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SEC EDGAR 8-KAUG 66 min read$AISP

Airship AI Reports Second Quarter 2026 Financial Results

Airship AI Holdings, Inc. (AISP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Airship AI Reports Second Quarter 2026 Financial Results Second Quarter 2026 Net Revenues of $4.12 Million, Gross Profit of $3.09 Million and Gross Margin of 75% Net Revenue Increase of 92% and Gross Profit Increase of 102% as Compared to Q2 of the Prior Year Redmond

Original reporting
SEC EDGAR 8-K
Published Aug 6, 2026, 1:02 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 6, 2026, 1:10 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$AISP
Neutral
medium confidence
Mentioned
$AISP
Relevance
7/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$AISPNeutralMed
01

Why it matters

New quarter results and balance-sheet cash levels can reprice expectations for revenue growth, margin sustainability, and cash runway. The DHS funding commentary may affect perceived probability/timing of future awards, but the filing remains qualitative on revenue guidance.

02

Market read

Traders get a fresh snapshot of profitability metrics (75% gross margin), cash position ($12.37M), and demand indicators (backlog $6.9M, validated pipeline ~$206M) alongside DHS-related award progression.

03

What to watch

Backlog is explicitly not indicative of future quarterly revenue because most revenue is transactional; traders may over-weight backlog when assessing near-term revenue conversion.

Relevance 7/10Novelty 7/10Timing: filed pre-market/early trading day after Q2 close, with new backlog and pipeline figures

Background

The company filed an SEC 8-K with Exhibit 99.1 reporting Q2 2026 financial results and operational updates, including backlog, validated pipeline, and DHS procurement progress.

Company-level read

Ticker impact

$AISPNeutralMedium confidence
Context

Airship AI reported Q2 2026 results, including $4.12M net revenue, 75% gross margin, and a $2.4M net loss, plus $6.9M backlog.

Expected impact

Likely modest volatility around margin and backlog quality, with direction dependent on how traders interpret pipeline-to-revenue conversion.

Evidence & confidence

This is a primary 8-K earnings-style disclosure with multiple new figures (revenue, gross margin, cash, backlog, pipeline, and DHS-related award activity). However, the text does not provide explicit guidance numbers beyond qualitative 2026 outlook, limiting conviction on magnitude/direction.

Market effects

Sector

Highlights demand and procurement cadence for AI video and sensor data management in DHS-related programs, relevant to defense-tech and surveillance software peers.

Regional

Primarily US federal procurement exposure, with potential read-through to other small-cap defense AI vendors.

Global

Limited direct global impact; content is centered on US DHS funding and domestic deployments.

Counterpoint

What could challenge this read

High gross margin may be driven by mix and timing, while operating loss and cash burn suggest execution risk if pipeline awards slip beyond the stated 18 to 24 month window.

Key entities

  • company
    Airship AI Holdings, Inc.

    Subject of the 8-K, reporting Q2 2026 financial results, backlog, pipeline, and 2026 outlook.

  • government agency
    Department of Homeland Security (DHS)

    Customer/procurement context for several large opportunities and deployments referenced in the operational highlights.

  • legislation
    Secure America Act

    Funding enactment referenced as extending DHS components through fiscal year 2029, supporting multi-year planning.

Read at source← All news

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