NEWS

342 articles
Telespazio: Company Profile defense

Telespazio, the €750M+ Leonardo-Thales satellite services JV, is repositioning its ground segment and autonomous vehicle connectivity capabilities as Europe's space sector accelerates toward autonomous operations.

Analysis 3 min read
Astroscale: Company Profile defense

Astroscale has proven autonomous orbital debris inspection capability but faces profitability challenges. The Tokyo-based company must convert technical leadership into sustainable revenue by FY2026.

Analysis 3 min read
Boston Dynamics: Competitive Response defense

Boston Dynamics' humanoid Atlas faces production bottlenecks and leadership transition despite strong Spot/Stretch traction, with $20B valuation pricing in unproven commercialization.

Signal 2 min read
Intel: Competitive Response defense

Intel's Core 200S partnership with ASUS signals trust recovery in industrial robotics after RealSense and NUC exits, but design wins depend on long-term supply commitments.

Signal 2 min read
Swisslog Holding AG: Company Profile defense

Swisslog Holding AG leverages 125 years of integration expertise and 2,500+ warehouse deployments to pivot toward software-led growth, balancing formidable installed base against competitive pressures from AMR-native entrants.

Analysis 3 min read
Analog Devices: Competitive Response defense

Analog Devices' robotics positioning extends beyond semiconductor trends, with wide-moat advantages in defense and infrastructure—but humanoid partnership claims require verification.

Signal 3 min read
Auterion: Company Profile defense

Auterion leverages open-source autonomy and $130M Series B funding to establish itself as a leading defense drone platform, with $50M Ukraine contracts and combat-proven swarm coordination.

Analysis 3 min read
Brave1: Company Profile defense

Ukraine's Brave1 platform has become the world's most active defense robotics validation engine, processing 3,500+ technologies and codifying 260+ to NATO standards under real combat conditions.

Analysis 3 min read
Via Satellite: Competitive Response defense

Viasat's February 2026 government UAV satellite service launch positions it as foundational autonomy infrastructure, a story Via Satellite's recognition piece missed.

Signal 3 min read
Blue River Technology: Company Profile defense

Blue River Technology's See & Spray platform achieves production-scale green-on-green spraying across Deere's global installed base, but ecosystem lock-in structurally limits addressable market beyond OEM channel.

Analysis 3 min read