ZENA: The AI Drone Stock Investors Need on Their Radar

1. 01

   A Three-Layer Business, Not Just A Drone Company

   ZenaTech operates three connected layers: a Drone-as-a-Service roll-up that acquires surveying and inspection companies (generating the vast majority of current revenue), an enterprise-software portfolio of recurring-license products, and the ZenaDrone hardware program covering commercial, indoor, underwater, and defense platforms. The DaaS layer produces revenue today; the defense layer is the upside story.

2. 02

   Explosive Revenue Growth

   FY2025 revenue grew ~558% to C$12.9M, with C$10.1M (78%) from Drone-as-a-Service. Q1 2026 revenue grew another ~640% year-over-year to C$8.4M, with DaaS accounting for ~93% of the quarter. Annualizing Q1 (not official guidance) implies a C$33.6M run rate — a very different scale of business than one year ago.

3. 03

   25 Acquisitions Complete, More Under Offer

   ZenaTech completed its 25th DaaS acquisition — Velocity Geomatics — on July 16, 2026. Two days earlier, the company signed offers on additional surveying and geospatial businesses across the U.S., Canada, and Australia that management estimates could contribute approximately C$40M of revenue in the first 12 months after closing. Those deals have not yet closed and the estimate is based on unaudited target-company information.

4. 04

   First Confirmed U.S. Defense-Agency Demonstration

   On July 21, 2026, ZenaDrone announced it is beginning to schedule demonstrations with U.S. government defense agencies, starting with its first confirmed agency engagement. The IQ Nano will be demonstrated first, with additional platforms following. A demonstration is a pathway toward a possible contract — not a contract itself — but it is a concrete step from internal development toward government procurement.

5. 05

   Blue UAS Certification In Progress

   The ZenaDrone 1000, IQ Square, and IQ Nano advanced into the cybersecurity phase of the Green-to-Blue UAS certification framework in May 2026. Successful completion could remove a major barrier between technology demonstrations and approved U.S. government procurement channels, though certification is not guaranteed on any specific timeline.

6. 06

   Expanding Product Portfolio Across Commercial And Defense

   The ZenaDrone family spans the flagship ZenaDrone 1000 (surveillance, inspection, cargo — expected $100K–$250K price plus software), the IQ Series (Nano, Square, Quad, Aqua) for enterprise and indoor use, the newly prototyped IQ Sphere for GPS-denied and confined-space operations, and the ZenaDrone 2000 and Interceptor P-1 Counter-UAS platforms — supported by manufacturing in the UAE, Arizona, and Taiwan.

Potential catalysts may be delayed, changed, unsuccessful, or already reflected in the stock's market price.

Financial figures should be verified against the company's latest SEC filings. Historical performance does not guarantee future results.