EPISODE · Mar 25, 2026 · 9 MIN
Draganfly (DPRO) Q4-25 earnings: $90M in cash, a CFO mic fumble & the 80% services crash
from Earnings Unscripted: Stock Earnings Calls & Analysis · host Miro Benes
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 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
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Draganfly (DPRO) Q4-25 earnings: $90M in cash, a CFO mic fumble & the 80% services crash
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