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北京时间·🕒 发布 22:06:09时区推断·⟳ 抓取 22:32:11·⚡ 决策 07-30 22:56:28 +24m17s·89.0 天前

ZenaTech称油气投资环境改善利好其无人机服务业务

公司称收购的Velocity Geomatics进入更强的西加拿大油气服务市场,引用二季度油价同比高45%和未来十年加拿大油气投资超5000亿美元。

📄 原文Investing.com↗ 原文
Microsoft surges on strong revenue outlook, maintained capex guidance FinanceWire - Vancouver, British Columbia, July 3…
不做 ZenaTech(ZENA.US)
公告主要是行业油价和十年投资背景,没有ZenaTech新增订单、收入指引或可量化利润增量,微盘股仅凭PR不追。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-30 · 扩散 low · price-in 风险 medium ↗ ↗

消息传播链

  1. 2026-07-30首发FinanceWire/Investing转发非一手原文 ↗
    公司发布业务更新,将油价同比上涨45%和加拿大油气十年投资超5000亿美元作为DaaS需求顺风。
    市场反应:ZENA报价1.2875美元,较前收涨3.83%。
  2. 2026-05-18其它SEC一手源原文 ↗
    公司此前有424B5招股说明书补充文件,提示微盘公司融资/摊薄背景需要关注。

关键理由

  • 公司称收购的Velocity Geomatics进入更强的西加拿大油气服务市场,引用二季度油价同比高45%和未来十年加拿大油气投资超5000亿美元。
  • 正文没有披露ZenaTech新增合同、订单金额、收入指引或Velocity收入基数,更多是把宏观行业投资预期包装成业务顺风。

主要风险

  • ZENA当前市值约1.14亿美元但股价近20日仍下跌约13%,公司PR未提供足以支撑收入弹性的硬数字。
  • 近期SEC注册/招股文件活跃,微盘成长股存在融资和摊薄风险。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-05-18 · 影响 weakens
    SEC检索显示ZenaTech有424B5招股说明书补充文件,融资/摊薄背景削弱仅凭行业顺风追多的性价比。
    检索:ZenaTech SEC filings 424B5 2026 dilution financing risk 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知

原文全文

展开原文 · 9,637 字
Microsoft surges on strong revenue outlook, maintained capex guidance
FinanceWire - Vancouver, British Columbia, July 30th, 2026, FinanceWire
ZenaTech, Inc. (Nasdaq:ZENA) (FSE: 49Q) (BMV:ZENA) (“ZenaTech”), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, provides an update on its energy sector field services operations in Western Canada. The Company’s recent acquisition, Velocity Geomatics, providing drone-based regulatory and environmental surveys to oil and gas producers, is entering a strengthened market with recent oil price increases of over 45% in the second quarter versus the same period last year, alongside Canada’s oil and gas industry expected to attract more than US$500 billion in investment over the next decade.
“Our Drone as a Service business is a field services business that follows customer activity–when producers in Alberta, British Columbia, and Saskatchewan have more cash flow, they drill more wells,” said Shaun Passley, Ph.D., Chairman and Chief Executive Officer of ZenaTech. “Higher oil prices are improving cash flow for producers today, supporting drilling, infrastructure, reclamation and environmental compliance work that drives demand for our surveying and inspection services. Looking ahead, we also believe current trends and strong forecasts for continued investment in Canada’s energy sector will provide a long-term tailwind to expand our Drone as a Service business in Canada as well as globally. Approximately 80% of Velocity’s current projects already utilize drone-based workflows, providing an established platform along with an established customer base to further scale our drone-enabled services.”In July 2026, ZenaTech completed the acquisition of Velocity Geomatics, known as the Velocity Group, based in Grande Prairie, Alberta. It is the Company’s first acquisition focused specifically on geomatics for environmental and regulatory compliance in oil and gas. Velocity operates from four offices across Alberta, British Columbia, and Saskatchewan. It serves leading regional and international oil and gas producers.
Publicly reported industry data shows that cash flow available to Western Canadian producers has increased materially year-over-year. According to Oil Sands Magazine, average WTI and Western Canadian Select crude prices during the second quarter of 2026 were approximately 45% higher than the same period a year earlier, supporting stronger cash flow across Western Canadian energy producers.
Western Canada’s energy sector represents a significant growth opportunity for Drone as a Service. According to Royal Bank of Canada (RBC), Canada’s oil and gas industry is expected to attract more than US$500 billion in investment over the next decade, driven by growing energy demand, expanded export capacity, and continued infrastructure and environmental investment. While higher oil prices are supporting increased customer activity today, these long-term trends are expected to drive sustained demand for drone-enabled surveying, inspection, mapping, and environmental monitoring services, potentially supporting the continued expansion of ZenaTech’s DaaS business.
Oil and gas producer investment can directly translate into demand for Drone as a Service offerings due to new drilling, enhanced recovery, infrastructure expansion, and environmental programs require recurring surveying, mapping, inspection, monitoring, and regulatory compliance services. Asset retirement and reclamation projects are particularly attractive because they are driven by regulatory requirements rather than discretionary spending, creating resilient demand across commodity cycles.
About ZenaTech
ZenaTech (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) is a technology company specializing in AI drone, Drone as a Service (DaaS), enterprise SaaS and Quantum Computing solutions for mission-critical applications for business, government and defense. Since 2017, the Company has leveraged its software development expertise and grown its drone design and manufacturing capabilities through ZenaDrone, to innovate and improve customer inspection, monitoring, safety, security, compliance, and surveying processes. With enterprise software customers using branded solutions in law enforcement, government, and industrial sectors, and drones being implemented in these plus agriculture, defense, and logistics sectors, ZenaTech’s portfolio of solutions helps drive speed, accuracy, and cost savings. The Company operates through global offices in North America, Europe, Asia, UAE and Australia and is growing its DaaS business and global network of locations through acquisitions.
About ZenaDrone
ZenaDrone, a wholly owned subsidiary of ZenaTech, develops and manufactures autonomous drone solutions that can incorporate machine learning software, AI, predictive modeling, Quantum Computing, and other software and hardware innovations. Created to revolutionize the hemp farming sector, its specialization has grown to multifunctional drone solutions for surveying, monitoring, inspection, tracking, process automation, and defense applications.
Currently, the ZenaDrone 1000 drone is used for crop management applications and critical field cargo applications in the defense sector, the IQ Nano indoor drone is used for inventory management and security in the warehouse and logistics sectors, the IQ Square is an outdoor drone designed for power washing and inspections use in commercial and government sectors, and the IQ Quad is for land surveys. ZenaDrone operates three global manufacturing facilities in Arizona, Dubai, and Taiwan, and is advancing counter-UAS maritime interceptor drones and an integrated defense system.
Contacts for more information:
Company, Investors, and Media:
Linda Montgomery
ZenaTech
312-241-1415
Investors:
Michael Mason
CORE IR
investors@zenatech.com
Safe Harbor
This press release and related comments by management of ZenaTech, Inc. include “forward-looking statements” within the meaning of U.S. federal securities laws and applicable Canadian securities laws. These forward-looking statements are subject to the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. This forward-looking information relates to future events or future performance of ZenaTech and reflects management’s expectations and projections regarding ZenaTech’s growth, results of operations, performance, and business prospects and opportunities. Such forward-looking statements reflect management’s current beliefs and are based on information currently available to management. In some cases, forward-looking information can be identified by terminology such as “may”, “will”, “should”, “expect”, “plan”, “anticipate”, “aim”, “seek”, “is/are likely to”, “believe”, “estimate”, “predict”, “potential”, “continue” or the negative of these terms or other comparable terminology intended to identify forward-looking statements. Forward-looking information in this document includes, but is not limited to ZenaTech’s expectations regarding its revenue, expenses, production, operations, costs, cash flows, and future growth; expectations with respect to future production costs and capacity; ZenaTech’s ability to deliver products to the market as currently contemplated, including its drone products including ZenaDrone 1000, IQ Square and IQ Nano; ZenaTech’s ability to develop products for markets as currently contemplated; ZenaTech’s anticipated cash needs and its needs for additional financing; ZenaTech’s intention to grow the business and its operations and execution risk; expectations with respect to future operations and costs; the volatility of stock prices and market conditions in the industries in which ZenaTech operates; political, economic, environmental, tax, security, and other risks associated with operating in emerging markets; regulatory risks; unfavorable publicity or consumer perception; difficulty in forecasting industry trends; the ability to hire key personnel; the competitive conditions of the industry and the competitive and business strategies of ZenaTech; ZenaTech’s expected business objectives for the next twelve months; ZenaTech’s ability to obtain additional funds through the sale of equity or debt commitments; investment capital and market share; the ability to complete any contemplated acquisitions; changes in the target markets; market uncertainty; ability to access additional capital, including through the listing of its securities in various jurisdictions; management of growth (plans and timing for expansion); patent infringement; litigation; applicable laws, regulations, and any amendments affecting the business of ZenaTech and other related risks and uncertainties disclosed under the heading “Risk Factors” in the Company’s Form F-1, Form 20-F and other filings filed with the United States Securities and Exchange Commission (the “SEC”) on EDGAR through the SEC’s website at www.sec.gov. The Company undertakes no obligation to update forward-looking information except as required by applicable law. Such forward-looking information represents management’s best judgment based on information currently available. No forward-looking statement can be guaranteed, and actual future results may vary materially. Accordingly, readers are advised not to place undue reliance on forward-looking statements or information.
Featured Image @ Freepik
Contacts
Company, Investors, and MediaLinda Montgomery
ZenaTech
info@zenatech.com
Investors
Michael Mason
CORE IR
investors@zenatech.com

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