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Next Vision Stabilized Systems Ltd. Investor Presentation 2026
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Investor Presentation
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NextVision
STABILIZED SYSTEMS LTD
Investor Presentation
Stabilized Systems Ltd.
May 2026
Disclaimer
NextVision STABILIZED SYSTEMS LTD
This presentation is provided by NextVision Stabilized Systems Ltd. (the "Company") as a general presentation about the Company's activities and industry.
The information provided in this presentation and any other information that will be provided as part of the presentation is offered for informational purposes only and is not exhaustive of all the data about the Company and its activities and must be read together with the Company's financial statements and its immediate reports.
This presentation does not constitute an offer to buy or sell or an invitation to receive offers to purchase securities in any jurisdiction and is intended for informational purposes only.
The information provided in this presentation does not constitute a basis for making an investment decision nor does it constitute a recommendation or opinion and may not substitute any deliberation of potential investors. This presentation does not include the full results and financial information of the Company nor the explanations thereto or the details of the Company's general activity or risk factors. Hence, this presentation does not substitute an independent due diligence and personal consulting taking into account each investor's personal situation, nor does it pretend to encompass or contain all the information that may be relevant for the purpose of making an investment decision.
This presentation may include forward-looking information as defined in the 1968 Securities Law, which consists of forecasts, goals, estimates, evaluations and other information relating to future events or matters whose realization is uncertain and outside the control of the Company. Forward-looking information does not constitute a proven fact and is based on the Company's subjective assessments and macroeconomic facts and data as are known to the Company at the time this presentation is formulated.
The forward-looking information in this presentation is also based on the existing information in possession of the Company, on the Company's current expectations and assessments regarding future developments in the Company and on the interaction of such developments with each other. The realization or non-realization of the forward-looking information is impacted among other things, by risk factors that characterize the Company's activities and industry, as well as by general occurrences and by external factors that affect the Company's activities, which cannot be foreseen and which are not under the Company's control. In addition, as of the date of this presentation, it is not possible to assess the full consequences of the outbreak of the War of Iron Swords on the economy and the results of the Company's activities.
The Company cannot provide assurance that its expectations and estimates, including regarding its plans, will indeed be realized and the results of the Company's activities may differ substantially from the results estimated or implied from this presentation, among other things, due to changes in any of the said factors. Also, the Company cannot provide assurance that its basic assumptions contingent on third parties will be realized. Therefore, readers of this presentation are cautioned that the Company's actual future results and achievements may differ materially from those on data and information available to the Company at the time of the presentation and the Company does not undertake to update or amend any such forecast or estimate in order to reflect events or circumstances that will apply after the date of this presentation.
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
NextVision Stabilized Systems
A global leader in stabilized video solutions for small platforms for the defense, commercial, and civilian markets
An R&D company
Developing 2-3 new products every year
One of the best performance-to-size/weight ratios worldwide at a competitive price and with high reliability
$315
Revenue target update for 2026 (*)
87% growth compared to 2025
$414M
Global offering
90% from global investors
~$10B
Market cap
as of May 2026
+70%
Annual growth rate over
the last 5 years
$288.6M
Order backlog
as of May 10, 2026
Doubling production capacity
+5,000
Units per month by the end of 2026
- 2026 Revenue Target represents target set by NextVision Board of Directors and is not an estimate or projection.
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
Extensive Product Offering
NextVision’s systems span an array of sensor types and system sizes, offering varied solutions for a broad range of mission profiles
Continuous investment in R&D and innovation support an ever-advancing product portfolio
Video Processing Units
Ready-to-Install Mounts
Retracting Solutions
Third-Axis Add-on
Quick Release Adapters
- Note: Numbers and multiples above NextVision’s systems represent infrared camera photo resolution (expressed in pixels) and infrared camera zoom range (expressed as a multiple of DragonEye 2 range).
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Comprehensive Software Suite Drives Mission Success
Planning
Intuitive UI allows planning in the same environment missions will be executed, ensuring preparedness
Camera Control
In-house control software seamlessly integrates with NextVision's products, driving mission success
Simulation
Built-in simulation software allows operators to train as they'll perform, perfecting cadence ahead of time
Video Distribution
Live screening directly from NextVision's products, enabling continuous monitoring of progress
Control (CCA/CCA2/CCA3)
Built-In Configuration
Battle-Ready Upgrades
In-House Video Management
Advanced and Expanded Processing Capabilities
Onboard Processing is essential for operation in variable environments, in order to meet the requirements of each mission
Object Recognition
Object & Area Tracking
Video Motion Detection
Image Enhancement
Geographic Referencing
Video Caching & Recording
Video Compression & Streaming
The TRIP series video processors integrate seamlessly with Next Vision's hardware and offer applications for every mission
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
New Products In 2026
An R&D company that launches 2–3 new products to the market each year, while continuously investing in recruiting and expanding the development teams
Raptor 3X
- Leveraging and expanding the product's success
- Increased detection ranges for a 3-axis solution
- Increased maneuverability
Stinger
- Adapted for high speeds
- Cost Effective
- Designed/adapted for mass production
TRIP7
- Advanced platform for running NextVision’s developments
- Enables running customer applications
- Advanced video processing
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Value Drivers And The Company’s Positioning In The Market
The company established its position in the market thanks to a combination of technological innovation, operational experience, and advanced production and supply capabilities
Technology
Proven Operational Experience
Production Capability and Meeting Market Requirements
Financial Strength
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
Competitive Advantages And Tailwinds From Market Trends
| ## 01
Increasing use of unmanned systems in modern warfare, with global leaders take steps to replenish their arsenals | ## 02
Global defense spending is reaching new heights, leading to multi-billion-dollar TAMs for unmanned | ## 03
Strategic positioning within the U.S. defense ecosystem as an approved vendor withing the Blue UAS Framework |
| --- | --- | --- |
| ## 04
NextVision’s Products Were Purpose-Designed to Enable Today’s Unmanned Systems | ## 05
A leading company with field-proven solutions and broad mission relevance | ## 06
Trusted by the leading customers for diverse and complex missions |
| ## 07
Strong financial standing, driven by a solid backlog and long-standing partnerships with strategic customers | | |
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Evolving Use of Unmanned Systems in Modern Warfare
CSIS
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
SCRIPPS NEWS
MilitaryTimes
Ungentlemanly Robots: Israel's Operation Rising Lion and the New Way of War
"Israel's strike, like Ukraine's earlier Operation Spider's Web, validates how small autonomous systems – when staged forward and synchronized with long-range fire – compress the timeline to relative superiority."
– Center for Strategic and International Studies
June 2025
Source: Various news sources.
Investor Presentation | May 2026
Operation Spider's Web: How Ukraine Rewrote the Rules of Drone Warfare
"Military analysts say the strike, launched in the early hours of June 1, 2025, is a wake-up call – not just for Russia, but for the world. It showed how accessible, low-cost technology, coupled with sharp strategy, can deliver devastating precision from hundreds of miles away."
– Scripps News
July 2025
US Confirms First Combat Use of LUCAS One-Way Attack Drone in Iran Strikes
"The newly formed Task Force Scorpion Strike squadron, a first-of-its-kind one-way attack drone squadron led by US SOCOM-Central personnel... sets the conditions for using innovation as a deterrent."
– Military Times
February 2026
NextVision STABILIZED SYSTEMS LTD
With Global Leaders Taking Steps to Fill Their Arsenals
Establishment of the Defense Autonomous Warfare Group Exemplifies Enduring Focus on Unmanned Systems Spending
Pentagon officials broadly detail $55 billion drone plan under DAWG
Drone Dominance, Blue Lists and DAWG: Inside the War Department's Unmanned Push
Pentagon unveils Drone Dominance Program with 'Gauntlets' to rapidly expand its small UAS arsenal
- In April 2026, the Department of War announced a $55 billion FY2027 budget request for drone and autonomy development, a 24,070% increase over the ~$226 million received in FY2026
- Leverages the Defense Autonomous Warfare Group (DAWG) for procurement, a pathfinder organization with broad flexibility to fund cutting-edge technology
- Emphasis on research and development dollars to support rapid innovation and the ability to quickly develop new capabilities
- Builds on June 2025 “Unleashing American Drone Dominance” Executive Order, which removed legacy procurement rules and accelerated times to delivery for autonomous systems
Source: Various news sources.
Investor Presentation | May 2026
DefenseNews
CENTCOM Launches New “Suicide Drone” Attack Force in Middle East
THE|DIPLOMAT
Japan Moves to Institutionalize Drone Warfare as Manpower Shortfall Deepens
The Guardian
Defense Sovereignty: Europe Races to Build the Low-Cost Weapons of the Future
THE 2026 HINDU
Indian Army Scales Up Drone Induction, Aims to Make Every Soldier a Drone Operator
NextVision SYNARICUS SYSTEMS LTD
The Main Demand Drivers For The UAV Payload (EO/IR) Market
-
Decentralized Procurement Structures
Expansion of procurement from battalion to company and squad levels supports step-change growth in installed base -
Dynamic Operations Require Additional Sensors
Mission-specific requirements necessitate expanded sensor capabilities for day, night and infrared conditions -
Increasing Cadence of Upgrades Over System Life
Dynamic nature of a rapidly evolving battlefield drives need for multiple sensor upgrades throughout a platform's life -
Shift to Distributed Warfare in BVLOS Environments
Emphasis on swarming, GPS-denied ops and Edge-AI shifts the camera from an optional observation component to a critical decision-making sensor -
Growing Emphasis on Counter-UAS Technology
Rapid uptick in low cost adversarial unmanned systems combined with increasingly advanced capabilities drives significant c-UAS demand -
Specific Multi-Year Line-Item Budgeting for UAS
Introduction of distinct, fixed budget lines for unmanned systems across allied nations ensures multi-year procurement visibility, reducing order volatility -
“Rip & Replace” Strategy for Banned Chinese Parts
NDAA legislation requires the immediate removal of Chinese components from government fleets – creating regulatory demand for allied systems
Source: United States Library of Congress and United States Department of War.
Note: "BVLOS" stands for Beyond Visual Line-of-Sight.
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Global Defense Spending is Reaching New Heights
The US Military is Placing New Emphasis on Low-Cost, High-Volume Drones and Backing It Up with Material Budget Dollars
Total US Defense Spending by Year
NATO's Reprioritization of Defense Spending Post-Ukraine Has Unlocked Billions in Spend on Next-Gen Warfare
2025E NATO Spending by Country (\$B)
Source: United States Under Secretary of Defense (Comptroller) FY2021 and FY2026 Defense Budget Materials, NATO press release titled "Defence Expenditure of NATO Countries (2014-2024)" and various news sources.
"Drone dominance will do two things: drive costs down and capabilities up. We will deliver tens of thousands of small drones to our force in 2026, and hundreds of thousands of them by 2027."
– Pete Hegseth
US Secretary of Defense
~250% Increase
in European GDP Contribution
NATO commitment on defense spending by 2035
"You see now $400 Ukrainian drones taking out multi-million dollar, in terms of cost, Russian tanks... Speed is of the essence, not perfection, to get these new technologies in."
– Mark Rutte
NATO Secretary General
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Leading to Multi-Billion Dollar Total Addressable Markets for Unmanned Systems
Small Drone Market (\$B)
Source: Technavio and Global Market Insights.
Note: Small Drones are those weighing less than -25 kg.
Global Drone Market (\$B)
Drone Camera Market Size (\$B)
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Extensive Global Footprint In Key Growth Markets
| Europe | North America | Israel | Other | |
|---|---|---|---|---|
| Q1 2026 | 54.2% | 31.9% | 8.0% | 5.9% |
| Q1 2025 | 58.9% | 22.7% | 10.8% | 7.6% |
| 2025 | 56.3% | 29.2% | 10.6% | 3.9% |
Countries with NextVision Customer Footprint
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
Trusted By The Leading Customers For Diverse And Complex Missions
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Robust Backlog And Deep Customer Relationships Drive Enviable Financial Position
(1) Active Customers defined as those customers that NextVision sells to in a given period.
(2) Q1 2026 order backlog as of May 10th, 2026. Q1 2025 order backlog as of May 17th 2025
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Exponential Revenue Growth Fueled By Unmanned Systems Demand
NextVision’s YoY Growth
Future Potential Revenue Drivers
- Significant growth in defense spending worldwide
- Global Prioritization of Low-Cost, Attributable Systems
-
Superior Product Offerings vs Closest Competitors
-
2026 Revenue Target represents target set by NextVision Board of Directors and is not an estimate or projection.
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Expansion And Increase Of Production Capacity
Expansion of the company's area and production areas
We expanded from 3,300 sqm at the beginning of the year to approximately 5,000 sqm at year-end
Increase in production capacity
Beginning of the year: over ~2,000 units per month, end of the year: planned for over ~5,000 units per month
Inventory growth
Increase from approximately $54M as of 31.12.2025 to approximately $62M as of 31.03.2026
Investor Presentation | May 2026
NextVision STABILIZER SYSTEMS LTD
Q1 2026 Financial Highlights
| (USD, Thousands) | 3 months ended
31.03.2026 | 3 months ended
31.03.2025 | 12 months ended
31.12.2025 |
| --- | --- | --- | --- |
| Revenues | 67,389 | 36,163 | 168,354 |
| Cost of Sales | (22,094) | (9,675) | (50,798) |
| Gross Profit | 45,295 | 26,488 | 117,556 |
| R&D | (1,793) | (952) | (5,491) |
| SG&A | (5,154) | (3,334) | (10,541) |
| Operating Profit | 38,348 | 22,202 | 101,524 |
| Pre-Tax Income | 44,221 | 24,100 | 114,664 |
| Net Profit | 38,263 | 20,573 | 103,664 |
| CAPEX | 268 | 103 | 341 |
Complies with IFRS. Financials for 2025 audited.
Investor Presentation | May 2026
NextVision STABILIZED SYSTEMS LTD
Pillars For Sustained Growth
Pursuing Strategic Acquisitions
Prioritize strategic acquisitions offering expanded capabilities in high-growth areas
Expanding AI Capabilities
Integrate AI capabilities, ensuring NextVision remains on the cutting edge of operational superiority
Increasing Investment In R&D
Attract top talent to fuel continuous innovation and expand capabilities in emerging areas
Expanding Our Customer Base
Leverage strong relationships and consistent value delivery to accelerate customer acquisition in Israel and abroad
Focus On Reliability And Availability
A strong foundation for addressing the needs of our customers
Investor Presentation | May 2026
NextVision
STABILIZED SYSTEMS LTD
Thank you