カブルモン@ONDS族🚁
1.9K posts

カブルモン@ONDS族🚁
@4Ak4xk
$NVDA 600株 $MU 100株 $GOOG 100株 $SNDK 20株 $ONDS 8000株 カナンを損切した者 20代後半 日本株は下手



$ONDS It‘s go time. time to lock in the best quarter ever. let‘s fckin go! 👊🏻




ああああああ!!!!! 寝るな!!皆よ、踊れ!!!💃🌹🕺 $ONDS


🚨 $ONDS just reported record Q1 2026 results! 🚀 Key Financial Highlights (Q1 2026) • Record Revenue: $50.1 million • +1,065% YoY (from $4.3M in Q1 2025) • +66% QoQ (from $30.1M in Q4 2025) • Beat prior guidance of $38-40M by ~25% • Full Year 2026 Revenue Guidance Raised to at least $390 million • ~670% YoY growth from 2025’s $50.7M (which was already +605% YoY from 2024’s $7.2M) • Pro Forma Backlog: $457 million • +570% from $68.3M at end of 2025 • Driven by strong orders + recent acquisitions (Mistral, World View, etc.) • Cash Position: $1.48 billion in cash, equivalents, restricted cash and short term investments (as of March 31, 2026) — strong fuel for growth and M&A • Other Wins: Product companies turned Adjusted EBITDA positive in Q1 (6 months ahead of plan). Gross margin expanded to 49% (vs. 35% YoY). 🔥 Strategic Momentum • Accelerating demand in counter-UAS, ISR, autonomous systems, and defense/government markets. • Multiple acquisitions + partnerships (e.g., Palantir) building a global AI enabled multi domain platform. • Strong visibility into rest of 2026 with backlog and backlog-to-revenue conversion

might need to open the Q1 2026 conference call with this music video... Well done @thinkReal! An exceptional talent!👊
















