Aggressive growth investor. Currently full port $ONDS
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$ONDS
Here it is..
The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post.
The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions.
Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds.
The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on.
I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all.
This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.
CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas
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Finally pulled together all my DD on Ondas that I've accumulated since the start of the year.
All the details on $ONDS senior management, strategic partnerships, investments and customers all in one place.
RT's appreciated.
cc @CeoOndas @ive_m5 @bodoxstocks
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Securiton Germany have selected the Iron Drone Raider as the kinetic interception solution for c-UAS, as part of the system they’re offering to the German Armed Forces.
More updates coming soon.
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One of the biggest misconceptions about @OndasHoldings is that it ‘needs’ US Govt contracts and the shutdown is ‘extremely damaging’ for the company.
For context, they now have c. $600m in the bank after acquisitions, based on TTM operating expenses of $39.9m, they have enough cash to cover operations for a decade or more.
If they want to expand globally, which they’re already doing, then the US government is a small piece of the puzzle. Yes, DoD contracts would be great validation - and I still believe they will come in time, but they’re not the be all and end all for Ondas.
Look at the endless use cases for drones, look at the global reach they now have as a company in UAE, EU, Middle East, Asia, LatAm - people think this company relies on the US Govt and it couldnt be further from the truth.
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Jes Chosid, Senior Manager of Business Development @ American Robotics, confirming Iron Drone is active @ DoW testing sites.
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LFG!!!
Double beat and raise in FY25 guidance!
$ONDS
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$ONDS - Financial Highlights
- Gross profit rose to $2.6 million compared to $0.05 million in the third quarter of 2024. This resulted in a gross profit margin of 26% in the third quarter of 2025 versus 3% in the third quarter of 2024.
- Operating expenses increased by $9.4 million to $18.1 million, up from $8.7 million in the third quarter of 2024. Approximately $5.0 million of the increase relates to non-cash stock compensation expenses. Approximately $4.4 million of the increase relates to cash operating expense due to increased payroll costs to build out the OAS and corporate management teams supporting the expected continued scaling of business operations and revenue growth, as well as for legal and other professional services related to our acquisition program and other strategic initiatives.
- Operating loss was $15.5 million, compared to $8.7 million in the third quarter of 2024, primarily due to the increase in operating expenses partially offset by the increased gross profit.
- Net loss was $7.5 million, compared to $9.5 million in the third quarter of 2024, which included an increase of $2.0 million in interest and dividend income from the increased cash balance, as well as a $6.9 million unrealized gain on minority equity investments made during the third quarter.
- As a result of the financing activities and the debt conversions, total shareholders' equity increased to $487.2 million as of September 30, 2025, an increase of $470.6 million from $16.6 million as of December 31, 2024.
- The Company continues to experience strong growth in 2025 and now expects to generate revenue of at least $36 million for the year, an increase from the prior target of at least $25 million.
- This outlook is supported by results to date and the $23.3 million in consolidated backlog at the end of Q3 2025, as well as visibility on expected production and delivery schedules with customers.
- The Company has established a preliminary revenue target of at least $110 million for 2026.
ir.ondas.com/press-releases/…
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One thing I’ll always question, and one thing we always talk about in the discord, is - are you a trader or an investor?
Are you able to hold a 50% loss and DCA, trusting your conviction? Or are you happier to trim small profits and move on?
When dealing with volatile stocks such as $ONDS, you have to expect and deal with these moves, so first figure out if you’re here for the short term or the long run.
Personally I’m long AF, short term price movement does not phase me.
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$ONDS | FIFA World Cup 2026⚽️
DroneResponders🤝🏻CDA
• Eric Brock is the co-chair of the CDA.
• Cheeky like from Director of Flight Operations @ American Robotics, Brian Grant.
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Once the govt shutdown ceases we will automatically be added to the Blue UAS list, opening us up to DoD contracts.
As Needham said, 6-8wks from the 26th September (next week) for these contracts to start to flow — I expect to see one for Optimus based on their report.
Thank you to @AUVSI sharing the good news, Optimus is now on the GreenUAS cleared list! $ONDS
einpresswire.com/article/862…
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Highest volume day ever for Ondas, with nearly 130m shares traded.
Over 90m of those shares traded were via darkpool (tutes and pro traders).
Bring on earnings.
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Optimus exposure in Dubai through DMCC/Dubai Police.
Interest from Brazil for agriculture applications too.
Drones ≠ just war.
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Ondas x Solar Drone☀️
solardrones.net/media/
Another use case added to the list.
Ignore the AI-generated slop.
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I'm sold.
videopress.com/v/UkAwyoAL?au…
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Another Sentrycs partner, Dronivo GMBH🤝🏻
Dronivo provide military-grade drone systems and solutions to the:
🇩🇪 Bundeswehr (German Armed Forces)
🇺🇸 US Army
🇬🇧 British Armed Forces
🇺🇦 Ukrainian Army
🇵🇱 Polish Army
🇳🇱 Dutch Army
🇱🇺 Luxembourg Army
🇸🇮 Slovenian Army
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Ondas Appoints Former Rafael President & CEO Major General (Ret.) Yoav Har-Even to Ondas Autonomous Systems Advisory Board
"Har-Even is a veteran military commander and defense executive with deep experience in multi-domain operations and strategic programs brings nearly four decades of defense leadership"
ir.ondas.com/press-releases/…
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⚽️ FIFA World Cup 2026 x CDA x DRONERESPONDERS
Key Points:
• @CeoOndas is the co-chair of the CDA
• DroneResponders parent company is AIRT (Airborne International Response Team).
• Christopher Todd is the Founder and Executive Director of AIRT. Also the Founder of company named ‘Airborne Response’.
• $ONDS strategic partners, $SPAI acquired ‘Airborne Response’ in 2022.
• Christopher Todd is still the President of $SPAI Airborne Response Division and currently owns ~4% of $SPAI through a controlled entity.
• More to come from the $SPAI x $ONDS collaboration?
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𝗚𝗲𝗿𝗺𝗮𝗻𝘆 𝘂𝗻𝘃𝗲𝗶𝗹 𝗽𝗹𝗮𝗻𝘀 𝗳𝗼𝗿 €𝟯𝟳𝟳𝗕 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝘄𝗶𝘀𝗵 𝗹𝗶𝘀𝘁
The Bundeswehr (Federal Armed Forces) wants to launch roughly 320 new weapons and equipment projects over the next year's budget cycle.
$ONDS Iron Drone was recently seen being tested by the Luftwaffe, w/ ‘new synergies and partnerships being created’.
politico.eu/article/germany-…
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$ONDS | From the Discord:
Institutional and insider ownership now (unofficially) exceeds c. 50%.
13F/13G/13D's - 157,044,531
Insiders - 16,114,239
Oct 3rd Dilution - 19,560,000
--------------------------------
Total = 192,718,770
52.3% of the outstanding shares (368.54m), assuming all of the buyers on Oct 3rd were institutions and have not sold their shares.
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🤝🏻 Another partner for the list - NGEN.
🌏 HQ in Bangladesh, and operations spanning Asia-Pacific (Nepal, Bhutan, Singapore) and select European markets.
💰 Customers include governmental agencies, telecommunication firms and academic institutions.
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🧵| $ONDS
𝗢𝗻𝗱𝗮𝘀 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 (𝗘𝗨)
Rolling back the clock to Ondas Capital’s EU launch event at DSEI, one of the more intriguing photos highlighted a representative from an Estonian/Croatian startup called Vegvisir.
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Now the investment into Safe Pro Group ($SPAI) makes sense..
"The overlap in AI/drone/EOD positions Ondas for a defensible moat in a $100B+ autonomy-defence TAM."
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Interesting find this morning, the major semiconductor manufacturer that renewed it's contract with Airobotics in Dec 2024 is in fact Intel.
[ir.ondas.com/press-releases/…]
Israel Chemicals $ICL + South32 (an Australian mining company), are also major customers for Airobotics.
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As I've said multiple times, Ondas is becoming a one-stop shop for autonomous drone defence and surveillance - cyber control, kinetic interception, 24/7 autonomy, ground robots and secure comms.
We're still so early.
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Big boys are rolling in🫡
Blackrock reports 189% increase in ownership of $ONDS. 5.03M Shares, an increase of 3.295M shares
sec.gov/Archives/edgar/data/…
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Securiton x Bundeswehr (German Military)🇩🇪
“To tackle this issue, the Bundeswehr has signed a contract with Securiton, a Swiss company specializing in security systems. This partnership aims to bolster Germany’s counter-drone capabilities by acquiring state-of-the-art anti-drone equipment.” - Sept 2024
dronexl.co/2024/09/11/german…
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$ONDS 4M: 8K
• Ondas will acquire 70% of HoldCo, which owns 100% of 4M Defense, for $2.4 million + 801,068 shares of Ondas common stock, valued based on the volume-weighted average price (VWAP).
• HoldCo valued at $12 million for the deal.
• Ondas will provide up to $1 million as a shareholder loan to fund 4M’s 2025-2027 work plan.
• 4M’s founding team will remain, ensuring continuity.
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🛩️ | $ONDS
Adam Bergmann getting to work discussing issues around UAS disrupting airports in the US/EU on behalf of Ondas Capital.
Baltic Ghost Wing partners, Artus Security Systems, are well connected with supporting organisations for airports (as seen on the second image) - including the International Association of Airport Executives (IAAE).
Also note the co-sponsor on the second image as Baltic Ghost Wing.
Things are ramping up in Europe, and Ondas Capital are positioning themselves right at the heart of operations✈️
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Interesting article from Ondas Capital COO, James Acuna.
linkedin.com/pulse/maneuveri…
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From Sentrycs:
🌏 The Asia Pacific C-UAS Market is expected to reach $2.4B by 2030. Compared to other geographies, it is set to expand at the highest CAGR of 30.6% between 2025 and 2030.
💰 We are experiencing this surge through multiple deals and initiatives across various countries in the region, including: Vietnam🇻🇳, India🇮🇳, and Singapore🇸🇬.
🚀 Fuelled by rising geopolitical tensions, larger defense budgets, and the widespread use of drones in commercial and government applications.
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Ondas Secures $8.2 Million Order from Major European Security Agency to Protect One of Europe's Largest Airports with Multiple Iron Drone Raider Systems
Perfect timing, what a company.
ir.ondas.com/press-releases/…
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Sentrycs Wins the 2025 Army Technology Innovation Award for Groundbreaking Counter-UAS Technology🥇
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☎️ | Ondas Holdings Q3 Earnings Call Highlights
• Consolidated backlog stands at $23.3m, this excludes backlog from acquired companies ($18.2m) – total backlog is c. $40.4m
• Guiding $15m revenue for Q425, based off of organic and inorganic growth through acquisitions
• OpEX up $9.4m, due to increase of personnel costs, leadership costs (OAS Advisory Board)
• Cash OpEX - $11.6m, up $4.4m – due to personnel costs in OAS and Ondas Holdings
• Expect OpEx to improve in coming quarters due to organic and inorganic revenue growth and better margins
• Initial revenue target for FY26 $110m, (conservative target with no further M&A included)
• Still forecasting to be EBIDTA positive by end of FY26, financial model to be laid out in Jan 2026 OAS Investor Day
Ondas Networks
• Dot16 formally selected for ALL AAR-owned frequencies, with pilots in Q425 and Q126 w/ several major railroads
• 160mhz frequency covers the entire NA (180,000 miles), dot16 will be the main beneficiary of this amendment
• Support and momentum is building across Networks and rails industries
• Commencement of the shipping of radios to Amtrak in Q425
• Timeframe of 900mhz deployments for large railroads remain unclear
OAS
• M&A pipeline targeting more developed and mature companies similar to Sentrycs and 4M
• Rift helping support expansion into Europe and Allied regions
• Building OAS into a global powerhouse, protecting from the surge in hostile drones
• Blue UAS inclusion pending w/ US DoD
• Expect recent pilots and demonstrations in US, Europe, Asia to turn into demand in the coming months
• Mistral is helping support pipeline opportunities with Defence and HLS customers
• Initial order of Wasp from Rift, Rift are making significant progress in Europe and will support Ondas’ growth in the US w/ Wasp
• ‘Systems of Systems’ interoperability through acquisitions and investments – autonomous platforms, sensors, ground robotics, CUAS, payloads. More to come to strengthen portfolio.
• Sentrycs acquisition embedded into OAS capabilities creates complete CUAS ecosystem
• Sentrycs has over 200 global deployments in 25 countries and growing rapidly
• Combined solution of Iron Drone and Sentrycs provides a fully autonomous hard and soft kill infrastructure with no collateral damage
• Key activities being pursued by Ondas/Sentrycs – Varios DoW programs, US Homeland Security and FEMA, NATO, EU DHS
• M&A pipeline is currently 20+ companies, more established companies viewing Ondas as a home for their technology. 7 companies in direct talks with Ondas
• Acquired companies expected to grow by 20-30% in 2026
• Expect to capture an initial US Defence (DoW) or HLS contract in Q4 2025
• OAS Investor Day in Jan 2026
• Confident in production and manufacturing capabilities to meet demand and maintain strong backlog
• Quote from Stifel – Can’t remember anyone executing and integrating technology through M&A like Ondas has
• Morale within the team is great, excited about performance and future. Potential M&A management teams also very excited to join Ondas
Ondas Capital
• Ondas Capital now have strategic bases in Boston, New York, Tallinn, Kyiv, Frankfurt and London
• Dedicated Ondas Capital call in December with a deep dive into business model and financial plans
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$ONDS - Key Highlights
- With what we believe to be one of the strongest balance sheets in the industry, Ondas has demonstrated its ability to deploy capital effectively to drive growth, scale operations, and build a robust financial model characterized by increasing operating leverage and a clear path toward profitability.
- At Ondas Networks, we continue to position our dot16 platform as the rail industry's primary roadmap for private network modernization in North America.
-We were pleased to see the AAR's Wireless Communications Committee formally declare dot16 as the upgrade path for the legacy 160 MHz network, joining the 900 MHz and 450 MHz networks where dot16 has already been adopted. In parallel, multiple Class 1 railroads have begun engaging with us to develop in-field pilots for new critical applications, reinforcing the long-term strategic value of the Ondas Networks platform.
- Generated approximately $10.0 million in revenue during the third quarter of 2025, representing a more than 8-fold increase from the same period in 2024.
- OAS backlog reached $22.2 million as of September 30, 2025, up from $20.7 million at the end of Q2, reflecting continued global demand for the Optimus and Iron Drone platforms.
- Secured GreenUAS Cleared List certification for the Optimus drone, positioning the system for Department of War Blue List inclusion as a trusted, NDAA-compliant autonomous platform.
- We are aligning the new capabilities provided by Apeiro, SPO, Insight, Sentrycs, and 4M Defense into a single, integrated operating model that amplifies both our technological impact and market reach. This integration is unlocking meaningful cross-domain opportunities-linking air, ground, and sensing systems under one unified vision-while enhancing efficiency and accelerating innovation across the organization.
- The WCC decision on 160 MHz now positions Ondas Networks for a multi-year upgrade cycle across all AAR-owned frequencies, covering thousands of miles of railroad infrastructure throughout North America.
- Several railroads including two Class 1 railroads have immediately engaged with Ondas Networks to develop in-field, Proof of Concept (POC) application testing of dot16 over the 160 MHz network to address telecommunications, signaling and general operational issues. Three POCs are being prepared for deployment on three different properties in Q4 2025 and Q1 2026.
- We are on track to deliver new Advanced Civil Speed Enforcement System radios for the Northeast Corridor and next-generation Head-of-Train systems for the Indian market in Q4 2025.
ir.ondas.com/press-releases/…
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$ONDS | Countdown to the FIFA World Cup 2026⚽️⏰
American Robotics Bundle w/ Iron Drone, Sentrycs and Echodyne.
“Echodyne’s EchoGuard short-range, software-defined, micro-doppler FMCW radar detects all vehicles: aircraft, ships, ground vehicles, and more.”
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🇮🇱🤝🏻🇩🇪
Sentrycs showcasing their tech in German ports through the Israel Export Institute.
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Shout out to @KrakenStockRes for the find🫡
Nice bit of (albeit speculative) DD.
🕵️♂️ $ONDS if you are a shareholder, you need to read this theory.
☘️ Seriously.
🤞 December may be our month, although on Thursday we could be in for a very pleasant surprise.
teddit.net/r/KrakenStockRese…
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$ONDS | Ondas to Acquire Controlling Interest in 4M Defense
Wow. Look at this tech. I'm over the moon with this one.
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🎙️ | $ONDS
New @CeoOndas interview w/ Oppenheimer’s Timothy Horan:
🚀 Drone Boom Unleashed: The industry is set for a decade of explosive growth, transforming from niche to essential infrastructure.
🧠 Physical AI Revolution: Smart sensors, computing, and software merge to power autonomous drones that think and act independently.
🌍 Dual-Use Surge: Civil and defense sectors drive massive demand, fueling widespread drone adoption.
📜 Policy Power-Up: U.S. regulations and “Made in America” initiatives accelerate drone industry scale.
🏆 Scale Defines Winners: Efficiency and integrated platforms will crown the leaders in the drone economy.
oppenheimer.com/news-media/2…
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“Our case study has been the Golan Heights, where there are more than 100 sq. km. of minefields,” said Ezra.
“If we continue at the current clearance pace of one sq. km. per year, it will take 100 years to clear the Golan Heights. The cost of the clearance exceeds $1 billion, amounting to 35 shekels per sq. m. We can assure them with our technology to reduce clearance time from 100 years to 10 years, reduce cost from $1 billion to $60 million, and to minimize the 100 sq. km. to under 20 sq. km. of hazardous territory.”
jpost.com/israel-news/the-is…
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From the Discord, more footage from the Norwegian Army and Rift Dynamic's "Wåsp"🇳🇴
"100 attack drones are being tested this fall by the Army's Weapons School! The Army has launched Operation Centum together with the Norwegian Defence Research Establishment and Nammo. At Hengsvann firing range, we recently used the Norwegian-produced drone Wåsp to carry out attacks on targets on the ground and in the air."
instagram.com/p/DPl8ZP_DNjK/…
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Interestingly, Sentrycs’ partner, Airwayz, also provides American Robotics with their Unmanned Traffic Management (UTM) system.
Nothing huge, just interesting.
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Confirmed partners of Sentrycs:
Rafael, Leonardo, Elbit, L3, Anduril, Xtend, Hensoldt.
Serious acquisition.
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“The [Estonian Defence] Directory includes 119 directly active or supporting companies in the Estonian defence, space and security ecosystem”
Acuna is the 🔑 in Estonia - Project ASGARD Phase 2🔜
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13th Oct - JPM today announced the Security and Resiliency Initiative, a $1.5 trillion, 10-year plan to facilitate, finance and invest in industries critical to national economic security and resiliency.
As part of this new initiative, JPM will make direct equity and venture capital investments of up to $10 billion to help select companies primarily in the United States enhance their growth, spur innovation, and accelerate strategic manufacturing.
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"Sentrycs recently completed a successful deployment of its simple, effective, and proven counter-drone system in Panama City, Florida strengthening our growing presence in North America and enhancing Sentrycs’ operational performance as a naval special warfare system."
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🇪🇪🤝🏻🇬🇧
Karl Eze (Ondas Capital) alongside SensusQ, Frankenburg etc. at Defence Breakfast w/ Embassy of Estonia in London.
Nord Sloane are partners with SensusQ and Milrem Robotics - two names that keep appearing alongside Ondas Capital.
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Ran some numbers on $ONDS recent investments into $LPTH, $SPAI and $KOPN to calculate their potential unrealised profit based on current stock prices (as of 15/10).
$LPTH - $7.7m total value ($3.7m profit)
$SPAI - $7.75m total value ($3.75m profit)
$KOPN - Issuing 19,545,950 shares at $2.10, % for Ondas still undisclosed but conservative estimate of 20-25% represents between $15.1m-$18.49m total value and therefore between $6.92m-$8.6m profit.
Total unrealised profit from these three strategic investments so far equals roughly between - $14.37m-$16.05m.
@CeoOndas👏
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Vietnam✅
Korea✅
“We sincerely thank the speakers and all participants who attended today’s Israel Drone Webinar.
If you wish to collaborate with Aeronautics Group, Airobotics, Sentrycs, SKYLOCK, or XTEND, please contact us using the information below.”
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$RCAT $ONDS
The downwards revision of FY25 guidance for $RCAT is a massive kick in the teeth for investors, having it explained like the below is simply staggering.
Clear, concise communication is needed to build trust and conviction from shareholders, and unfortunately $RCAT have now lost some of that trust.
As @fundmyfund says so well, the demand for domestic drones in the US means everyone will rise as there’s enough room for multiple companies to win contracts due to manufacturing limitations (1m drones needed this annum, ~50k produced currently).
Segueing into $ONDS capabilities for DoW, I believe we’ll get some of the market share through Wåsp. Optimus is expected to receive its first order soon. Iron Drone + Sentrycs for hard/soft kill CUAS at strategic locations and bases. I also wouldn’t be surprised to see one of the M&A’s in the pipeline be an NDAA-compliant, Blue UAS approved drone (or in process), to further capture some of that market share.
2026 is the year of drones🫡
$RCAT
Initial thoughts - it's been a frustrating ride for those in the stock for multiple quarters.
Initial thesis is company won SRR tranche 2 I believe it was Nov 24. The parallel was Skydio winning SRR tranche 1 Nov 21 I believe.
I am going off memory and it's been a long year so don't @ me, but Skydio got into LRIP in Feb 22. So that was the expectation here for Feb 25 for RCAT. From that you estimated maybe 3 months of LRIP or give it 4 and by end of Q2 and beginning of Q3 you are in FRIP. Then you have 2 great quarters and blow the socks out the door at least hitting the bottom end of guidance of the $80 to $120M.
There was never any communication from the co to dissuade that thought. In fact the guide all year was EXACTLY for that sort of outcome.
There was an investor day I believe in February in NYC - not heavily attended from reports. But that would have been an opportunity to say "guys it doesn't look like LRIP is happening right now for ABC reasons". Instead nothing like that. We got through entire Q2 with nothing. Last we heard as the sign off on the conf call was "a fax for LRIP just hit". Mid July. (which turned out to be true it appears) But what happened ALL OF Q2? Never was explained.
Then because the original award was announced by the company rather than the Army the inference was LRIP would not be announced by the company and we'd wait for the Army to announce it. Which they never did.
So what to believe?
Then the Panda arrives in his bear suit. Then Skydio is out there promoting they are selling SRR2 drones to the Army.
So why could a competitor announce they are selling drones under SRR2 but radio silence from Red Cat?
Then in next conf call which was not a traditional one - but prepared Q&A not live questions it was talk of how many BW drones they can get out the door a week. They easily could do 50 a day so working 6 days a week that is 300. The entire order was 690 units so less than 1400 drones.
So what's the inference an investor should make when the company is leaving you with info about how easy they can make 300 drones a week and have LRIP coming.
Well us nerds went to the maths and said oh if they can do 50 a day and 300 a week they can knockout 1400 in a month a half. So once they posted a photo of their first LRIP shipment (I forgot what month but it was early in Q3) we pro rated that they could easily get all of LRIP out the door by end of Q3 and start FRIP in Q4.
Hey maybe we don't get to the $80-$120M but we get close to the bottom of the range. Which was confirmed on the prior (no live questions) Q&A. Never came off the $80M guide even then. But we had our doubts.
Instead now today we hear, oh there were adjustments made and 3 weeks later we were able to get the drones out. But we didn't fulfill the whole 690 units. Oh but the LRIP is now EVEN bigger - surprise. So its mega LRIP but still no FRIP.
Skipping to Edge 130 - yes it was said they were still working on making it a Trichon. But it was never said we are not going to get to the $25M of sales in 2025 we published multiple times. It should have been explicitly said we are pulling all guidance for Edge 130 as we want to toughen it up for military use and that's going to take us time, so expect that bad boy out in 2026. Expect ZERO for 2025. Instead today it was said "we told you guys prior we are working on the redesign". Yes you did but you never said that means ZERO sales of it. And you stuck to the $80M guidance for the year.
What about non SRR BW? $25M stated all year - never saw a contract not one all year. Now it seems to have disappeared from the guide.
Where was that $25M non SRR BW guide from? Who were the implied non Army customers? Why no explanation today that disappeared? It is one thing to disappoint; that's business. It is another to disappoint and NOT explain. I still don't know why there are not any non SRR BW out the door in 2025 and I follow this company as closely as anyone out there aside 2-3 people on reddit.
Then their CRO Geoff on TWO different interviews at public venues said they are in FRIP. This was 2 months ago? 6 weeks? So we have confusion - are we in LRIP? Are we in FRIP? You'd think the CHIEF REVENUE OFFICER would be able to communicate WHICH PROGRAM they are in.
Then the marketing guy Stan (who I like) says we are in LRIP as recently as 3 weeks ago. So now we are confused. CRO says this? Marketing says that. Then The D.C. regulation guy Brandon (who I like) also says we are in LRIP a month ago. But the CRO said we are in FRIP. TWICE.
Then you have Panda on the side coming in for round 2 (hi Matthew) all while one side of the company points this way, and one points the other.
It has been a ridiculous year.
It should have been stated - we thought we would get LRIP in spring - it has not happened. Here are the delays - some of it is OUR fault some of it is OUT of our hands. But we take responsibility for the communication part, we did not deliver on that. And left our investors hanging. We have worked on multiple redesigns. The govt budget took longer than we anticipated. Or our standards in the factory were not up to snuff - we have now corrected that with the 3rd party ace manufacturer we now brought in.
Instead its Palantir this, look at this boat over here... its shiny and new. Ok NATO contracts. Any second now. We are in a catalogue.
Anyhow it's been a frustrating year and a lot of goodwill lost. People new to the name won't know any of that and I believe will make pretty good money in 2026 because a rising tsunami of drone orders will lift all boats. Including those who had a rough go of it in 2025 if they are inclined to stick around.
The people who were here all along are the ones burned of course. Either losing money or lost opportunity cost tying up money in a business that was not ready to deliver. In the end we make our own investing decisions and WE are RESPONSIBLE. But we rely on the good faith of the management communication for said decisions.
This has been a horrible year of communication. Piss poor.
It's ok to communicate that and say WE LEARNED. WE LET DOWN OUR FELLOW COMPANY OWNERS which are what shareholders are. WE ARE A BIT HUMBLED AND MORE EDUCATED NOW.
Instead just point finger at the dysfunctional government and wash hands of it. Point at shiny boats.
People would be frustrated still but give grace if a company took it upon themselves and said WE AS A COMPANY WERE PART OF THE PROBLEM.
*******************
I am rambling. Seeing how other companies operate and their management it's a big difference. You hope there is a 45 degree learning curve.
All that said, everything is hopefully pushed out half a year. What should have been in July 25 will now be in February 26. MAYBE.
There is a scarcity of opportunities to take part in the opportunity and $RCAT is saved by that
At this point
$UMAC is a vendor
$DPRO has army contract (FPV) and Canada locked down
$ONDS has 3rd party Wasps it resells from Europe not someone who is getting massive US contracts for the gov drone production themselves (yet). They are more CUAS and at this point an array of other drone adjacent exposures in Israel with Europe . So not a pure play on the actual drone production.
That leaves $RCAT in the public market available to the retail public.
$UAVS is out there but it's behind.
So it's $DPRO or $RCAT at this point for direct line to the DOW. $UMAC benefits from anyone obviously making a drone with its parts.
So now you have to say is the DOW/Armed Forces opportunity in 2026-2028 so big, it just overcomes a management who stumbled through this entire year.
Great question.
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SAFE PRO GROUP ANNOUNCES CLOSING OF $14 MILLION STRATEGIC INVESTMENT AND PROVIDES BUSINESS UPDATE
safeprogroup.com/safe-pro-gr…
$SPAI $ONDS $UMAC
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$ONDS
📁 Aug 2025
🥇 Sentrycs has been awarded a Gold Stevie® Award in the Company of the Year - Aerospace & Defense category at the 2025 International Business Awards®.
📩 Chosen from over 3,800 global nominations, the judges praised Sentrycs’ “remarkable achievements,” “technological superiority,” and its commitment to “making the world a safer place.”
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$ONDS | Karl Eze’s AUSA recap, Ondas Capital are building an unreal team🚀
𝐌𝐨𝐧𝐚 𝐕𝐚𝐤𝐢𝐥𝐢𝐟𝐚𝐭𝐡𝐢💼
• Senior Policy Advisor @ US DoD
• Policy Advisor @ US House of Representatives
• President of ETW Solutions (Consulting Firm)
𝐍𝐚𝐭𝐚𝐥𝐲𝐚 𝐃𝐞𝐚𝐧🪖
• U.S. Army Veteran
• VP of Strategic Growth and Partnerships at Jones Group Europe
• Pentagon Military Service Employee of the Year.
• Ex-Regional Executive for Northrop Grumman, managed multibillion-dollar operating plans and secured partnerships with governments and defense contractors.
• Director of Security Assistance at the U.S. Embassy in the UAE, overseeing a $39 billion Foreign Military Sales portfolio.
• Senior Security Assistance Liaison to U.S. European Command, focusing on programs in Ukraine and managing a $35 billion program for the Saudi Arabian National Guard.
𝐑𝐢𝐜𝐡𝐚𝐫𝐝 𝐖𝐨𝐨𝐥𝐠𝐚𝐫-𝐉𝐚𝐦𝐞𝐬👔
• Senior Director at Jones Group Europe, driving market expansion, strategic partnerships, and business strategies for growth in NATO and across Europe.
• Ex-Corporate NATO Lead for Northrop Grumman, developing prospects in Europe through partnerships with businesses, governments, and military forces.
• UK’s Defense and Security Policy Attaché at NATO headquarters in Brussels, leading policy, planning, and capabilities development, including nuclear deterrence and strategic forces.
𝐀𝐧𝐝𝐫𝐞𝐰 𝐀𝐜𝐮𝐧𝐚💻
• CIO at Planned Systems International, a Columbia, Maryland-based company specializing in IT solutions, health services, and program management for government and commercial clients.
• Background in government-related tech, including NASA.
• Top secret security clearance from the DSS.
• Acuna family affair?
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$ONDS
Hood River Capital Management🐳
• Own 5.02% of the company
• 16.1m shares total
• Up 8.56m shares from Q225 (113% increase)
• Passive investment, zero voting power
LFG💰
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$ONDS
~1bn revenue by the end of 2030. Wow.
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$ONDS | Ondas Capital’s Baltic Ghost Wing sponsored IAAE North America/Central Europe Airport Issues Conference Oct ‘25.
🌍 — Bringing together airport executives, government leaders, and aviation experts from both sides of the Atlantic to explore the future of global aviation.
✈️ — Focus on: Geopolitical challenges, military-civil cooperation, digital transformation and strengthening U.S.–Europe collaboration.
🌍 — Representatives from the US, Croatia, Bosnia and Herzegovina, Bulgaria, Czech Republic, Greece, Hungary, Latvia, Montenegro, Poland, Romania, Serbia, and the Slovak Republic.
Masterclass in networking🚀
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$ONDS
Acuna wants an ASV/USV/UUV acquisition/investment🔜
🎥👇🏼
linkedin.com/posts/seasats_s…
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$ONDS
Composed and knowledgeable as always, so confident in his company and honestly who can blame him.
Nice to hear no immediate plans for more capital raises, can’t wait to see how they deploy it now.
Long AF.
Ondas CEO Eric Brock was interviewed this morning by @Benzinga. See the link below.
@CeoOndas
@AmericanRobotic | @AiroboticsUAV
1
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$ONDS
Ondas Capital welcomes Lt. Gen. Mary O’Brien and Arthur Morrish as their newest US Strategic Advisors
𝗠𝗮𝗿𝘆 𝗢’𝗕𝗿𝗶𝗲𝗻 (𝗨.𝗦. 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲, 𝗥𝗲𝘁.):
• Cybersecurity/AI expert with 35 years of military and strategic leadership experience.
• Served as the Deputy Chief of Staff for ISR and Cyber Effects Operations, overseeing one of the DoD’s key modernization efforts: Combined Joint All-Domain Command and Control (CJADC2).
• Deep ties to U.S. defense modernization and AI/autonomous systems align directly with Ondas Capital’s focus on scaling unmanned tech for Allied markets. Her appointment strengthens Ondas’ credibility in NATO-aligned defense deployments.
𝗔𝗿𝘁𝗵𝘂𝗿 (𝗔𝗿𝘁) 𝗠𝗼𝗿𝗿𝗶𝘀𝗵:
• Seasoned Senior Exec and consultant specializing in deep tech sectors, with decades of experience in advanced technology commercialization.
• Founder of Morrish Deep Tech Consulting LLC, where he advises on strategy, operations, and market entry for innovative firms.
• Morrish has built a deep network across Silicon Valley and defense-adjacent ecosystems.
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$ONDS
LinkedIn is full of gems, event agenda here via QR code on desk: ondascap.com/ausa-agenda
Full list of the names I can make out via zooming in within an inch of my life:
Steven Adragna
Marvin Avilez
Ya’ara Barnoon
Emma Bates
James Battista
Jimmy Battista
Samuel Bendett
Toomas Bergmann
Sean Bielat
Austin Bohlig
Dillon Bowler
Bryan Buckland
Brock Cannon
Lewis Chia
Scott Cieslak
Caine Cortellino
Erica Dill-Russell
George Dougherty
Thomas Dyszkiewicz
Rene Ehasalu
Nelson Erickson
Edgar De Gracia
Sam Feigin
Nancy Fischer
Jens Flarup
Sean Frye
Daniel Gabel
Eduards Gavars
Scott Glaid
Richard Glasson
Jen Kay
Martin Karmin
Denis Kalenja
Bo Jardine
Jack Lacovone
Ralph Goff
Sandy Glickman
Frank Gregory
Evan Hunt
Susannah Glickman
Bal Lombard
Erik Limpaecher
Bilyana Lilly
Anthony Laverde
Mike Latimore
Robert Lang
Batu Kutelia
Michael Knowles
Michael Kuiper
Earl Matthews
Kaylyn Matis
Amy Harden
John Marcano
Ivo Peets
Paul Shmotolokha
Angelica Tikk
John Parkes
Matthew Schmidt
Knut Roar Wigg
Jamie Newell
John Thomas
John Nelson
Dan Magy
Robert Mccreary
Mikk Raud
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$ONDS
The findings, presented at the Geneva International Centre for Humanitarian Demining (GICHD) 2025 GICHD Innovation Conference, demonstrated that Safe Pro’s SpotlightAI™ AI-augmented drone imagery analysis improved demining survey productivity by 800+%, detected 550% more unexploded ordnance (UXO) and other explosive remnants of war (ERW) per hectare, significantly increasing accuracy while cutting survey costs by roughly 50% per hectare.
SAFE PRO’S ARTIFICIAL INTELLIGENCE DELIVERS 800+% PRODUCTIVITY SURGE IN UKRAINE DEMINING SURVEYS ACCORDING TO INDEPENDENT RESEARCH PRESENTED AT LEADING GLOBAL CONFERENCE
safeprogroup.com/safe-pros-a…
1
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4,028
$ONDS
Now do you see the vision?
Integrated with the Iron Drone Raider, Ondas will have the industry's first truly full-spectrum C-UAS solution - a seamless detect-to-defeat ecosystem that unites detection, decision, and engagement.
piped.video/YBuhpTq5QuM
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Had The Absolute Pleasure of sitting down and talking to Karl Eze (@KarlosLeJackal) from @OndasCapital Full Video Tomorow 8PM GMT 3PM EST $ONDS
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$ONDS
All known customers and partners of 4M Smart Demining:
- Israel Police
- Israel Defence Forces
- United Nations
- Doral Group
- Mekorot, Israel National Water Co.
- EDF Energy
- Enlight Energy
- Ukrainian Association for Humanitarian Demining and Recovery
- Israel Electric
- Electra
- Israel Natural Gas Lines
- Nextcom Group
- The Mine Clearance Authority
- Georgia DOT
- Granite
- HALFF
- Florida DOT
- Colorado DOT
- Texas DOT
- LTRA Engineering
- SUNDT Construction
- Stantec
- HNTB
- NextEra Energy
- WSB
- CivilCop
- Westwood
- Webcor
- JE Technologies
Ezra, Cohen and Malka are well connected.
1
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1,841
$ONDS
Blue UAS Update:
• Moving faster than ever🏃🏻♂️➡️
• Dozens more platforms and components in the pipeline to be approved (incl. Optimus)✅
• Orqa FPV (BGW/FV Partners) seem to have applied for approval too🔜
25
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$ONDS
Some big names there, a lot of N/A's. Interesting.
$ONDS
LinkedIn is full of gems, event agenda here via QR code on desk: ondascap.com/ausa-agenda
Full list of the names I can make out via zooming in within an inch of my life:
Steven Adragna
Marvin Avilez
Ya’ara Barnoon
Emma Bates
James Battista
Jimmy Battista
Samuel Bendett
Toomas Bergmann
Sean Bielat
Austin Bohlig
Dillon Bowler
Bryan Buckland
Brock Cannon
Lewis Chia
Scott Cieslak
Caine Cortellino
Erica Dill-Russell
George Dougherty
Thomas Dyszkiewicz
Rene Ehasalu
Nelson Erickson
Edgar De Gracia
Sam Feigin
Nancy Fischer
Jens Flarup
Sean Frye
Daniel Gabel
Eduards Gavars
Scott Glaid
Richard Glasson
Jen Kay
Martin Karmin
Denis Kalenja
Bo Jardine
Jack Lacovone
Ralph Goff
Sandy Glickman
Frank Gregory
Evan Hunt
Susannah Glickman
Bal Lombard
Erik Limpaecher
Bilyana Lilly
Anthony Laverde
Mike Latimore
Robert Lang
Batu Kutelia
Michael Knowles
Michael Kuiper
Earl Matthews
Kaylyn Matis
Amy Harden
John Marcano
Ivo Peets
Paul Shmotolokha
Angelica Tikk
John Parkes
Matthew Schmidt
Knut Roar Wigg
Jamie Newell
John Thomas
John Nelson
Dan Magy
Robert Mccreary
Mikk Raud
2
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3,138
$ONDS
From Q2 call, should realistically receive an update on both Optimus approval and Iron Drone submission by EOY.
1
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2,246
$ONDS
Military Drone Crucible Sept '25 - The United States National Drone Association
• 'Smaller, attritable and cost-effective' systems
• Launched netted payloads
• Effective fibre optic systems
usnda.org/_files/ugd/56e7cd_…
@CeoOndas
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$ONDS
"Sentrycs systems are now deployed in a growing number of airports across Europe, driven by consistent system performance, outstanding customer feedback, and recognition from leading aviation authorities. This growing trust recently led to a major contract award from one of Europe’s busiest international airports - a strong validation of our operational success and technological advantage"
1
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$ONDS
"From one country in 2022 to 25 countries across 6 continents today - and counting.
Sentrycs is expanding faster than ever, adding three new countries every quarter as governments and critical infrastructure operators seek reliable airspace protection."
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📢 More details from Securiton’s deal with the German military that was announced yesterday:
$ONDS Iron Drone will play a central role in defending airspace around critical infrastructure.
“Drone sightings in NATO airspace and near critical infrastructure are on the rise. Unauthorized unmanned aerial vehicles are appearing with increasing frequency, particularly over major cities, airports, and military bases. In a time of geopolitical tension, it is crucial to counter potential aerial threats before serious incidents occur.”
This is just the beginning… 👀
drones-magazin.de/presse/neu…
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$ONDS - Sentrycs Partnerships/Customers
✅ Rafael - Integrated into Drone Dome‘s layered architecture, the Sentrycs CoRF effector functions alongside the system’s passive and active sensors. Enables controlled disconnection or safe landing of certain drone types.
✅ Leonardo - Sentrycs is embedded into Falcon Shield, Leonardo’s rapidly deployable, scalable and modular system designed to address the threat from low, slow, and small UAS.
✅ Elbit - Sentrycs is integrated into ReDrone, Elbit’s end-to-end operational Counter-UAS Defense Solution against all drone types.
✅ Hensoldt - Hensoldt and Sentrycs have signed an MoU to jointly explore opportunities for the delivery of advanced Multi-layer Anti-Drone Solutions.
✅ Mahindra Group - Sentrycs have signed an MoU to explore opportunities for developing and providing ‘differentiated Anti-Drone Solutions’ in India, for civilian and military uses.
1
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$ONDS
Ondas Holdings to Report Third Quarter 2025 Financial Results on November 13, 2025🚀
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