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DroneShield
DroneShield (DRO) investor relations material
DroneShield Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Jan, 2026
Executive summary
Achieved record financial performance in 2025, with revenue up 277% year-over-year to A$216.5m and all-time high metrics across revenue, cash receipts, and SaaS growth.
Revenues and cash receipts reached approximately $202 million, nearly quadrupling year-over-year, with $100 million in locked-in revenue carried into 2026.
SaaS revenue grew from under AUD 3 million in 2024 to nearly AUD 12 million in 2025, with over AUD 18 million already secured for 2026.
Maintains a robust sales pipeline of A$2.09bn as of January 2026, diversified across 300+ deals and multiple geographies.
Strong cash position with A$201.1m as of January 2026, supporting ongoing investment and expansion.
Financial highlights
4Q2025 revenue reached A$51.3m, up 94% quarter-over-quarter; full-year 2025 revenue was A$216.5m, up 277% year-over-year.
4Q2025 customer cash receipts were A$63.5m, up 142% quarter-over-quarter; full-year customer cash receipts were A$201.6m, up 256% year-over-year.
SaaS revenues for 2025 were A$11.6m, up 312% year-over-year.
Gross profit margin is approximately 65%, supported by high-margin hardware and growing SaaS contributions.
Profit before tax for HY2025 was A$5.2m, the most profitable half-year in company history.
Outlook and guidance
Committed revenues for 2026 stand at A$95.6m, the strongest start to a year on record.
No formal revenue guidance provided due to the nascent industry, but management targets a multiple increase in 2026 sales.
SaaS is expected to grow to 30% of total revenue over several years, with recurring revenue from hardware refresh cycles and a shift to counter-drone as a service.
Civilian sector projected to contribute up to 50% of revenue over the next five years, with subscriptions central to growth.
All new products to include SaaS components, with software playing an increasing role as hardware becomes more open-ended.
SaaS strategy for 50% civilian revenue target
NSPA rating and LAND 156 market access impact
Future product pipeline from AI software, R&D
SaaS strategy: impact on ASP and gross margin
Cat-and-mouse dynamic: DroneShield's tech response?
U.S. civilian market: near-term vs long-term outlook?
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All proposals passed, with no questions raised and results to be filed on Form 8-K.
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Frequently asked questions
DroneShield Limited is an Australian and U.S.-based company specialized in counter-unmanned aerial systems (C-UAS) technology. The company focuses on developing and providing advanced solutions for protection against drones and other unmanned systems. Its technology suite includes Radio Frequency (RF) sensing, Artificial Intelligence (AI) and Machine Learning (ML), Sensor Fusion, Electronic Warfare, Rapid Prototyping, and MIL-SPEC manufacturing. DroneShield offers a range of products and services designed for drone detection, identification, and neutralization, catering to military, government, and commercial sectors worldwide. The company is headquartered in Sydney, New South Wales, Australia, and its shares are listed on the ASX.
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