Elsight Ltd
ASX:ELS
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Elsight Ltd
Elsight Ltd. is a provider of ground-breaking hybrid video and data transport services on-the-move or fixed for large safe-city projects, sensitive facilities management, and surveillance and protective activities. Its products include wearable and portable devices, vehicle mounted and fixed/wall mounted devices, including RiderM-04 mobile digital video recorder (DVR), command and control software, and multichannel-secure multi data link unit. RiderM-04 DVR offers encoding resolution (WD1) on all four channels (for transmission or recording), Wi-Fi automatic off load of recorded files, storage hard-disk shock vibration proof, two-way audio in between the command and control center and the vehicle where it is installed. Multichannel-secure multi data link unit is a technology, providing live video and audio transmission as well as recording capabilities through multiple 3G and 4G networks. Its solutions include first responders, intelligence, media and broadcast, telemedicine and transit.
Elsight Ltd. is a provider of ground-breaking hybrid video and data transport services on-the-move or fixed for large safe-city projects, sensitive facilities management, and surveillance and protective activities. Its products include wearable and portable devices, vehicle mounted and fixed/wall mounted devices, including RiderM-04 mobile digital video recorder (DVR), command and control software, and multichannel-secure multi data link unit. RiderM-04 DVR offers encoding resolution (WD1) on all four channels (for transmission or recording), Wi-Fi automatic off load of recorded files, storage hard-disk shock vibration proof, two-way audio in between the command and control center and the vehicle where it is installed. Multichannel-secure multi data link unit is a technology, providing live video and audio transmission as well as recording capabilities through multiple 3G and 4G networks. Its solutions include first responders, intelligence, media and broadcast, telemedicine and transit.
Profitability Achieved: Elsight became profitable this quarter, moving past breakeven as previously guided.
Record Revenue: The company delivered $8.7 million in revenue for Q3, marking an all-time high and continuing a record-breaking streak.
High Gross Margins: Gross margins reached between 78% and 80% across offerings, with hardware margins at 82% and cloud subscription at 82%.
Strong Pipeline: Pipeline of tangible sales opportunities grew to $157 million, up from $151 million last quarter.
Positive Cash Flow: Elsight is building cash reserves from positive operational cash flow, enabling investment in growth.
Market Tailwinds: Growing defense budgets and regulatory progress for commercial drones (e.g., FAA Part 108) are driving demand.
Expansion Plans: Focus remains on Europe and US, with local hiring and more announcements expected before year-end.
New Product Initiatives: Elsight is developing a non-GNSS positioning solution and a new stealth business unit to broaden its offering.
