Episode Details

Draganfly is sitting on a $90 million cash pile to fund a decade-long defense supercycle, but their Q4 2025 results reveal a massive crack in core margins.

In ~10 minutes:

• Why high-margin drone service revenues crashed 80% sequentially.

• The CFO's on-air fumble blaming the wrong segment for the drop.

• How operating expenses surged 47% to build "mass precision" drone factories. 🚁

• Why an amazing 7-hour diesel border drone couldn't save the stock.

After closing regular trading up over 5%, Draganfly shares tanked 15% following the earnings bell. Management insists they are pre-heating the oven for a massive sovereign drone contract cycle in the Middle East and Canada, but institutional investors are balking at the staggering share dilution required to get there.

Draganfly (DPRO) | Q4 FY2025

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