M&A

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3D at Depth: Company Profile security

3D at Depth holds a rare monopoly in deep-water LiDAR metrology. The Kraken acquisition tests whether its niche technical advantage can scale without operational dilution.

Analysis 3 min read
Hai Robotics: Company Profile infrastructure

Hai Robotics has deployed 29,000 autonomous case-handling robots across 1,200+ customers, but financial opacity and unexplained headcount cuts raise concerns about enterprise viability.

Analysis 3 min read
German Navy system house to be established: Rheinmetall takes over NVL intelligence

Rheinmetall acquires Naval Vessels Lürssen, becoming Germany's integrated naval systems house with €40B+ backlog and positioning for maritime autonomous systems integration.

Brief 3 min read
Boston Dynamics: Company Profile defense

Boston Dynamics reports $130M in 2025 revenue with 2,000+ Spot units deployed globally and a production Atlas humanoid unveiled at CES 2026, but faces leadership transitions amid speculation of a 2027 IPO.

Analysis 4 min read
BlueHalo: Company Profile security

BlueHalo's $4.1B acquisition by AeroVironment consolidates RF counter-UAS, directed-energy weapons, and Space Force capabilities into a strategically differentiated defense platform.

Analysis 4 min read
Boston Dynamics CEO Robert Playter Steps Down After 30 Years intelligence

Boston Dynamics CEO Robert Playter steps down after 30 years as the company pivots toward commercializing Spot and Atlas robots across defense, infrastructure, and security sectors.

Brief 1 min read