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DRNZ vs JEDI: Two Takes on the Drone Trade
Yahoo Finance· 2025-10-31 05:30
REX Shares has introduced a new thematic ETF targeting the rapidly growing drone industry. The REX Drone ETF (DRNZ), which debuted this week, is being billed by the issuer as the first ETF focused specifically on drones and unmanned aerial vehicles (UAVs).The global ETF tracks the VettaFi Drone Index, which is designed to capture both “pure play” and “diversified” drone companies. According to the index provider, 80% of the index weight goes to pure-play firms, or those deriving at least 50% of their asset ...
Red Cat Holdings (NasdaqCM:RCAT) 2025 Conference Transcript
2025-10-31 04:00
Red Cat Holdings (NasdaqCM:RCAT) 2025 Conference October 30, 2025 03:00 PM ET Speaker1My name is Mark Haley. I'm with Century Consulting. We're a non-audit accounting consulting firm. We do a lot of capital markets work. It's my pleasure to introduce Red Cat Holdings and Stan Nowak.Yes. Can everyone hear me okay? All right. Thank you so much, really, for having me here. As you can tell by my suit, I'm not the IR guy. I'm the marketing guy. It's really a pleasure to be here. Jeff Thompson had another opportu ...
EagleNXT Announces Sale of eBee VISION Drones to U.S. Army’s 1st Battalion, 4th Infantry Regiment in Germany
Globenewswire· 2025-10-30 20:00
Advanced Drones to Enhance Training Against Multinational Forces at Joint Multinational Readiness Center WICHITA, Kan., Oct. 30, 2025 (GLOBE NEWSWIRE) -- AgEagle Aerial Systems Inc. (dba, EagleNXT) (the “Company” or “EagleNXT”) (NYSE: UAVS), a leading provider of advanced drone and aerial imaging solutions, is proud to announce the sale of three eBee VISION drones to the U.S. Army’s 1st Battalion, 4th Infantry Regiment (1-4 IN), stationed at the Joint Multinational Readiness Center (JMRC) in Hohenfels, Germ ...
EagleNXT Partners with Makville to Bring Cutting-Edge Drones to Egypt
Globenewswire· 2025-10-29 20:00
Cairo-Based Makville Business Consultation is newest authorized distributor in EagleNXT global network WICHITA, Kan., Oct. 29, 2025 (GLOBE NEWSWIRE) -- AgEagle Aerial Systems Inc. (dba, EagleNXT) (the “Company” or “EagleNXT”) (NYSE: UAVS), a leading provider of advanced drone and aerial imaging solutions, is pleased to announce the appointment of Makville Business Consultation, based in Cairo, Egypt, as an authorized distributor for EagleNXT senseFly drones. This strategic partnership expands EagleNXT’s gl ...
Lantronix 边缘人工智能技术驱动 Sightline 全新 AI 视频处理器,助力关键任务型无人机应用
Globenewswire· 2025-10-29 15:19
战略合作为 Lantronix 在全球无人机市场的长期发展创造机遇加利福尼亚州尔湾市, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX) 是一家全球领先的计算与连接型物联网解决方案提供商,致力于推动边缘人工智能应用。本公司今日宣布,机载视频与人工智能视觉系统领域的领先企业 Sightline Intelligence 已选择其符合 NDAA/TAA 要求的解决方案,并将其集成至最新一代高性能视频处理器中,用于国防和商用无人机平台。 根据《无人机产业洞察 2025–2030 年全球无人机市场报告》,到 2030 年,全球无人机及国防技术市场规模预计将达到 578 亿美元。此次合作进一步强化了 Lantronix 在这一快速增长领域的市场影响力。 该全新解决方案可实现基于人工智能的实时目标检测、分类与跟踪,支持国防及情报、监视与侦察(ISR)领域的自主关键任务型应用。 Sightline Intelligence 首席执行官 Jon Atwood 表示:“在高要求的无人机及国防应用中,Lantronix 的边缘人工智能技术为 Sight ...
Volatus Aerospace (OTCPK:TAKO.F) 2025 Conference Transcript
2025-10-29 01:02
公司概况 * Volatus Aerospace 是一家空中情报与物流创新公司 在OTCQX(代码TAKOF)和TSXV(代码FLT)上市 [1][2] * 公司定位为航空企业 业务包括无人机、有人驾驶飞机和直升机 其中有人驾驶航空业务贡献约30%的收入 [3] * 公司拥有多元化的客户组合 单一客户收入占比不超过总收入的4% [3] 核心业务与市场 * 业务模式分为三个垂直领域:Volatus Drones(设备销售和分销解决方案)、Volatus Academy(培训)、以及服务/运营业务 [4] * 主要服务市场包括石油天然气、能源公用事业(每年监测170万公里或超过100万英里的管道权役地 并进行数万次输电塔检查)、公共服务、紧急服务、采矿勘探、建筑工程 [5] * 边境安全和国防是增长最快的市场 物流业务目前收入占比较小 但未来具有潜力 [5][6] * 公司拥有一个位于多伦多的全球运营中心 配备20个操作员站 可同时控制多达200架无人机 日常操作距离飞行员超过2500英里 [2][3] 运营与竞争优势 * 公司是唯一一家兼具商业航空公司背景并加速无人机行业渗透和发展的企业 [4] * 关键竞争优势在于其监管先发优势 获得了特殊豁免 可在加拿大飞行高度超过400英尺、无人机重量最高达1000磅、并实现超视距飞行 这实际上消除了监管障碍 [9][11] * 公司采用技术中立策略 专注于客户粘性和收入生成 而非特定技术销售 [9] * 拥有14项北美无人机相关公用事业专利 更多专利在申请中 研发活跃 [9] * 通过远程操作中心实现规模化效率 例如 过去需要5辆卡车和10名人员的工作 现在可由1辆卡车、1名技术人员和5架无人机完成 所有无人机可从单一中心远程操作 [25] 财务表现与展望 * 2024年第二季度收入略高于1000万美元 同比增长49% 毛利润约为330万美元 毛利率32% 较2024年第二季度改善35% [18] * 正常化EBITDA接近盈亏平衡 亏损略低于30万美元 较上一年的180万美元亏损有85%的改善 [19] * 截至6月底现金约为600万美元 截至8月30日资产负债表上约有2000万美元 [19] * 2024年全年收入为2700万美元 当前季度年化收入约为4000万美元(每季度1000万美元) 分析师预测明年收入约为6000万美元 [19][20] * 收入构成历史上及目前约为设备销售与服务培训各占一半 [19] * 公司预计在季度收入达到1300万美元时实现盈利 达到1600万美元时产生自由现金流 [32] 增长战略与近期动态 * 公司通过收购和大型销售营销团队实现增长 50%的收入增长来自收购 已完成20次收购 [7] * 工业商业领域的活跃销售管道为6亿美元 其中超过2000万美元为年度经常性收入(来自电力公用事业和石油天然气的长期合同) 国防领域的管道未报告 因其规模巨大且转化率难以预测 [7][8] * 正在大力拓展国防市场 地缘政治变化(贸易重置)和各国(如美国、加拿大)优先发展国内产业和国防能力的政策为公司提供了机遇 [27][28] * 为配合加拿大政府加强国防开支(总理宣布今年增加90亿加元支出 并承诺到2035年达到3.5%和5%的要求)和将国防开支留在国内的战略 公司采取了多项措施 包括与电池公司Volt Explore合作、在蒙特利尔航空集群中心建立制造设施、收购新技术、在渥太华聘请游说公司、加强英国国防销售团队等 [29] * 公司管道历史转化率在民用侧为19% 国防侧因处于早期阶段尚难判断 [30] 其他重要信息 * 公司员工总数为180人 分布在6个国家 在4个国家运营 拥有21架有人驾驶飞机和直升机以及近100架无人机 已完成超过1万次远程操作飞行 [8][11] * Volatus Academy自成立以来累计完成超过14.5万次人员培训事件 仅去年就通过线上线下结合的方式培训了近3300人 [12] * 公司拥有强大的全球足迹 覆盖加拿大全境、美国全境 并在秘鲁利马、英国、挪威设有办公室 [12] * 运营执行记录显示 公司已在美国和加拿大进行了大规模的管道监测等项目 美国存在250万英里管道权役地的巨大增长机会 [13][14] * 内部人士(CEO、董事长、CFO及领导团队)仍持有公司约23%的股份 自上市以来未在公开市场出售任何股票 所有全职员工均参与股票期权计划 利益与所有利益相关者保持一致 [21][22] * 公司认为最主要的运营挑战是确保领先于监管曲线 并通过自动化实现规模化 [24]
Palladyne AI Corp (PDYN) Partners with Draganfly to Enhance Drone Capabilities
Yahoo Finance· 2025-10-28 22:05
Palladyne AI Corp (NASDAQ:PDYN) is one of the best AI stocks to buy under $20. On October 21, the company announced it is partnering with Draganfly, a leading developer of drone solutions and systems. Palladyne AI Corp (PDYN) Partners with Draganfly to Enhance Drone Capabilities The two are joining forces to enhance the capabilities of Draganfly’s unmanned aerial vehicle (UAV) platforms with Palladyne Pilot AI software. Under the terms of the agreement, Pilot AI software is to be integrated into Draganfl ...
ZenaTech's ZenaDrone to Exhibit at Defense & Security 2025 in Bangkok and the Secure Australia Conference 2025 in Canberra Expanding Asia-Pacific Defense Industry Relationships
Globenewswire· 2025-10-28 20:46
VANCOUVER, British Columbia, Oct. 28, 2025 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech”), a business technology solution provider specializing in AI-driven drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, announces that teams from its ZenaDrone and Taiwan-based Spider Vision Sensors manufacturing subsidiaries will be exhibiting and engaged in relationship building at two major Asia-Pacific defense conference events in November. The ...
Lantronix Edge AI Technology Powers Sightline's New AI-Driven Video Processor for Mission-Critical Drone Applications
Globenewswire· 2025-10-28 19:30
IRVINE, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that its NDAA/TAA-compliant solution has been selected by Sightline Intelligence, the leader in onboard video and AI vision systems, for integration into Sightline’s latest high-performance video processor for defense and commercial drone platforms. This collaboration reinforces Lantronix’s growing presence in the rapidly ex ...
ZenaTech's ZenaDrone to Exhibit at Defense & Security 2025 in Bangkok and the Secure Australia Conference 2025 in Brisbane Expanding Asia-Pacific Defense Industry Relationships
Globenewswire· 2025-10-28 19:30
VANCOUVER, British Columbia, Oct. 28, 2025 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech”), a business technology solution provider specializing in AI-driven drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, announces that teams from its ZenaDrone and Taiwan-based Spider Vision Sensors manufacturing subsidiaries will be exhibiting and engaged in relationship building at two major Asia-Pacific defense conference events in November. The ...