surveillance

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Conflict Assessment intelligence

Ukraine's air defense network achieved an 83% intercept rate against Russian drone swarms, but a 17% leakage rate sustains infrastructure strikes. Analysis of saturation doctrine across 10 countries reveals 815 monthly drone events.

Signal 7 min read
Deep Signal: New Views Of Massive RQ-180 Stealth Drone Flying Over Greece intelligence

Rare public sighting of Northrop Grumman's classified RQ-180 stealth drone operating from Greece signals escalated U.S. ISR operations in the Eastern Mediterranean.

Analysis 4 min read
Cobham: Competitive Response security

Cobham's autonomy exposure is real but fragmented across defense units. Our CIDE/DRES database reveals direct MQ-25 integration and EOD legacy systems, but recent Satcom divestiture and financial opacity complicate investment thesis.

Signal 3 min read
CRFS: Company Profile security

CRFS deploys 4,651+ passive RF sensors across six continents, positioning the Cambridge firm as a leader in counter-UAS and spectrum defense for NATO and national security.

Analysis 4 min read
CRFS: Competitive Response security

CRFS's passive RF sensing network of 4,651+ deployed RFeye nodes represents a mature counter-UAS capability largely absent from mainstream coverage, with applications across defense, border security, and spectrum monitoring.

Signal 3 min read
Elistair: Company Profile security

France-based Elistair has built a defensible niche in tethered drone systems, serving 600+ customers across security and defense with extended endurance capabilities, though DJI dependency and limited Khronos commercialization present structural risks.

Analysis 3 min read
Hoverfly: Company Profile intelligence

Hoverfly Technologies leverages Blue UAS certification and Leonardo DRS partnership to scale its tethered drone platform for defense ISR and C2 relay missions.

Analysis 4 min read
Hoverfly Technologies: Competitive Response security

Hoverfly Technologies holds dual DIU Blue UAS and AUVSI Green certifications with 800+ deployed systems, but undisclosed revenue and manufacturing scale-up risks warrant scrutiny amid competitive threats.

Signal 3 min read
Deep Signal: DWIM Weekly: Mar 30 – Apr 5, 2026 intelligence

Intelligence brief analysis of Aero-Sentinel strike in March 2026 conflict operations reveals ambiguity around Israeli UAV manufacturer's operational status and implications for allied ISR capacity.

Analysis 3 min read
Conflict Assessment intelligence

Ukrainian FPV drones achieve confirmed kills on Russian S-400 radar and Tor-M2 SAM systems, demonstrating cost-asymmetric air defense suppression as Russia sustains record 2,800-drone weekly strike rate.

Signal 7 min read