NEWS
2765 articlesCoco Robotics has logged 500K+ deliveries and raised $163.5M, but its teleoperation-dependent model faces unit economics challenges and growing municipal resistance.
SGS's record 2025 financials and strategic acquisitions signal a major push into robotics infrastructure certification and compliance, positioning it as a key player in physical AI trust infrastructure.
Recon Robotics has deployed ~7,000 throwable micro-UGVs across U.S. military and federal agencies, but faces innovation risks with no new platforms since 2018 and limited funding.
Recon Robotics faces competitive pressure from drone substitution and lacks visible innovation since 2018, despite entrenched military installed base of 7,000+ units.
Spotter Global, a 26-person Utah firm with 15 years of radar expertise and 400+ deployed counter-drone systems, offers an integrated perimeter security stack—but lacks financial transparency and independent performance validation.
ThyssenKrupp exits robotics integration with Automation Engineering sale to Agile Robots, leaving defense exposure concentrated in marine autonomous systems through TKMS.
ThyssenKrupp is exiting robotics through divestitures and restructuring, not entering the sector. Its autonomous systems assets are being separated into independent entities.
AeroVironment's Mayhem 10 swarming drone system, evolved from Switchblade, enters production-ready territory with 62-mile range and native swarm coordination capabilities.
AeroVironment's Mayhem 10 loitering munition addresses the company's over-dependence on Switchblade revenue, offering extended range and multi-mission capability targeting program-of-record scale orders.
Axelera AI has built a credible edge AI hardware-software stack with strong OEM partnerships, but lacks proven production-scale deployments in robotics and industrial markets.