defense

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Skydio: Deep Dive infrastructure

Skydio has emerged as America's leading autonomous drone company, crossing from startup to defense fixture with 60,000+ units shipped and a $4.4B valuation, positioned to capture demand from the effective DJI ban.

Deep Dive 16 min read
Counter-UAS Systems Achieve 91% Interception Rate as NATO Standardizes 60+ Commercial Platforms defense

NATO standardizes 60+ commercial counter-UAS platforms as Ukrainian air defense achieves 91% interception rate against Russian drone saturation attacks.

Signal 5 min read
Shield AI Captures Three Major Contracts as V-BAT Becomes Default VTOL Platform defense

Shield AI secures three major military contracts for V-BAT VTOL platform and Hivemind autonomy, establishing it as the default drone system for allied militaries.

Signal 4 min read
Anduril: Competitive Response security

Anduril's $20B Army counter-UAS IDIQ contract establishes Lattice as the Pentagon's C2 architecture, reshaping competitive dynamics across the C-UAS market and deepening integration stickiness across three military services.

Signal 3 min read
Helsing: Deep Dive security

Helsing, Europe's $18B defense AI startup, is building loitering munitions, combat aircraft, and enterprise software simultaneously. Execution risk is high despite strong capital and government contracts.

Deep Dive 14 min read
Saronic Technologies: Deep Dive security

Saronic Technologies has raised $2.58B in four years and secured a $392M Navy production contract for autonomous surface vessels, but faces its critical test: delivering at scale with zero verified operational deployments.

Deep Dive 14 min read
Competitive Landscape intelligence

AeroVironment's $4.1B acquisition of BlueHalo creates a mid-tier defense powerhouse spanning UAS, loitering munitions, and C-UAS—challenging primes and insurgents alike in integrated sense-defeat kill chains.

Analysis 10 min read
AeroVironment-BlueHalo Merger: Competitive Landscape & Market Impact intelligence

AeroVironment's $4.1B acquisition of BlueHalo creates a mid-tier defense powerhouse spanning UAS, loitering munitions, and C-UAS—reshaping competitive dynamics against Anduril and traditional primes.

Analysis 10 min read
Deep Signal: Australia commits A$7B to counter-drone defense, awards laser and interceptor contracts intelligence

Australia commits A$7B to counter-drone defense, awarding SYPAQ A$10.4M for Corvo Strike interceptor and contracts for laser systems under LAND 156 programme.

Analysis 4 min read
Darkhive: Deep Dive intelligence

Darkhive, a veteran-led San Antonio startup, secures $49.7M Pentagon contract and $30M Series B to scale software-defined tactical drone autonomy for GPS-denied environments.

Deep Dive 13 min read