Our Bond (OBAI) Q4 2025 earnings summary

Executive summary

• Provides AI-powered preventative personal security services via a cloud-based platform and app, with 24/7 support from trained agents in global command centers.

• Achieved over 1.28 million service requests, including 10,000 emergencies, and maintains high customer satisfaction.

• Operates a subscription-based SaaS and physical security services model, targeting B2B, B2G, and DTC markets.

• Experienced modest revenue growth and reduced net loss year-over-year.

Financial highlights

• Total revenue for 2025 was $9.97 million, up 2.4% from $9.74 million in 2024.

• Net loss for 2025 was $10.55 million, a 4.25% improvement from $11.02 million in 2024.

• Annual recurring revenue (ARR) reached $10 million in 2025, up from $9.7 million in 2024.

• Cash and cash equivalents at year-end 2025 were $599,000, with a working capital deficit of $4.06 million.

• Two customers accounted for 51.2% and 14.3% of 2025 revenue, indicating high customer concentration risk.

Outlook and guidance

• Management expects continued operating losses and negative cash flows as the company invests in growth and technology.

• Plans to raise additional capital through equity and debt to support operations and expansion.

• Targets significant market expansion, aiming for up to 100 million users and $5 billion in annual revenue over the next decade.