Key Points Ondas Holdings generated $10.1 million in third-quarter revenue, up from $1.48 million in the prior-year quarter, driven by growing demand for counter-drone technology and industrial wireless systems. The company holds approximately $451.6 million in cash, offset by just $11.3 million in debt, providing substantial financial flexibility for expansion and acquisitions. Shares trade at over 25 times forward sales, a rich premium reflecting the market's recognition of the explosive growth pot ...

5/Factories are becoming autonomous systems.When AI directs motion, timing, and control, proof becomes part of the machinery.That’s what @PolyhedraZK is building: intelligence you can verify, even when it runs at the edge. ...

Summary of Palladyne AI Conference Call Company Overview - **Company**: Palladyne AI (NasdaqGM:PDYN) - **Industry**: Defense Technology and Artificial Intelligence Key Points and Arguments Strategic Transformation - Palladyne AI is undergoing a strategic transformation to become a fully integrated AI and defense technology company through the acquisitions of GuideTech and Crucis [4][8][20] - The launch of Palladyne Defense marks a significant shift from a pure-play AI company to a vertically integrated defense technology business [7][8][20] Product Offerings - **Palladyne IQ**: Powers robotics automation for commercial and industrial robots [6] - **Palladyne Pilot**: Provides advanced autonomous cooperation for unmanned systems, rebranded as **SwarmOS** for defense applications [6][11] - **Banshee**: A low-cost, reusable precision loitering munition designed for tactical operations [14][15] - **SwarmStrike**: A long-range, intelligent loitering munition that delivers cruise missile capabilities at lower costs [16] Market Demand and Positioning - The Department of Defense (DoD) is shifting focus towards cost per effect, reshoring production, and integrating AI into mission systems [9][10] - Palladyne Defense aims to fill a market gap by providing agile, vertically integrated solutions that can scale production and meet rapid iteration requirements [10][20] Financial Projections - The combined acquisitions are expected to triple Palladyne AI's revenue from approximately $8 million in 2024, with positive adjusted EBITDA contributions [20][21] - An 18-month backlog exceeding $10 million is anticipated, including contracts with the U.S. Air Force and Navy [21][24] Acquisitions and Integration - **GuideTech**: Contributes engineering talent and rapid prototyping capabilities, enabling the transition from concept to prototype in less than six months [12][40] - **Crucis**: A certified U.S. manufacturer that supports major defense programs and aligns with national strategies for reshoring production [18][19] Operational Structure - Palladyne AI will operate through two focused businesses: Palladyne Defense and Palladyne Commercial, both powered by a shared autonomy core [22][23] - The defense segment integrates SwarmOS, GuideTech, and Crucis to serve government and public safety customers [22] Leadership and Expertise - The leadership team has been strengthened with experienced individuals from military and national security backgrounds, enhancing the company's strategic direction [26] Future Outlook - Palladyne AI is positioned for significant growth in 2026, with expectations of increased customer engagement across its portfolio [27] - The company is focused on advancing its technology and integrating new products to meet the evolving demands of the defense sector [27][28] Additional Important Information - The company has a strong financial foundation with $57.1 million in cash and equivalents as of September 30 [24] - A new U.S. patent has been announced covering key elements of embodied AI and autonomous coordination capabilities [24] - The sales cycle for defense products remains uncertain, but the acquisitions are expected to provide more avenues for monetization [48][49] This summary encapsulates the critical aspects of Palladyne AI's conference call, highlighting the company's strategic direction, product offerings, market positioning, financial outlook, and operational structure.

I'm here at Shield AI getting an exclusive first look at the XBAT. It's an autonomous fighter jet that is powered by an AI system called Hivemine. Shield AI is a CNBC disruptor 50 company which is our list of the most innovative private companies that represent this new generation of AI.The company says this aircraft is a gamecher for a few reasons. The first is of course the AI. There is no pilot so it is putting less lives at risk in dangerous operations.The second is cost. Shield says this is going to be ...

When Russia invaded Ukraine, Europe's defence vulnerabilities were exposed. Now a new generation of defense startups are fusing A. I.with sensors, drones and battlefield software. They're being fueled by soaring defense spending, which Bloomberg Intelligence says needs to jump to $720 billion. It's been described as a fundamental change to the architecture of defense, moving from hardware, heavy arsenals to software and AI driven autonomy.Germany's Helsing epitomizes the shift. Europe's most valuable defens ...

Core Insights - Ondas Holdings Inc. has appointed Maj. Gen. (Ret.) Yoav Har-Even to its Advisory Board for Ondas Autonomous Systems (OAS), leveraging his extensive experience in defense technology and international collaboration [2][4][3] Company Update - Har-Even previously served as President & CEO of Rafael Advanced Defense Systems, where he led significant growth and development of advanced defense technologies, including the Iron Dome [3][2] - His appointment is expected to enhance OAS's global defense-technology strategy and support the company's expansion in multi-domain autonomy and airspace defense [2][4] Strategic Goals - The addition of Har-Even to the advisory board aims to guide product integration, strategic partnerships, and international expansion, crucial for Ondas' next phase of growth [4][5] - In 2025, OAS achieved record international orders for its Optimus and Iron Drone Raider systems across Asia, Europe, and the Middle East, indicating strong market demand [4] Technology and Solutions - Ondas provides a range of autonomous systems and private wireless solutions, enhancing security and operational efficiency across various industries [6][7] - OAS's portfolio includes AI-powered defense platforms and advanced ground robotics, supported by innovative navigation and communication technologies [7][6]

60 Minutes overtime. This spring we introduced you to Fury, a jet with no cockpit and no pilot built by the defense tech startup Andre. Now this futuristic fighter has taken a very real step forward, its first test flight.This is the moment Andrew's unmanned jet Fury left the runway for the first time. Andrew calls Fury semi-autonomous and says it isn't piloted remotely. Instead, it operates by itself, carrying out mission plans and adjusting its flight without human input.It returns to land when commanded. ...

Core Insights - Ondas Holdings is a $2.2 billion provider of autonomous drone systems and private wireless solutions, focusing on enhancing security and operational efficiency across essential industries [1] Group 1: Product Offerings - Ondas Autonomous Systems (OAS) provides AI-powered defense and security platforms, including the Optimus System, the Iron Drone Raider, and advanced ground robotics [2] - The Optimus System is the first U.S. FAA-certified small UAS for automated aerial security and data capture [2] - Ondas has acquired Sentrycs, a leader in counter-UAS technology, which enhances its capabilities in the counter-drone ecosystem [21][23] Group 2: Strategic Partnerships and Growth - Ondas has partnered with Palantir Technologies to leverage its Foundry platform for data integration and operational efficiency [12][13] - The company appointed Brigadier General Patrick Huston to its advisory board to support its strategic growth in the defense sector [5] - Ondas has received a $3.5 million order for ground robotics and payload systems from a leading defense entity, indicating strong demand for its products [6] Group 3: Market Engagement and Expansion - Ondas attended the AUSA Annual Meeting & Exposition 2025, showcasing its Iron Drone Raider and launching Ondas Capital, which aims to deploy $150 million for unmanned systems [9] - The company has placed an initial order for 500 Wasp drones from Rift Dynamics, targeting U.S. defense markets [7][8] - Ondas is expanding its partnership with Rift Dynamics to include Nammo for a fully integrated Wasp munition drone solution [10] Group 4: Future Outlook - The company is expected to report on its growth plans for full-spectrum autonomous systems on November 13, which may provide further insights into its strategic direction [24] - The integration of Palantir's Foundry is seen as a significant move towards scaling operations and enhancing decision-making capabilities [16][18]

Core Insights - GE Aerospace and Shield AI have entered into a collaboration to develop propulsion technologies for Shield AI's X-BAT vehicle program, utilizing the F110-GE-129 engine with advanced Axisymmetric Vectoring Exhaust Nozzle (AVEN) [1][2] - The partnership aims to accelerate the integration of advanced propulsion technologies into autonomous systems, enhancing the capabilities of the X-BAT, which is designed for contested environments [2][3] - GE Aerospace's F110 engine has a proven track record with over 11 million flight hours and is recognized for its reliability and thrust capabilities, making it suitable for the VTOL design of the X-BAT [4] Company Overview - GE Aerospace is a leader in aerospace propulsion and services, with an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, and a workforce of around 53,000 employees [6] - Shield AI, founded in 2015, focuses on developing intelligent systems to protect service members and civilians, with products including the V-BAT and X-BAT aircraft [6]

Core Insights - Apollo and 8VC have formed a strategic partnership aimed at accelerating the American Industrial Renaissance by providing flexible capital solutions to high-growth companies in various sectors [1][2] - The collaboration will focus on deploying several billion dollars to support technology companies involved in advanced manufacturing, aerospace, energy, life sciences, logistics, and natural resources [1][2] Group 1: Partnership Objectives - The initiative is designed to support capital-intensive businesses that are developing large-scale physical and digital infrastructure for the future [2] - The partnership combines Apollo's asset-backed solutions and long-term capital with 8VC's domain knowledge and entrepreneurial capabilities [2][3] - The collaboration will also involve Cadma, Apollo's platform dedicated to the innovation economy, which provides flexible financing to venture and growth companies [2] Group 2: Market Needs and Solutions - There is a growing need for creative, non-dilutive capital to support companies driving industrial innovation [3] - Structured and asset-backed solutions are seen as essential to bridge the funding gap and unlock capital for transformative companies [3] - The partnership aims to prioritize opportunities anchored by real assets, long-term contracts, and established operating models [3] Group 3: Company Profiles - Apollo is a global alternative asset manager with approximately $840 billion in assets under management as of June 30, 2025, focusing on providing innovative capital solutions for growth [4] - 8VC is an early-stage technology investment firm that invests in and builds companies in critical industries such as defense, logistics, and healthcare [6]