Ondas Holdings Schedules Investor Day, Confirms $25M+ 2025 Revenue Target

Rhea-AI Filing Summary

Ondas Holdings Inc. (NASDAQ: ONDS) filed a Form 8-K reporting an upcoming virtual Investor Day centered on the Ondas Autonomous Systems (OAS) segment to be held on July 9, 2025. Management reiterated its expectation to achieve ≥ $25 million of consolidated revenue in 2025, with at least $20 million coming from OAS. The filing includes a press release (Exhibit 99.1) and contains standard forward-looking-statement disclaimers. No new financial results, transactions, or changes to guidance were disclosed. Investors will gain additional strategic detail at the Investor Day, but the company remains exposed to the risks outlined in prior SEC filings.

Positive

• Reaffirmed 2025 revenue target of at least $25 million, indicating management confidence in growth trajectory, with $20 million expected from the higher-value OAS segment.
• Scheduled dedicated Investor Day for July 9, 2025, which could improve investor communication and visibility into the autonomous systems business.

Negative

• No new financial metrics or performance updates were provided, limiting investors’ ability to reassess valuation ahead of the Investor Day.
• Guidance remains forward looking and unverified; execution shortfalls could materially impact the micro-cap company’s liquidity and market perception.

Insights

Equity Research Analyst

TL;DR: Ondas schedules OAS Investor Day and reaffirms ≥$25 m 2025 revenue target; limited immediate valuation impact.

The 8-K is largely informational. Reiterating a $25 million topline goal (80% from OAS) signals management confidence yet provides no incremental data on bookings, backlog, or margins. Given ONDS’s micro-cap status, a dedicated Investor Day can broaden coverage and improve transparency, which is modestly constructive. However, with no updated KPIs, investors must wait until July 9 for clarity on commercial traction. I view the disclosure as neutral-to-slightly positive; the guidance was previously communicated and therefore already embedded in expectations.

Risk Analyst

TL;DR: Announcement changes risk profile little; forward-looking guidance still subject to execution and funding risks.

The filing introduces no new liabilities or regulatory issues, but reminds investors that the revenue objective is forward looking. Ondas operates in a capital-intensive, emerging technology niche; failure to convert pipeline into ≥$25 million revenue would pressure liquidity. The Investor Day may clarify risk-mitigation strategies, yet today’s 8-K leaves the existing risk matrix intact. Overall risk assessment remains unchanged.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) June 20, 2025

Ondas Holdings Inc.

(Exact name of registrant as specified in its charter)

Nevada		001-39761		47-2615102
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

One Marina Park Drive, Suite 1410, Boston, MA 02210

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code (888) 350-9994

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol		Name of each exchange on which registered
Common Stock par value $0.0001		ONDS		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by checkmark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events

On June 20, 2025, Ondas Holdings Inc. (“Ondas”) issued a press release announcing it will host a virtual Investor Day focused on its Ondas Autonomous Systems (“OAS”) business unit on Wednesday, July 9, 2025. A copy of the press release is attached as Exhibit 99.1 and incorporated herein by reference.

Ondas continues to expect to generate strong growth and maintains a revenue target for Ondas of at least $25 million for 2025, which includes at least $20 million of revenue for OAS.

Forward-Looking Statements

Statements made in this report that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.		Description
99.1		Press Release, dated June 20, 2025.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: June 20, 2025	ONDAS HOLDINGS INC.
	By:	/s/ Eric A. Brock
		Eric A. Brock
		Chief Executive Officer

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FAQ

When will Ondas Holdings (ONDS) hold its 2025 Investor Day?

The virtual Investor Day is scheduled for Wednesday, July 9, 2025 and will focus on the Ondas Autonomous Systems unit.

What revenue guidance did ONDS reaffirm in the June 20, 2025 Form 8-K?

Ondas reiterated its target of at least $25 million in 2025 revenue, including ≥$20 million from the OAS segment.

Does the Form 8-K include updated financial results for Ondas?

No. The filing solely announces the Investor Day and restates prior guidance; no new earnings or balance-sheet data were disclosed.

Where can investors find the detailed press release referenced in the 8-K?

The press release is attached as Exhibit 99.1 to the Form 8-K and is incorporated by reference.

Is ONDS considered an emerging growth company in this filing?

The company did not check the box for emerging growth company status in this Form 8-K.