1 or Q2 of 2026, aiming to enhance conversion rates through AI methods [33][34] Question: How does the company view the revenue mix between consumer sales and builder partnerships? - Currently, revenues are mainly from retail, but significant growth is anticipated in the B2B segment starting in 2026 [42] Question: What is the status of the various projects mentioned, including the Marriott Hotel and Miami Smart City? - The Marriott demo has opened doors for more business, while the Miami project is still in the permitting phase, with significant supply expected to start in 2026 [36][56] Question: Can you elaborate on the Middle East opportunity and its potential? - The Middle East is seen as a fast adopter of advanced technologies, with significant growth potential in commercial and residential developments [60]