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Ondas (ONDS) investor relations material
Ondas Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Achieved record Q2 2025 revenue of $6.3 million, a more than sixfold year-over-year increase and 50% sequential growth, driven by OAS and global demand for autonomous drone systems in defense and public safety.
Backlog grew to $22 million at Q2 end, up from $10 million at 2024 year-end, with $39 million in orders secured over the last 12 months.
Strong balance sheet with $68.6 million in cash, elimination of all holding company debt via equity conversion, and shareholders' equity rising to $90.8 million.
Strategic partnerships, acquisitions (including Rift Dynamics and Zika/Zickel Engineering), and new product integrations are expanding capabilities and market reach in the U.S., Europe, and globally.
Regulatory and policy tailwinds, including FAA rulemaking and U.S. federal support, position the business for further growth in the drone sector.
Financial highlights
Q2 2025 revenue rose to $6.3 million from $1 million in Q2 2024, with OAS contributing $6.1 million.
Gross profit was $3.3 million (53% margin) versus a gross loss of $0.2 million last year, reflecting higher-margin product revenue.
Operating loss was $9.2 million, up from $8.3 million in Q2 2024, with net loss at $10.8 million due to higher expenses and interest costs.
Adjusted EBITDA loss improved to $5.8 million from $6.7 million loss year-over-year.
Cash balance at Q2 end was $68.6 million, up from $30 million at 2024 year-end, aided by $53.9 million in financing activities.
Outlook and guidance
Reaffirmed 2025 revenue target of at least $25 million, with OAS expected to contribute over $20 million.
Backlog and pipeline support continued growth into 2026; bookings in 2025 expected to exceed $23 million from H1.
At least two strategic acquisitions planned for 2025, expected to be accretive to revenue and margin.
Management expects current cash, gross profits, and potential customer prepayments to fund operations for at least the next twelve months.
Bookings and revenue growth expected to fluctuate quarterly due to timing of orders and rail network buildouts.
What is driving OAS's accelerated global expansion?
How does dot16 address cybersecurity vulnerabilities?
What is the revenue target for Ondas in 2025?
How will Rift Dynamics partnership aid localization?
What's driving gross margin improvements at OAS?
What's the plan for integrating dot16 on 160 MHz?
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Q3 202513 Nov, 2025
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Ondas Holdings Inc. provides private wireless, drone, and automated data solutions in the United States and internationally. They offer customized private wireless networks; automated asset inventory and data collection solutions; and various commercial drones.
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