NEWS
2763 articlesThinKom Solutions leverages 25 years of phased-array antenna expertise to pursue multi-orbit satcom and counter-UAS markets, with $5.8M in DoD contracts and a prototype HPM system.
ThinKom Solutions balances defense counter-UAS and commercial satcom ambitions with execution risk across three simultaneous product lines and no recent external funding.
EU and Ukraine launch BraveTech EU, a €35M testing platform formalizing access to combat-validated autonomous systems data and accelerating European defense procurement cycles.
Ukraine and EU launch BraveTech EU, a €35M weapons co-development platform using live combat as validation for autonomous systems and defense technologies.
US Marines deploy Smart Shooter's AI rifle scope against Iranian drones, validating a cost-effective squad-level counter-UAS layer in naval defense operations.
Assessment of Voirovka East Airfield in Belarus reveals a high-value conflict-zone facility (CARVER 43/50) with no verified autonomous system deployments despite significant robotics relevance and hardening gaps.
Assessment of Yangon International Airport's robotics and autonomous system deployment gaps in Myanmar's active conflict environment, with CARVER score of 44/50 and identified vulnerabilities.
Cognex executes disciplined recovery from industrial capex downcycle with 25% EBITDA margin targets, but ~39x P/E valuation and Keyence competition limit upside.
Cognex's FY2025 recovery shows operational inflection with margin expansion and fortress balance sheet, but 39x P/E valuation leaves thin margin of safety amid Keyence competition and semiconductor timing uncertainty.
Toyota leverages ¥4.8T operating income to compete across autonomy, SDV, and air mobility, but lags competitors on scaled driverless deployments and software maturity.