SKYX Platforms (SKYX) LD Micro 20th Annual Main Event Conference summary

Financial position and product roadmap

• Q2 cash balance ~$27M; 10 consecutive quarters of YoY comparable growth; FY2025 revenue $92M.

• Gen 3 all-in-one smart-home platform production planned for Q4 2026, with setup and synchronization intended to take minutes.

• SkyFan & Turbo Heater expected to contribute in Q4 2026 and Q1 2027; plans to expand the product line to larger fan-and-heater models.

• Product technologies have received seven CES awards and are supported by nearly 100 U.S. and global patents and patent applications.

Deako merger and growth opportunity

• Deako merger closed the week before the conference; Deako generated over $26M in 2025 revenue, shipped over 32M units over its lifetime, and serves 50 U.S. home builders.

• Combined builder-channel revenue potential estimated at fivefold; projected pipeline of ~4M units at a blended average selling price of ~$50.

• Combined portfolio has 120 granted and pending patents; pre-merger work identified projected cost synergies of ~$6M.

• Deako investors hold ~15% of the combined entity post-merger.

Projects, channels and monetization

• U.S. total addressable market estimated at $500B, excluding potential subscription, monitoring, emergency-call and data-aggregation revenue.

• Eurofase signed a five-year, non-exclusive licensing agreement; retail channels include Home Depot, Lowe’s, Target, Walmart, Amazon and Wayfair.

• Miami smart-city project is planned over three to four years, with over 500,000 product units projected; other announced projects include Hyderabad towers and residential developments in Texas and the U.S.

• Hotel renovation projects include sites in France, Prague and Durham; operators cite faster room turnaround and lower installation time and cost.

• Subscription and data-aggregation opportunities are planned for after broader deployment and critical mass; data is intended to be legally anonymized before monetization.