AIRO Group Holdings (NasdaqGM:AIRO) Q3 2025 Earnings Call November 14, 2025 08:00 AM ET Company ParticipantsJoe Burns - CEOAndre Madrid - VP of Equity ResearchMariya Pylypiv - CFOChirinjeev Kathuria - Executive ChairmanBrett Linzey - Managing DirectorColin Canfield - DirectorDan Johnson - Executive President of Investor RelationsOperatorThank you for standing by. My name is Jeannie, and I will be your conference operator today. At this time, I would like to welcome everyone to the AIRO third quarter 2025 ea ...

Core Insights - The investment in Tesla has yielded significant returns, with approximately $8 billion made since the initial investment of $400 million, and an additional $4 billion from SpaceX, totaling around $12-13 billion since 2017, with expectations of fivefold returns in the next decade [2][4]. Investment Strategy - The investment manager has a high concentration in Elon Musk's ventures, with 65% of personal investments tied to Tesla, SpaceX, and x AI, specifically 40% in Tesla and 25% in SpaceX, with the remaining 35% in mutual funds [4][5]. - The mutual funds have 22% invested in SpaceX and Tesla, with 11% each, and a smaller investment of $350 million in AI, which has doubled in value to $700 million [5]. Historical Context - The investment manager previously sold 30% of Tesla stock for clients due to concerns about the large position size, but maintained personal holdings, committing to not sell until clients had fully exited their positions [7][10][12]. - The stock had stagnated for several years before experiencing a significant increase following political events, leading to further sales for clients while the manager retained personal shares [10]. Future Outlook - There is a strong belief in the potential for Tesla's stock to increase significantly, with projections suggesting it could reach four times its current value in ten years, driven by advancements in automotive technology and robotics [17][18]. - The introduction of the Optimus robot is seen as a pivotal development, with expectations of producing a million units next year and potentially scaling to ten million, which could revolutionize labor efficiency [18][19].

Economic Indicators - Higher-income shoppers are seeking deals, while younger consumers are tightening their spending according to recent earnings reports from consumer companies [2] - New foreclosure starts in October increased by 20% year-over-year, indicating potential weaknesses in the housing market [4] Retail Sector Insights - Notable exceptions in the retail sector include Coach and Swiss shoemaker On, which experienced growth across all consumer segments, but overall consumer pullback may lead to a challenging holiday retail period [3] Labor Market Developments - Boeing defense workers approved a new contract, concluding a strike that lasted over three months, which delayed production of F-15 fighter jets. The new agreement includes increased bonuses and a 24% wage increase over five years [5][6] IRS Guidelines - The IRS has increased the employee deferral limit for 401(k) plans by $1,000 to $24,500 for 2026, and raised the caps for individual retirement accounts and Roth IRAs by $500 to $7,500 [8][9] Market Perspectives - At CNBC's Delivering Alpha conference, J.P. Morgan Asset & Wealth Management's CEO emphasized viewing AI as an opportunity, while Coatue Management's founder expressed a pessimistic view on the IPO market, describing it as "completely broken" [11]

Five things to know ahead of the opening bell this morning. Homeland Security Secretary uh Christy Nome announcing $10,000 bonus checks now for TSA officers who worked without pay during the six-w week government shutdown. She called the payments a reward for exemplary service under strain.And Boeing defense workers have approved a new contract that will end a more than threemonth strike that has delayed the production of fighter jets and other programs. includes 24% wage increases over 5 years. Workers exp ...

Continue to see body rates on GS1. >> That looks great. We have our booster re-entry burn.>> All three engines. No matter what happens next, we have had a good day. This is further than we made it on NG1.>> That's right. >> The indication of engine ignition on GS1. Continue to see good data from GS1.About a minute and a half >> engine parameters look good >> is when we would see >> confirm engine cut off >> never tell me the odds return to earth. >> You see it kind of horizontal position. We've got the stra ...

Watch as Blue Origin launches New Glenn on its 2nd Flight Test from SLC-36 at Cape Canaveral Space Force Station in Florida Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thelaunchpa ...

Blue Origin launched its massive orbital rocket, the first time the vehicle from the Jeff Bezos-owned company is carrying cargo for a customer and its second mission overall https://t.co/oAQ6xYSeku ...

Blue Origin lands New Glenn rocket booster on second try https://t.co/eBGGw4IRB8 ...

Blue Origin launched its flagship New Glenn rocket from Cape Canaveral on Thursday in a crucial test for Jeff Bezos’ space company in its quest to challenge Elon Musk’s SpaceX https://t.co/puDFvaTpzv ...

Core Viewpoint - Maris-Tech Ltd. has entered into a collaboration agreement with Quantum Gyro Ltd. to develop an advanced navigation system called ME-Nav, which integrates edge AI computing with quantum gyroscope technology for GPS-denied environments [2][3][6] Company Overview - Maris-Tech is a global leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions for defense, aerospace, and communication industries [7][8] - Quantum Gyro specializes in quantum-enhanced inertial sensors for high-precision navigation, aiming to reduce reliance on GPS due to its vulnerability to disruptions [5][9] Collaboration Agreement Details - The collaboration will lead to the formation of a new entity, NewCo, which will be jointly owned by Maris-Tech (51%) and Quantum Gyro (49%) [4][7] - The development of ME-Nav is expected to progress over the next 24 months with defined milestones and a target budget of approximately $1 million [6][7] - Maris-Tech will have exclusive global rights to manufacture, market, and distribute the ME-Nav product line [7] Technology Integration - ME-Nav is designed for mission-critical applications where GPS is unavailable, including military operations and autonomous systems [3][6] - The integration of Maris-Tech's edge AI computing platform with Quantum Gyro's quantum gyroscope technology aims to provide a lightweight, low-power navigation solution [6][9]