Australia · Delayed Price · Currency is AUD DroneShield Earnings Call Transcripts
Fiscal Year 2026
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Second highest quarterly revenue on record with $155M committed for 2026, strong cash position, and four consecutive quarters of positive net operating cash flow. Expansion in both military and commercial markets, with ambitious targets for $1B annualized revenue and 30% recurring revenue.
Fiscal Year 2025
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Record revenue growth, strong cash flow, and a robust global sales pipeline underpin rapid expansion, with SaaS revenues targeted to reach 30% and civilian markets expected to drive future growth. Gross margin is normalized at 65%, and significant investments support ongoing innovation.
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Revenues and cash receipts nearly quadrupled year-over-year, with strong growth in SaaS and a robust $2.1 billion pipeline. Europe now leads in revenue, while manufacturing and R&D expansion support rapid delivery and innovation. Gross margins remain high at 65%.
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Record quarterly revenue and cash flow highlight accelerating global demand for counter-drone solutions, with a $2.5 billion pipeline and strong SaaS growth. Manufacturing and R&D expansion support scaling, while gross margins remain robust at 70%.
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Record H1 2025 revenue surged 210% year-over-year, with Q2 up 480% and strong gross margins. SaaS and global pipeline growth, major new contracts, and positive cash flow highlight robust performance amid rising global demand for counter-drone solutions.
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Record revenues and global expansion marked the year, with over AUD 100 million secured for 2025 and significant growth in Europe and Asia. Governance enhancements, new board members, and a focus on R&D and software diversification were highlighted.
Fiscal Year 2024
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Record 2024 revenue of AUD 57.5 million was achieved, with a strong 2025 outlook and AUD 52 million in early revenue visibility. Investment in R&D and staff led to a small loss, but recurring revenues and global expansion are set to drive future growth.