Q2 2025 Ondas Holdings Inc Earnings Call Transcript

Aug 12, 2025 / 12:30 PM GMT

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
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