Core Insights - Mobilicom Limited is participating in three significant U.S. defense industry and autonomy technology events to showcase its cybersecurity and robust solutions for drones and robotics [2][3] - The company has been added to the U.S. Defense Innovation Unit's Blue UAS Framework, indicating that its systems meet the Department of Defense's rigorous standards [3] Event Participation - Mobilicom will feature its systems at the following events: - Modern Day Marine 2025 in Washington D.C. from April 29 to May 1, 2025, which is the largest military equipment exposition for Marines and authorized industry representatives [4] - Special Operations Forces (SOF) Week 2025 in Tampa, Florida from May 5 to 8, 2025, aimed at fostering collaboration and showcasing modern special operations capabilities [5] - XPONENTIAL 2025 in Houston, Texas from May 19 to 22, 2025, which will gather over 7,500 experts in autonomous technology from more than 20 industries and 60 countries [6] Presentations by CEO - CEO Oren Elkayam is scheduled to deliver presentations at XPONENTIAL 2025 on: - Securing Autonomous Vehicle Networks with Advanced Intrusion Detection Technology on May 20, 2025 [7] - Navigating Electromagnetic Warfare: Dynamic Spectrum Strategies for UAV Resilience on May 20 and May 21, 2025 [7] Company Overview - Mobilicom is recognized as a leading provider of cybersecure solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [8]

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. ...

Financial Data and Key Metrics Changes - Revenues increased 173% to $4,100,000 for Q4 2024 compared to $1,500,000 for Q3 2024, but down 18% from $5,000,000 for Q4 2023 [22] - For the full year 2024, revenues were $7,200,000 compared to $15,700,000 for 2023, largely due to extended timelines and war-related disruptions [25] - Operating loss was $8,500,000 for Q4 2024 compared to $12,600,000 for Q4 2023 [25] - Adjusted EBITDA loss was $28,500,000 for 2024 compared to $29,700,000 for 2023 [27] Business Line Data and Key Metrics Changes - OAS revenues were $3,600,000, an increase of 260% from Q3 2024 and a 10% increase from Q4 2023 [22] - Revenues from ONDAS Networks were $500,000, relatively flat compared to Q3 2024 and down $1,100,000 from Q4 2023 [22] - The company closed the year with a $10,000,000 backlog, primarily with OAS, reinforcing the strength of its pipeline [12] Market Data and Key Metrics Changes - The company established a presence in the global defense market, securing two major programs with a military customer in the Middle East [10] - The demand for drone interception technology is growing, positioning IronDrone as a market-defining platform [10] Company Strategy and Development Direction - The company anticipates a record year of revenue growth in 2025, primarily driven by OAS [7] - Key objectives for 2025 include driving growth with existing programs and expanding into new customer opportunities [14] - A strategic partnership with Palantir Technologies was announced to enhance operational efficiencies through AI [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving at least $20,000,000 in revenues from OAS in 2025, supported by a growing backlog [12][61] - The company expects margins to recover in 2025 with higher revenues and improved scale from larger production volumes at OAS [26] - Management highlighted the importance of operational scale and customer engagement to support growth [64] Other Important Information - The company raised $35,000,000 in Q4 2024, providing a strong liquidity position for expansion [13] - Cash held as of 12/31/2024 was $30,000,000, compared to $15,000,000 as of 12/31/2023 [27] Q&A Session Summary Question: Visibility into $20,000,000 revenue target and mix between Optimus and IronDrone - Management expects the $10,000,000 backlog to be recognized in revenue in Q1 and Q2 2025, with active engagement on new programs [66][67] Question: Development of first responder opportunities in the U.S. market - There is significant interest in the Optimus platform, with successful pilot programs conducted [73][74] Question: Impact of U.S. tariff posture on product delivery and costs - Management does not foresee a major impact from tariffs, as they do not source much from China [75][76] Question: Gross margins expectations for the year - Management expects gross margins to recover, projecting them to be in the 40% range initially, potentially reaching 50% or better [78] Question: Clarification on the partnership with Palantir - Management clarified that the partnership involves integrating Palantir's Foundry AI to enhance operational capabilities and develop advanced solutions [84][85] Question: Status of regulatory deadlines for network requirements - Management indicated that the railroad industry is committed to meeting regulatory deadlines, with specific timelines for spectrum utilization [90][91]