Ondas Holdings Inc. (ONDS) Reports Q4 Loss, Tops Revenue Estimates Ondas Holdings Inc. (ONDS) reported a quarterly loss of $0.39 per share for the fourth quarter, significantly exceeding the Zacks Consensus Estimate of a $0.06 loss per share. This marks a stark contrast to the company’s loss of $0.14 per share in the same period a year earlier. The figures have been adjusted for non-recurring items, providing a clearer view of the company’s core performance. The earnings report revealed an earnings surprise of -609.09%, highlighting the disparity between actual results and expectations. A quarter prior, analysts had anticipated a loss of $0.05 per share, but the company’s actual loss of $0.06 delivered a surprise of -20%. Over the past four quarters, Ondas has surpassed consensus earnings estimates only once, indicating a generally underperformance in meeting financial expectations. Despite the earnings shortfall, the company’s revenue for the quarter ended December 2025 reached $30.11 million, surpassing the Zacks Consensus Estimate by 7.54%. This represents a significant improvement compared to the year-ago revenue of $4.13 million. Ondas has exceeded revenue estimates four times in the last four quarters, showcasing consistent performance in top-line growth. The stock’s immediate price movement following the report will largely depend on management’s commentary during the earnings call. Investors will be keen to hear insights into the company’s strategy, operational challenges, and future outlook. Ondas shares have gained approximately 3.1% year-to-date, outperforming the S&P 500’s decline of 5% during the same period. However, the company’s stock remains in a volatile position, with its performance closely tied to both internal factors and broader market conditions.#att #ondas_holdings_inc #zacks_consensus_estimate #wireless_national_industry #zacks_rank
Telecom and Energy Networks Embed AI to Streamline Workloads Telecom and infrastructure leaders are integrating artificial intelligence directly into networks and physical systems to enable real-time processing, moving away from reliance on remote data centers. This shift allows AI to act on data as it is generated, rather than waiting for centralized servers to process it. The transformation is reshaping how infrastructure functions, turning it into an AI grid capable of supporting applications like industrial automation, fraud detection, and autonomous systems. By processing data at the "edge"—such as cell towers, utility grids, or industrial equipment—companies are reducing latency, enhancing data security, and ensuring critical systems remain operational even with limited connectivity. This approach is being driven by major telecom and technology firms, which are embedding AI into everyday infrastructure to create faster, more responsive systems. At Nvidia GTC, several companies announced advancements in this direction. AT&T, Cisco, and Nvidia are collaborating on an AI Grid, a platform that runs AI directly on telecom networks. This system combines connectivity, software, and hardware to process data closer to its source, transforming telecom infrastructure from a simple data transmission tool into a computing platform. The initiative highlights a broader trend where networks are becoming environments for AI operations, rather than just pathways for data. T-Mobile is also adopting this model, working with Nvidia and Nokia to test AI applications on its 5G network. These systems allow cell towers and other network sites to run AI tasks alongside their traditional functions. By processing data locally, the AI can respond almost instantly, making it ideal for time-sensitive applications.#nvidia #nvidia_gtc #att #cisco #itr
