Actelis Networks (ASNS) Company presentation summary

Financial and operating update

• H1 2026 revenue $2.1M, up 26% YoY; new order bookings up 80%.

• Q2 revenue up 20% YoY; gross margin 51% vs. 32% in Q2 2025 and 25% in Q1 2026.

• Q2 net loss narrowed to $1.4M from $1.9M a year earlier.

• North America revenue up 39% YoY in Q2; $0.85M software and services renewal from a leading North American carrier.

Commercial momentum

• Recent wins include Washington, DC DOT modernization, an Alaska State DOT intelligent transportation order and an FAA order for air traffic control infrastructure.

• U.S. Marines issued a PO for IP telephony modernization across dozens of buildings; the order was delivered in Q3.

• Carrier orders are bringing broadband to remote Alaska schools and healthcare sites; a major U.S. carrier deployed a legacy TI-to-fiber solution.

• First hotel order for GigaLine Hospitality Solution followed a strategic partnership with a global hospitality platform provider.

• U.S. Air Force deployed a pilot; a Central European carrier placed a $200,000 GL800 order for SOHO multi-gigabit connectivity.

Strategic priorities

• Federal, ITS, and hospitality and AV are key verticals; solutions fit over 15 programs of record, with initial deployment trials underway and breakout expected in 2027.

• A new GL800 Gigabit product line is planned for Q4 2026; cyber-hardened software and services target vulnerability mitigation.

• Major partners are planning solutions into programmatic deployments; hospitality and AV partners include Vitec, with a growing funnel and significant multi-million-dollar deal pipeline.

• Priorities include M&A with a cybersecurity and AI focus, inorganic growth, and pursuing a Nasdaq return; an ELOC amendment supports the relisting path.