The Real Estate Market Became A Named Vertical For (Nasdaq: OBAI) Last Week

Just a handful of days ago a residential brokerage

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored The Real Estate Market Became A Named Vertical For (Nasdaq: OBAI) Last Week *Click Here To Get Our Alerts Faster Via SMS* August 27th Dear Reader, Just a handful of days ago a residential real estate brokerage in the Southeast did something no brokerage had done at this scale. It bought personal security coverage for every agent it employs across Florida and Georgia. The supplier was Our Bond, Inc. (Nasdaq: OBAI), which sizes that U.S. market above $300Mn a year and the global version above $1.5Bn. Consider the job. Agents drive alone to empty houses. They meet strangers there. They do it after dark. Nobody had built a product for that shift. Our Bond did, and a brokerage just made it standard issue. Our Bond is not a newcomer. It reached Nasdaq on February 4th, 2026. Founder and CEO Doron Kempel had already sold Diligent Technologies to IBM in 2008 and SimpliVity to Hewlett Packard Enterprise for $650Mn in cash in 2017, and served as deputy commander of Sayeret Matkal before either. The platform runs in 28 countries. The company says it has supported more than 1.25Mn security requests, including over 10,000 emergencies and life saving events, on the back of more than $100Mn put into technology. The industry it points at is sized by the company at $438Bn. The 2026 client list is the part worth reading twice. A pharmaceutical leader valued above $300Bn, starting with 5,000 employees at about $250K of annual recurring revenue. A top five global venture capital firm managing close to $100Bn, rolling the platform across more than 1,000 portfolio companies. An international city of over 1,000,000 residents naming Bond sole supplier. An international university adding roughly 4,000 students, faculty and staff. Then, on August 14th, the financials showed leverage for the first time: revenue of $2.1Mn on bookings of $2.5Mn, operating expenses down about 41% sequentially to $3.8Mn, a net loss narrowed about 28% to $4.8Mn, and cash of $5.2Mn, up about 37% from March. Our Bond runs a subscription business wrapped around a service business. Individuals subscribe at free, $50 and $100 monthly tiers; corporations, cities and universities license coverage in blocks. The app carries live location tracking, a walk timer that escalates if you don’t arrive, live video monitoring by an agent, a standby button that puts an agent on alert, car dispatch and a siren. Behind it sit command centers staffed around the clock. Three more lines widen the business: executive protection and guarding, the Air Guardian drone response service for campuses, venues and cities, and a consulting practice. The company reports trailing twelve month revenue of $9.92Mn. Additional Sources: OBAI Website. Inside The Room On July 29th, Kempel took the microphone with something founders rarely have: someone else’s arithmetic. An EY-Parthenon assessment modeled about $61.50 of direct cost reduction and about $119.20 of workforce performance gain per employee each year, roughly $181 in total at current adoption and up to $280 at higher adoption. At a 100,000-employee employer, that is about $27.6Mn a year. “Transformative enterprise technologies become mainstream when independent evidence demonstrates compelling business value.” — Doron Kempel, Founder and Chief Executive Officer, July 29th, 2026 The Pivot: Cities Become The Engine  The quietest number in the second quarter update was the loudest signal. One city bought licenses covering approximately 270,000 residents. Two cities are onboarding now. Eight more municipalities are in discussion. Municipal is the highest leverage channel Our Bond has found, because one signature covers a population rather than a payroll. And the company isn’t waiting for the next quarter to talk. On August 24th it scheduled another session for Thursday, August 27th, at 11:00AM EST, on “new developments that reinforce Bond’s accelerating momentum.” Seven Potential Catalysts Put (Nasdaq: OBAI) Front And Center 1. Real Estate Just Became A Named Vertical. A Southeastern brokerage put coverage on every agent across two states, and OBAI sizes that U.S. market above $300Mn a year. 2. Newly Initiated Analyst Coverage Points To A $2.00 Target. Maxim Group recently tagged OBAI with a $2.00 target which signals this profile may have a potential triple-digit upside from current chart levels. 3. One Signature Can Cover An Entire Population. A single city licensed roughly 270,000 residents, the kind of contract math that lets OBAI add users far faster than it adds headcount. 4. A Venture Firm Opened A Thousand Doors. A top five global venture capital firm managing close to $100Bn is introducing the platform across its portfolio, handing OBAI a distribution channel it did not have to build. 5. Outside Accountants Put A Number On It. EY-Parthenon modeled about $181 of annual benefit per employee and up to $280 at higher adoption, giving OBAI a procurement argument instead of a fear argument. 6. The Share Float Sits Under 24Mn. Yahoo Finance lists roughly 23.34Mn shares in the float, marking OBAI a low float idea where the potential for heightened volatility may be significant. 7. The Next Update Lands Thursday. Management booked an 11:00AM EST session for August 27th on new developments, so anyone tracking OBAI gets fresh detail inside the week. The Last Word  What changed in 2026 is who started signing. A top five venture firm. A pharmaceutical leader above $300Bn. An international city. A university. Now a real estate brokerage. Five different buyer types in seven months, in a category that barely had a name three years ago. Read the second quarter release, check the EY numbers yourself, and listen on Thursday. We’re kicking-off coverage on Our Bond, Inc. (Nasdaq: OBAI). Stay tuned for updates heading your way soon. Talk shortly. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors. Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 08/26/2026 and ending on 08/27/2026 to publicly disseminate information about (OBAI:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). To date, including under the previously described agreement, SWN Media LLC has been paid fifty seven thousand five hundred USD ("Funds"). These Funds were part of the seventy five thousand USD funds that TD Media LLC received from a third party named Goldwyn Media LLC who did receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. 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