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Jeff Thompson

Chief Executive Officer, Red Cat Holdings, Inc.

Search every verified Jeff Thompson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jeff Thompson, CEO of Red Cat Holdings, discussed the company's recent operations and growth in an interview published September ​​26, 2026. He described an expansion of manufacturing capacity from 25,000 square feet to 270,000 square feet, and stated that the company had grown from offering one product to approximately ten products, with sales across NATO countries, Ukraine, andthe Middle East. Thompson said that Blue Ops, a maritime platform, had been accelerated ahead of its original two-year timeline, and he credited Barry Hankley and his team for advancing production, including 55 hulls observed at the Valdosta, Georgia facility. He also addressed financial concerns, noting that Red Cat held over $320 million in cash and that he received no salary, instead being compensated in stock options. Thompson commented on the drone industry's performance in Ukraine, asserting that many competing systems had failed there but that Red Cat's products had worked after addressing electronic warfare challenges. He mentioned that a Red Cat partner had recently met with Ukrainian President Volodymyr Zelensky at the United Nations, and indicated that upcoming announcements would detail partnerships and efforts to apply lessons from Ukraine to broader military applications. Thompson framed 2026 as a year of significant revenue growth and 2027 as a focus on reaching break-even and cash-flow positivity across divisions.

Recent appearances

  • Blue Ops 55 HULLS. NOW WHAT? CEO Jeff Thompson Red Cat Holdings $RCAT

    September 26, 2026 · 📺 Alpha Wolf Impact

    “You can’t fake a factory.” Red Cat CEO Jeff Thompson joins me to discuss Blue Ops, frontline drone feedback, and the next stage of the RCAT story. After visiting the Blue Ops facility in Valdosta, Georgia, I saw 55 hulls and a team at work. In this follow-up interview, we move beyond the stock-price noise and talk about what Red Cat is building, what still needs work, and what shareholders should watch next. We cover: • Blue Ops, the V7, and Jeff’s boat-first approach to reliability and mission capability. • Plans to connect maritime platforms with aerial drones. • Jeff’s account of Hell…

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  • $RCAT Red Cat Holdings Q4 2025 Earnings Conference Call

    March 18, 2026 · 📺 EARNMOAR

    03/18/2026 Q&A: 19:09 Red Cat Holdings, Inc., together with its subsidiaries, provides products, services, and solutions to the drone industry in the United States. It integrates robotic hardware and software solutions for military, government, and commercial operations; and offers short range reconnaissance, med range reconnaissance, unmanned surface vessels, and controllers. The company also provides ARACHNID family of unmanned intelligence, surveillance, and reconnaissance, as well as precision lethal strike systems; Black Widow, a rucksack portable for operation in electronic warfare envir…

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  • “Red Cat CEO: Why Our Boats Are the ‘Maserati’ of Naval Warfare” $RCAT Impact Stock

    March 10, 2026 · 📺 Alpha Wolf Impact

    In this interview, Tim from Alpha Wolf Capital sits down with Red Cat CEO Jeff Thompson to break down what just happened at the Blue Ops investor and customer demo – and why it could change naval warfare for decades. They walk through how Red Cat went from whiteboard to dropping its first unmanned boat in the water in just five months, and why Blue Ops’ “Maserati-level” hull design lets them bolt on guns, missiles, drones, EW, and counter‑drone tech like a Swiss army knife at sea. ​ Jeff shares real‑world feedback from admirals, explains how swarming drones and unmanned gun boats can protect…

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  • Red Cat (RCAT) CEO on Earnings Potential in $1.5T U.S. Defense Spending

    March 07, 2026 · 📺 Schwab Network

    Jeff Thompson, CEO of Red Cat Holdings (RCAT), says robust defense spending will lead to equally robust earnings in his company. He talks about the ways drone makers are trying to stay ahead of the spending curve and how Red Cat specifically is benefitting from the $1.5 trillion U.S. defense budget. Jeff talks about his milestones he sees in the years ahead for Red Cat. Segment originally aired Wednesday, March 4, 2026. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D…

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  • “NASDAQ RCAT – Interview with CEO Jeff Thompson –($RCAT Impact Stock)

    December 10, 2025 · 📺 Alpha Wolf Impact

    Today’s Alpha Wolf Impact Club spotlight is on Red Cat Holdings (NASDAQ: RCAT), the company arming soldiers and sailors with American‑made small drones and uncrewed surface vessels built for real‑world battlefields. From Teal’s Black Widow sUAS, chosen for the U.S. Army’s Short Range Reconnaissance program, to Blue Ops’ unmanned boats designed to launch and coordinate swarms, Red Cat is aiming straight at the Pentagon’s multi‑billion‑dollar push into autonomy, small drones, and counter‑drone tech.​ In this interview, CEO Jeff Thompson sits down with Alpha Wolf Impact to dig into how Black W…

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  • $RCAT Red Cat Holdings Q3 2025 Earnings Conference Call

    November 16, 2025 · 📺 EARNMOAR

    11/13/2025 Q&A: 18:15 Red Cat Holdings, Inc., together with its subsidiaries, provides products, services, and solutions to the drone industry in the United States. It integrates robotic hardware and software solutions for military, government, and commercial operations; and offers short range reconnaissance, med range reconnaissance, unmanned surface vessels, and controllers. The company also provides ARACHNID family of unmanned intelligence, surveillance, and reconnaissance, as well as precision lethal strike systems; Black Widow, a rucksack portable for operation in electronic warfare envir…

    Watch on YouTube ↗

  • Red Cat Well Capatilized and Multi Domain Driven ($RCAT Impact Stock)

    September 25, 2025 · 📺 Alpha Wolf Impact

    CEO Jeff Thompson of Red Cat Holdings ($RCAT Impact Stock) Shares developments, thanks to the administration, and Pete ...

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  • $RCAT Red Cat Holdings Q3 2025 Earnings Conference Call

    March 31, 2025 · 📺 EARNMOAR

    03/31/2025 Q&A: 05:09 Red Cat Holdings, Inc., together with its subsidiaries, provides various products, services, and solutions to the drone industry in the United States. The company offers integrated robotic hardware and software to provide critical situational awareness and actionable intelligence to on-the-ground warfighters, battle commanders, firefighters, and public safety officials. It also offers Teal 2, a small and unmanned aircraft system that utilizes intelligence, surveillance, and reconnaissance technology to deliver time-critical information to warfighters for them to make fast…

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  • CEO Jeff Thompson ($RCAT Impact Stock) Knows What is At Stake!

    March 28, 2025 · 📺 Alpha Wolf Impact

    CEO Jeff Thompson of Red Cat Holdings ($RCAT Impact Stock) knows what is at stake, and execution is the answer. There is rampant speculation about the new administration changes, questions about the SRR army contract, and a couple of hit pieces on Red Cat designed to inject fear into the retail shareholder through times of uncertainty. As you will see from this interview, Jeff comes across as genuine and relaxed. He shares his views on specific issues and expresses his commitment to providing the War Fighter unique drones with enhanced capabilities through Red Cat's partnerships with leaders a…

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  • $RCAT CEO Jeff Thompson has Integrity. That is what matters most! ($RCAT Impact Stock)

    January 21, 2025 · 📺 Alpha Wolf Impact

    $RCAT Jeff Thompson CEO wanted to come in and address some of the misleading information that has been stated. Folks, I apologize, I am coming off a bout with food poisoning and I am feeling under the weather. This was too imporant not to address as soon as possible. While some out there will feel like this is not the platform that Jeff should have utilized to address a smear campaign. I want to personally thank Jeff for giving me the opportunity to help investors hear accurate information from Jeff himself. He certainly did not have to do this interview. He could choose anyone he wanted to a…

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  • Jeff Thompson CEO of Red Cat is Pumped Up For 2025 $RCAT Imp

    January 02, 2025 · 📺 Alpha Wolf Impact

    Jeff provides a few updates on questions that have been asked about Red Cat/ we also discuss his recent sale of a small portion of his shares the exerszing of the warrants and his enthusiasm about 2025 moving forward for Red Cat. Produced with CyberLink PowerDirector

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  • "Meet Jeff Thompson of Red Cat Holdings RCAT, a drone manufacturer with a stock soaring 1600% YTD.

    December 21, 2024 · 📺 Jon Najarian

    "Meet Jeff Thompson of Red Cat Holdings (RCAT), a drone manufacturer with a stock soaring 1600% YTD. They're the go-to for U.S. military drones, with tech that outsmarts even GPS jamming. With DJI potentially banned, Red Cat's market is about to skyrocket. #Drones #MilitaryTech #Innovation" 💥 Oldest continuous financial program on You Tube. Since 2007. Official You Tube channel for Jon Najarian 👉For more Information, Partnership marketing, and Advertising Inquires send Email ✍️ [email protected] Follow Us On Social Media! Instagram:   / thedoctorj   Twitter:   / jonnajarian   Facebook:…

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Verified interview transcripts

Notable quotes

“We know most of the stuff being bought for in the drone space does not work in Ukraine. We know that for a fact. We know that ours does now. It didn't work. We handled EW. But we had a lot of work to do. We done some incredible partnerships that you're going to hear all about. Actually, one of our partners was in the meeting with Zelensky 2 days ago at the UN. And so you're going to be hearing a lot about the stuff t”

“We went from like 25,000 square feet of factory to 270,000 and probably growing from there. We're in a great spot right now. 2025 was one product, one customer. We had about 10 products now. We're selling to countries across the globe between NATO, Ukraine, Middle East. Now, we built Blue Ops mostly. Blue Ops was supposed to be like a two-year project to get ready for Indopacom. And I said, 'No, screw that. Step on t”

“We don't need Lockheed Martin anymore. I'm just being a wise ass. I got to beat up on the big old primes every now and then. The great thing would be that we have so much insane technology and so much mass and so much production that the current administration whether you hate them or love them they're doing the right thing to make sure that we have weapons. And I happen to love them. So I just pissed off half the wo”

“We have capacity to build hundreds of millions of dollars worth of everything. And now the budgets have been passed. So, this year is revenue growth year. Next year is path to profitability.”

“We spent the last year ramping our production and our factories. We recently won a contract with the Army last year to supply at the platoon level for each rucksack. So we have contracts now, but everyone's ramping because of this is, you know, Ukraine. If you look at it, it's basically drone War one. It's changed warfare.”

“If you look at where everybody's heading, we have $1 trillion budget this year that just got released. And it looks like it's going to be a $1.5 trillion budget next, next year. So the growth is going to be maintained.”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →