Mercury Systems Inc (MRCY)

The Camera Is the New Sensor: Why a Provisional Patent Filing in Hollywood Could Reshape How the Pentagon Buys VisionApril 30, 2026 11:42 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.From counter-drone perimeters to forensic search, the operational question is no longer what is in the frame — it is which frames matter, and one Nasdaq defense-tech name just staked an IP claim on the answer.Equity-Insider.com News CommentaryNEW YORK, April 30, 2026 /PRNewswire/ -- There is a particular kind of buyer in defense procurement right now who has stopped asking for hardware. They are asking for decisions. A homeland-security director who needs to know whether the figure crossing a fence line is a maintenance worker or an intruder. A counter-drone operator who has eight seconds to decide if the airframe overhead is a delivery quadcopter or a weaponized small UAS. A forensic analyst sifting 14 hours of body-cam footage for the one second that matters. The thing they all share is that they already own the cameras. What they do not own is the intelligence to make those cameras think.







That is the gap the U.S. Patent and Trademark Office received a new filing for last week — and it lands inside a procurement cycle that has gone vertical. The Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems. The FY2026 U.S. defense budget has reached approximately $1 trillion, with FY2027 proposals pushing toward $1.5 trillion. The military AI video surveillance segment alone was valued at around $655 million in 2024 and, although there is no guarantee, is forecast to hit roughly $3 billion by 2030. Market size and growth figures are third-party estimates only and are subject to significant uncertainty; see disclaimers below. Inside that wave, a single layer of the stack is doing the heaviest commercial work: the perception software that decides what a pixel is worth.VisionWave Holdings, Inc. (NASDAQ: VWAV) filed a U.S. provisional patent application on April 24, 2026 covering core intellectual property for its xCalibre™ visual intelligence platform. The application — Application No. 64/048,141, titled "Systems and Methods for Converting Camera Streams into Structured Sensor Intelligence for Detection, Verification, and Response" This is a provisional patent application only. A provisional application does not guarantee that any claims will be allowed, that any patent will issue, or that any issued patent will provide meaningful commercial protection or be enforceable.The distinction is not academic. Conventional video analytics treat every frame the same. They run inference on everything, send everything to the cloud, and burn compute and bandwidth on the 99% of footage where nothing operationally important is happening. xCalibre™ is designed to do the opposite. It is built to treat visible, thermal, infrared, stereoscopic, low-light, body-worn, vehicle-mounted, fixed, mobile, airborne, and robotic cameras as intelligent sensor inputs — applying coarse approximation, confidence scoring, and selective refinement so that deep analysis is only triggered where the scene actually matters. The output is not a video clip. It is structured intelligence: object class, identity hypothesis, drone alert, vehicle event, abnormal behavior flag, person-of-interest indication, persistent track, threat score, response recommendation, searchable metadata, and confidence-scored evidence."xCalibre represents a shift from video analytics to video-as-a-sensor intelligence," said Danny Rittman, VisionWave's Chief Technology Officer, in the announcement. "The system is designed to ask a more intelligent question: not simply what is visible in the frame, but which parts of the scene matter, what remains uncertain, and where deeper analysis should be applied."That selective-intelligence model is what makes the filing strategically interesting. However, a provisional patent application does not guarantee that any claims will be allowed, nor that any patent will issue. There can be no assurance that the Company will obtain meaningful patent protection or that any issued patents will be enforceable. It is targeted at the exact deployment environments where conventional video AI falls apart — perimeter security at scale, critical-infrastructure monitoring, defense surveillance, autonomous systems, robotic sensing, drone detection, forensic search, and operational command dashboards. Those are the same use cases the broader peer set has been winning hardware contracts to address. The hardware, increasingly, is commoditized. The intelligence layer is not.And the rest of the field is moving fast around it. The billion-dollar operators in the same procurement lane have been booking April orders that look less like contracts and more like signals.Red Cat Holdings (NASDAQ: RCAT) announced on April 2, 2026 that a NATO ally — facilitated through the NATO Support and Procurement Agency — had selected its Black Widow™ small unmanned aircraft system on a competitive tender, with deliveries scheduled across calendar year 2026. "NATO allies need platforms that are deployable today for use in contested environments, built on secure U.S. supply chains, and able to be manufactured and fielded at scale," said CEO Jeff Thompson. Days later, on April 6, the Company disclosed a strategic partnership between its Blue Ops maritime division and HADDY to deploy large-scale robotic 3D printing and Agentic AI production at its Valdosta, Georgia facility, with the stated goal of doubling overall manufacturing capacity for unmanned surface vessels. Black Widow shares the same end-of-line problem xCalibre™ is designed to solve: a fleet of new airframes is only as good as the perception layer telling the operator what they see.Ondas Inc. (NASDAQ: ONDS) completed its Mistral merger on April 24, 2026 at a $175 million valuation, lifting pro-forma backlog to $457 million when contracted backlog from Mistral and recently acquired World View are included — versus $68 million at year-end 2025. The Company's earlier April 13 disclosure of an initial $68 million order under a multi-year $140 million strategic military engineering program for INDO Earth Moving's heavy ground equipment continues to anchor the autonomy and AI-integration thesis. World View, acquired April 1, adds a stratospheric layer to the same multi-domain ISR concept that the rest of the sector is racing to assemble. The plumbing is being laid; the question of whose intelligence layer rides on top of it is still being decided.Mercury Systems (NASDAQ: MRCY) announced on April 2, 2026 that L3Harris Technologies had selected the company to provide solid-state data recorders for the U.S. Space Development Agency's Tranche 3 Tracking Layer satellite constellation — the missile-warning architecture designed to defend against advanced threats including hypersonic weapons. Mercury reported Q2 fiscal 2026 bookings of $288 million (up 18.6% year-over-year), a book-to-bill of 1.23, and a record backlog of $1.5 billion. Mercury delivers the rugged compute infrastructure that makes AI sensor fusion viable inside platforms operating in harsh, contested environments — exactly the edge where xCalibre™'s architecture is designed to run without cloud dependency.Mobix Labs (NASDAQ: MOBX) disclosed on April 2, 2026 a roughly five-fold expansion of component activity tied to the F-22 Raptor program — securing new and increased orders from two subcontractors that, combined, mark a step-change in the Company's defense footprint. Days later, on April 6, Mobix announced a $3.2 million order for technology used in TSA-deployed airport full-body scanners, bringing total program activity past $6 million. On March 19, 2026, the Company was selected by a major munitions manufacturer for a smart munitions feasibility program focused on anti-drone applications — the same threat layer that xCalibre™ is designed to flag, score, and pass to operators in real time.These third-party developments are publicly reported but are not necessarily indicative of VisionWave's prospects. There can be no assurance that VisionWave will secure similar contracts or achieve comparable results.Step back from any single deal and the procurement pattern is clear. The dollars are flowing toward the layer that decides — not the layer that records. However, there can be no assurance that VisionWave will successfully commercialize xCalibre™, achieve market acceptance, or generate material revenue from the technology. Hypersonic missile-warning, fielded counter-drone systems, edge compute, NDAA-compliant drone components, multi-domain ISR — every one of those programs depends on perception software that can run at the edge, in real time, with the discipline to ignore what does not matter. That is the layer VisionWave just filed a provisional patent on. In a procurement cycle defined by 200,000 autonomous systems, $1 trillion in defense outlays, and a video-AI segment compounding toward $3 billion (estimates only), owning the architecture — not just selling the output — is the moat that gets repriced first.Article Source: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:
Equity Insider
info @acblanke1DISCLAIMER:This is a paid promotional advertisement. Nothing in this publication should be considered as personalized financial advice or an offer to buy or sell securities. VisionWave Holdings, Inc. has paid compensation to Equity-Insider.com / Market IQ Media Group, Inc. for the preparation and distribution of this material. Equity-Insider and its affiliates may hold shares of VWAV and may sell them at any time, creating a conflict of interest.Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Forward-Looking Statements. This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "could," "should," "would," "believe," "expect," "anticipate," "plan," "estimate," "potential," or similar expressions identify forward-looking statements. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described, including but not limited to: (i) the risk that the provisional patent application will not result in issued claims of commercial value; (ii) technical, regulatory, and market risks associated with the development and commercialization of xCalibre™; (iii) the Company's ability to secure government contracts; (iv) competition; (v) dependence on key personnel; and (vi) general economic and defense-budget uncertainties. Investors should review the Company's most recent SEC filings (available at https://www.sec.gov/edgar/browse/?CIK=2038439) for a more complete discussion of risk factors.VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. Past performance of peer companies is not indicative of future results for VWAV.Logo - https://mma.prnewswire.com/media/2840019/5947789/Equity_Insider_Logo.jpg



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Original: The Camera Is the New Sensor: Why a Provisional Patent Filing in Hollywood Could Reshape How the Pentagon Buys Vision

Sensor Fusion Is The New Defense Frontier: AI Video Joins RF In The Race To Counter DronesApril 13, 2026 12:05 PM
PR Newswire (Canada)

As Counter-Drone Spending Marches Toward $20 Billion, Defense Tech Companies Are Layering Visual Intelligence Onto RF-First Architectures To Stay CompetitiveFeatured Tickers: VisionWave Holdings, Inc. (NASDAQ: VWAV), Rekor Systems, Inc. (NASDAQ: REKR), Ondas Inc. (NASDAQ: ONDS), Red Cat Holdings, Inc. (NASDAQ: RCAT), Mercury Systems, Inc. (NASDAQ: MRCY).KEY TAKEAWAYSThe global counter-unmanned aerial system market is projected to grow from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035, a CAGR of about 25.8%, according to Precedence Research.[1]VisionWave Holdings (Nasdaq: VWAV) has acquired the xClibre™ AI video intelligence IP — independently valued at approximately USD 60 million by BDO Consulting Group — to add a visual perception layer to its RF-based defense platforms.[2]The Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems, against the backdrop of a 2026 US defense budget being discussed at roughly USD 1 trillion.[3]xClibre is built on an edge-first "video-as-a-sensor" architecture, designed to convert existing camera infrastructure into a real-time AI intelligence layer with no cloud dependency.[2]Featured tickers covered in this report: VWAV, REKR, ONDS, RCAT, MRCY.NEW YORK, April 13, 2026 /CNW/ -- Equity-Insider.com News Commentary — Modern air defense has a problem that money alone cannot solve: too many alerts, not enough certainty. Radio-frequency (RF) sensors are excellent at wide-area detection, but they cannot always tell an operator whether the contact in question is a hostile drone, a stray bird, or a passing aircraft. Visual confirmation has become a non-negotiable input before autonomous engagement — or even authorized human response — can move forward with confidence.







That single operational gap is reshaping the counter-unmanned aircraft system (C-UAS) procurement map. According to Precedence Research, the global C-UAS market is forecast to grow from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035, a compound annual growth rate of about 25.8%, with North America accounting for 49% of 2025 market share.[1] Within that growth, control systems — the integration layer that fuses detection, classification, and response — are the fastest-growing component segment, reflecting demand for AI-driven threat prioritization and automated decision support.[1]The macro environment is amplifying the trend. The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems, Section 1709 of the FY25 NDAA has effectively banned foreign-manufactured drones from the US market via FCC implementation, and the 2026 US defense budget is being discussed at roughly USD 1 trillion, with FY2027 proposals reportedly pushing toward USD 1.5 trillion.[3]Against that backdrop, VisionWave Holdings, Inc. (Nasdaq: VWAV) has just made one of the most pointed strategic moves of the cycle.VisionWave Buys The Visual Perception Layer Its Argus Stack Was MissingOn April 13, 2026, VisionWave announced the completed acquisition of the intellectual property assets underlying the xClibre™ AI video intelligence platform, pursuant to a definitive Asset Purchase Agreement dated April 10, 2026. The acquired IP was independently valued at approximately USD 60 million by BDO Consulting Group as of April 10, 2026.[2]VisionWave's defense platforms — including its Argus™ space-enabled counter-UAS architecture and its WaveStrike™ RF-enabled fire-control workflows — had until now relied primarily on RF-based detection.[2][4] xClibre adds the visual perception layer expected to complement those RF capabilities, addressing what management described as a critical capability gap in the Company's sensing architecture."RF sensing tells you something is there. Video intelligence tells you what it is and what it's doing," said Douglas Davis, CEO and Executive Chairman of VisionWave.[2] "With xClibre, we have taken an important step toward delivering both — in a single integrated architecture built for the realities of contested environments. Our near-term focus is validating performance in the field. The commercial path follows from that."Total consideration for the IP portfolio consists of 7,000,000 shares of VisionWave common stock (3,500,000 issued at closing and 3,500,000 contingent upon successful proof-of-concept validation and Nasdaq Shareholder Approval under Nasdaq Listing Rule 5635), plus a USD 6,000,000 promissory note.[2] VisionWave intends to assign the acquired IP into a dedicated subsidiary, xClibre Inc., creating a focused commercial vehicle for development and go-to-market execution.[2]xClibre is designed as a "video-as-a-sensor" platform that converts existing camera infrastructure into a real-time AI intelligence layer. Stated capabilities include automated threat detection with behavioral analytics, rapid forensic search to accelerate post-incident investigation, visual verification of RF-detected contacts to potentially reduce false-positive response rates, and event-driven action pipelines that connect detection to autonomous system response.[2] The platform is built on an edge-first architecture — processing data locally via dedicated compute appliances, with no cloud dependency — a design choice intended to enable deployment in bandwidth-constrained forward environments and meet data sovereignty requirements.[2]Integration is targeted across VisionWave's existing defense stack via APIs and SDKs, with near-term focus on the Argus counter-UAS platform (visual confirmation for RF-identified aerial threats), autonomous interceptor systems, the VARAN unmanned ground vehicle, and fixed-site security deployments with forensic replay capability.[2] A structured proof-of-concept evaluation with an industry partner is targeted for completion in H2 2026, and successful POC outcomes plus Nasdaq Shareholder Approval will trigger release of the remaining 3,500,000 contingent shares.[2]The xClibre transaction lands against an active strategic backdrop. VisionWave previously entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, an Israeli manufacturer whose structural assemblies are used in Israel's multi-layer missile defense architecture, including Iron Dome and the Barak 8 long-range air defense system.[3] The Company has also been advancing its qSpeed™ pre-commercial computational acceleration architecture across defense-focused programs — including Argus counter-UAS workflows — where reduced end-to-end latency may enhance operational responsiveness in time-critical scenarios.[4]Other Defense Tech Names Building The AI Sensing StackRekor Systems, Inc. (NASDAQ: REKR)Rekor Systems is one of the purer-play AI computer vision companies on US exchanges. Its Rekor One® roadway intelligence engine ingests data from proprietary systems, third-party sources, and existing infrastructure, applying computer vision, edge processing, pattern recognition, and predictive algorithms to transform that data into actionable intelligence.[5] On June 6, 2025, Rekor announced a one-year, USD 1.2 million Data-as-a-Service contract with a Sun Belt state transportation agency to deploy 150 Rekor Discover® systems, replacing intrusive legacy roadway sensors with FHWA-compliant AI-based technology.[6]On October 23, 2025, the Company announced it would enter the global deepfake detection market via a new subsidiary called Rekor Labs, combining its AI and machine vision expertise to identify synthetic video, audio, and images. Proof-of-concept and alpha milestones were reported as complete, with a full product launch expected in the first half of 2026, and Rekor estimated the global deepfake detection market could exceed USD 30 billion over the next decade.[7] On March 18, 2026, the US Patent and Trademark Office granted Rekor a patent for an incident-based method to retain ALPR and vehicle recognition data based on suspected-offense severity, expanding the Company's IP portfolio in computer vision data management.[8]Ondas Inc. (NASDAQ: ONDS)Ondas — which changed its name from Ondas Holdings Inc. to Ondas Inc. in January 2026 — has built one of the most active counter-drone franchises among small-cap defense plays.[9] Through its Ondas Autonomous Systems unit and operating companies American Robotics, Airobotics, Apeiro Motion, Roboteam, and Sentrycs, the Company offers an integrated suite of autonomous aerial, ground, and counter-UAS solutions, including the Iron Drone Raider autonomous counter-UAS interception platform and the Optimus System.[9]On November 17, 2025, Ondas secured an approximately USD 8.2 million order from a major European security authority to deploy multiple Iron Drone Raider systems at one of Europe's largest international airports, followed on December 1, 2025 by a second USD 8.2 million order from the same governmental customer for a different airport.[10] On December 3, 2025, Ondas announced it had been selected as prime contractor for a major government tender to develop a full-scale drone-based autonomous border-protection system, with an initial purchase order expected in January 2026 and the multi-phase program expected to culminate in the deployment of thousands of autonomous drones.[11] On January 28, 2026, the Company's Optimus drone was added to the Defense Contract Management Agency's Blue List, identifying it as an approved, secure, NDAA-compliant unmanned aircraft system for rapid Department of War procurement.[12]Red Cat Holdings, Inc. (Nasdaq: RCAT)Red Cat is a US-based provider of advanced all-domain drone and robotic solutions for defense and national security, operating through wholly owned subsidiaries Teal Drones and FlightWave Aerospace. Its Family of Systems is led by the Black Widow™ small unmanned aircraft system, which won the US Army's Short Range Reconnaissance (SRR) production contract over Skydio in November 2024.[13]On February 2, 2026, Red Cat announced that an Asia-Pacific ally had selected Black Widow on a competitive tender in December 2025, the second Asia-Pacific ally to recently order the system.[14] Then on April 2, 2026, the Company announced that a NATO ally had selected Black Widow in March 2026 through a competitive tender facilitated by the NATO Support and Procurement Agency (NSPA), with deliveries scheduled across calendar year 2026.[15] Red Cat is widely viewed as a potential beneficiary of the Pentagon's Drone Dominance Program, which is focused on strengthening US ability to deploy advanced unmanned systems in future conflicts.[15]Mercury Systems, Inc. (NASDAQ: MRCY)Mercury Systems delivers mission-critical processing to the edge — the rugged compute infrastructure that makes AI sensor fusion possible inside platforms operating in harsh, contested environments. The Company's products are deployed in more than 300 programs across 35 countries, supporting applications in mission computing, sensor processing, command and control, and communications.[16]On January 15, 2026, Mercury announced contract awards totaling more than USD 60 million for work associated with two critical US space and strategic weapons programs.[16] The Company's Q2 fiscal 2026 results, reported on February 3, 2026, showed bookings of USD 288 million (up 18.6% year-over-year), a book-to-bill of 1.23, and a record backlog of USD 1.5 billion (up 8.8% year-over-year).[17] On March 12, 2026, Mercury acquired SolderMask, Inc. to support higher-rate production across more than 20 Mercury programs, including the US Army's Lower Tier Air and Missile Defense Sensor (LTAMDS) program.[18] And on April 2, 2026, Mercury announced it had been selected by L3Harris Technologies (NYSE: LHX) to provide solid-state data recorders for the US Space Development Agency's Tranche 3 Tracking Layer satellite constellation, designed to protect the United States from advanced missile threats including hypersonic weapons.[19]Frequently Asked QuestionsWhat is xClibre and why does it matter for VisionWave?xClibre is an AI video intelligence platform whose intellectual property assets VisionWave acquired on April 13, 2026 in a transaction valued at approximately USD 60 million by independent valuation from BDO Consulting Group. It is designed as a "video-as-a-sensor" system that converts existing camera infrastructure into a real-time AI intelligence layer, providing the visual perception capability that VisionWave's previously RF-first defense platforms — including Argus counter-UAS — had been missing.[2]How fast is the counter-drone market actually growing?Forecasts vary by methodology, but multiple credible sources point to compound annual growth rates in the 25%–26% range through the early 2030s. Precedence Research projects growth from approximately USD 2.08 billion in 2025 to roughly USD 19.06 billion by 2035 (CAGR of about 25.8%).[1] MarketsandMarkets projects growth from approximately USD 6.64 billion in 2025 to roughly USD 20.31 billion by 2030 (CAGR of about 25.1%) on a slightly different definitional basis.[20]What is the Pentagon's Drone Dominance Program?The Drone Dominance Program is a Department of War initiative aimed at fielding more than 200,000 autonomous systems in support of US forces, accelerating the delivery of advanced unmanned systems to operational units. It exists alongside Section 1709 of the FY25 NDAA, which has effectively banned foreign-manufactured drones from the US market through FCC implementation, against a 2026 US defense budget being discussed at roughly USD 1 trillion.[3]Why is sensor fusion so important in counter-UAS architectures?Single-modality detection — RF alone, radar alone, or optical alone — produces too many false positives in real-world conditions to support autonomous engagement or rapid human authorization. Layered architectures that combine RF detection with electro-optical confirmation and AI-driven classification are now considered the standard for both military and critical-infrastructure deployments. The control-systems segment, which fuses sensor inputs into integrated command interfaces with real-time threat response, is the fastest-growing component category in the C-UAS market.[1]When will VisionWave's xClibre integration be validated?VisionWave plans to conduct a structured proof-of-concept evaluation with an industry partner targeting completion in H2 2026, validating detection accuracy, false-alert performance, and integration across the multi-sensor stack. Successful POC outcomes plus receipt of Nasdaq Shareholder Approval will trigger release of the remaining 3,500,000 contingent shares of the consideration.[2]CONTINUED… Read this and more news for VisionWave Holdings at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/Article Sources[1] Precedence Research, "Counter-Unmanned Aerial System (C-UAS) Market Size to Hit USD 19.06 Billion by 2035," https://www.precedenceresearch.com/counter-unmanned-aerial-system-market[2] VisionWave Holdings, Inc., "VisionWave Acquires xClibre™ AI Video Intelligence IP Assets," April 13, 2026 (company press release).[3] PR Newswire / Equity-Insider.com, "Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUS," April 6, 2026, https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html[4] VisionWave Holdings, Inc., "VisionWave Advances qSpeed™ Pre-Commercial Computational Acceleration Architecture Across Defense Programs," January 20, 2026, https://www.globenewswire.com/news-release/2026/01/20/3221720/0/en/VisionWave-Advances-qSpeed-Pre-Commercial-Computational-Acceleration-Architecture-Across-Defense-Programs-Including-Fire-Control-Counter-UAS-and-Intercept-Workflows-Where-Microseco.html[5] Rekor Systems, Inc., corporate website, https://www.rekor.ai[6] StockTitan, "$1.2M AI Traffic Monitoring Contract Won by Rekor Systems," June 6, 2025, https://www.stocktitan.net/news/REKR/sun-belt-state-transportation-agency-to-deploy-150-rekor-discover-1cahyoj7102b.html[7] Rekor Systems, Inc., "Rekor Systems Announces Plan to Enter the Global Deepfake Detection Market," October 23, 2025, https://www.stocktitan.net/news/REKR/rekor-systems-announces-plan-to-enter-the-global-deepfake-detection-tjdi0dvrvvec.html[8] StockTitan, "REKR — Rekor Systems Inc Latest Stock News & Market Updates," https://www.stocktitan.net/news/REKR/[9] Yahoo Finance, "Ondas Inc. (ONDS) Stock Price, News, Quote & History," https://finance.yahoo.com/quote/ONDS/[10] Ondas Holdings Inc., "Ondas Secures Additional $8.2 Million Counter-UAS Order," December 1, 2025, https://ir.ondas.com/press-releases/detail/259/ondas-secures-additional-8-2-million-counter-uas-order[11] Ondas Holdings Inc., "Ondas Wins Strategic Government Tender to Develop and Deploy Autonomous Border-Protection System with Thousands of Drones," December 3, 2025, https://ir.ondas.com/press-releases/detail/261/ondas-wins-strategic-government-tender-to-develop-and[12] Ondas Inc., "Ondas' American Robotics Optimus Drone Approved for Rapid Federal Procurement via DCMA Blue UAS Cleared List," January 28, 2026, https://ir.ondas.com/press-releases/detail/275/ondas-american-robotics-optimus-drone-approved-for-rapid[13] The Robot Report, "Red Cat wins U.S. Army next-gen drone contract over Skydio," November 22, 2024, https://www.therobotreport.com/red-cat-wins-u-s-army-next-gen-drone-contract-over-skydio/[14] Red Cat Holdings, Inc., "Red Cat Secures New Orders for Black Widow™ Drones from Asia-Pacific Ally," February 2, 2026, https://ir.redcatholdings.com/news-events/press-releases/detail/210/red-cat-secures-new-orders-for-black-widow-drones-from-asia-pacific-ally[15] Red Cat Holdings, Inc., "Red Cat Secures New Orders for Black Widow™ Drones from NATO Ally," April 2, 2026, https://www.globenewswire.com/news-release/2026/04/02/3267257/0/en/Red-Cat-Secures-New-Orders-for-Black-Widow-Drones-from-NATO-Ally.html[16] Mercury Systems, Inc., "Mercury Awarded Contracts for U.S. Space and Strategic Weapons Programs," January 15, 2026 (per company news listings).[17] Mercury Systems, Inc., "Mercury Systems Reports Second Quarter Fiscal 2026 Results," February 3, 2026.[18] Mercury Systems, Inc., "Mercury Systems Acquires SolderMask To Support Higher Rate Production," March 12, 2026, https://www.globenewswire.com/news-release/2026/03/12/3255136/18849/en/Mercury-Systems-Acquires-SolderMask-To-Support-Higher-Rate-Production.html[19] Mercury Systems, Inc., "L3Harris Selects Mercury To Provide Solid-State Data Recorders for SDA's Tranche 3 Tracking Layer Satellites," April 2, 2026, https://www.globenewswire.com/news-release/2026/04/02/3267213/18849/en/L3Harris-Selects-Mercury-To-Provide-Solid-State-Data-Recorders-for-SDA-s-Tranche-3-Tracking-Layer-Satellites.html[20] MarketsandMarkets, "Counter-UAS Systems Market — Global Forecast to 2030," https://www.marketsandmarkets.com/Market-Reports/counter-cuas-systems-market-4197284.htmlContactEquity Insiderinfo @acblanke1DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision. MIQ owns shares of VisionWave Holdings, Inc. that were purchased in the open market and reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. MIQ also expects to receive further compensation as outlined in our disclosures concerning VisionWave Holdings, Inc. This article is being distributed for Market IQ Media Group, Inc.The above article contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical fact and may be "forward looking statements." Forward looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Investors are cautioned that all forward-looking statements involve risks and uncertainties, including without limitation, the ability of VisionWave Holdings, Inc. to successfully integrate the xClibre IP, complete the proof-of-concept evaluation, obtain Nasdaq Shareholder Approval for the issuance of the contingent shares, and execute on its broader commercialization roadmap. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2840019/5912200/Equity_Insider_Logo.jpg



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Original: Sensor Fusion Is The New Defense Frontier: AI Video Joins RF In The Race To Counter Drones

Equity Insider: $66 Billion IT Overhaul Signals Pentagon's Bet on AI-Driven Defense ElectronicsMarch 11, 2026 11:30 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.NEW YORK, March 11, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — The Pentagon's FY2026 budget commits $66.1 billion to IT and cyberspace activities, channeling a 2.8% year-over-year increase directly into AI integration, electronic warfare modernization, and hardened networking infrastructure across every military branch.[1] The spending surge sits within a broader global rearmament cycle, with worldwide defense expenditure projected to surpass $2.6 trillion in 2026 as allied nations compress procurement timelines under escalating geopolitical pressure.[2] Companies potentially positioned in this space include VisionWave Holdings (NASDAQ: VWAV), BWX Technologies (NYSE: BWXT), CACI International (NYSE: CACI), Mercury Systems (NASDAQ: MRCY), and Northrop Grumman (NYSE: NOC).
The defense electronics segment alone is forecast to reach $317 billion by 2030, growing at 5.4% annually as demand for radiation-hardened computing, secure signal processing, and AI-enabled sensor fusion accelerates across air, space, and maritime domains.[3] NATO allies have committed to investing 3.5% of GDP in defense by 2035, locking in multi-year procurement cycles for the mission-critical hardware and electronic warfare systems that underpin modern force projection.[4]VisionWave Holdings (NASDAQ: VWAV) released a corporate update highlighting strategic progress since completing its business combination and becoming publicly traded. Back in February, the company entered into a $10 million Statement of Work supporting development of the QuantumSpeed computational acceleration platform, designed to support high-performance computing environments required for advanced AI workloads.VisionWave also formed a joint venture with Boca Jom Ltd. in Israel to advance automated semiconductor design technologies and established collaborations with PVML for secure AI infrastructure and Aiphex for technology ecosystem expansion.VisionWave introduced the VARAN Unmanned Ground Vehicle platform, designed for surveillance, logistics, and security missions, and announced the PS500000 autonomous ground vehicle program. Through its wholly owned subsidiary Solar Drone Ltd., the company advanced multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. Solar Drone was selected to participate in Abu Dhabi Sustainability Week 2026.The company unveiled its ARGUS AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies. VisionWave conducted pilot programs and live demonstrations with defense partners and announced collaboration with SaverOne to integrate RF-based detection into defense systems. The company also announced its intention to pursue a multi-patent portfolio associated with the ARGUS counter-drone initiative.VisionWave entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified Israeli manufacturer specializing in aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture including Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization. C.M. signed a memorandum of understanding regarding the German defense market through the Bundeswehr and is advancing joint venture discussions in India through FBM Technologies.CONTINUED… Read this and more on VisionWave at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/In other industry developments and happenings in the market include:BWX Technologies (NYSE: BWXT) reported full-year 2025 results including diluted non-GAAP EPS of $4.01 and adjusted EBITDA of $574.3 million, while ending the year with backlog of $7.3 billion, up 50% year-over-year. The growth was driven by large multi-year awards across naval propulsion, special materials, and commercial nuclear power programs."We delivered a strong fourth quarter, and a record year for BWXT," said Rex D. Geveden, president and chief executive officer. "In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisitions and captured significant high-value awards across both Government and Commercial segments, driving 50% backlog growth."Geveden noted that BWXT "operates at the intersection of national security and commercial nuclear power markets, where demand for both remains exceptionally strong." The company initiated 2026 guidance calling for non-GAAP EPS of $4.55-$4.70, adjusted EBITDA of $645-$660 million, and free cash flow of $305-$320 million.CACI International (NYSE: CACI) completed its acquisition of ARKA Group in an all-cash transaction for $2.6 billion. ARKA provides industry-leading electro-optical/infrared and hyperspectral imaging capabilities alongside Agentic AI-based software, delivering geospatial intelligence for critical national security missions. The acquisition expands CACI's portfolio of national security space programs and strengthens its position in a domain traditionally defined by high technical barriers to entry."Today, more than 1,100 ARKA employees join us as we continue to expand to the limits of national security," said John Mengucci, CACI President and Chief Executive Officer. "ARKA purposefully accelerates our space market strategy while adding technologies that strengthen and expand our position in this rapidly growing domain."ARKA's space-based sensors expand CACI's existing portfolio across land, sea, and air domains, while its geospatial intelligence complements CACI's established signals intelligence capabilities. Combined with operationally proven Agentic AI-based software, the combined entity is positioned to deliver multi-source intelligence to the Intelligence Community, the U.S. Space Force, and the Department of War.Mercury Systems (NASDAQ: MRCY) reported record backlog exceeding $1.5 billion with a book-to-bill ratio of 1.23, reflecting sustained demand for the company's mission-critical processing subsystems, sensors, and safety-critical electronics across major defense program portfolios."Our ability to accelerate progress on a number of our customers' high-priority programs once again contributed to strong results this quarter, including record first-half revenue," said Bill Ballhaus, Chairman and CEO of Mercury. "In the second quarter we secured bookings of $288 million, with a 1.23 book-to-bill, resulting in a record backlog approaching $1.5 billion. Revenue for the second quarter was $233 million, resulting in a 7.1% year-over-year increase in the first half."The company's secure processing solutions span airborne ISR platforms, missile defense systems, and electronic warfare applications requiring radiation-hardened computing capable of sustained operation in extreme thermal, vibration, and electromagnetic environments. Mercury's high-speed signal processing systems and ruggedized electronics are embedded within supply chains for advanced defense programs including next-generation AESA radar systems, precision-guided munitions guidance packages, and electronic countermeasure platforms where processing latency, thermal management, and fault tolerance directly determine mission outcomes in contested electromagnetic environments.Northrop Grumman (NYSE: NOC) recently secured a $225 million contract for U.S. Navy E-130J training systems, supporting the service's ongoing modernization of aircrew training infrastructure for next-generation maritime patrol and reconnaissance operations across Atlantic and Pacific fleet commands. The award covers advanced simulation technology, synthetic training environment development, and integrated mission rehearsal systems for naval aviation programs across multiple fleet readiness centers supporting both initial qualification and advanced tactical training requirements.The company maintains substantial positions in strategic programs including the B-21 Raider stealth bomber and Global Hawk high-altitude reconnaissance systems, with mission systems integration, autonomous platforms, and AI-enabled training capabilities spanning air, space, and cyber domains. Northrop Grumman's defense electronics and computing infrastructure serve both U.S. and allied requirements for interoperable command, control, communications, and intelligence systems, with particular emphasis on secure data fusion across distributed sensor networks and multi-domain battle management architectures supporting joint all-domain and coalition operations across contested electromagnetic environments.SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:
EQUITY INSIDER
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an ofer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:https://www.washingtontechnology.com/opinion/2026/02/dods-66b-it-budget-pivots-ai-and-efficiency/411370/https://www.nationaldefensemagazine.org/articles/2026/1/29/global-defense-spending-to-top-2-6-trillion-in-2026https://www.mordorintelligence.com/industry-reports/defense-electronics-markethttps://gabelli.com/research/nato-spending-overview-a-structural-change-to-the-defense-industry/Logo: https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg  



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Original: Equity Insider: $66 Billion IT Overhaul Signals Pentagon's Bet on AI-Driven Defense Electronics

Defense Stocks Ignite as $900 Billion Pentagon Budget Triggers AI Tech RevolutionJanuary 27, 2026 5:05 PM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.Equity Insider News CommentaryVANCOUVER , BC, Jan. 27, 2026 /PRNewswire/ -- The 2026 defense cycle is officially underway with a massive $900.6 billion Pentagon budget authorization[1]. This tidal wave of capital is forcing a total overhaul of electronic warfare and sensing tech as modern threats become harder to detect. The electronic warfare market is projected to hit $20.01 billion this year[2]. This surge is driven by a desperate need for AI-powered signal processing that can see what legacy systems miss. This massive structural shift puts a bright spotlight on VisionWave Holdings, Inc. (NASDAQ: VWAV), Leonardo DRS (NASDAQ: DRS), L3Harris Technologies (NYSE: LHX), Mercury Systems (NASDAQ: MRCY), and Cloudastructure (NASDAQ: CSAI).







The Missile Defense Agency is backing this play with a $151 billion SHIELD contract vehicle that demands the immediate integration of edge computing[3]. In a world where every second counts, the $586.37 billion homeland security market is pivoting toward AI-enabled platforms that can collapse decision cycles from minutes to mere seconds[4]. This move isn't just about safety; it's about establishing a massive technical advantage through autonomous response execution. For the smart money, the real ROI is in the platforms that can process data faster than the enemy can move.VisionWave Holdings Inc. (NASDAQ: VWAV) has entered into a definitive strategic exchange agreement with SaverOne 2014 Ltd. (NASDAQ: SVRE) in a three-stage transaction valued at $7.0 million in staged equity consideration. Under the agreement, VisionWave may acquire approximately 51% of the Israeli technology company on a fully diluted basis, subject to milestone achievement, regulatory approvals, and shareholder approval from SaverOne. Both companies' boards unanimously approved the transaction following an independent fairness opinion from BDO Consulting Group.The partnership aims to integrate VisionWave's proprietary radio-frequency sensing and AI-driven analytics technologies into SaverOne's existing VRU (Vulnerable Road User) platform. The combined system is designed to address concealed, obscured, and non-line-of-sight threats in environments where optical and LiDAR-only sensing systems face limitations, including occlusion, cluttered terrain, adverse weather, and complex infrastructure settings. Management currently estimates an RF-enhanced, commercially deployable solution addressing identified concealed-threat scenarios could be demonstrated during the 2026 calendar year, subject to continued development, testing, and validation.SaverOne will serve as the core operating platform for specified RF-based defense and security applications, supported by a non-exclusive global license to VisionWave's RF sensing technologies. The unified platform intends to support detection of concealed threats, counter-drone sensing, perimeter and infrastructure protection, battlefield situational awareness, and RF-based threat classification in complex environments across military, homeland security, and critical infrastructure deployments.VisionWave recently acquired the qSpeed computational acceleration engine, independently valued at $99.6 million by BDO Consulting Group. This technology addresses decision latency between threat detection and response execution by collapsing computation cycles from minutes into seconds. The system prioritizes decision-critical computations first, enabling rapid initial conclusions that continuously refine themselves as additional data becomes available. The company has announced initial progress integrating qSpeed across its WaveStrike RF-enabled fire control systems and Argus counter-drone technology.The company's intellectual property position includes U.S. Patent No. 12,499,578, which secures enforceable protection for the radio-frequency sensing and artificial intelligence architecture powering both Argus and its SkyWeave high-frequency communications backbone.VisionWave is executing strategic expansion into Southern Europe through its Solar Drone Ltd. subsidiary, having secured follow-on hardware orders and distribution agreements covering Italy and Spain for critical infrastructure maintenance markets. The company's universal Adaptation Kit enables integration of heavy-duty payloads exceeding 200 pounds into third-party drone fleets. VisionWave plans to invest up to $10 million in U.S.-based development over the next 6 to 12 months to accelerate commercialization timelines.CONTINUED… Read this and more news for VisionWave Holdings at:
https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/Leonardo DRS (NASDAQ: DRS) announced a subcontract award to provide Infrared Mission Payloads supporting the Space Development Agency's Tracking Layer Tranche 3, a component of the U.S. military's advanced missile defense program. As space-based mission payload provider, DRS will design, build, integrate, and test advanced infrared mission payloads supporting TRKT3's accelerated capability to provide global detection, warning, and tracking of ballistic missiles and hypersonic weapons with precision fire-control sensing data for missile interceptors."This award recognizes our innovative best-in-class technology, and continued investment in advanced space-based capabilities for programs such as the TRKT3 mission," said John Baylouny, DRS' Chief Executive Officer. "These investments allow our people to push the boundaries of advanced sensing and space payload manufacturing to support a wide range of national security priorities."Leonardo DRS is a leading provider of multi-domain advanced cooled and uncooled infrared systems for the U.S. government and allied nations with extensive installed mission capabilities across ground, sea, air, and space domains. Advanced sensing mission technology is a key strategic focus as DRS integrates industry-leading multi-domain sensing capabilities, secure communications, and laser technologies for Golden Dome, Counter-UAS, autonomous maritime fleet protection, and ground combat systems.L3Harris Technologies (NYSE: LHX) delivered the first MC-55A aircraft to the U.S. Air Force following integration and mission system testing as part of Australia's new Peregrine fleet acquisition. The Royal Australian Air Force is acquiring missionized business jets through a U.S. foreign military sales program providing airborne electronic warfare and intelligence, surveillance and reconnaissance capabilities supporting multi-domain operations for Australia and coalition forces."The MC-55A Peregrine will be a force multiplier in delivering critical data for long-range targeting, regional deployments and effective mission planning," said Jason Lambert, President, Intelligence, Surveillance and Reconnaissance, Space and Mission Systems, L3Harris. "The specialized aircraft will give the RAAF information superiority and serve as strategic assets for future Australian Defence Force operations."Follow-on aircraft will remain in the Air Force's possession while supporting RAAF training and pre-delivery requirements. L3Harris has established a field service team in Australia to work alongside local industry partners for in-country support with ongoing software and hardware upgrades ensuring Peregrine stays ready to meet evolving threats and future mission needs.Mercury Systems (NASDAQ: MRCY) received contract awards totaling more than $60 million for work associated with two critical U.S. space and strategic weapons programs, including a development contract extension for a large strategic weapons program leveraging the company's expertise in strategic radiation-hardened data and signal processing. Initially awarded in 2023, Mercury's development work will now continue through 2031 and include delivery of additional flight-testing units."Mercury is proud to support these critical U.S. national security missions," said Roya Montakhab, Senior Vice President of Integrated Processing Solutions at Mercury Systems. "The Mercury Processing Platform features unique capabilities that deliver enhanced performance and resiliency for space and strategic weapons programs, and these awards highlight the increasing demand for our technology in these domains."Mercury was also awarded a new contract from an innovative space systems prime contractor to produce subsystems for a U.S. national security space program. This is the second customer to adopt Mercury's radiation-tolerant wideband storage and processing subsystem featuring AMD Versal AI Core series FPGAs and 4.5 terabyte data storage drives recently released into production.Cloudastructure (NASDAQ: CSAI) announced successful integration of autonomous drone technology into its award-winning mobile surveillance trailer, extending the platform's proven security capabilities into aerial operations. The integration enables remote guards to deploy and operate autonomous drones directly from mobile surveillance trailers to secure large-scale industrial, logistics, distribution, and commercial properties with enhanced perimeter protection."By integrating autonomous drones with Cloudastructure's AI platform, we've extended situational awareness into the air, providing security teams with a faster, broader, and more flexible way to protect high-value assets," said Kevin Mack, Chief Technology Officer at Flex Security.The platform strategy positions Cloudastructure to become the central intelligence layer across all security hardware including drones, mobile surveillance trailers, robotics, and electric security fencing. This hardware-agnostic approach transforms disparate security assets into a cohesive AI-powered security ecosystem while enabling capital-efficient growth through strategic partnerships and expanding addressable markets beyond traditional camera-based surveillance.Article Sources: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:Equity Insider
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an ofer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.  This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described.  Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially.  VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:1.   https://www.govconwire.com/articles/trump-fy26-ndaa-acquisition-reforms2.   https://natlawreview.com/press-releases/electronic-warfare-systems-market-analysis-future-demand-and-leading-key3.   https://news.satnews.com/2026/01/15/mda-adds-340-vendors-to-151-billion-shield-enterprise-in-third-major-tranche/4.   https://www.globenewswire.com/news-release/2026/01/20/3222048/28124/en/Homeland-Security-Market-Report-2026-753-7-Bn-Opportunities-Trends-Competitive-Landscape-Strategies-and-Forecasts-2020-2025-2025-2030F-2035F.htmlLogo - https://mma.prnewswire.com/media/2840019/5737818/Equity_Insider_Logo.jpg



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Original: Defense Stocks Ignite as $900 Billion Pentagon Budget Triggers AI Tech Revolution

Notice to Long-Term Shareholders of Mercury Systems, Inc. (MRCY): Grabar Law Is Investigating Claims on Your Behalf
If you have held $MRCY shares since prior to December 7, 2020, and want to learn more or join click here: https://grabarlaw.com/the-latest/mercury-systems-shareholder-investigation/ #MRCY #MercurySystems

$MRCY short squeeze article Mercury Systems Inc Nasdaq Mrcy Short Squeeze

News: $MRCY G.research Aerospace & Defense Conference

G.research will host the 25 th Annual Aerospace & Defense Conference on Thursday, September 5th, 2019 in New York City. This research meeting will feature presentations by senior management of several leading aerospace and defense companies, with an emphasis on industry dynamics, new tec...

Got this from G.research Aerospace & Defense Conference

News: $MRCY Mercury Systems to Present at the Jefferies 2019 Global Industrials Conference

ANDOVER, Mass., July 31, 2019 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com ) announced that it will participate in the Jefferies 2019 Industrials Conference to be held Aug. 7-9, 2019 in New York. Management will present an overview of the Company’s business ...

Find out more Mercury Systems to Present at the Jefferies 2019 Global Industrials Conference

MRCY mentioned in this nice little article:

http://public.wsj.com/sn/y/SB991840196361218919.html

"Mercury Computer Systems broke out deep within its consolidation on April 19. By May 2 it had moved as high as 55.50, rounding out a 14 week base. The stock then pulled back to its pivot point of 44.38 before resuming its assent. It finished Firday 4% short of its high.

The current consolidation is part of a larger base begun in March of last year. Mercury has repeatedly run into resistance around 54.50. Watch for it to move past its new pivot point at 55.63.

Earnings growth slowed last spring and summer. It's since rebounded, with profit rising 15% in the Dec. fiscal second quarter adn 31% in the third quarter. June fourth-quarter profit is expected to climb 85%.

In all, the seven analysts surveyed by First Call predict earnings will rise 18% in fiscal 2001 compared with a 75% increase in 2000.

Sales growth has been on the upswing the last two quarters, rising from 10% to 22% to 45%."



From Investors Business Daily, May 29, 2001

From SI and RB. I imagine Yahoo and MSN have the same info.
Look at the float and shares outstanding. A possible split in the future. It has already split once since I first bought.

Wow Carolyn, what info!

Thanks for the heads up, what a great couple days, I am siked. What do you think from here on. Were did you get all that info? The same old story, I should have bought more. ha

Up 7.15 as I type. 9 away from the 52-week high. Nice revs.
Love this company!

Mercury Computer Systems Selected by Air Force Research Laboratory for Automatic Target Recognition Research


CHELMSFORD, Mass.--(BUSINESS WIRE)--April 18, 2001--

Mercury Delivers Market's Most Advanced, Scalable, Embedded Systems

to the Department of Defense's High Performance Computing

Modernization Program

Photo available: http://www.mc.com/pressroom/imagelibrary/powerstream/index.html

Mercury Computer Systems, Inc. (NASDAQ:MRCY), a leading provider of embedded real-time digital signal and image processing systems, announced today that it has been selected by the Air Force Research Laboratory, Sensors Directorate, Wright-Patterson Air Force Base in Dayton, Ohio to supply two of the recently announced RACE++(TM) PowerStream(TM) 510 systems as part of the Department of Defense's (DoD) High Performance Computing Modernization Program. Among the most powerful signal processing systems in the world, the PowerStream 510 systems will be used to advance target recognition research by decreasing the time from development to deployment of embedded applications. The contract is valued at $2.2 million.

"Developing algorithms for automated target recognition is of critical importance to the mission of the DoD," said Gregory Powers, Director of the Air Force Research Laboratory/SN Distributed Center. "Mercury's scalable, embedded systems equip us with the computing power necessary to fully test algorithms in a deployable multiprocessor system, ultimately benefiting the warfighter by recognizing and classifying targets."

Within the DoD's High Performance Computing Modernization Program, the Air Force Research Laboratory, Sensors Directorate will use Mercury's high-performance, real-time signal processing systems to develop the algorithms for recognizing unique target characteristics. Fusing the information from radio frequency and electro-optical sensors will improve the reliability of the target and threat identification process, while providing improved awareness of the situation within the battlespace.

Mercury's PowerStream 510 systems represent the most advanced, scalable, embedded systems in the market. A single PowerStream 510 system can scale up to 180 "G4" processors in a single chassis, providing peak performance of .5 teraFLOPS of computing power. With 8.5 gigabytes per second of bisection communication bandwidth, which is more than four times that available for standard RACE++ VME systems, the PowerStream 510 is ideal for the most demanding radar and signals intelligence applications.

"Mercury Computer Systems enables the DoD to maintain its leadership position at the forefront of technology," said Vince Mancuso, vice president and general manager of Mercury's Government Electronics Group. "Our systems are playing a vital role in automatic target recognition research - analysis that used to take hours to calculate can be performed by Mercury's systems in minutes. Because our systems are often used in forward deployment with our armed forces, critical information will be available for the warfighter within the theater of operations. In addition, we're improving time to market, helping the DoD reduce costs and providing Mercury with an expanded market opportunity in defense applications."

Mercury Computer Systems, Inc. (NASDAQ: MRCY), a leading provider of embedded real-time digital signal and image processing systems, today announced its new RACE++(tm) Series PowerStream(tm) 510 multicomputing system. Designed as the second generation of multiported RACE(r) systems, the new PowerStream combines the highest intra-system communication bandwidth available with high computational density in a single, deployable, embedded multicomputer system. The industry-leading, high-speed interprocessor communications capability is key to obtaining maximum delivered performance for applications such as high-end radar and signals intelligence.

Mercury has already shipped several of the PowerStream systems to customers for use in high-end defense signal and image processing applications. Two of those systems represent design wins that significantly increase the acceptance of Mercury's systems in the defense electronics market for shipboard radar. The PowerStream system is also expected to enhance Mercury's efforts in mobile groundstations for image intelligence and high-end commercial applications such as automated inspection systems.

With the continuing advances in processor speeds, moving data to the processors in multiprocessor systems becomes the primary barrier to increased system performance. Mercury's new PowerStream system solves this problem by providing eight RACE++ ports per each of the ten 9U boards, boosting bisection bandwidth to more than 8 gigabytes per second, which is quadruple the performance of standard RACE++ VME systems and of Mercury's RACE Series MultiPort(tm) 410, the predecessor to the PowerStream system.

"Our customers have increasingly requested a complete signal processing subsystem, and the PowerStream model has been designed from the ground up as a complete system to meet that need," said Vince Mancuso, vice president and general manager, Government Electronics Group, Mercury Computer Systems, Inc. "To balance the increased processing power of the latest PowerPC(tm) processor, more applications now require the high-end interprocessor communications we provide in our PowerStream systems. We're extremely pleased with the early market acceptance of these new systems."

"We selected PowerStream as a fully integrated, deployable system for our airborne surveillance flight systems," commented Bill Hoover, Airborne Early Warning program manager at Northrop Grumman Corporation's (NYSE: NOC) Electronics Sensors and Systems Sector. "By developing on a deployable system, we expect to save valuable time during our integration and test phase."

"The PowerStream has a significant advantage in system performance per cubic foot, occupying half of a standard computer rack compared to high-performance UNIX systems that typically occupy 5 to 10 racks," continued Mr. Mancuso. "This advantage can have a strategic impact in terms of logistics and costs when deployed in mobile military systems. For example, smaller mobile groundstations may now be deployed in smaller vehicles, which in turn may be transported on smaller aircraft such as a C-130 instead of a C-5A."

Mercury's RACE++ Series PowerStream 510 systems are designed and manufactured for deployment in mission-critical applications. A single system is scalable to 180 PowerPC "G4" microprocessors, providing over 500 GFLOPs of processing performance in a single chassis. This PowerStream performance represents an increase by a factor of 10 over the first-generation RACE Series MultiPort 410 system. Additional AltiVec(TM) processors, custom processors, input/output devices and other components can be installed in the PowerStream model's ten 6U VME slots, several of which also provide integration with the RACE++ backplane.

The power and cooling modules of the PowerStream system are designed specifically to handle this extreme processing and communications density. RACE++ Series PowerStream 510 systems include vital serviceability features such as hot-swappable N+1 redundant power supplies, easy access to blower and peripherals, processor board slot keying, and chassis diagnostic status lights for temperature, humidity, and other key parameters.

Additional detailed information about the PowerStream systems is available on Mercury's web site at http://www.mc.com/data-sheets/2001/powerstream.pdf. Photos are available at http://www.mc.com/pressroom/imagelibrary/powerstream/index.html.

Wednesday April 18, 4:01 pm Eastern Time
Press Release
Mercury Computer Systems Reports 45% Growth in Revenues, 30% Rise in Net Income in Third Quarter
Record Quarterly Revenues of $47 Million and EPS of $0.34 Continue Company's Strong Financial Performance
CHELMSFORD, Mass.--(BUSINESS WIRE)--April 18, 2001-- Mercury Computer Systems, Inc. (NASDAQ:MRCY - news), a leading provider of embedded real-time digital signal and image processing systems, today reported results for the third quarter and first nine months of fiscal year 2001, ended March 31, 2001.

Revenues for the third quarter were $47.0 million, a 45% increase over the $32.4 million in revenue for the third quarter of the prior fiscal year. Net income for the quarter was $7.9 million, a 30% increase over the $6.1 million in net income in the year-ago quarter, representing 41 consecutive quarters of profitable company performance. Earnings per common share (diluted) was $0.34, a 31% year-to-year growth over the EPS of $0.26 reported in the prior-year quarter.

Revenues for the nine months ended March 31, 2001 were $131.7 million, a 25% increase over the $105.6 million in revenue reported for the nine months ended March 31, 2000. Net income for the nine months was $22.0 million, representing 9% growth over the $20.2 million in net income reported for the first nine months of the prior fiscal year. Earnings per common share (diluted) for the nine months was $0.95, a 7% increase over the $0.89 EPS reported for the nine-month period ended March 31, 2000.

``We are pleased to report another very strong quarter of performance with growth in revenue, earnings and cash generation,'' said Jay Bertelli, president and CEO of Mercury Computer Systems. ``We saw year-to-year growth in all segments of our business, led by our defense electronics group, where revenues grew 55% year-over-year. Medical diagnostic imaging revenues grew 36% year-over-year, and our OEM solutions group revenues grew 17% compared to the previous year's quarter. We delivered record quarterly performance while continuing to make the aggressive investments necessary to position ourselves for strong future growth in new application markets.''

Third Quarter Highlights

In the defense electronics sector, revenues for the third quarter were $31.4 million representing 67% of the total revenues for the quarter. The third quarter was a very strong bookings quarter in our worldwide defense business. Overall Mercury achieved 15 new program wins, with the international defense team once again showing significant success accounting for five of those wins. If each of these new programs were to go to full deployment, they collectively represent a five-year potential in excess of $50 million in total sales.

Mercury's worldwide medical diagnostic imaging revenues for the quarter were $10.3 million, 22% of the total revenues for the quarter. This segment continues to grow above plan for the year as the company's medical OEMs experience better-than-forecasted shipments in essentially all modalities.

The OEM solutions business grew to $5.3 million representing 11% of the company's total revenue for the quarter. Growth in this segment has come primarily in semiconductor imaging applications, including lithography and wafer inspection and testing applications. The company continues to make progress in developing new business opportunities as the semiconductor industry migrates to .13 micron and smaller design rules. The new generation of systems designed for these tiny geometries requires tremendous image-processing capability for which Mercury's scalable, ultimate performance architecture is ideally suited.

In the wireless communications market, the business unit continues to make progress in positioning the company to capitalize on this tremendous future market potential. Development work has continued on the prototype communications computer being used to demonstrate Mercury's capabilities to potential customers. The company is focusing on understanding general industry trends as the adoption rate of 3G appears to be shifting out. This trend will have no impact on Mercury's fiscal 2002 revenue growth since the company had anticipated FY02 being a development year.

Business Outlook

In looking ahead to the rest of the year, Mercury's CFO, G. Mead Wyman, said, ``Fiscal 2001 remains on track to produce another year of record financial performance. We are intently aware of the continued economic slowdown reflected in the worldwide markets and the reality that our customers could see some unanticipated impact to their business in future quarters. While optimistic that we will achieve our plan for the year, it is only prudent we remain cautious in our outlook for the remaining quarter of 2001 and the next few quarters as we work our way through this challenging period of economic uncertainty.

``Our guidance for financial performance in the fourth quarter fiscal 2001 continues to be for revenues of approximately $49 million and EPS of approximately $0.36. The company's guidance for fiscal 2002 is to anticipate revenues to be in the range of $215 million to $230 million, and EPS to be in the range of $1.55 to $1.60. During the fourth quarter the company will be completing its annual planning process. We will provide more specific guidance for fiscal 2002 with our fourth-quarter 2001 earnings report,'' concluded Mr. Wyman.

Forward-Looking Safe Harbor Statement

This press release contains certain forward-looking statements including those dealing with fourth quarter and fiscal 2002 business and segment growth. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. Factors that could cause or contribute to such risks and uncertainties include, but are not limited to, general economic and business conditions, competition, changes in technology and methods of marketing, delays in completing various engineering and manufacturing programs, changes in customer order patterns, changes in product mix, continued success in technological advances and delivering technological innovations, shortages in components, production delays due to performance quality issues with outsourced components, and various other factors beyond the Company's control. These risks and uncertainties include such additional factors as are described in the Company's recently filed reports with the Securities and Exchange Commission in the USA. The Company wishes to caution readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date made.

Conference Call Information

Mercury Computer Systems will hold a quarterly conference call with investors and analysts on Wednesday, April 18, 2001 at 5:00 p.m. EDT. You may listen to a live webcast of the call on the Company's web site, www.mc.com/investor, or by telephone. To access the call via telephone from U.S. and Canada dial (800) 289-0730, or internationally dial (913) 981-5509 by 4:50 p.m. EDT. The conference access code is 572015.

A replay of the call will be available on the web site beginning in the afternoon on Thursday, April 19, and continuing through at least 5:00 p.m. EDT Friday, May 4, 2001. A replay by telephone will also be available from 8:00 p.m. on Wednesday, April 18, through midnight on Monday, April 23, 2001. To access the telephonic replay from the U.S.A. and Canada dial (888) 203-1112, or internationally dial (719) 457-0820, and enter the conference access code, 572015.

Earnings not bad, but still

no news, at least nothing of real interest. When is this bad boy going to move?

Telecommunications

Mercury is involved in building 4G base-stations.
Mercury, teaming with MOT, is a partner in RapidIO.
See Meercury's website as well as

http://www.rapidio.com

Medical Imaging

Mercury powers the new CT scanners of GE, Siemens and Marconi.

Defense

Mercury powers our anti-submarine warfare systems as well as our airborne laser systems.