Defense
All coverage →LATEST REPORTS
Public Company Reports
LATEST 4
WRAP Technologies (NASDAQ: WRAP): From BolaWrap Company to AI-Powered Public Safety Platform
WRAP Technologies · WRAPRead report →
nLIGHT (NASDAQ: LASR): Over Three Earnings Calls, Management Signaled a Directed Energy Inflection — Now JLWS Validates It
nLIGHT · LASRRead report →
Axon Vision (TASE: AXN): Battlefield AI Moves From Sensor Overload to Counter-Drone Execution
Axon Vision · AXNRead report →Private Company Reports
LATEST 0No private reports in this selection yet.
The CEO Signal
IN THEIR OWN WORDS
News Signals
All news →Ondas: $56M European component order
Why it matters Commercial validation of the acquired precision-strike capability.
Read the signal →Ondas: Dronebuster REACH launched
Why it matters Product expansion through an established counter-drone family.
Read the signal →Ondas: Cyberhawk renews SSE relationship
Why it matters Long-term industrial customer continuity and broader inspection scope.
Read the signal →Axon Vision: Axon Vision Receives Order from Leonardo DRS for AI-Driven C-UAS Systems
Why it matters The Leonardo DRS relationship moves from announcement to initial order. The order size is early-stage, but the strategic value is higher than the dollar amount if it becomes a path toward broader U.S. defense validation.
Read the signal →Axon Vision: Axon Vision Successfully Completes Operational Evaluation of EDGE ClearSky Drone Detection System
Why it matters CEO Neri Zin calls FPV drone detection an operational necessity and says EDGE ClearSky reached an important milestone in operational maturation. This is the strongest product-validation headline in the current news flow.
Read the signal →WRAP Technologies: Strategic Transaction with Frenel; Exclusive U.S. and NATO Rights
Why it matters WRAP acquires access to thermal-polarimetric sensing intended to detect RF-silent drones. Management places the technology at the “perception core” of WrapShield.
Read the signal →CEO Interviews
COMING SOONThe leaders behind the companies.
Conversations about vision, strategy and what comes next.