Ondas (ONDS) Investor presentation summary

Leadership and vision

• Executive team brings decades of experience in technology, defense, and finance, driving global growth and strategic direction.

• Focus on integrating leadership and talent from acquisitions to build a unified operating platform.

Business strategy and market positioning

• Positioned as a leader in integrated, software-defined autonomous systems for defense, security, and critical infrastructure.

• Capitalizing on a global shift in defense spending toward drones, AI, robotics, and autonomy, with policy tailwinds in the US and Europe.

• Expanding global footprint with active deployments in over 45 countries and 15 offices worldwide.

Financial performance and growth

• Q1 2026 revenue reached $50.1M, representing 1,000% year-over-year growth.

• 2026 revenue target raised to at least $390M, with $457M in backlog providing strong visibility.

• Achieved adjusted EBITDA profitability at the product company level six months ahead of forecast.

• Acquisitions and operating platform are accelerating revenue and purchase order growth.