业绩总结 - Ondas在2025年预计将产生2500万美元的收入，并在年初拥有1000万美元的订单积压[22] - 2025年第一季度净收入为424.8万美元，较2024年同期增长580%[103][104] - 第一季度毛利为148.9万美元，较2024年同期的亏损394.9万美元有所改善[103][104] - 第一季度运营亏损为1031.0万美元，较2024年同期的亏损912.7万美元有所增加[103] - 第一季度净亏损为1413.6万美元，较2024年同期的亏损987.6万美元有所增加[103] - 第一季度现金流出运营活动为665.9万美元，较2024年同期的745.6万美元有所减少[105] 用户数据 - 截至2025年第一季度，Ondas的现金储备超过2500万美元[23] - 第一季度现金及受限现金余额为2540.9万美元，较2024年同期的1460.9万美元增长[106] - 第一季度总资产为1.046亿美元，较2024年末的1.096亿美元有所下降[107] - 第一季度总负债为5795.1万美元，较2024年末的7367.8万美元有所下降[107] - 可转换债务在2025年第一季度末减少至2544.9万美元，较2024年末的4461.7万美元减少[108] 市场潜力与展望 - Ondas的目标市场总值（TAM）为53亿美元，涵盖国土安全和军事基地等领域[27] - Ondas在北美的私有无线网络市场的总地址able市场超过13亿美元[78] - Iron Drone Raider和Optimus System的初步市场潜力总计为8.5亿美元，其中Iron Drone的可获得市场为7000万美元，Optimus的可获得市场为5000万美元[31] - Ondas的全新工业软件定义网络FullMAX预计将支持铁路基础设施的数字化转型，带来约50亿美元的额外收入[75] - Ondas的无人机系统在全球范围内的需求正在激增，特别是在多层次的反无人机安全领域[65] 新产品与技术研发 - Ondas与Palantir Technologies的合作将增强其自主无人机平台的运营能力，支持收入增长[62] - Ondas的全自动无人机系统具备24/7连续作业能力，能够在恶劣环境下提供高可靠性[56] - Ondas在2024年第三季度获得了约1440万美元的采购订单[32]

行业概述 - Zacks通信网络软件行业涵盖提供云、本地和混合环境软件解决方案的公司 支持宽带、VoIP等通信技术以及5G/6G网络部署 [2] - 行业公司服务领域包括电信、科技、工业、政府、零售、金融、游戏和教育等多个领域 [2] - 行业Zacks排名第93位 处于全部250多个行业的前38% [6] 核心驱动因素 - 数字化转型推动云解决方案需求增长 包括虚拟化软件和容器化软件 同时带来性能和安全的挑战 [3] - 自动化工具重要性提升 企业采用自动化工具部署安全和应用服务 改善性能监控并降低成本 [4] - 5G/6G网络快速发展 数据密集型带宽需求增长 数据中心、大数据、云服务和IoT成为关键催化剂 [5] 行业表现 - 过去一年行业上涨23% 超过计算机科技板块的10.6%和标普500的11.6% [9] - 行业当前EV/Sales为2.68倍 低于标普500的5.19倍和科技板块的7.08倍 五年中位数2.7倍 [12] 重点公司 A10 Networks (ATEN) - Zacks排名第二 提供安全及基础设施解决方案 受益于AI数据中心需求增长 [16] - 解决方案具有高吞吐量、低延迟和集成安全能力 重点发展Bot防护和DDoS缓解技术 [17] - 2025年预期每股收益0.88美元 年内股价微跌0.3% [18] Ondas (ONDS) - Zacks排名第三 提供专用无线网络和无人机自动化数据解决方案 [19] - 一季度末订单积压1680万美元 预计2025年收入至少2500万美元 [20] - 年内股价下跌34.4% 2025年预期每股亏损0.39美元 [22]

Ondas Holdings Inc. (NASDAQ:ONDS) Q1 2025 Earnings Conference Call May 15, 2025 8:30 AM ET Company Participants Eric Brock - Chairman of the Board, President and Chief Executive Officer Neil Laird - Interim Chief Financial Officer, Treasurer and Secretary of the Company Oshri Lugassy - Co CEO, Autonomous Systems Markus Nottelmann - CEO, Ondas Networks Conference Call Participants Maxwell Michaelis - Lake Street Capital Markets Glenn Mattson - Ladenburg Thalmann Matthew Galinko - Maxim Group Mike Latimore - ...

Ondas Holdings Inc. (ONDS) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.36%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.14, delivering a surprise of -55.56%.Over the last four quarters, the company has su ...

Ondas (ONDS) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Company Participants Eric Brock - Chairman, CEO & PresidentNeil Laird - Interim CFO, Treasurer & SecretaryMarkus Nottelmann - CEO - Ondas NetworksOshri Lugassy - Co-CEO - Ondas Autonomous SystemsMax Michaelis - Equity Research Associate Conference Call Participants Glenn Mattson - AnalystMatthew Galinko - SVP & Senior Research AnalystMike Latimore - Managing Director & Senior Research Analyst Operator Welcome to the Ondus Holdings Inc. First Quarte ...

Ondas (ONDS) Q1 2025 Earnings Call May 15, 2025 08:30 AM ET Speaker0 Welcome to the Ondus Holdings Inc. First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. Before we begin, the company would like to remind you that this call may contain forward looking statements. While these forward looking statements reflect OnBase's best current judgment, they are subject to risks and uncertainties that could cause actual results to differ materially from those implied by these ...

First Quarter 2025 Earnings Release NASDAQ: ONDS | May 15, 2025 Copyright 2025. All rights reserved. This presentation may contain "forward-looking statements" as that term is defined under the Private Securities Litigation Reform Act of 1995 (PSLRA), which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should," "intends," "estimates," and other words of similar meaning. Ondas Holdings Inc. ("Ondas" or the "Company") cautions readers that forw ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-39761 ONDAS HOLDINGS INC. (Exact name of registrant as specified in its charter) incorporation or organization) ...

Exhibit 99.1 Ondas Holdings Reports First Quarter 2025 Financial Results—On Track for Record Year Q1 Revenue of $4.2 Million Driven by OAS Growth and Global Demand for Autonomous Drone Systems Over 500% Year-over-Year Revenue Growth Reflects Execution on Backlog that has Increased to $16.8 M Driven by Strong Order Momentum; Reaf irms Outlook for at least $25 Million in Revenue for 2025 "Ondas is entering 2025 with strong momentum, led by the outstanding performance of our Ondas Autonomous Systems business u ...

文章核心观点 Ondas Holdings Inc.于2025年3月12日上午8点30分举行2024年第四季度和全年财报电话会议，会议将提及非GAAP财务指标，且可能包含前瞻性陈述 [1][2] 公司参会人员 - Eric Brock，董事长兼首席执行官 [1] - Neil Laird，临时首席财务官 [1] - Meir Kliner，自主系统总裁 [1] - Oshri Lugasi，自主系统联合首席执行官 [1] - Markus Nottelmann，Ondas Networks首席执行官 [1] 电话会议参会人员 - Glenn Mattson，来自Ladenburg Thalmann [1] - Matthew Galinko，来自Maxim Group [1] - Carter Mansbach，来自Forte Capital Group [1] 非GAAP财务指标说明 - 公司将在电话会议中提及非GAAP财务指标，这些指标未按照公认会计原则编制 [2] - 非GAAP财务指标与最直接可比的GAAP指标的对账情况在今日早些时候发布的新闻稿中展示，可在公司网站投资者关系板块查看 [2] - 非GAAP信息是对GAAP财务业绩衡量指标的补充，管理层认为其能为投资者提供公司业务潜在趋势的有价值信息 [2]