Expansion & Growth Ondas is rapidly expanding through strategic acquisitions (GATE Technologies, ARAN) and geographic footprint (facility expansion in the US and Israel). This indicates a growing demand for private licensed broadband networks and managed services, presenting cross-sell opportunities to customers in rail, utilities, oil and gas, and government sectors.

Private Network Demand The SDR platform enables customers to deploy their own private licensed broadband networks and offers a managed network service. Target enterprise customers seeking secure, resilient MC-IoT connectivity in critical infrastructure can be pursued for upsell to full managed services or enhanced coverage.

Defense & Sovereign Recent acquisitions and leadership appointments in defense-adjacent segments suggest a strengthening position in sovereign defense capabilities. Sales teams can focus on defense contractors, government agencies, and defense tech integrators requiring secure, industry-standard MC-IoT networks and related services.

Financial Upside Q2 2026 revenue surged and full-year guidance raised, backed by substantial cash reserves. Demonstrates strong financial runway to fund larger scale deployments, marketing campaigns, and enterprise-grade support, enabling sales teams to pursue multi-year, large-ticket contracts.

Industry Partnerships Technology stack and client sectors indicate opportunities to partner with rail operators, utilities, oil & gas firms, and autonomous transportation companies. Leverage existing IoT, SDR, and private network capabilities to propose integrated solutions, including potential OSS/BSS and cloud-based management services.