BMSInvests

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BMSInvests

BMSInvests

@BMSInvests

Aggressive growth investor. Currently $ONDS. Previously $SOFI $BBAI $GRAB $SRFM.

เข้าร่วม Ağustos 2022
1.1K กำลังติดตาม9.3K ผู้ติดตาม
Dalton K
Dalton K@DaltonKrum·
@BMSInvests Still they increase the guide again on Wednesday?
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BMSInvests@BMSInvests·
$ONDS Since issuing the preliminary results on March 9, 2026, management has completed additional financial close procedures and refined certain preliminary accounting estimates, specifically the net change in the fair value of our warrant liability which is expected to result in a net gain of approximately $102 million for the fourth quarter and full year 2025. 📝 Revised Preliminary Financial Results For the fourth quarter 2025, we expect to report revenues between $29.1 and $30.1 million, which is above our prior guidance of $27 to $29 million. We expect net income between $82.9 million and $83.4 million, and adjusted earnings before interest, taxes, depreciation, and amortization ("Adjusted EBITDA") (non-GAAP) between $(9.9) and $(9.4) million, for the three months ended December 31, 2025, respectively. For the full year 2025, we expect to report revenues between $49.7 and $50.7 million, which is above our prior guidance of $47.6 to $49.6 million. We expect net income between $50.4 million and $50.9 million and Adjusted EBITDA (non-GAAP) between $(31.5) million and $(31) million for the year ended December 31, 2025, respectively. Revising higher again👊🏻
BMSInvests@BMSInvests

$ONDS 🚨 Ondas Reports Revised Preliminary Fourth Quarter and Full Year 2025 Financial Results and will Report Final Results on March 25, 2026 at 8:30 a.m. ET 🚨 Fourth Quarter and Full Year 2025 Preliminary Revenue of Between $29.1-$30.1 Million and Between $49.7-$50.7 Million, Respectively, Both Ahead of Guidance Provided in January 2026 🚨 Reiterates Prior Full Year 2026 Revenue Outlook of $170-$180 Million Before the Impact of Any New Acquisitions Announced in 2026 ir.ondas.com/press-releases…

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BMSInvests@BMSInvests·
$ONDS 🚨 Ondas just released revised preliminary 2025 results today, updating the March 9 prelim results ⬇️ Revenue unchanged & still ahead of guidance: • Q4: $29.1M–$30.1M 📈 (beat $27–29M) • FY25: $49.7M–$50.7M 📈 (beat $47.6–49.6M; ~7x growth from 2024) Biggest change: Net income flipped dramatically due to refined warrant liability fair value estimate (non-cash): • Original: Q4 net loss ~$20–21M | Full year net loss ~$53M ❌ • Revised: Q4 net income $82.9–83.4M | Full year net income $50.4–50.9M ✅
→ ~$102–103M swing from warrant gain (not from operations) Adjusted EBITDA improved slightly but remains negative: • Q4: loss $9.4–9.9M • Full year: loss $31–31.5M Cash strong: ~$1.5B 2026 revenue guidance reiterated: $170–180M (excl. any new 2026 acquisitions)
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BMSInvests@BMSInvests·
$ONDS Unusual Machines Announces Pricing of Approximately $150 Million Public Offering of Common Stock The Company said proceeds will fund additional inventory, working capital, and general corporate purposes. The Offering includes a strategic investment from Ondas (Nasdaq:ONDS) and is being placed by Dominari Securities and JonesTrading under an effective Form S-3 declared effective April 21, 2025. stocktitan.net/news/ONDS/unus…
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BMSInvests@BMSInvests·
$ONDS Since issuing the preliminary results on March 9, 2026, management has completed additional financial close procedures and refined certain preliminary accounting estimates, specifically the net change in the fair value of our warrant liability which is expected to result in a net gain of approximately $102 million for the fourth quarter and full year 2025. 📝 Revised Preliminary Financial Results For the fourth quarter 2025, we expect to report revenues between $29.1 and $30.1 million, which is above our prior guidance of $27 to $29 million. We expect net income between $82.9 million and $83.4 million, and adjusted earnings before interest, taxes, depreciation, and amortization ("Adjusted EBITDA") (non-GAAP) between $(9.9) and $(9.4) million, for the three months ended December 31, 2025, respectively. For the full year 2025, we expect to report revenues between $49.7 and $50.7 million, which is above our prior guidance of $47.6 to $49.6 million. We expect net income between $50.4 million and $50.9 million and Adjusted EBITDA (non-GAAP) between $(31.5) million and $(31) million for the year ended December 31, 2025, respectively. Revising higher again👊🏻
BMSInvests@BMSInvests

$ONDS 🚨 Ondas Reports Revised Preliminary Fourth Quarter and Full Year 2025 Financial Results and will Report Final Results on March 25, 2026 at 8:30 a.m. ET 🚨 Fourth Quarter and Full Year 2025 Preliminary Revenue of Between $29.1-$30.1 Million and Between $49.7-$50.7 Million, Respectively, Both Ahead of Guidance Provided in January 2026 🚨 Reiterates Prior Full Year 2026 Revenue Outlook of $170-$180 Million Before the Impact of Any New Acquisitions Announced in 2026 ir.ondas.com/press-releases…

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BMSInvests@BMSInvests·
$ONDS Since issuing the preliminary results on March 9, 2026, management has completed additional financial close procedures and refined certain preliminary accounting estimates, specifically the net change in the fair value of our warrant liability which is expected to result in a net gain of approximately $102 million for the fourth quarter and full year 2025. 📝 Revised Preliminary Financial Results For the fourth quarter 2025, we expect to report revenues between $29.1 and $30.1 million, which is above our prior guidance of $27 to $29 million. We expect net income between $82.9 million and $83.4 million, and adjusted earnings before interest, taxes, depreciation, and amortization ("Adjusted EBITDA") (non-GAAP) between $(9.9) and $(9.4) million, for the three months ended December 31, 2025, respectively. For the full year 2025, we expect to report revenues between $49.7 and $50.7 million, which is above our prior guidance of $47.6 to $49.6 million. We expect net income between $50.4 million and $50.9 million and Adjusted EBITDA (non-GAAP) between $(31.5) million and $(31) million for the year ended December 31, 2025, respectively. Revising higher again👊🏻
BMSInvests@BMSInvests

$ONDS 🚨 Ondas Reports Revised Preliminary Fourth Quarter and Full Year 2025 Financial Results and will Report Final Results on March 25, 2026 at 8:30 a.m. ET 🚨 Fourth Quarter and Full Year 2025 Preliminary Revenue of Between $29.1-$30.1 Million and Between $49.7-$50.7 Million, Respectively, Both Ahead of Guidance Provided in January 2026 🚨 Reiterates Prior Full Year 2026 Revenue Outlook of $170-$180 Million Before the Impact of Any New Acquisitions Announced in 2026 ir.ondas.com/press-releases…

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BMSInvests@BMSInvests·
$ONDS 🚨 Ondas Reports Revised Preliminary Fourth Quarter and Full Year 2025 Financial Results and will Report Final Results on March 25, 2026 at 8:30 a.m. ET 🚨 Fourth Quarter and Full Year 2025 Preliminary Revenue of Between $29.1-$30.1 Million and Between $49.7-$50.7 Million, Respectively, Both Ahead of Guidance Provided in January 2026 🚨 Reiterates Prior Full Year 2026 Revenue Outlook of $170-$180 Million Before the Impact of Any New Acquisitions Announced in 2026 ir.ondas.com/press-releases…
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BMSInvests@BMSInvests·
$ONDS One last PR to send us in to earnings week would be great..👀
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Chris
Chris@MiltChal·
@rfaloona @ive_m5 Good start, but I think we know what the real answer is... Just think of the TAM!
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M5IVE
M5IVE@ive_m5·
If anyone has advice on how to prevent raccoons from shitting in your pool - please let me know. This is like 5 times now over a week.
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BMSInvests@BMSInvests·
$ONDS 🇩🇪🤝🇦🇹 Ondas partners, Securiton, are attending IMH’s “Armaments as an Economic Driver” in Vienna, Austria‼️ 🦅 Securiton advertise and resell Ondas’ Iron Drone Raider as part of their Drone Security Package. Notable attendees include: 🇦🇹 Directorate of State Security and Intelligence 🇦🇹 Austrian Armed Forces 🇩🇪 HENSOLDT 🇩🇪 General Atomics GmBh 🇦🇹 Austrian Institute for European and Security Policy (AIES) 🇦🇹 Former Chief of Staff for the Austrian Armed Forces 🇪🇺 Former Chairman of the Military Committee of the European Union
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BMSInvests@BMSInvests·
$ONDS 🚨👀 Heidelberger CEO, Michael Wellenzohn discussing ONBERG w/ the German Federal Minister for Economic Affairs and Energy 🇩🇪 🗣️ “Many thanks to the Minister for supporting and accompanying our joint venture ONBERG, which we launched together with Ondas”
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BMSInvests@BMSInvests·
$ONDS 🤔💭 Ahead of Ondas’ Q4 earnings on the 25th, what’s one thing you want to know/want more clarity on from the call⁉️ I’ll start: Ondas Networks’ progress👀
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