Original intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
AI has become the dominant technology in defence procurement, accounting for 35% of technology focus areas and $54 billion in Pentagon autonomous warfare investment. Traditional primes are integrating AI into existing platforms while venture-backed startups capture record capital.
Read full briefingRaytheon Technologies Inc. (RTX) delivers on next-gen missile systems, secures international contracts, and advances propulsion technologies in a robust June performance. RTX successfully delivered and deployed modernized Javelin launchers and software patches, demonstrating its commitment to improving soldier capabilities.
Yesterday's AUKUS underwater drone announcement accelerates a 30-day trend of increased focus on unmanned systems and submarine capabilities. Key finding: The AUKUS partners' joint development for underwater drone payloads signals an acceleration in their efforts to enhance deterrence against growing underwater threats, aligning with the 30-day trend of increased focus on unmanned systems.
Yesterday's AUKUS news signals an acceleration in underwater drone development, with potential implications for maritime surveillance and warfare. Key finding: The announcement of a joint AUKUS project to develop cutting-edge payloads for uncrewed underwater vehicles (UUVs) is not isolated; it's the latest in a series of collaborative efforts among the trio, marking an acceleration in their underwater drone ambitions.
Lockheed Martin delivered its first Integrated Combat System baseline to the US Navy, shipped next-gen Javelin launchers with RTX, broke ground on a $9 billion THAAD facility, and notched two major F-35 weapons integration milestones.
Anduril Industries solidifies its position as a defense technology leader with strategic contracts, funding, and international growth. Anduril secured significant framework agreements for low-cost cruise missiles and hypersonic solutions, valued at over $10B.
L3Harris is delivering submarine-launched AUVs through DIU. Turkey unveiled an armed XLUUV with torpedo capability. The U.S. Navy advanced seven MUSV designs to prototype. And the SEALs are testing crewed-uncrewed teaming underwater.
Yesterday's space and drone headlines converge with 30-day trends, signaling accelerating arms races and evolving threats. Key finding: The Pentagon's $4B SpaceX deal marks the third major space-related contract awarded in the past month, indicating an escalating pace of investment in orbital capabilities.
A $6.45 billion SpaceX double-header, GPS spoofing dragging NATO into the Ukraine war, Ukraine's Gripen acquisition, and serious questions about US readiness for a Pacific conflict.
Who's winning the programmes that matter — and why.
Deep briefings on major programmes, cost trajectories, and political risk.
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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