Slide 1: NextVision Stabilized Systems Ltd
NextVision Stabilized Systems Ltd August 2025
Slide 2: Disclaimer
DISCLAIMER This presentation is provided by NextVision Stabilized Systems Ltd. (the “Company”) as a general presentation about the Company’s activities and industry. The information provided in this presentation and any other information that will be provided as part of the presentation is offered f
Slide 3: Today's Presenters
TODAY’S PRESENTERS Chen Golan Michael Grossman Alex Lavie Chairman & Co-Founder CEO & Co-Founder CFO Formerly: Formerly: Formerly: o Jet Fighter Pilot, Israeli Air Force o Officer, Israel Defense Forces Intelligence o Financial Controller, Lumos Global o BA in Business Administration and Unit 8200 –
Slide 4: NextVision Stabilized Systems
NEXTVISION STABILIZED SYSTEMS o NextVision Stabilized Systems (“NextVision” or, the “Company”) is a leader in the global market for small, stabilized video solution systems powering missions across defense, civil and commercial applications o Systems can be mounted on ground, aerial and maritime pla
Slide 5: Purpose-Built to Provide Reliable Solutions for Next-Gen Platforms
PURPOSE-BUILT TO PROVIDE RELIABLE SOLUTIONS FOR NEXT-GEN PLATFORMS Vision To be the first choice for customers by providing groundbreaking solutions Mission To continuously improve the offered solution to meet our customers' needs while maintaining reliability 5
Slide 6: Expansive Product Offering Designed for the Mission
EXPANSIVE PRODUCT OFFERING DESIGNED FOR THE MISSION NextVision’s systems span an array of sensor types and system sizes, offering varied solutions for a broad range of mission profiles 640 1280 1280 1280 X15.6 VISIBLE ONLY X2.6 X3.6 X6.2 EO ZOOM X80 X80 Falcon Raptor/360 Condor 640 640 640 640 640 1
Slide 7: Leveraging Technology for Sustained Leadership
LEVERAGING TECHNOLOGY FOR SUSTAINED LEADERSHIP Research and development is in NextVision’s DNA, underpinning unmatched technological superiority across its family of systems NextVision Has Assembled an Array of Tech-Enabled Capabilities and Solutions Through Continuous Innovation Raven 2.5 Condor TR
Slide 8: Cutting-Edge Tech Pipeline Supporting Tomorrow's Battlefield
CUTTING-EDGE TECH PIPELINE SUPPORTING TOMORROW’S BATTLEFIELD NextVision is an innovation-driven company, with two or three game-changing new solutions generally released each year New Products Released in 2025 ~20% of NextVision’s Employees are Solely Focused on R&D, a Testament to Its Commitment to
Slide 9: NextVision Software Enables Extensive Onboard Processing
NEXTVISION SOFTWARE ENABLES EXTENSIVE ONBOARD PROCESSING Onboard processing is critical to operating across dynamic environments to meet every mission’s requirements Software-Enabled Capabilities Object Recognition Object & Area Tracking Video Motion Detection Image Enhancement Geographic Referencin
Slide 10: Comprehensive Software Suite Drives Mission Success
Control (CCA/CCA2/CCA3) COMPREHENSIVE SOFTWARE SUITE DRIVES MISSION SUCCESS Integrated Suite of Software Purpose Built for Ease of Use and Capable of Supporting the Full Mission Lifecycle o Purpose-built to maximize the operator’s mission effectiveness, situational awareness and control o Integrates
Slide 11: Extensive Global Footprint in Key Growth Markets
EXTENSIVE GLOBAL FOOTPRINT IN KEY GROWTH MARKETS Target Market: Europe Massive spending push following NATO commitment to spend Sweden 5% of GDP on defense by 2035 Norway Canada England Denmark Latvia Netherlands Belgium Poland Germany Moldova France Hungary Switzerland Romania Slovenia Spain United
Slide 12: Competitive Advantages and Tailwinds from Market Trends
COMPETITIVE ADVANTAGES AND TAILWINDS FROM MARKET TRENDS Evolving Use of Unmanned Systems in Modern Warfare, with Global Leaders Taking Steps to Fill Their Arsenals Global Defense Spending is Reaching New Heights, Leading to Multi-Billion Dollar TAMs for Unmanned Systems Strategic Positioning within
Slide 13: Evolving Use of Unmanned Systems in Modern Warfare
EVOLVING USE OF UNMANNED SYSTEMS IN MODERN WARFARE… Operation Rising Lion Operation Spider’s Web Ungentlemanly Robots: Israel’s Operation Rising Lion and the New Operation Spider’s Web: How Ukraine Rewrote the Rules of Drone Way of War Warfare “Israel’s strike, like Ukraine’s earlier Operation Spide
Slide 14: With Global Leaders Taking Steps to Fill Their Arsenals
… WITH GLOBAL LEADERS TAKING STEPS TO FILL THEIR ARSENALS US Executive Order to Unleash Drone Dominance Unlocks Transformational Whitespace for Unmanned Systems German Military to Order Exploding EU Urges Rapid Drone Production Drones for the First Time, o Reclassification of Group 1 and 2 drones as
Slide 15: Global Defense Spending is Reaching New Heights
GLOBAL DEFENSE SPENDING IS REACHING NEW HEIGHTS… The US Military is Placing New Emphasis on Low-Cost, High-Volume Drones and Backing It Up with Material Budget Dollars Total US Defense Spending by Year “We will power a technological leapfrog, arming our combat >$1 Trillion units with a variety of lo
Slide 16: Leading to Multi-Billion Dollar Total Addressable Markets
… LEADING TO MULTI-BILLION DOLLAR TOTAL ADDRESSABLE MARKETS FOR UNMANNED SYSTEMS Small Drone Market ($B) Global Drone Market ($B) Drone Camera Market Size ($B) CAGR +14.2% $76 CAGR +14.3% $45 CAGR +15.2% $27 $24 $16 $14 2025 2029 2025 2029 2025 2029 Source: Technavio and Global Market Insights. Note
Slide 17: NextVision's Products Were Purpose-Designed to Enable Today's Unmanned Systems
NEXTVISION’S PRODUCTS WERE PURPOSE-DESIGNED TO ENABLE TODAY’S UNMANNED SYSTEMS NextVision Serves a Highly In-Demand Portion of the Unmanned Systems Market High Low Cost Compared to Systems With Similar Performance Performance Significantly Lower Power Consumption Compared to Similar Systems SWaP2 “S
Slide 18: Field-Proven Solutions with Broad Mission Relevance
FIELD-PROVEN SOLUTIONS WITH BROAD MISSION RELEVANCE 2–3 150+ 30+ Field-Proven New Products Generally Active Customers, Up From Countries Fielding Technologies In Use Launched Annually ~100 at the Beginning of 2024(1) NextVision Products(2) Around the Globe NextVision Products in Action NextVision’s
Slide 19: Trusted by the Most Demanding Customers Across a Broad Mission Set
TRUSTED BY THE MOST DEMANDING CUSTOMERS ACROSS A BROAD MISSION SET 19
Slide 20: Robust Backlog and Deep Customer Relationships Drive Enviable Financial Position
ROBUST BACKLOG AND DEEP CUSTOMER RELATIONSHIPS DRIVE ENVIABLE FINANCIAL POSITION +12.4% +39.6% +32.4% +34.9% +32.6% +44.0% $110.4M 154 $79.1M $73.2M 137 $55.3M $53.0M $45.2M $43.8M $39.3M $34.1M $30.4M H1/2024 H1/2024 H1/2025 H1/2024 H1/2024 H1/2025 H1/2024 H1/2024 H1/2025 H1/2024 H1/2024 H1/2025 H1
Slide 21: Exponential Revenue Growth Fueled by Unmanned Systems Demand
EXPONENTIAL REVENUE GROWTH FUELED BY UNMANNED SYSTEMS DEMAND $160M NextVision YoY Growth >90% 2019A – 2024A CAGR Over 73% in 2022 $115.0M Over 99% in 2023 Over 121% in 2024 Future Potential Revenue Drivers $52.0M o Step-Change Growth in NATO Defense Spending o Global Prioritization of Low-Cost, Attr
Slide 22: H1 2025 Financial Highlights
H1 2025 FINANCIAL HIGHLIGHTS 6 Months Ended 6 Months Ended 12 Months Ended (USD, Thousands) 6/30/2025 6/30/2024 12/31/2024 Key Income Statement Items Revenues $73,243 $55,278 $114,934 Cost of Sales (20,198) (15,933) (32,044) Gross Profit $53,045 $39,345 $82,890 R&D (2,276) (1,199) (2,517) SG&A (5,559
Slide 23: Strategic Pillars Underpinning Our Continued Growth Strategy
STRATEGIC PILLARS UNDERPINNING OUR CONTINUED GROWTH STRATEGY Focus on Reliability Expanding Our Increased Expanding AI Pursuing Strategic and Availability Client Base Investment in R&D Capabilities Acquisitions Strong Foundation for Leverage Strong Attract Top Talent Integrate AI Capabilities, Prior
Slide 24: Thank You
NextVision STABILIZED SYSTEMS LTD Thank You X ees