NEWS

US Navy awards Gecko Robotics a $54M–$71M IDIQ contract to deploy climbing robots and AI drones across 18 Pacific Fleet vessels, validating the company's defense beachhead.

GomSpace's 2026 guidance of 540–640 MSEK revenue with 5–12% EBITDA reflects a company transitioning from subsystems to integrated defense missions, with execution risk concentrated in program mix and customer concentration.

GomSpace's 410 MSEK backlog covers 64–76% of 2026 guidance, signaling credibility for European defense missions but raising FCF and liquidity concerns.

GomSpace achieves profitability in 2025 with 72% YoY revenue growth, validated by European defense contracts including a 15.7M EUR EDA VLEO-DEF military satellite program selection.

GomSpace achieves record Q4 2025 profitability with 12% EBITDA margin and 410 MSEK backlog, but negative FCF guidance and wide margin range create 2026 execution risk for European defense programs.

NATO NSPA activates first call-off orders for Parrot ANAFI UKR micro-UAVs, converting framework access to operational procurement across ~30 member states with initial Finnish Defence Forces shipments.

Orange Business launches Europe's first anti-drone detection-as-a-service, leveraging its 4G/5G network for nationwide C-UAS coverage, but lacks customer proof points at launch.

Orqa launches €12.7M-backed Global Manufacturing Partnership Program targeting 1M+ annual FPV drone units, but lacks named customers and verifiable production commitments.

Orqa secures €12.7M Series A led by Expeditions; Red River Army Depot teaming agreement validates defense procurement pathway for NDAA-compliant FPV drone manufacturing.

Saildrone's Surveyor autonomous surface vessel deployment with Woolpert for NOAA seafloor mapping demonstrates commercial revenue conversion and regulatory de-risking ahead of expected Series D financing.