8-K: Ondas Holdings Partners Safe Pro on AI Drone Tech

Ondas Holdings Inc. announced Memoranda of Understanding with Safe Pro Group Inc. to integrate AI-powered drone imagery analysis for threat detection, following strategic investments.

Summary

• Ondas Holdings Inc. has entered into Memoranda of Understanding (MOUs) with Safe Pro Group Inc. to collaborate on AI-powered drone imagery analysis and computer vision technologies.
• The collaboration will focus on integrating Safe Pro's patented Safe Pro Object Threat Detection (SPOTD) technology into Ondas's drone hardware and software offerings.
• SPOTD technology is designed to rapidly detect over 150 different types of small, hard-to-spot threats, including landmines, anti-personnel mines, cluster munitions, and unexploded ordnance.
• This partnership follows strategic investments made by Ondas and Unusual Machines Inc. into Safe Pro Group, completed on August 21, 2025.
• The enhanced AI capabilities are intended to support end-user customers across the U.S. Government and military, public safety, commercial, and global humanitarian markets.
• Safe Pro's technology has been battle-tested in Ukraine, identifying over 31,600 threats across 7,819 hectares (19,321 acres) using 1.78 million drone images.
• The global drone accessories market is currently valued at $17.5 billion and is projected to reach over $115 billion by 2032, according to Fact.MR.

Sentiment

Score: 9

Explanation: The announcement details a highly strategic partnership and investment that significantly enhances Ondas's product offerings and market reach, particularly in high-growth defense and humanitarian sectors. The proven effectiveness of Safe Pro's technology in real-world scenarios adds substantial credibility and potential for future revenue growth.

Positives

• Strategic partnership with Safe Pro Group Inc. enhances Ondas's drone ecosystem with advanced AI-powered threat detection capabilities.
• Integration of Safe Pro's SPOTD technology provides a significant competitive advantage in defense, security, and humanitarian markets.
• The technology has proven effectiveness in real-world, active minefield environments in Ukraine, demonstrating its robust capabilities.
• Collaboration expands market opportunities for Ondas into the U.S. Department of Defense, NATO partners, and global demining operations.
• The partnership leverages Ondas's existing autonomous drone platforms with cutting-edge AI, potentially increasing demand for its solutions.
• Strategic investments by Ondas into Safe Pro Group align interests and foster deeper collaboration for future innovation.

Risks

• Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from expectations.
• More detailed information about the Company and risk factors is set forth in the Company's most recently filed Form 10-K and subsequent SEC filings.

Future Outlook

Ondas Holdings anticipates that Safe Pro's AI-powered computer vision technology will significantly contribute to its growing ecosystem of drone-based solutions, with plans to work closely with Safe Pro's team in the coming weeks and months. The collaboration aims to accelerate the deployment of next-generation, AI-powered drone solutions for critical missions and safeguarding civilian lives, with a focus on expanding into U.S. Department of Defense, NATO, and global humanitarian markets.

Management Comments

• Eric Brock, Chairman and CEO of Ondas Holdings, stated: "Safe Pro's AI-powered computer vision technology has already proven its capabilities on the battlefield of Ukraine, an accomplishment that clearly demonstrates its potential to meet the needs of demanding customers in the military and commercial markets. We believe that Safe Pro's technology has the potential to greatly contribute to Ondas's growing ecosystem of unique drone-based solutions and we look forward to working closely with their team in the weeks and months ahead."
• Dan Erdberg, Chairman and CEO of Safe Pro Group, commented: "This marks a powerful step forward as we join forces with Ondas and Unusual Machines—two of the most dynamic innovators shaping America's drone future. Together, we see tremendous opportunities both here in the U.S. and across the globe to accelerate the deployment of next-generation, AI-powered drone solutions. By combining our strengths, we are not just advancing technology—we're empowering customers to accomplish their most critical missions while safeguarding civilian lives."
• Dr. Allan Evans, Chairman and CEO of Unusual Machines, added: "Our goal is to see the American drone ecosystem emerge as a global powerhouse. Collaboration amongst companies like ours and Safe Pro is a key step toward us collectively achieving that goal. In this instance, integrating cameras with their patented AI-powered drone imagery analysis technology makes an ideal solution for removing landmines in Ukraine or helping to protect our soldiers from explosive threats on the battlefield. Collectively, we can start to export this technology and bring much needed U.S.-produced drone and AI technologies to the global market."

Industry Context

This announcement highlights a growing trend in the drone industry towards advanced AI integration for specialized applications, particularly in defense, security, and humanitarian aid. The collaboration between Ondas, a provider of autonomous drone and private wireless solutions, and Safe Pro, an AI-powered defense and security solutions leader, positions them to capitalize on the increasing demand for sophisticated aerial intelligence. The focus on U.S. DoD and NATO partners reflects a strategic alignment with national security priorities and the global need for efficient threat detection, especially in demining efforts.

Comparison to Industry Standards

• The integration of Safe Pro's SPOTD technology, which has been 'battle-tested' in Ukraine, provides a significant real-world validation that differentiates it from many nascent AI drone solutions.
• The ability to detect over 150 types of small threats, including landmines and UXO, positions this offering as a highly specialized and critical solution compared to general-purpose drone imagery analysis.
• The collaboration with Unusual Machines, a leader in FPV drone components, suggests a comprehensive approach to integrating AI across various drone platforms, from commercial to specialized defense applications, potentially setting a new standard for integrated drone ecosystems.
• The use of real-world datasets, including 1.78 million drone images and 31,600+ identified threats in Ukraine, demonstrates a robust training and validation process for the AI, which is crucial for reliability in critical applications.

Stakeholder Impact

• Shareholders: Potential for increased revenue, market share, and long-term growth due to expanded capabilities and market opportunities in defense, security, and humanitarian sectors.
• Customers (U.S. Government, military, public safety, commercial, humanitarian organizations): Access to enhanced AI-powered drone solutions for critical missions, improved threat detection, and increased operational efficiency.
• Employees: Potential for new projects, skill development, and growth opportunities within the company as new technologies are integrated and markets are expanded.
• Partners (Safe Pro Group, Unusual Machines): Strengthened collaboration and synergistic development of advanced drone and AI technologies.

Next Steps

• Ondas and Safe Pro teams will work closely in the weeks and months ahead to develop and integrate AI-powered drone imagery analysis and computer vision technologies.
• Expanded marketing efforts will focus on the U.S. Department of Defense, NATO partners, and deepening Safe Pro's footprint in Ukraine.
• Further integration of Safe Pro's real-time SPOTD threat detection data with Unusual Machines' Aura Cameras and HDO+ Goggles solutions.

Key Dates

Recommendation

This filing details a highly strategic partnership and investment by Ondas Holdings into Safe Pro Group, integrating battle-tested AI-powered threat detection technology into Ondas's drone platforms. This move significantly expands Ondas's market opportunities into critical defense, security, and humanitarian sectors, including the U.S. DoD and NATO. The proven efficacy of Safe Pro's technology in Ukraine provides a strong competitive advantage. Given the substantial market potential in drone accessories and the strategic positioning in high-growth, high-value applications, this development is a strong positive catalyst for Ondas, suggesting significant future revenue and market share growth.

Keywords

Ondas Holdings, Safe Pro Group, AI-powered drones, drone technology, computer vision, threat detection, landmine detection, unexploded ordnance, defense solutions, security solutions, humanitarian demining, strategic partnership, autonomous systems, Nasdaq ONDS, Nasdaq SPAI