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Here are 1-3 brief analogies for Odysight ai:

• It's like a Fitbit for industrial machinery, using AI-powered cameras to monitor equipment health and predict failures.
• Imagine Tesla's AI and camera technology, but applied to monitoring and predicting maintenance for critical industrial equipment instead of self-driving cars.
• Think of a Ring or Arlo smart camera system, but designed for factories and critical infrastructure, leveraging AI to predict machinery breakdowns instead of just detecting intruders.

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• Visual Solutions: Integrated systems comprising imaging equipment, cloud and software-based image processing, and algorithm methodologies for various industrial and defense sectors.
• Predictive Maintenance Solutions: Applications of their visualization technology specifically designed to anticipate equipment failures.
• Condition-Based Monitoring Solutions: Applications of their visualization technology focused on real-time tracking and assessment of asset health.

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Based on the provided information, Odysight ai (symbol: ODYS) sells its visual solutions primarily to other companies (B2B) across various industrial and specialized sectors. The company's predictive maintenance and condition-based monitoring solutions are utilized by organizations within the following industries:

• Medical sector: Companies involved in medical device manufacturing, healthcare facilities, and pharmaceutical production.
• Defense sector: Defense contractors and governmental defense organizations.
• Energy sector: Power generation companies, oil & gas enterprises, and renewable energy providers.
• Automotive sector: Automobile manufacturers and their supply chain partners.
• Aviation sector: Aircraft manufacturers and commercial airlines.
• Maritime sector: Shipping companies and shipbuilding enterprises.
• Industrial non-destructive testing (NDT) sector: Industrial manufacturers requiring advanced inspection and monitoring capabilities.

The provided background information does not list specific names of major customer companies.

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• Microfix Ltd.
• N.E.W. Tech Ltd.

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Yehu Ofer, Chief Executive Officer

Yehu Ofer was appointed CEO in October 2022. He is a retired Colonel from the Israeli Air Force (IAF), where he held significant positions including leading operational squadrons and serving as Israel's defense attaché to Italy, Greece, Serbia, and Croatia. In the private sector, Mr. Ofer held senior management roles at Elbit Systems Ltd., an aerospace and defense company. He holds an MA in International Relations from the University of Haifa and a BA in Economics and Logistics from Bar Ilan University.

Einav Brenner, Chief Financial Officer

Einav Brenner was appointed CFO on May 6, 2024. She is a seasoned financial executive with over 15 years of experience in multinational high-tech and pharmaceutical industries. Prior to joining Odysight.ai, Ms. Brenner served as the VP Finance of Solato Ltd, a fast-growing food tech company. She also served as an Executive Director of Finance at RedHill Biopharma Ltd. (Nasdaq: RDHL), where she facilitated fundraising activities, managed complex transactions, and was responsible for SEC filings and financial reporting. Ms. Brenner held various financial positions at Vizrt Inc., Viola Ventures, and PricewaterhouseCoopers. She is a CPA (Israel) and holds a Bachelor of Accounting, Economics and Business Administration, and an MBA in Financial Management.

Eilam Sagi, Chief Business Officer

Eilam Sagi was appointed Chief Business Officer on November 17, 2025. He brings over 30 years of executive experience across public, private, and defense sectors. Mr. Sagi previously served as VP Asset Management at Enlight Renewable Energy and held positions as Deputy Director General at Israel's Ministry of Transportation. He also founded a technology startup focused on AI-driven sensor technologies and served as Head of the Budget Department for the Israeli Air Force, reaching the rank of colonel.

Jacob Avinu, Senior VP – Head of U.S. Business Unit

Jacob Avinu serves as the Senior VP – Head of U.S. Business Unit.

Eli Israeli, Chief Technology Officer

Eli Israeli serves as the Chief Technology Officer.

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The key risks to Odysight ai (ODYS) include its history of operating losses and ongoing need for additional funding, challenges with market acceptance and intense competition, and a significant reliance on third-party suppliers and a concentrated customer base.

1. History of Operating Losses and Need for Additional Funding: Odysight.ai has a history of operating losses, accumulating a substantial deficit. This necessitates the company to secure additional funding to sustain its operations and commercialize its products successfully.
2. Market Acceptance and Intense Competition: The company faces risks related to achieving market acceptance for its existing and new products. It operates in the technology sector, particularly in predictive maintenance and condition-based monitoring, which is characterized by rapid technological changes and intense competition from new entrants and larger, multinational companies.
3. Reliance on Third-Party and Single Suppliers/Customers: Odysight.ai relies on third-party suppliers for most components of its products, and specifically on single suppliers for certain critical components like miniature video sensors. This reliance could impede its ability to meet product demand. Furthermore, the company exhibits revenue concentration, with a significant portion of its revenues coming from a limited number of customers.

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The intensifying competition from major technology companies (e.g., AWS, Microsoft Azure, Google Cloud) and established industrial automation giants (e.g., Siemens, Rockwell Automation) that are increasingly integrating advanced AI and computer vision capabilities directly into their broader industrial IoT and cloud platforms. These comprehensive solutions threaten to subsume or replicate Odysight ai's specialized visual analysis and predictive maintenance offerings, potentially eroding its niche market position.

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Odysight AI (symbol: ODYS) operates in several addressable markets related to its visual solutions, imaging equipment, AI analysis, predictive maintenance, and condition-based monitoring technologies across various sectors. The estimated sizes for these markets are as follows:

• Predictive Maintenance Market: The global predictive maintenance market size was valued at approximately USD 13.65 billion in 2025 and is projected to grow to about USD 97.37 billion by 2034.
• Condition-Based Monitoring Market: The global machine condition monitoring market size was estimated at approximately USD 3.78 billion in 2025 and is projected to reach about USD 6.58 billion by 2033.
• Industrial AI Market: The global industrial AI market reached approximately USD 43.6 billion in 2024 and is forecasted to grow to about USD 153.9 billion by 2030.
• Non-Destructive Testing (NDT) Market: The global Non-Destructive Testing (NDT) market size was valued at approximately USD 18.80 billion in 2025 and is projected to grow to about USD 42.30 billion by 2034.
• Medical Imaging Market: The global medical imaging market size was valued at approximately USD 44.33 billion in 2025 and is projected to grow to about USD 78.57 billion by 2034.
• Automatic Visual Inspection Systems Market: The global automatic visual inspection systems market size was worth around USD 16.69 billion in 2024 and is predicted to grow to around USD 26.71 billion by 2034.

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Odysight ai (NASDAQ: ODYS) is expected to drive future revenue growth over the next 2-3 years through several key initiatives, focusing on expanding its innovative visual predictive maintenance and condition-based monitoring solutions across critical industries.

Here are 3-5 expected drivers of future revenue growth:

1. Expansion and Commercialization in the Defense and Aerospace Sectors: Odysight ai is significantly expanding its footprint in the defense and aerospace markets. This is evidenced by securing pilot contracts for aerial monitoring systems in the defense sector, including the implementation of computer vision-based monitoring on active combat helicopters and evaluating airborne weapons systems. A notable development is the partnership with XP Services for the first U.S.-based flight testing of its AI-Predictive Maintenance system on a UH-60 helicopter, a crucial step for commercialization in the U.S. defense and aviation markets. The company has also delivered systems for the Heron TP UAV platform to the Israeli Ministry of Defense and Air Force and received purchase orders for its Predictive Maintenance System for the Israel Air Force Boeing AH-64 Apache Attack Helicopter Prototype and upgraded SH-60 Seahawk Maritime Rotary Wing Aircraft. This focus has led to a substantial increase in backlog, particularly in Aerospace, which rose over 450% to approximately $15 million by December 2024, with monetization expected to continue through 2026 and beyond, including agreements for hundreds of UAVs.
2. Penetration into New Industrial and Transportation Markets (Industry 4.0): The company is actively diversifying its application across various industrial and transportation verticals. Strategic partnerships include deploying its predictive health monitoring (PHM) system with Israel Railways to enhance railway safety. Additionally, Odysight ai secured a purchase order from a European partner for an industrial solution targeting sectors such as cranes, elevators, and transportation systems. The company is actively increasing its customer base and proofs of concept (PoCs) in the Transportation, Energy, and broader Industry 4.0 verticals. This expansion is supported by the development of new Industry 4.0 products and concerted efforts to penetrate these new markets.
3. Growth and Adoption of AI-driven Visual Sensing Solutions: Odysight ai's core revenue growth will be driven by the continued adoption and scaling of its proprietary AI-driven visual sensing and analytics platform. The company's solutions, based on resilient cameras and specialized AI analysis, are designed for predictive maintenance and condition-based monitoring of critical systems. Revenues from these vision-based platform solutions for PdM and CBM have seen increases. The company operates on a subscription-based model for these solutions, and the monetization of its growing backlog, which includes these advanced systems, is expected to be a significant contributor to revenue in the coming years.
4. Strategic Partnerships and Global Commercial Achievements: Building on its technological advancements, Odysight ai is forming strategic partnerships to integrate its solutions and expand its global presence. A key partnership with a multinational technology group aims to integrate Odysight's PHM system on several platforms. The successful completion of a European flight test of its system on an AW139 Leonardo helicopter by the Italian Air Force marks a significant operational footprint in Europe, the world's second-largest helicopter market. These collaborations and commercial achievements are instrumental in broadening the reach and application of Odysight ai's technology in new markets and with significant industry players.

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Share Issuance

• Odysight.ai completed an underwritten public offering in February 2025, raising approximately $23.7 million in gross proceeds.
• In July 2024, the company completed a private placement, raising gross proceeds of $10.3 million.
• The company also issued common stock resulting in cash inflows of $13.81 million in FY 2023 and $22.61 million in FY 2021.

Inbound Investments

• Odysight.ai raised approximately $23.7 million in gross proceeds through an underwritten public offering in February 2025.
• The company secured $10.3 million in gross proceeds from a private placement in July 2024.

Outbound Investments

• Odysight.ai made purchases of investments amounting to $26.5 million in FY 2023, $6.5 million in FY 2022, and $11 million in FY 2021.

Capital Expenditures

• Capital expenditures for Odysight.ai were $0.05 million in FY 2024 and $0.11 million in FY 2023.
• For the trailing twelve months ending September 30, 2025, capital expenditures were $0.06 million.
• These expenditures are for funding long-term assets and infrastructure, supporting its visualization technology, AI analysis, and supplementary technologies for predictive maintenance and condition-based monitoring.