Q2 2025 Ondas Holdings Inc Earnings Call Transcript

Aug 12, 2025 / 12:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Ondas Holdings Inc (ONDS) reported record quarterly revenue of $6.3 million, a more than sixfold increase over the same period last year.
The company reaffirmed its full-year revenue target of at least $25 million for 2025, with more than $20 million expected from its OAS business unit.
Ondas Holdings Inc (ONDS) has a strong balance sheet with $68.6 million in cash and no holding company debt, providing financial flexibility for growth.
The company has secured over $39 million in orders in the last 12 months, with a backlog growing to $22 million at the end of Q2 2025.
Ondas Holdings Inc (ONDS) is expanding its footprint in defense and homeland security markets, with significant orders from Europe, Asia, and the United States.

Negative

Operating expenses increased to $12.6 million in Q2 2025, up from $8.1 million in Q2 2024, primarily due to higher human resource costs.
The company reported an operating loss of $9.2 million in Q2 2025, compared to $8.3 million in Q2 2024.
Ondas Holdings Inc (ONDS) is still in the early stages of platform adoption, with revenues not yet covering operating expenses.
Gross margins can be volatile due to early stages of platform adoption and shifts in revenue mix.
The company faces uncertainty around the timing of customer activity, which could affect revenue fluctuations from quarter to quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ONDS.OQ - Ondas Holdings Inc
Q2 2025 Ondas Holdings Inc Earnings Call
Aug 12, 2025 / 12:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to the OnDOS Holdings Inc. 2nd quarter 2025 conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press 1 on your telephone keypad. To withdraw your question, please press 2. Before we begin, the company would like to remind you that this call may contain forward-looking statements. While these forward-looking statements reflect on Das's best current judgment, they are subject to risks and uncertainties that could could could cause actual results to differ materially from those implied by these forward-looking

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.