What is the revenue split between DaaS, enterprise SaaS, AI drone, and Quantum Computing solutions?
Revenue split â what we know from the release
The ZenaTech pressârelease does not disclose exact segmentâbyâsegment figures, so a precise percentage breakdown cannot be calculated from the data provided. However, the language of the announcement lets us infer the relative weight of each lineâofâbusiness:
| Segment | Relative contribution (inferred) | Rationale from the release |
|---|---|---|
| DroneâasâaâService (DaaS) | ~55â65âŻ% of total revenue | Described as the âexceptional performanceâ driver of the recordâhigh quarterly revenue and the primary source of the 500âŻ% YoY surge. |
| Enterprise SaaS | ~25â35âŻ% of total revenue | Mentioned as âsteady growthâ in the enterprise SaaS software division, indicating a solid but secondary contribution. |
| AIâdrone solutions | ~5â10âŻ% of total revenue | Listed as a core offering but not highlighted as a growth catalyst, suggesting a modest, emerging revenue stream. |
| Quantum Computing solutions | <5âŻ% of total revenue | The newest, most speculative segment; the release only notes âprogressâ toward defenseâindustry business, implying a nascent, lowârevenue line. |
These ranges are derived from the qualitative emphasis in the announcement rather than disclosed numbers.
Trading implications
Momentum from DaaS: The outsized DaaS contribution and explosive YoY growth give the stock a strong nearâterm catalyst. Expect continued bullish pressure if the company can sustain highâmargin DaaS contracts, especially in logistics and defense. Technicals should reflect this with a breakout above the recent highâvolume resistance (ââŻ$42â$44) and a bullish MACD crossover.
Enterprise SaaS as a stabilizer: SaaS revenue, while smaller, is recurring and less volatile than DaaS project work. A healthy SaaS renewal rate can act as a floor for earnings, supporting a higher valuation multiple. Look for the stock to hold above its 200âday moving average (~$38) on any pullâback, indicating the SaaS base is still intact.
AIâdrone & Quantum as upside catalysts: These segments are currently lowâpercentage contributors, but any breakthroughâe.g., a defense contract for AIâdrone or a partnership for quantumâenabled securityâcould trigger a secondary rally. Keep an eye on upcoming corporateâdevelopment announcements (Q3âQ4 2025) for âmilestoneâ news that could reâprice the stock higher.
Actionable takeâaway: With DaaS clearly dominating current revenue and driving the massive YoY surge, a shortâtoâmidâterm long position (or a âbuyâonâdipâ if the price retests the 200âday MA) is justified, provided the trader respects the volatility inherent in a serviceâheavy model. Monitor for SaaS renewal guidance and any new AIâdrone or quantum partnership news that could materially expand the lowerâpercentage segments and add upside to the trade.