Ondas Holdings ($ONDS) is a tech company focused on digitizing industrial and government operations—moving from private wireless networks into autonomous systems like AI-powered drones and robotics.

In this episode, we unpack Ondas’ dramatic pivot from a legacy wireless-network vendor into a two‑headed business: Ondas Networks (secure private wireless for mission‑critical industries) and Ondas Autonomous Systems (OAS), built from acquisitions like American Robotics and Airobotics and centered on “drone‑in‑a‑box” Robot‑as‑a‑Service offerings for security, data collection, and counter‑drone/defense use. We explore the company’s strengths—an integrated system‑of‑systems approach, FAA‑certified tech, defense contracts, and a partnership for advanced analytics—that could let it compete with larger telecom and defense players by being specialized and agile. We also dig into the downsides: rapid growth that’s come with heavy cash burn and ongoing unprofitability, the risk that a growing backlog may not fully convert to durable revenue, execution and integration complexity across two very different businesses, fierce competition from telcos and established defense contractors, and shareholder dilution and volatility tied to frequent capital raises. Is Ondas a nimble challenger with real staying power in a booming autonomous‑systems market, or a risky, cash‑hungry bet trying to prove it can scale?

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