Energous (WATT) Investor presentation summary

Market opportunity and positioning

• Positioned as a leader in ambient IoT, enabling battery-free, real-time data at enterprise scale across retail, cold chain, and logistics sectors.

• Active deployments in 410+ locations, 25,000+ PowerBridges shipped, and 21 countries reached.

• Addressable markets include Bluetooth/BLE, IoT sensors, RFID, and ambient IoT, with billions of devices projected by 2030.

• Regulatory momentum and ESG mandates are accelerating adoption, with certifications in 110+ countries.

Technology and solution differentiation

• Provides an end-to-end wireless power network with engineered, deterministic power zones for reliable, continuous data.

• Battery-free sensors and cloud analytics platform enable real-time monitoring, automation, and AI-driven insights.

• PowerBridge transmitters offer up to 50 ft range, 99.9% uptime, and AWS native cloud integration.

• Outperforms legacy RFID and battery IoT with maintenance-free, scalable, and reliable infrastructure.

Business model and financial performance

• Recurring revenue model through bundled hardware, sensors, and subscription-based software.

• FY 2025 revenue reached $5.6M (+633% YoY), with gross margin expanding to 36% and net loss reduced by 48%.

• Break-even projected at $5-7.5M quarterly revenue; cash position of $39.4M and no commercial loans.

• Revenue compounds as deployments scale, with contracts auto-renewing annually.