Ondas Holdings hosted its OAS Investor Day on January 16, 2026, at 10:00 AM ET, presenting comprehensive updates on both its autonomous systems and private wireless divisions. Management outlined strategic milestones achieved in 2025, including the deployment of over 50 autonomous ground and aerial units across utilities and defense applications, and the roll-out of private wireless networks in three new metropolitan areas. Executives emphasized continued collaboration with key customers, such as a multi-year agreement with a major U.S. utility for pipeline monitoring drones and a partnership with a national rail operator for track inspection robots.

Preliminary figures for full-year 2025 show revenue surpassing prior guidance, with estimated total revenues of $125 million, exceeding the previous target of $110 million by 14%. The autonomous systems segment contributed approximately $75 million, reflecting 25% year-over-year growth, while the private wireless division generated $50 million, driven by recurring network service contracts. Non-GAAP operating margin improved to an estimated 12%, up from 8% in 2024, supported by scalable production efficiencies and reduced component costs.

Ondas raised its 2026 revenue target to a range of $170 million to $180 million, representing growth of 36% to 44% compared with preliminary 2025 results. The company expects the autonomous systems business to achieve revenue of $105 million to $110 million, fueled by expansion into European and Asian markets, and anticipates the private wireless segment to generate $65 million to $70 million, reflecting increased adoption of mission-critical networks in transportation and public safety sectors. Management cited an active pipeline of proposals exceeding $200 million of potential contract value.

As of January 16, 2026, Ondas reported a pro-forma cash and cash equivalents balance of $1.5 billion, following recent equity financings and the exercise of warrants. The company highlighted a debt-free capital structure, providing significant financial flexibility to fund R&D, expand manufacturing capacity, and pursue strategic acquisitions. Ondas reiterated its commitment to maintaining a conservative liquidity profile, with at least 12 months of operating runway based on current projections.