Ondas Inc · NASDAQ:ONDS
Ondas — Merger or Acquisition (July 2026)
27 slides from Ondas's merger presentation, Jul 6, 2026
Slide 1: Ondas Announces Acquisition of DZYNE Technologies
ONDAS ANNOUNCES ACQUISITION OF DZYNE TECHNOLOGIES E s ta bl i s h i n g t h e L ea di n g Au t on om o u s De fe n s e, Se cu r i t y and In tellig ence Platfor m July 6, 2026 NASDAQ: ONDS Copyright 2026. All rights reserved.
Slide 2: Disclaimers
NASDAQ: ONDS Disclaimers Forward-Looking Statements 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," "antici
Slide 3: Creating the Category Leader in Autonomous Defense
NASDAQ: ONDS Creating the Category Leader in Autonomous Defense • Four mission domains, one integrated platform • Detect, decide and defeat — across air, ground and near space • Affordable autonomous mass for allied forces, at production scale 3 NASDAQ: ONDS | Investor Presentation
Slide 4: Today's Speakers
NASDAQ: ONDS Today’s Speakers Eric Brock Ryan Hartman Matt McCue Founder, Chairman & CEO, Ondas President & CEO, World View Founder & CEO, DZYNE Entrepreneur and investor with Aerospace and defense executive with 25+ 20+ years experience as chief engineer in 30+ years experience. years experience. M
Slide 5: Transaction Overview
NASDAQ: ONDS Transaction Overview Key terms of the acquisition of DZYNE Technologies by Ondas Transaction Value Total consideration $875 million Structure $200 million Cash // $675 million Equity • DZYNE shareholders receive 85 million shares Ownership • DZYNE equity owners led by Highlander Partner
Slide 6: Creating the Category Leader in Autonomous Defense
NASDAQ: ONDS Creating the Category Leader in Autonomous Defense Combines persistent ISR, aerial security and counter-UAS, autonomous effects and AI-enabled mission intelligence into one of the industry's broadest independent autonomous defense platforms. Strengthens our U.S. Defense Platform Expands
Slide 7: Video
NASDAQ: ONDS VIDEO 7
Slide 8: The Defense Market Has Changed
NASDAQ: ONDS The Defense Market Has Changed The last five years rewrote modern warfare — and reset the economics of who wins Victory increasingly belongs to the side that can deploy autonomous systems at scale MOVING FROM MOVING TOWARD OUTCOMES THE BATTLEFIELD THE BATTLEFIELD Multi-Domain Autonomy E
Slide 9: The Time is Now
NASDAQ: ONDS The Time is Now Five forces make this the moment to build the next great autonomous defense platform 01 Demand inflection Eastern Europe/Ukraine, the Middle East and PACOM have proven that autonomy and affordable mass now decide outcomes. 02 Budgets are shifting Defense spending is shif
Slide 10: DZYNE: Next-Generation Autonomous Defense Prime
NASDAQ: ONDS DZYNE: Next-Generation Autonomous Defense Prime High performance, cost-disruptive, battle-ready autonomous systems for U.S. and allied defense forces REVENUE MIX BY CUMULATIVE ~ $500M 50,000+ OPERATIONAL R&D SINCE MISSION AREA (2026F) INCEPTION FLIGHT HOURS UAS — 42% Counter-UAS — 45% L
Slide 11: An Established Defense Franchise
NASDAQ: ONDS An Established Defense Franchise TRUSTED BY PROOF POINTS • ULTRA is transitioning to a new program of record • Systems Deployed Globally with all US Combatant Commands: USNORTHCOM, USCENTCOM, USAFRICOM, USPACOM, USEUCOM, and USSOCOM U.S. AIR FORCE U.S. ARMY U.S. NAVY USSOCOM • Deployed
Slide 12: DZYNE U.S. Footprint
NASDAQ: ONDS DZYNE U.S. Footprint DZYNE Parker HQ DZYNE Boise 34 Parker 12400 W Overland Road Irvine, CA 92651 Suite 100 Boise, ID 83709 124,000 sq ft of manufacturing space 1,250 sq ft of manufacturing space DZYNE Fairfax DZYNE Portland 8280 Willow Oaks Corporate Dr. 1330 NW 14th Ave Ste 200 Portla
Slide 13: Advancing Ondas' Multi-Domain Intelligence Strategy
NASDAQ: ONDS SPACE Advancing Ondas’ Multi-Domain STRATOSPHERE Intelligence Strategy INTEGRATED MULTI-DOMAIN ISR STRATOLLITES® MISSION LAYER shares common Tasking, Collecting, Processing, SkyWeaver Exploitation, and Dissemination (TCPED) tools on a cohesive, singular platform AIR KEY 2026 MULTI-DOMAI
Slide 14: Large, Growing TAM
NASDAQ: ONDS Large, Growing TAM Surging demand across Launched Effects, Counter-UAS, and long-endurance UAS / ISR $20.8B ~16.4% >$44B 2 02 5 ADDR ESSAB LE MA RKET TA M C A GR 2 02 5-2 03 0 M ARKE T S I ZE BY 20 30 MARKET TRENDS BY SEGMENT GLOBAL TAM BY SEGMENT — $B $50 Launched Effects 19.5% CAGR •
Slide 15: Positioned At The Center of Defense Modernization
NASDAQ: ONDS Positioned At The Center of Defense Modernization. Ondas is building a multi-domain autonomous defense platform — with leadership positions across four of the fastest-growing categories in defense. Aerial ISR & Persistent Precision Autonomous Security Intelligence Strike Ground Systems
Slide 16: Franchise #1: Long-Endurance ISR-T
NASDAQ: ONDS Franchise #1: Long-Endurance ISR-T WHY IT MATTERS Persistent, autonomous intelligence from Group 4+ uncrewed aircraft. • Attritable persistent ISR is seeing surging demand across every modern conflict ULTRA • Multi-day endurance reduces sortie count, Cost-Effective, Long Endurance Group
Slide 17: Franchise #2: Counter-Drone (C-UAS)
NASDAQ: ONDS Franchise #2: Counter-Drone (C-UAS) Fielded systems that detect, identify and defeat hostile drones — today. DZYNE’s defeat layer + Ondas’ detection and mitigation = a complete aerial-security kill chain across threat vectors. KINETIC WHY IT MATTERS IonStrike • The drone threat is the d
Slide 18: Franchise #3: Precision Strike and Autonomous Effects
NASDAQ: ONDS Franchise #3: Precision Strike and Autonomous Effects Low-cost, attritable, autonomous effects — the heart of “affordable mass". WHY IT MATTERS • Amongst the fastest-growing segments of defense budgets • Attritable, low-cost design enables use at scale • Air, ground and sea-launched fle
Slide 19: Scaling the U.S. Platform
NASDAQ: ONDS Scaling the U.S. Platform Unifying U.S. operations under a dedicated operating division to accelerate momentum Platform Leadership Ryan Hartman Chief Executive Officer NEW COMBINED PLATFORM Matthew McCue Chief Technology Officer EXECUTIVE VICE PRESIDENTS Ryan Holcomb Ed Smetak EVP, Effe
Slide 20: Rounding Out the Multi-Domain ISR Architecture
NASDAQ: ONDS SPACE Rounding Out the Multi-Domain ISR STRATOSPHERE Architecture Layered, persistent surveillance from the STRATOLLITES® MISSION LAYER stratosphere to the tactical edge, unified SkyWeaver through a single pane of glass. AIR Fixed-Wing UAVs Multi-Rotor UAVs SURFACE | LAND Unmanned G rou
Slide 21: Combat Air Patrols Require a New Generation of Affordable, Attritable ISR-T
NASDAQ: ONDS Combat Air Patrols Require a New Generation of Affordable, THE DZYNE SOLUTION Attritable Multi-Mission / ISR-T ULTRA • 3+ days endurance THE CHALLENGE WITH LEGACY ISR • GPS-hardened architecture • 400+ Ib payload capacity • Long endurance ISR presents multi-billion annual DoW spend • Mu
Slide 22: Completing the C-UAS Spectrum
NASDAQ: ONDS Completing the C-UAS Spectrum Dual Purpose. Mission Ready. Protecting Our Skies and Empowering our Warfighters DETECT SOFT KILL HARD KILL INSIGHT SENSE SENTRYCS HORIZON DRONEBUSTER SAWTOOTH IRON DRONE IRON ARROW IONSTRIKE SOFTWARE DEFENSE OS LADOS MOBILIZATION LAYER 22 MODUS VEHICLE KIT
Slide 23: IonStrike Wins the Counter-Drone Fight on Cost, Speed, and Autonomy
NASDAQ: ONDS IonStrike Wins the Counter-Drone Fight on WHY IONSTRIKE WINS Cost, Speed, and Autonomy COST & PARITY • Engages the threat at cost parity • 2–5x lower cost-per-kill THE COUNTER-DRONE PROBLEM • Cost-exchange ratio is broken — unsustainable at scale • Adversaries are ramping production and
Slide 24: Financial Highlights
NASDAQ: ONDS Financial Highlights DZYNE financial outlook $191M >$300M >$1.5B $111M REV ENU E 2026F REV ENU E 2027F 3Y PIP EL INE AT JUN E 30, 2026 BACKL OG AT JUNE 30, 2026 Expect ~6-fold revenue growth (80% CAGR) UPCOMING MILESTONES 01 from 2025 through 2028 • 8 ULTRAs in operational use ULTRA anc
Slide 25: Ondas Updated Outlook
NASDAQ: ONDS Ondas Updated Outlook Focus on sustaining momentum across 2H 2026 CONTINUE TO DRIVE SCALE ACROSS ONDAS $525M+ Full-year 2026 revenue target — raised 1 Expanded Programs Expanding backlog drives increased visibility 2 Expanded Customer Base • $457 million backlog (1) at end of Q1 2026 •
Slide 26: Creating the Category Leader in Autonomous Defense
NASDAQ: ONDS Creating the Category Leader in Autonomous Defense Combines persistent ISR, aerial security and counter-UAS, autonomous effects and AI-enabled mission intelligence into one of the industry's broadest independent autonomous defense platforms. Strengthens our U.S. Defense Platform Expands
Slide 27: Thank You
THANK YOU ir@ondas.com NASDAQ: ONDS Copyright 2026. All rights reserved.