defense
1978 articles tagged
Astrobotic's 130-payload lunar logistics pipeline masks critical cash conversion risks and a $586M funding transparency gap that institutional customers should scrutinize.
Axon Enterprise leverages $10.1B in contracted bookings and Dedrone's battlefield-proven cUAS technology to expand beyond law enforcement into defense-grade airspace security.
ECA Group holds a credible but fragile position in autonomous MCM systems, with integrated hardware strength offset by financial opacity and unresolved scale questions.
ECA Group has built an integrated autonomous mine countermeasures stack with confirmed NATO contract wins, but faces integration challenges post-2022 consolidation with iXblue under the Exail brand.
Elbit Systems reports $7.9B in 2025 revenues and record $28.1B backlog, but 68x P/E valuation leaves no margin for error as autonomy software and airborne lasers mature.
TerraPower's NRC construction permit is a structural first-mover advantage, but execution risk and supply chain gaps define the harder work ahead for the advanced nuclear company.
Applied Intuition launches Applied Edge, a mobile operations center for autonomous systems deployment, signaling expansion from software-only to full-stack field infrastructure for defense autonomy.
Applied Intuition launches Applied Edge, a mobile operations center for autonomous systems, signaling a strategic pivot into field-deployable defense infrastructure beyond cloud simulation.
Applied Intuition launches Applied Edge, a ruggedized mobile operations center for autonomous systems development and field deployment, targeting defense programs operating under connectivity and data constraints.
Baykar's K2 loitering munition with claimed 2,000 km range and AI swarm capability signals a strategic shift toward deep-strike architecture and air-defense saturation tactics.