Recent 8-K filings for AISP

• May 11, 2026, 9:02 AM ET earnings materiality 0.55 positive item 2.02item 7.01item 9.01

  Airship AI Q1 2026 revenue $6.3M, net loss $721K, gross margin 50%

  Net revenues $6.3M (+15% YoY); gross profit $3.2M, gross margin 50% (vs 42% YoY).

• February 17, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Airship AI Q4 2025 revenue $6.5M (+102% YoY); gross margin 51.2%; FY net income $29.3M on noncash gains

  Q4 net revenues $6.5M, gross profit $3.3M (51.2% margin, +169% YoY).

• December 12, 2025, 6:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Airship AI shareholders re-elect five directors, ratify BPM LLP as auditor, approve 2M share increase to equity plan

  Approximately 69.4% quorum with 23,734,736 shares voted at Dec. 11, 2025 annual meeting.

• December 10, 2025, 6:59 PM ET other material materiality 0.25 neutral item 5.03item 9.01 ◈ Governance Changes

  Airship AI board reduces shareholder meeting quorum to one-third

  Board reduced quorum requirement from majority to one-third (1/3) of outstanding voting shares.

• November 17, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Airship AI Q3: $1.2M revenue, $2.9M operating loss, $166M pipeline

  Q3 net revenues $1.2M; gross profit $0.6M (51% margin); operating loss $2.9M.

• October 9, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 3.02item 3.03item 9.01

  Airship AI raises $9.7M via warrant exercise inducement; issues new warrants at $6.20

  Gross proceeds of $9,729,729 from cash exercise of 2,162,162 existing warrants at $4.50 per share.

• August 1, 2025, 7:59 PM ET other material materiality 0.10 neutral item 8.01item 9.01

  Airship AI board adopts updated committee charters in periodic review

  On July 31, 2025, board approved updated Audit, Compensation, and Nominating & Corporate Governance charters.

• May 15, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 7.01item 9.01

  Airship AI Q1 revenue $5.5M, net income $23.7M; guides 30% growth

  Net revenues $5.5M, gross profit $2.2M (40% margin); operating loss $1.7M.

• April 23, 2025, 7:59 PM ET other material materiality 0.45 neutral item 1.01item 9.01

  Airship AI enters ATM agreement for up to $25M common stock offering via Roth Capital

  Company entered ATM offering agreement with Roth Capital Partners on April 23, 2025.

• March 7, 2025, 6:59 PM ET leadership materiality 0.55 neutral item 5.02

  Airship AI formalizes President Paul Allen's employment agreement; grants 400K stock options

  Employment agreement provides base salary of $350,000 per year for three-year term with automatic renewal.

• December 31, 2024, 6:59 PM ET other material materiality 0.55 neutral item 8.01item 9.01

  Airship AI cuts warrant exercise price to $4.50 from $7.80; stock at $6.89

  Permanently reduced exercise price of 16,159,012 public warrants and 515,000 private warrants to $4.50 per share.

• December 26, 2024, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 3.02item 3.03item 9.01

  Airship AI raises $7.6M through warrant exercise; issues inducement warrants at $4.50

  Existing warrant holder exercises 2,882,883 shares at $2.65 per share, yielding ~$7.64M gross proceeds.

• December 16, 2024, 6:59 PM ET other material materiality 0.10 neutral item 5.07

  Airship AI Holdings re-elects all five directors, ratifies BPM LLP as auditor

  All five director nominees re-elected: Victor Huang (14.4M for), Derek Xu (14.3M), Peeyush Ranjan (13.4M), Louis Lebedin (14.4M), Amit Mital (13.9M).

• November 20, 2024, 6:59 PM ET other material materiality 0.65 neutral item 7.01item 9.01

  Airship AI permanently reduces warrant exercise price to $4.50 for 16.7M warrants

  Permanently reduced exercise price of 16,159,012 public warrants and 515,000 private warrants from $7.80 to $4.50 per share.

• October 11, 2024, 7:59 PM ET other material materiality 0.15 neutral item 7.01item 9.01

  Airship AI releases October 2024 investor presentation; no material new data disclosed

  Filed an investor presentation on October 11, 2024 for use in investor communications.

• October 3, 2024, 7:59 PM ET other materiality 0.30 neutral item 7.01item 9.01

  Airship AI Holdings releases investor presentation for September 2024

  Investor presentation released on October 3, 2024, covering financial position, business, and operations.

• September 4, 2024, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 8.01item 9.01

  Airship AI prices $8M public offering of common stock and warrants at $2.775/unit

  Offering: 2,882,883 shares plus warrants to purchase same number; exercise price $2.65, 5-year term.

• August 15, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Airship AI Q2 2024: Revenue $6.4M, Gross Profit $4.5M, Operating Income $1.0M, Pipeline ~$150M

  Net revenue $6.4M, gross profit $4.5M (70% margin), operating income $1.0M for Q2 ended June 30, 2024.

• June 24, 2024, 7:59 PM ET debt materiality 0.70 negative item 1.01item 2.03item 3.02item 9.01

  Airship AI extends $2M convertible note to June 2025; issues 232,360 shares as interest

  Extended maturity of $2M senior secured convertible note from June 22, 2024 to June 22, 2025.

• June 3, 2024, 7:59 PM ET other material materiality 0.65 neutral item 7.01item 9.01

  Airship AI permanently reduces warrant exercise price from $11.50 to $7.80

  16,184,612 public warrants and 515,000 private warrants exercise price reduced to $7.80.

• May 15, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Airship AI Q1 revenue $10.6M, 84.5% of FY2023; DOJ contract $2.35M

  Net revenues $10.6M in Q1 2024, up from $12.5M full-year 2023; represents 84.5% of prior fiscal-year total.

• April 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Airship AI FY 2023 revenue $12.3M; guides triple-digit growth in 2024

  Revenue $12.3M, gross profit $5.8M (47% margin); operating loss $6.6M includes $2.9M stock comp.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event other_material

6 positive 1 negative 15 neutral

source · AISP on sec.gov