Ondas Networks

What Ondas Networks does

Ondas Inc. (NASDAQ: ONDS) is a publicly traded autonomous systems and private wireless technology platform operating through two principal business units: Ondas Networks, which designs and manufactures its multi-patented FullMAX Software Defined Radio (SDR) platform supporting IEEE 802.16s/t ("dot16") standards for Mission Critical IoT (MC-IoT) applications including FCC-mandated North American rail network upgrades; and Ondas Autonomous Systems (OAS), which integrates a portfolio of AI-powered autonomous aerial (Optimus, Iron Drone Raider, Rotron VTOL, Stratollite), ground (Roboteam, Apeiro Motion), counter-UAS (Sentrycs Cyber-over-RF, Iron Drone), and orchestration software platforms (SkyWeaver, Omnisys BRO, LADOS) into a unified multi-domain defense and critical infrastructure architecture. The company serves defense, homeland security, critical infrastructure, rail, and utilities customers across the United States, Israel, United Kingdom, Germany, Ukraine, Middle East, Asia-Pacific, and 40+ countries globally.

The company's revenue model is diversified across hardware product sales (drones, counter-UAS, ground robotics, FullMAX radio equipment, stratospheric platforms), recurring Robot-as-a-Service/Drone-as-a-Service subscriptions (Optimus System), managed network services for mission-critical private broadband networks, government and defense IDIQ prime contracting (via Mistral Inc.), and approximately 95% recurring software/subscription revenue in its Cyberhawk infrastructure inspection business. Customer acquisition is driven by direct enterprise and government field sales, competitive tenders, and partnership channels including ONBERG (Heidelberger Druckmaschinen AG JV) for European markets and integration agreements with tier-1 defense primes (Lockheed Martin) and AI platforms (Palantir Technologies).

Following a major strategic transformation in 2025–2026, Ondas rebranded from Ondas Holdings Inc., relocated its corporate headquarters to West Palm Beach, Florida, executed approximately 15 acquisitions in two years, and raised over $1.8 billion in equity capital to fund the autonomous defense platform buildout. The company operates at a material net loss (~$53M FY2025) while investing heavily in integration, infrastructure, and product development, with FY2026 revenue guidance of at least $390 million against a $457 million pro forma backlog.

Name

Ondas Networks

Legal name

Ondas Inc.

Website

https://ondas.com

Company type

Public

Founded year

2006

Operating status

Operating

Headcount range

251–500 employees

Short description

Ondas Inc. (NASDAQ: ONDS) provides integrated autonomous defense systems (aerial, ground, counter-UAS, AI orchestration) and FullMAX SDR mission-critical wireless networks to defense, homeland security, rail, and critical infrastructure customers across 40+ countries.

Ownership category

akta.pro rank

Product category

Mission Critical Wireless Networks & Autonomous Defense Systems

NAICS

Wireless Telecommunications Carriers (except Satellite) (517112), Computer Systems Design and Related Services (54151)

SIC

Computer Communications Equipment (3576), Communications Services, Nec (4899), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Cybersecurity, Identity & OTA Update Management for Connected Vehicles (TLAEAFAO)

akta.pro secondary industry

Cargo/Asset Security & Theft Prevention Telematics (TLAEANAJ)

Keywords

• Mission critical wireless networks
• Software defined radio platforms
• Autonomous drone systems
• Counter-UAS solutions
• Defense technology integration

Headquarters

HQ city

Sunnyvale

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Operations, Marketing or Sales

Revenue model

1. Product Sales (Hardware): Hardware product revenue from sales of autonomous drone systems (Optimus, Iron Drone Raider, Scout System), counter-UAS platforms, ground robotic systems (Roboteam, Apeiro Motion), heavy engineering vehicles (INDO Earth Moving), SDR radio equipment (FullMAX), and stratospheric balloon platforms (Stratollite). Q1 2026 product revenue of $38.4 million represented ~76% of consolidated revenue.
2. Robot-as-a-Service (RAAS) and Subscription Services: Recurring service and subscription revenue from drone-in-a-box turnkey data solution services for the Optimus System under RAAS business model; included $9.3M in service and subscription revenue in Q1 2026 (consolidated).
3. Development Revenue: Engineering and product development services revenue including $2.4M in Q1 2026 consolidated development revenue.
4. Managed Network Services: Ondas Networks offers mission-critical entities the option of a managed network service for their private licensed broadband wireless networks.
5. Critical Infrastructure Inspection Software & Analytics (Cyberhawk): ~95% recurring revenue from multi-year customer contracts and software subscriptions for drone-based inspection services, AI-enabled asset analytics, and the iHawk cloud-native visualization platform; $95 million backlog across utility, renewable energy, and energy infrastructure markets.
6. Government and Defense Contracts (IDIQ): Prime contracting revenue from U.S. Department of Defense IDIQ contracts and similar procurement vehicles, with Mistral Inc. alone serving as prime on over $1 billion in defense contracts covering weapon systems, UAS, and drones.

Pricing tiers

Go-to-market motion1 record

Distribution channels8 records

Marketing channels9 records

Core offering

Ondas Networks designs and manufactures its multi-patented Software Defined Radio (SDR) FullMAX platform, supporting IEEE 802.16s/t (dot16) standards for Mission Critical IoT (MC-IoT) applications, including next-generation head-of-train/end-of-train rail communications. Through its parent Ondas Inc. and the Ondas Autonomous Systems (OAS) business unit, it sells autonomous aerial drone systems, counter-UAS platforms, ground robotics, stratospheric ISR, and AI-powered command-and-control software to defense, homeland security, rail, utilities, and critical infrastructure customers.

Differentiator

Problem solved

Functional benefit

Brands

• Ondas Networks: Wireless networking company designing and manufacturing multi-patented Software Defined Radio (SDR) platform for Mission Critical IoT (MC-IoT) applications, supporting IEEE 802.16s/t ("dot16") standard
• Ondas Autonomous Systems (OAS)
• Ondas Capital
• American Robotics
• Airobotics
• Iron Drone
• Sentrycs
• World View
• Roboteam
• 4M Smart Demining
• Omnisys
• Rotron
• Apeiro Motion

Products and services

• FullMAX Software Defined Radio (SDR) Platform IEEE 802.16s/t (dot16) compliant multi-patented SDR radio platform optimized for Mission-Critical IoT, providing private licensed broadband wireless connectivity for rail (HOT-EOT), utilities, oil and gas, transportation, aviation, and government entities at lower cost than LTE 4G/5G.
• Optimus Drone System Drone-in-a-box turnkey autonomous data capture solution, the first FAA-approved fully automated BVLOS small UAS, sold under a Robot-as-a-Service (RAAS) recurring model for security, public safety, and infrastructure inspection.
• Iron Drone Raider Counter-UAS Platform Autonomous counter-drone interception platform that physically engages hostile drones as an autonomous interceptor, deployed for border protection, military base defense, and event security.
• Sentrycs Cyber-over-RF Counter-UAS Platform Cyber-over-RF and protocol-manipulation counter-UAS technology that detects and takes control of hostile drones at the communication protocol layer, deployed across 25+ countries on six continents.
• Stratollite High-Altitude Balloon ISR Platform High-altitude stratospheric ISR and remote sensing platform providing persistent multi-domain intelligence for government and defense customers.
• Omnisys Battle Resource Optimization (BRO) Software AI-powered vendor-agnostic battlefield orchestration software for multi-domain defense planning and real-time decision-making across air, ground, electronic warfare, and cyber domains.
• LADOS Layered Autonomous Defense Operational C2 System Operational command-and-control layer connecting autonomous drones, sensors, robotic platforms, and effectors into a unified systems-of-systems architecture to reduce operator workload across air defense, counter-UAS, ISR, ground robotics, and critical infrastructure missions.
• SkyWeaver Agentic AI Platform Palantir-powered Agentic AI orchestration layer for multi-domain mission autonomy across aerial, ground, and stratospheric assets.
• BIRD Aerosystems Airborne Missile Protection Platform Airborne missile protection and counter-UAS platform installed on more than 700 aircraft across 40+ aircraft types, serving U.S. Army, NATO, and Asia-Pacific armed forces.
• 4M Defense Smart Demining Systems AI-powered robotic demining systems with subsurface and terrestrial capabilities for high-speed, cost-efficient landmine and UXO clearance.
• Cyberhawk iHawk Cloud Inspection Platform Cloud-native digital-twin inspection, visualization, geospatial intelligence, asset tracking, and AI-assisted analytics platform for utility, renewable energy, and energy infrastructure customers across 40 countries.
• Iron Wave Autonomous Defense System Integrated autonomous defense system with UGV and containerized deployment for area air defense and force protection.
• Dual Shield Counter-UAS System Modular truck-mounted counter-UAS system for maneuvering forces and mobile field operations.
• Iron Arrow Long-Range Interceptor Platform Long-range interceptor drone platform for autonomous counter-drone engagement.
• Managed Network Services Managed network service offering for mission-critical entities operating private licensed broadband wireless networks based on the FullMAX SDR platform.

Quantifiable outcome

• 1,065% YoY revenue growth in Q1 2026 to $50.1M
• +10 more outcomes

Named customers25 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature11 records

Partnerships

20 partnerships are on record, tiered major strategic partnership, major acquisition, mid-tier partnership, flagship strategic partnership, flagship acquisition/strategic partnership, board-level advisor, mid-tier acquisition, major partnership, advisory board member and minor acquisition.

• Lockheed Martinmajor strategic partnershipTechnology or Integration · 23 June 2026Sentrycs (Ondas subsidiary) announced collaboration to integrate Sentrycs Cyber-over-RF counter-UAS technology into Lockheed Martin's Sanctum™ C-UAS Platform, expanding deployment into a major U.S. defense prime contractor's ecosystem.
• Cyberhawkmajor acquisitionStrategic or Co-development Partner · 18 June 2026Acquisition agreement for approximately $125 million (~95% cash funded). Cyberhawk operates in 40 countries with 300+ customers including PG&E, Southern California Edison, Shell, SSE, ESB, Qatar Energy, and Bechtel. Forecasts $45+ million revenue for FY ending March 2027 with ~95% recurring revenue, $95 million backlog, and EBITDA margins expected to expand to 25%+ by 2030. Brings cloud-native iHawk platform with 232+ TB of proprietary inspection data on 500,000+ assets. Expected to close Q3 2026.
• Omnisys Ltd.major acquisitionStrategic or Co-development Partner · 18 May 2026Acquired 100% of Israeli Omnisys Ltd. (developer of AI-powered Battle Resource Optimization software) for approximately $200 million in stock. BRO platform deployed for 25+ years and combat-proven in layered air defense environments, supporting battlefield planning across air, ground, electronic warfare, and cyber domains. Omnisys employs approximately 185 people in Rosh Haayin, Israel.
• Kopin Corporationmid-tier partnershipStrategic or Co-development Partner · 21 April 2026Partnership collaboration with Kopin Corporation targeting the U.S. drone market, leveraging Kopin's microLED display technology for defense applications alongside Theon partnership for European/NATO defense.
• World View Enterprisesmajor acquisitionStrategic or Co-development Partner · 1 April 2026Acquired World View Enterprises following $10 million prior strategic investment and partnership. World View completed 140+ stratospheric flight operations serving NASA, NOAA, U.S. Department of War, and U.S. Air Force. Combines stratospheric persistence with Ondas' autonomous aerial and ground systems to create unified multi-domain AI-powered intelligence architecture.
• Heidelberger Druckmaschinen AG / HD Advanced Technologies GmbHflagship strategic partnershipStrategic or Co-development Partner · 18 March 2026Joint venture called ONBERG Autonomous Systems, formalized March 18, 2026 following December 2025 MoU. Combines Ondas' battle-proven counter-UAS (Iron Drone Raider) and ISR technologies with Heidelberg's German industrial scale and manufacturing capabilities. Center of excellence at Heidelberg's Brandenburg an der Havel site targets Germany and Ukraine as first phase markets with phased expansion across the EU. Operations began immediately with marketing in Germany and Ukraine, positioning as a one-stop shop from development through series production focused on European supply chains.
• INDO Earth Moving Ltd.major acquisitionStrategic or Co-development Partner · 17 March 2026Acquired heavy engineering equipment company INDO Earth Moving Ltd. for $5.66 million in cash and 5.49 million shares. Brings a $140 million military vehicle tender with deliveries expected beginning Q2 2026, including dozens of military heavy engineering platforms over a two-year period.
• Rotron Aerospace Ltd.major acquisitionStrategic or Co-development Partner · 16 March 2026Acquired UK-based Rotron Aerospace Ltd. integrating VTOL platforms, long-range unmanned aircraft, advanced aero-engines, and integrated propulsion systems into Ondas Autonomous Systems. Provides strategic UK and NATO footprint with relationships with UK Ministry of Defence, supporting NATO Programs and allied defense localization initiatives.
• Palantir Technologiesflagship strategic partnershipStrategic or Co-development Partner · 12 March 2026Strategic partnership announced March 12, 2026 to develop AI-enabled operational architecture for multi-domain ISR missions. Integrates Palantir's Artificial Intelligence Platform with World View's Stratollite high-altitude balloon platform and Ondas' unmanned aerial and ground systems (Optimus drone, Iron Drone Raider counter-UAS) into a unified command-and-control network via three programs: Warp Speed, AI Flight Director, and SkyWeaver. SkyWeaver is described as Palantir-powered Agentic AI layer for multi-domain mission autonomy. Initial integrations expected by late 2026.
• BIRD Aerosystemsmajor acquisitionStrategic or Co-development Partner · 11 March 2026Acquired BIRD Aerosystems to expand into airborne missile protection market for UAS and aircraft. BIRD's globally deployed aircraft protection platform installed on 700+ aircraft across 40+ aircraft types serving U.S. Army, NATO, and Asia-Pacific armed forces. Adds advanced sensing, mitigation, and command-and-control technologies for counter-UAS, border protection, maritime surveillance, and airspace monitoring.
• Mistral Inc.flagship acquisition/strategic partnershipStrategic or Co-development Partner · 9 March 2026$175 million all-stock merger agreement providing Ondas with direct prime contractor access to U.S. Army and Special Operations contract vehicles, plus U.S.-based manufacturing, integration, and federal contracting infrastructure. Mistral brings $264 million in contracted backlog and serves as prime on over $1 billion of IDIQ and DoD contracts for weapon systems, UAS, and drones. Merger completed April 24, 2026.
• David Chinn (McKinsey Senior Partner)board-level advisorOthers · 5 March 2026David Chinn appointed to Ondas Autonomous Systems' Board of Directors to support global defense expansion. Brings experience advising defense, government, and technology sectors.
• Brent Laing (Former Canadian Pacific Railway / Canadian National executive)board-level advisorOthers · 2 December 2025Brent Laing joined Ondas Networks Board as Independent Director to accelerate IEEE 802.16t (dot16) protocol adoption in North American rail communications. Laing is recognized as 2023 RT&S Engineer of the Year and serves on AREMA's Board of Governors.
• Sentrycs (Sentry CS Ltd.)major acquisitionStrategic or Co-development Partner · 18 November 2025Acquired Israel-based Sentry CS Ltd., a global leader in Cyber-over-RF counter-UAS technology deployed in 25+ countries. Expands Ondas' product portfolio and global reach in layered counter-UAS solutions enabling rapid detection and control of hostile drones at the communication protocol layer.
• Insight Intelligent Sensors Ltdmid-tier acquisitionStrategic or Co-development Partner · 29 October 2025Acquired controlling interest in Israeli AI-driven electro-optical sensing systems developer. Insight's technology is operationally proven in real-world U.S. and Israeli defense programs, enhancing Ondas' autonomous systems and sensing capabilities across defense and commercial markets.
• 4M Defense Ltd.major acquisitionStrategic or Co-development Partner · 27 October 2025Acquired controlling interest in Israeli demining company 4M Defense Ltd., specializing in AI-powered robotic systems and subsurface/terrestrial demining capabilities validated by Israeli Ministry of Defense. Expands market into global landmine and UXO clearance with high-speed, cost-efficient operations.
• Rift Dynamics and Nammomajor partnershipStrategic or Co-development Partner · 13 October 2025Ondas expanded its Rift Dynamics partnership to include Nammo for a fully integrated Wåsp munition drone targeting the U.S. defense market. American Robotics serves as prime contractor and exclusive distributor, leveraging Nammo's warhead technology and U.S. production facilities.
• Apeiro Motionmid-tier acquisitionStrategic or Co-development Partner · 18 August 2025Acquired Israeli robotics developer Apeiro Motion for $12 million, integrating ground robotics and communications technologies (advanced ground robotics and tethered UAV systems with proprietary navigation and communications) into Ondas Autonomous Systems unit.
• Brigadier General (Res.) Yaniv Rotemadvisory board memberOthers · 1 August 2025Brigadier General (Res.) Yaniv Rotem appointed to Ondas Autonomous Systems' Advisory Board to assist in global expansion and leadership in autonomous drone and AI-powered ISR platforms. Background in Israeli defense R&D, missile systems, laser defense, and AI-enabled ISR.
• Ardenna Inc.minor acquisitionStrategic or Co-development Partner · 21 March 2022Ondas Holdings through subsidiary American Robotics acquired Ardenna Inc., a company specializing in image processing and machine learning software for rail monitoring, to enhance drone-based rail inspection solutions.

Scale indicators24 records

Recent moves9 records

Expansion highlights7 records

Direct peers

• AeroVironment: AeroVironment designs and manufactures unmanned aerial systems (Switchblade, Puma, Raven) primarily for U.S. DoD and allied defense customers. It is a direct peer to Ondas' autonomous drone and tactical UAS portfolio (Optimus, Iron Drone, Iron Arrow, Rotron) and competes head-to-head for defense prime and government contracts.
• Kratos Defense & Security Solutions: Kratos develops target drones, unmanned systems, jet propulsion, and microwave electronics for defense, with strong positioning in the same tactical autonomous drone and counter-UAS markets as Ondas' Optimus, Iron Drone, and Rotron VTOL platforms.
• Anduril Industries: Anduril is a private, founder-led autonomous defense systems company (Lattice OS, Roadrunner, Bolt) competing with Ondas in counter-UAS, AI-enabled autonomous defense, and multi-domain command-and-control, with similar defense prime and allied government customer base.
• Shield AI: Shield AI builds AI-piloted autonomous aircraft (Hivemind, V-BAT) and ISR autonomy software for U.S. DoD and allied nations — a direct peer to Ondas' SkyWeaver/BRO autonomous defense software stack and aerial platforms (Optimus, Iron Drone, Rotron VTOL).
• DroneShield: DroneShield is a listed pure-play counter-UAS vendor (DroneGun, DroneSentry, DroneSentry-C2) competing directly with Ondas' Sentrycs Cyber-over-RF, Iron Drone Raider, and integrated counter-UAS offerings for defense, government, and critical-infrastructure customers globally.
• D-Fend Solutions: D-Fend Solutions provides cyber-based counter-UAS takeover technology (EnforceAir) directly competing with Sentrycs Cyber-over-RF in the protocol-manipulation C-UAS segment across defense, homeland security, and airport/prison/federal facility deployments.

Broad incumbents

• CACI International: CACI is an established U.S. defense technology and government services prime contractor (electronic warfare, ISR, intelligence) overlapping with Ondas' Mistral-acquired prime contracting capabilities and multi-domain ISR/battlefield software offerings (Omnisys BRO, SkyWeaver).
• Lockheed Martin: Lockheed Martin is a major U.S. defense prime with a broad portfolio including C-UAS (Sanctum platform, with which Ondas' Sentrycs is now integrated), autonomous systems, and ISR. It is both a partner (Sanctum integration) and broad competitive incumbent in counter-UAS and autonomous defense markets.
• RTX Corporation: RTX (Raytheon, Collins, Pratt & Whitney) operates across counter-UAS, autonomous systems, and defense electronics that overlap with multiple Ondas platforms, including counter-UAS (Raytheon Coyote), and is a broad-incumbent comparator for Ondas' defense revenue mix and government customer base.

Others

• Palantir Technologies: Palantir is the strategic AI partner powering Ondas' SkyWeaver Agentic AI platform and a thesis-defining adjacent player in defense AI orchestration. While not a direct product competitor, Palantir's Foundry/AIP is the operating-system layer that Ondas' autonomous defense stack is built on top of — making it a key ecosystem counterpart.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/OndasHoldings
• YouTubeyoutube.com/@OndasAutonomousSystems
• LinkedInlinkedin.com/company/ondasnetworks
• Facebookfacebook.com/qondatijuca

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries18 records

Funding overview

Funding rounds18 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A22 records

Investments13 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ondas Networks