Counterdrone market set to grow “much higher”, DroneShield’s Vornik says скачать в хорошем качестве

Counterdrone market set to grow “much higher”, DroneShield’s Vornik says

The good, the bad and the ugly of reporting season - https://www.livewiremarkets.com/wires... -- DroneShield (ASX: DRO) has just delivered a blowout 1H25 result - revenue surged 210% to $72.3m, customer cash receipts climbed 185% to $60.7m, and the company swung from a $4.8m loss to a $2.1m profit after tax. EBITDA also turned positive at $5.2m, a $10.1m improvement year on year. It’s against this backdrop that we sat down with CEO Oleg Vornik to discuss the rapidly growing counterdrone market, why demand is accelerating globally, and how DroneShield is positioning itself for the next leg of growth. “Small drones are not going away. We’re seeing an enormous amount of situations where they’re used nefariously — from narcos in Latin America, to terrorists in Africa, Chinese drones in APAC, European governments, and of course Ukraine. This is the future of warfare," he says. Time codes 00:00 – Intro 00:58 – What exactly does DroneShield do? 01:55 – On the back of 1H25 results, how sustainable are the revenue streams? 05:57 – The largest increase in defence budgets since WWII: how it flows into drones and counterdrone technology. 08:20 – DroneShield’s $2.4b pipeline, competitors, and SaaS-like revenues. 14:26 – Why DRO is investing in manufacturing hubs in Europe and the US, and the “Apple–Foxconn” analogy. 17:27 – How much business DRO is doing in Australia and the advantage of an Australian CEO. 19:19 – How DroneShield uses AI in its technology and why this is a differentiator. 23:22 – Key signals investors should watch for the company.