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The Security Platform Cities Are Funding: Inside (Nasdaq: OBAI) And Its B2G2C Push



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The Security Platform Cities Are Funding: Inside (Nasdaq: OBAI) And Its B2G2C Push


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November 11th

Greetings Readers,


Picture a city council approving a single purchase that places a trained security agent, reachable by live video within seconds, in the pocket of every resident.


That is no longer a thought experiment. Our Bond, Inc. (Nasdaq: OBAI) disclosed that a city purchased Bond licenses for all of its approximately 270,000 residents, in a program fully funded by the municipality.


The next marker on the calendar is close.


Bond will release third quarter 2026 results before the market opens on November 13th, followed by an 11:00AM EST business update webinar with a live Q&A.


For market watchers tracking the name, that call could be the first full quarterly look at a company that has reshaped itself in a matter of weeks.


Consider the run of recent headlines.


Bond landed an S&P 500 financial technology company as a customer for its executives and at-risk employees.


It reported that more than 70% of eligible Jerusalem municipal welfare workers onboarded in the first phase of a citywide rollout.


And it announced a strategic financial realignment converting approximately $15Mn of debt and preferred shares into equity.


The scale behind the platform is substantial. According to the company, Bond has supported more than 1.25Mn security service requests, including over 10k emergencies and life-saving interventions, across 28 countries.

Source: OBAI Press Release (Nov. 3rd, 2026).


About Our Bond, Inc.


Headquartered in New York City, Bond was founded in 2017 by Doron Kempel, who previously founded SimpliVity, the hyperconverged infrastructure company later acquired by HPE, according to the company's Form S-1 filing.


Formerly TG-17, Inc., the company adopted the Our Bond name in February 2026, shortly after its Nasdaq listing on February 4th.


Its core product is AI-powered Preventative Personal Security.


With a tap on a smartphone, a user connects to a trained Personal Security Agent who responds by video within seconds from a 24/7 Command Center. The agent can monitor a situation, help de-escalate it and coordinate emergency help when needed.


Bond also provides executive protection and guarding, the Air Guardian drone first responder service, and security consulting.


Revenue comes from licenses offered through several channels: enterprises that provide Bond as an employee benefit, cities that fund the service for workers or residents (B2G2C), and newer verticals such as real estate and universities.


Enterprise customers include a top-three U.S. telecommunications company and a $300Bn+ global pharmaceutical leader.


More Sources Here: OBAI Website. OBAI Presentation.

Behind The Scenes: What Management Told Shareholders


During the second quarter business update, OBAI CEO Doron Kempel described the first half of 2026 as a shift from going public to focusing on growth. He pointed to the ability to w-i-n very large corporate accounts, now supported by EY-Parthenon ROI research, and to growing momentum with cities that fund the service for residents or workers.


The quarter carried constructive datapoints.


Cash and equivalents rose approximately 37% sequentially to $5.2Mn, operating expenses declined approximately 41% from the first quarter, and total bookings reached $2.5Mn.


Kempel also noted that Bond is recognized as a sole supplier in its city deals, a status that can shorten sales cycles by avoiding competitive tenders.

The Pivot: From Corporate Perk To City Infrastructure


The most striking shift in Bond's story this year is its move into government.


In April, the company announced four international cities preparing to launch the service for residents, agreements Bond believes could eventually be worth $2Mn to $6Mn in annual recurring revenue at 10% to 30% resident adoption.


June brought the 270,000-resident program, plus a major international city of over 1,000,000 residents moving ahead with coverage for its municipal employees after a pilot.


Jerusalem then signed a definitive citywide agreement covering approximately 10,000 municipal workers.


According to Bond's October business update, the company is now in ongoing discussions with mayors and senior officials in approximately 20 cities.

6 Potential Catalysts Putting (Nasdaq: OBAI) On Our Radar


#1. A Low Float Setup Following The Reverse Split. With Yahoo Finance reporting a float of approximately 968K shares, OBAI sits in low float territory, which means the potential for heightened volatility may be significant.


#2. Third Quarter Results And Webinar Arrive November 13th. Management's update may give watchers of OBAI a fresh read on bookings, city onboarding, and early returns on its growth spending.


#3. An S&P 500 Fintech Account With Room To Expand. The new customer starts with executives and at-risk employees, a land and expand pattern that OBAI says has led other enterprise clients to return for more licenses.


#4. A Cleaner Capital Structure After The November Realignment. Converting approximately $15Mn of debt and preferred shares removes approximately $3.7Mn of 2027 loan payments, potentially freeing OBAI to direct new capital toward growth.


#5. A Capital Commitment Priced Above The Market. Ascent Partners Fund agreed to provide up to $10Mn at $2.75 per share, a 23% premium to the October 30th close, signaling confidence in OBAI from an existing institutional holder.


#6. A Large And Expanding Protection Market Backdrop. Vantage Market Research projects global executive protection services to grow from $24.Bn in 2025 to $41.6Bn by 2035, a setting where OBAI offers a software-led alternative.

The Bottom Line


Our Bond, Inc. (Nasdaq: OBAI) has spent the year building something unusual: a security service that enterprises and city governments can deploy at scale, backed by command centers, trained agents, and independent ROI research.


With third quarter results days away, a reshaped balance sheet, and a float under one Mn shares, Our Bond, Inc. is a name we’re putting at the top of our watchlist.


Coverage is now officially underway on Our Bond, Inc. (Nasdaq: OBAI).


Stay tuned for updates coming out soon. Talk again shortly.


Sincerely,

Kai Parker

StockWireNews


(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)


*StockWireNews.com (“StockWireNews” or “SWN” ) is owned by SWN Media LLC, a single member limited liability company. Data is provided from third-party sources and SWN is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SWN brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention 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 11/10/2026 and ending on 11/11/2026 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 seventy five thousand 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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