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- **Revenue Surge**: Q3 2025 revenue up 14.4% YoY to $2.16 million, driven by product sales and the launch of the Outrider Southern Border drone.
- **Strategic Wins**: Selected by Drone Nerds as exclusive NDAA-compliant provider and secured a U.S. Army FPV order with on-site manufacturing support.
- **Cash Strength**: $69.9 million cash, with no immediate funding needs; focusing on scaling production and strategic talent acquisitions.
- **Military Growth**: Anticipates military revenue to dominate 2026, with single contracts potentially exceeding prior annual revenues.
- **Market Focus**: Differentiates through border security solutions and embedded manufacturing, avoiding saturated ISR drone markets.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $2.155 million, up 14.4% YoY, driven by product sales ($1.62 million) and services ($530,000). Highlighted the Outrider Southern Border drone, a multi-mission platform for border surveillance, set to go live in Arizona.
- **Strategic Partnerships**: Collaborated with Paladin AI to integrate AI into drone fleets, enhancing versatility. Draganfly was selected by Drone Nerds as the exclusive NDAA-compliant drone provider for public safety and military markets.
- **Military Expansion**: Announced a U.S. Army order for FPVs, including training and supply chain support for on-site manufacturing. This reflects a shift towards embedded hybrid manufacturing to meet scalability demands.
- **Market Positioning**: Emphasized differentiation through integrated tactical services, modular systems, and NDAA-compliant solutions. The company is targeting high-margin, addressable markets like border security and military logistics.

**【CFO Financial Commentary】**
- **Financial Performance**: Q3 2025 GAAP revenue $2.16 million, gross profit $421,000 (19.5% margin). Included a one-time $43,000 inventory write-down. Year-over-year, gross profit declined due to product mix and non-cash items.
- **Cash Position**: $69.9 million cash as of Q3, with a monthly burn rate of $1.5 million. CFO noted no immediate need for fundraising but highlighted potential acquisitions focused on strategic talent and capabilities.
- **Loss Metrics**: Comprehensive loss of $5.4 million, driven by derivative liability losses and inventory adjustments. Adjusted for non-cash items, the loss was $3.6 million, reflecting improved operational efficiency.

**【Q&A Highlights】**
- **Cash Utilization**: CEO stated $70 million cash on hand, with focus on scaling production and strategic acquisitions. No immediate need for raises, but open to opportunistic deals.
- **Military Contracts**: Anticipated military revenue to dominate 2026, with single orders potentially exceeding prior annual revenues. Highlighted the U.S. Army's focus on drone autonomy and resupply logistics.
- **Market Differentiation**: CEO emphasized Draganfly's blue ocean strategy, targeting underserved markets like border security and embedded manufacturing, rather than competing in saturated ISR drone markets.
- **Canada Expansion**: Leveraged NDAA-compliant manufacturing to capitalize on Canada's 5% GDP defense spending increase, positioning for Arctic and NATO opportunities.


Draganfly Inc. (DPRO) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DPRO

DPRO fundamentals

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