software

Sarcos Robotics rebranded as Palladyne AI, pivoting from exoskeletons to defense autonomy software with three late-2025 acquisitions and a 336–440% 2026 revenue guidance, but faces execution risk across manufacturing integration and software commercialization.

Zebra Technologies' strategic review of Fetch Robotics signals value destruction on its $305M 2021 acquisition, reflecting a narrower-than-expected AMR market and competitive pressures in warehouse automation.

Dedrone, now an Axon subsidiary, operates a software-first C-UAS platform with AI classification trained on 18M+ images and confirmed Air Force deployments, competing among 174 active players in a fragmented market.

Singapore-based KABAM Robotics operates autonomous security robots across three continents with just $2M disclosed funding, leveraging proprietary Smart+ software and RMF integration for multi-robot orchestration.

PureTech Systems, a Phoenix-based perimeter security software vendor, combines geospatial AI analytics with defense traction, but execution capacity questions remain unresolved.

Sensory Inc. has 3B+ embedded AI devices but zero robotics deployments. A profile of the voice AI veteran's positioning in autonomous systems.

Epsilon3 secured FedRAMP High certification to pursue DoD procedure software contracts, but execution risk remains high for the 22-person startup with $19M raised.

NODA AI raises $28.9M for defense autonomy orchestration software, but lacks deployments, contracts, or revenue validation despite $135M valuation.