Unusual Machines, Inc. · AMEX:UMAC
Unusual Machines — Q1 2025 Earnings Presentation
16 slides from Unusual Machines's earnings presentation, May 8, 2025
Slide 1: Parts and Platforms: Building the American Drone Industry
Parts and Platforms: Building the American Drone Industry NYSE American: UMAC Investor Presentation July 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “wil
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS INVESTMENT HIGHLIGHTS Drone Industry Insights estimates that the global Targeting specific segments of the drone industry drone market is expected to grow from $26.3 • Retail FPV Sales • Enterprise Drone Components billion in 2021 to $41.3 billion by 2026. Strong demonstrated g
Slide 4: Company Growth and Strategy
COMPANY GROWTH AND STRATEGY Strong B2C Foundation: Unusual Machines has hardware brands (Rotor Riot and Fatshark) that have a loyal consumer following. This creates a strong brand equity foundation to build upon. B2C delivers R&D and Market Insights: Consumer products act as an amazing testbed for t
Slide 5: Retail Business
RETAIL BUSINESS ▪ Rotor Riot is at the center of the high-performance drone market and has a large following of FPV drone pilots ▪ Online store with drone parts and ready-to-fly drones are featured in Rotor Riot’s extensive media ▪ Components are already sold at scale to a wide range of customers Re
Slide 6: Hardware Components
HARDWARE COMPONENTS ▪ In the last six months - 3 critical Components joined DIU Blue Framework (Flight Controller, Motor Controller, Camera) with more in development FLIGHT CONTROLLER ▪ Last six months of sales indicate revenue from enterprise sales has grown nearly 3.5x from before the launch. Ente
Slide 7: Motor Production
MOTOR PRODUCTION Critical Demand: Unusual Machines is establishing domestic production of high- performance drone motors to reduce reliance on foreign suppliers. U.S. Facility: • Orlando, FL – 17,000 sq ft facility • Production Start: September 2025 • Initial Focus: 2207, 2807, 3220 class motors (5"
Slide 8: Market Opportunity
MARKET OPPORTUNITY Drone Market Size and Forecast 2024-2030 U.S. Drone market expected to be $31.34B by 2034 60 (CAGR ~17%) with $4B for UTM software by 2030 50 The drone flight control system market, valued at Revenues in Billion USD 40 $15.53B in 2021, is projected to reach $28.86B by 2031 2 30 Th
Slide 9: U.S. Drone Landscape
U.S. DRONE LANDSCAPE DIU BLUE COMPONENT BLUE DRONE MANUFACTURERS SOFTWWARE AND SERVICE SUPPLIERS PROVIDERS OTHER MANUFACTURERS 9
Slide 10: U.S. Onshoring: Recent and Proposed Legislation
U.S. ONSHORING: RECENT AND PROPOSED LEGISLATION PRESENTS A MULTI-BILLION DOLLAR US MARKET AMERICAN SECURITIES DRONE ACT (2023) TARIFFS (2025) ▪ Prohibits the use or purchase of Chinese-manufactured drones by ▪ The U.S. increased tariffs on suppliers from China from an effective rate of government ag
Slide 11: Strategic Roadmap
STRATEGIC ROADMAP Near-Term: ▪ Expand product offering and B2B Hardware Sales ▪ Build out U.S. drone motor production capabilities ▪ Close acquisition of Rotor Lab ▪ Add to the team and build out a sales organization Longer-Term: ▪ Continue to develop and support Blue Framework components that meet
Slide 12: Financial Strength and Cash Management
FINANCIAL STRENGTH AND CASH MANAGEMENT Revenue Growth: ▪ Continued revenue growth quarter over quarter ▪ 59% revenue growth for Q1 2025 as compared to prior year ▪ Slight margin decline in Q1 related to tariffs Cash and Cash Burn: ▪ Current cash balance approx. $40M after May 2025 public offering an
Slide 13: Capitalization Table
CAPITALIZATION TABLE1 Common Stock: Closely Held Shares2 2,050,162 shares Common Shares – Free Float 23,062,624 shares Total Common Shares 25,112,786 shares Rotor Lab estimated shares3 557,881 shares Pro forma Common Shares w/ Rotor Lab 25,670,667 shares Other Equity: PIPE Warrants – insiders ($1.99
Slide 14: Leadership
LEADERSHIP Sanford “Sandy” Rich, Director Chair Audit Committee. Executive Director of the NYC Board of Education Retirement System. Sandy is an SEC audit committee financial expert, a member of the Investor Advisory Group of the PCAOB, and has served as both CEO and CFO of public and private compan
Slide 15: Investment Highlights
INVESTMENT HIGHLIGHTS INVESTMENT HIGHLIGHTS Drone Industry Insights estimates that the global Targeting specific segments of the drone industry drone market is expected to grow from $26.3 • Retail FPV Sales • Enterprise Drone Components billion in 2021 to $41.3 billion by 2026. Strong demonstrated g
Slide 16: Investor Contact
INVESTOR CONTACT Email: investors@unusualmachines.com Tel: +1 (917) 633-8980 4677 L B McLeod Rd Suite J Orlando, FL 32811 United States 16