Ondas Inc · NASDAQ:ONDS
Ondas — Investor Presentation (August 2025)
27 slides from Ondas's investor presentation, Aug 12, 2025
Slide 1: Autonomous Drones, Data and AI
Nasdaq: ONDS 1 Autonomous Drones, Data and AI NASDAQ: ONDS | August 2025
Slide 2: Forward Looking Statements
Nasdaq: ONDS This presentation may contain "forward - looking statements" which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should," "intends," "estimates," and other words of similar meaning . The Company cautions readers that forw
Slide 3: Leadership Team
Nasdaq: ONDS Leadership Team NEIL LAIRD CFO Neil is an experienced financial executive with over 25 years of performance in the technology sector which includes CFO roles with multiple publicly listed companies. ERIC BROCK CHAIRMAN & CEO Eric is an entrepreneur with over 25 years of management and i
Slide 4: Company overview and platform technologies
4 Nasdaq: ONDS Listed Nasdaq: ONDS Employees 153 (1) Offices Sunnyvale, CA Baltimore, MD Petah Tikva, Israel Proprietary, Platform Technologies Integrated, Data Ecosystem Blue Chip Customers and Partners Large, Critical End Markets Mission - critical data and services Provider of next - generation p
Slide 5: Investment Highlights
Nasdaq: ONDS Investment Highlights Proprietary technology platforms positioned for success in massive end - markets with significant demand tailwinds • Heightened geopolitical tensions globally (U.S. - China, Russia - NATO, Middle East) and technological advancements are driving increased military b
Slide 6: Portfolio of defense and security platforms
Nasdaq: ONDS “A PORTFOLIO OF BEST - IN - CLASS DEFENSE AND SECURITY PLATFORMS DEPLOYED TO PROTECT AND SECURE SENSITIVE LOCATIONS, POPULATIONS AND CRITICAL INFRASTRUCTURE.” – ERIC BROCK, CEO Fully Autonomous Aerial Platforms Ondas leverages its dual use technology and a go - to - market operating pla
Slide 7: Executing our Plan
7 Nasdaq: ONDS Executing our Plan Demonstrating traction with our financial model • Executing multiple programs for Optimus and Iron Drone with military and public safety • Generated $6.3 million in revenue in Q2 2025, a six - fold increase from Q2 2024 • Advancing multi - year growth plan • OAS has
Slide 8: Rift Dynamics
Nasdaq: ONDS Rift Dynamics Ondas' investment in Rift Dynamics is expected to strengthen its positioning in the defense drone space • Wåsp adds a low - cost, attritable drone to Ondas' existing portfolio • Complements Optimus and Iron Drone Raider with loitering strike capability • Establishes a Euro
Slide 9: Favorable Policy Remains a Tailwind
Nasdaq: ONDS Favorable Policy Remains a Tailwind FAA ushers in BVLOS rulemaking intended to open the skies U.S. • Beyond Visual Line of Sight (“BVLOS”) Enablement – FAA rulemaking supports nationwide deployment of autonomous drones like Optimus and Iron Drone Raider • Infrastructure Airspace Access
Slide 10: Strong Demand Tailwinds
10 Nasdaq: ONDS Strong Demand Tailwinds Combat - ready platforms drive momentum and strategic progress Ondas Autonomous Systems • Expanding defense market penetration with Optimus and Iron Drone • Captured two programs of record (“POR”) with major military customers in Middle East • Secured two new
Slide 11: Continued Traction in the Global Defense Market
11 Nasdaq: ONDS Building new prime military vendor around autonomous systems with initial military customer OAS is deploying Iron Drone Raider and the Optimus System for active HLS operations • Two PORs with major military customer; additional new customers expected to be added throughout 2025 • Sec
Slide 12: Technology Platforms
Nasdaq: ONDS 12 NASDAQ: ONDS | August 2025 Technology Platforms Strictly Confidential
Slide 13: Protecting Lower Skies is an Unmet Need
Nasdaq: ONDS Alternative Solutions Protecting Lower Skies is an Unmet Need Iron Drone platforms fill a critical market gap by enabling effective interception of hostile drones Weapons/ Weapon Grade Sometimes effective Extreme collateral effect Expensive Restrictions on selling RF Jammers Low/medium
Slide 14: Disruptive Raider System Outpaces Alternative Solutions
Nasdaq: ONDS UP TO 3 DRONE CARTRIDGE AUTONOMOUS AI FLIGHT & LOCK FULLY AUTOMATED DOCKING STATION NET & PARACHUTE LAUNCHER REUSABLE DRONES Disruptive Raider System Outpaces Alternative Solutions Designed for 24/7 multi - drone protection 14 14
Slide 15: Iron Drone Raider System Overview
Nasdaq: ONDS The Raider System is an advanced 24/7 counter - drone solution, designed to defend assets against hostile drones in complex environments with minimal collateral damage Nasdaq: ONDS Drone Pod Reusable and reloadable multi - drone storage and launcher Drone Detection Radar External radar
Slide 16: Autonomous Counter-Drone System
" AUTONOMOUS COUNTER-DRONE SYSTEM _—_BRONE Al-BASED HOMING FOR DAY/NIGHT INTERCEPTION | GPS-DENIED OPERATIONS | HIGH-SPEED FLIGHT iL = HOMING HEAD OPERATION OPTIONS TAKEOFF STATION {ag Thermal vision, final homing Remote operation from a command YW Protection from external environmental % using an A
Slide 17: Iron Drone is Positioned to Win
17 Nasdaq: ONDS IRON DRONE RAIDER SYSTEM 45 m/s FLIGHT SPEED 4 km 2.5 miles FLIGHT RANGE 8 coax (4X2) MOTORS REDUNDANCY Drone: 4 kg dock: 25 kg SYSTEM WEIGHT Net (Optional Parachute) PAYLOADS CAPABILITY E/O (Thermal) + Micro radar HOMING GUIDANCE Up to 3 DRONES STORAGE/LAUNCH Yes GPS DENIED NAVIGATI
Slide 18: Optimus System: The Ultimate Drone Solution
18 Nasdaq: ONDS Optimus System: The Ultimate Drone Solution varied aerial missions providing live video and inspections MISSION CRITICAL RELIABILITY Government & Enterprise Tier - 1 level reliability for harsh environmental conditions and “No - Internet” configurations AUTOMATED SECURED DATA Secured
Slide 19: Optimus System Applications in Aerial Security & Intelligence
19 Nasdaq: ONDS Public Safety / Military /HLS (1) Construction Security and Management Optimus System – Applications in Aerial Security & Intelligence 1. Company Data. Fully Integrated SOP Emergencies, Recurring Patrol 12 Operational Docking Stations +10,000 Flights in Populated Areas 67 Seconds Res
Slide 20: Strategic Growth Opportunities
Nasdaq: ONDS 20 Strategic Growth Opportunities NASDAQ: ONDS | August 2025
Slide 21: Outlook for 2025
Nasdaq: ONDS Outlook for 2025 Positioned for a record year Drive Growth with Existing Programs and Customers Execute and expand existing programs Further Expansion Through New Customer Programs Secure new military customers; execute U.S. pipeline Continue Investments to Scale Operations Palantir Fou
Slide 22: Palantir Partnership
Nasdaq: ONDS Palantir Partnership Palantir Foundry to help scale OAS operating platform in support of revenue ramp • What: Ondas has partnered with Palantir Technologies to integrate the Palantir Foundry platform into its operations, enhancing its autonomous drone platforms. • Why: The partnership a
Slide 23: Iron Drone demand and partnerships
Nasdaq: ONDS • Significant inbound interest in Iron Drone CUAS platform in U.S. and Europe • Demand surging globally for multi - layered CUAS security; Iron Drone uniquely built for purpose / combat ready as low - kinetic CUAS platform • Expect to capture additional defense and HLS customers in 2025
Slide 24: Strategic Growth Plan
Nasdaq: ONDS Strategic Growth Plan Potential M&A Program Benefits • Accelerated growth • Efficient operating capital deployment • Faster path to profitability • Reinvestment at high returns • Returns to investors enhanced 21 24 Acquisitions provide fuel for operational flywheel to drive capital effi
Slide 25: Operating Platform Value Creation
Nasdaq: ONDS OPERATING PLATFORM VALUE CREATION De - risked Development De - risked Timelines Product Commercialization Market Entry And Expansion Scaled Supply Chain Field Support Platform Roadmap Growth Capital Proven History of M&A Value Creation Ondas has successfully integrated acquired dual - u
Slide 26: Investment Highlights
Nasdaq: ONDS Investment Highlights Proprietary technology platforms positioned for success in massive end - markets with significant demand tailwinds • Heightened geopolitical tensions globally (U.S. - China, Russia - NATO, Middle East) and technological advancements are driving increased military b
Slide 27: Eric Brock, Chairman & CEO
Nasdaq: ONDS 27 ERIC BROCK CHAIRMAN & CEO eric.brock@ondas.com NASDAQ: ONDS | August 2025 Copyright 2025. All rights reserved.