Ondas Inc · NASDAQ:ONDS
Ondas — Investor Presentation (July 2023)
23 slides from Ondas's investor presentation, Jul 24, 2023
Slide 1: Autonomous Drones, Data, and AI
Nasdaq: ONDS 1 Autonomous Drones, Data, and AI Copyright 2023. All rights reserved. NASDAQ: ONDS | July 2023
Slide 2: Disclaimer
2 Nasdaq: ONDS 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," "inte
Slide 3: Ondas company overview
3 Nasdaq: ONDS Listed Nasdaq: ONDS Employees 108 Invested Capital > $275 Million Offices Waltham, MA Sunnyvale, CA Petah Tikva, Israel Proprietary, Platform Technologies Integrated, Data Ecosystem Blue Chip Customers Large, Critical End Markets Mission - critical Data Solutions Provider of next - ge
Slide 4: Ondas Networks Investment
4 Nasdaq: ONDS Ondas Networks Investment C&P Group led investment in Ondas Networks subsidiary • Removes capital overhang • Fully funds Ondas Networks growth plan • Accelerates production & revenue growth • Maintains control of Ondas Networks to drive and participate in long - term value creation fo
Slide 5: Investment Highlights
5 Nasdaq: ONDS Investment Highlights 2023 can be a major inflection point for Ondas • Significant revenue growth expected in 2023 and beyond • Entered 2023 with $13.1 million backlog • Q2 revenue expected in range of $5.1 - 5.4 million (vs $2.6 million in Q1) • Ondas Networks growth driven by FCC 90
Slide 6: Data solutions drive over $120+ Billion TAM
6 Nasdaq: ONDS $15 B DRONE - IN - A - BOX (DIB) MARKETS Data solutions drive over $120+ Billion (1) TAM SMART CITY MARKET (2) INDUSTRIAL MARKET (8) $68 B AGRICULTURE MARKET (8) $25 B INDUSTRIAL WIRELESS MARKETS Upgrade cycles driven by automation demand Large Critical Infrastructure & Government Mar
Slide 7: Turning Yesterday's Narrowband Into Tomorrow's Broadband
7 Nasdaq: ONDS Turning Yesterday’s Narrowband Into Tomorrow’s Broadband
Slide 8: Ondas Networks Overview
8 Nasdaq: ONDS FullMAX Œ Commercial Adoption Launching with Class I Railroads Ondas Networks Overview FullMAX Œ Connectivity • IEEE 802.16 standards (“dot16”) • Enhanced capacity / flexibility • Maximize low - band radio spectrum • 7 patents (15 pending) Industrial Data Ecosystem • Deploying intelli
Slide 9: A New Industrial Wireless Infrastructure
9 Nasdaq: ONDS • End - to - end platform • Maximize data capacity • Efficiently allocate precious bandwidth • Prioritize mission - critical applications • Enable low latency • Edge - compute • State - of - the - art encryption FullMAX Ρ PLATFORM FullMAX Œ software defined connectivity enables the de
Slide 10: Class I Freight Rail – Huge Footprint
10 Nasdaq: ONDS Class I Freight Rail – Huge Footprint Key Class I Rail Statistics • Common networks across all 7 Class 1 Rails • 140,000 Miles of Track • 40,000 Waysides // 65,000 Rail Crossings • 25,000+ locomotives // 1.6 million rail cars • Total addressable market for private wireless Rail netwo
Slide 11: Connectivity is Core to Digital Rail
11 Nasdaq: ONDS RAILROAD INFRASTRUCTURE • Private, Owned & Operated • Secure, Reliable, QoS • Flexible; interoperable • Backwards compatible • Nationwide coverage • Lower cost PRIVATE NETWORKS Onboard Telemetry 450MHZ ATCS 900 MHz Voice 160 MHz PTC 220 MHz FCC Mandate Connectivity is Core to Digital
Slide 12: Landmark dot16 Partnership and Siemens
12 Nasdaq: ONDS Landmark dot16 Partnership • Marketing agreement • Focused on Class I North America • Expanding to Europe & Asia • Adding Passenger & Transit markets • FullMAX Œ product integration enhances value of network and dot16 ecosystem • ATCS 900 MHz • HOT 450 MHz North America & Asia • Euro
Slide 13: Joint-Development Programs
13 Nasdaq: ONDS Joint - Development Programs • Narrowband systems; inefficient legacy protocols • 1980s vintage – No road map • KBps of data throughput • Multiple unit system; compute not embedded • Next generation platform; upgradable applications • ATCS protocol on a unified system • More data cap
Slide 14: The 900 MHz Opportunity
14 Nasdaq: ONDS Commercial Deployment • Legacy 900 network slated for retirement by 2025 to meet FCC mandate • Initial deployment represents base station, network coverage • Edge remote deployments are existing legacy and newly identified critical applications • MC - IoT functionality drives network
Slide 15: Scaling Autonomous Drone Platforms
15 Nasdaq: ONDS T H I S I S RAIDER T H I S I S OPTIMUS COMBINATION CREATES: • Leading autonomous drone ecosystem • Shared global customer pipelines • Shared technologies • Revenue acceleration • Expense efficiencies Scaling Autonomous Drone Platforms 15
Slide 16: Fully Autonomous Drone-in-a-Box Optimus System
16 Nasdaq: ONDS UNMATCHED SAFETY & RELIABILITY Fully Autonomous Drone - in - a - Box Optimus System Urban drone infrastructure Deployed as Infrastructure • City - wide • Campuses • Borders • Airport & water ports • Critical locations & infrastructure Aerial Data Services • Live video • Inspection 16
Slide 17: Drones As An Infrastructure
17 Nasdaq: ONDS Drones As An Infrastructure OAS is the first company to provide drones installed as a fixed mission critical infrastructure, for data capture, public safety and security and delivery 1 2 Unique and Mature Drone Technology The Optimus and Raider systems are among the most advanced aut
Slide 18: The Optimus System
18 Nasdaq: ONDS COVERAGE AREA 30 sq miles coverage area FULL AUTOMATION 24/7 MULTIPLE DATA COLLECTION Allowing routine data capture without human intervention ROBUSTNESS Rugged exterior and climate - controlled Drone shelter for harsh weather and industrial environments Payload cabinet holds up to 9
Slide 19: The Raider System
19 Nasdaq: ONDS 5 DRONE CARTRIDGE AUTONOMOUS AI FLIGHT & LOCK FULLY AUTOMATED DOCKING STATION NET & PARACHUTE LAUNCHER REUSABLE DRONES The Raider System Designed for 24/7 multi - drone protection 19
Slide 20: Regulatory Leadership
20 Nasdaq: ONDS Regulatory Leadership Industry leading approvals Seminal milestone in UAS industry announced by WSJ Approvals for UAS operation with no human intervention Protected by unique IP AUTOMATED BVLOS TYPE CERTIFICATION Rigorous process to obtain certification (pending) Air worthiness desig
Slide 21: Leading UAS Platforms Are Valuable
21 Nasdaq: ONDS Leading UAS Platforms Are Valuable (1) Disclaimer: This list is not exhaustive; valuations may differ based on a multitude of factors (2) Source: Estimates of total addressable market (TAM) based on various industry studies (3) Source: CapitalIQ; Based upon last available public repo
Slide 22: Urban Drone Infrastructure World First
22 Nasdaq: ONDS Dubai Abu Dhabi Urban Drone Infrastructure 22 World First | Autonomous Drone Installations in Cities Expect ~50 systems to be deployed in Dubai & Abu Dhabi over next 2 – 3 years Introduce and scale Optimus in US critical markets • State government agencies • Public safety & security
Slide 23: Eric Brock, Chairman & CEO
Nasdaq: ONDS 23 ERIC BROCK CHAIRMAN & CEO eric.brock@ondas.com Copyright 2023. All rights reserved. NASDAQ: ONDS | July 2023