BMSInvests

$ONDS Well, here it is. All my DD that I've accumulated over the last 12 months for $ONDS, all in one place. All the details on $ONDS senior management, strategic partnerships, customers and investors. RT's are sincerely appreciated. cc @CeoOndas @ive_m5 @bodoxstocks @Jake__Wujastyk @itschrisray @itsRobertBurns @Courage_wins

@FundamentalSage Really bad, every other post is doom mongering engagement bait.

@BMSInvests This FinX doomerism is out of control.

😳

Another crazy week inside this range for $ONDS, been consolidating for over a month now. Does feel like a big move is coming soon as we continue to coil, whether that’s up or down - who knows🔮 5 days till earnings. Let’s go.

If you’re panicking right now because of today’s slight pullback then individual stocks simply aren’t for you. Learn to DCA, or $VOO and chill. It’s that simple.

@ShakespeareBar Short it then🫡

@BMSInvests monday 7,40

$ONDS cuashub.com/en/content/sen…

@InvestWithTimmy Let’s hope so!

@BMSInvests Super boring week but ONDS will make it a great week

$ONDS Bring on Wednesday😎

@luvntennis2 No mate, it’s a one off non cash gain but essentially offsets the non cash charge they were due too.

@BMSInvests Looks like a one time gain, so not something to count on in future quarters, but does this add to their cash pile?

$ONDS 🚨💭 How a Non-Cash Accounting Tweak Flipped $ONDS from Net Income Negative to Positive in Two Weeks ⬇️ Management recently confirmed a $56.6M non-cash charge in Dec 25 due to notes/warrants being swapped for shares for the OAS exchange which would’ve heavily affected their net income. Then they reveal a massive ~$102M non-cash GAIN on warrant liability fair value remeasurement from the $1B Jan 26 offering. 🤔💭 What does this actually mean? 📉 Essentially, if the stock price rises after issuance = warrant fair value increases = loss (negative impact on net income). 📈 If the stock price falls or other inputs change favorably = warrant fair value decreases = gain (positive impact on net income). $ONDS stock price has fell considerably since the offering, hence the massive paper gain! 🤔💭 But, how can a post-year-end event affect 2025 results? Well, GAAP allows certain subsequent events (like major financings) to be considered if they provide evidence about conditions existing at year-end. Net result? Original outlook: ~$53M full-year loss / ~$20M Q4 loss ❌ Revised: ~$50M full-year gain / ~$83M Q4 gain ✅ 💸 That $102M paper gain completely offsets the $56.6M charge and then some. 🧠 Pure accounting genius and sets Ondas up for a great Q4 earnings.

@DaltonKrum Have to wait and see!

@BMSInvests Still they increase the guide again on Wednesday?

$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👊🏻

$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)

$ONDS 🚨👀 $ONDS have now strategically invested into $UMAC, expanding their existing relationship👊🏻 stocktitan.net/news/ONDS/unus…

🚨👀 $ONDS have now strategically invested into $UMAC, expanding their existing relationship👊🏻

$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…

$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👊🏻

$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👊🏻

$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…

@BMSInvests I agree🙏🔥

$ONDS One last PR to send us in to earnings week would be great..👀