01 Oct 25. Vantor has rebranded from Maxar Intelligence and unveiled Tensorglobe, an AI-powered spatial intelligence platform. The rebrand represents the culmination of the company’s multi-year journey to productise its core operational technology and transform from a satellite imagery provider into an end-to-end spatial intelligence company. The name Vantor speaks to how the company unlocks a real-time competitive advantage by delivering total clarity for missions across the space, air, and ground domains, ending the era of disconnected sensor platforms. Vantor is solving for many of the most critical challenges across the defence and commercial sectors, including the urgent need for more advanced battlespace systems and the push to unleash autonomy across every industry. The company addresses these challenges with multi-domain spatial intelligence solutions that integrate sensor data across satellites, drones, and ground-based assets to improve decision-making and drive autonomous operations at scale. Over the past six months, Vantor has launched several AI-enabled solutions, including:
- Raptor: A software suite that integrates Vantor’s unmatched 3D terrain data with a drone’s native camera to ensure that autonomous platforms can navigate effectively and extract target ground coordinates accurately in the absence of GPS.
- Sentry: A global-scale persistent site monitoring solution that can identify operational threats across hundreds of areas at once by integrating automated collection planning across multiple satellite constellations, including sovereign assets, with AI-driven data fusion and analytics.
- Tensorglobe: An end-to-end platform that empowers organisations to build their own spatial intelligence system. Tensorglobe fuses sensor data from space, air, and ground to create a living 3D globe, automating the intelligence cycle to keep this unified foundation up to date.
“Our business has celebrated significant milestones over the past two years—we launched six next-gen imaging satellites, introduced multiple first-of-a-kind spatial intelligence products, and signed partnerships with companies that are shaping the future of mixed reality and battlefield autonomy,” said Vantor CEO Dan Smoot. “Vantor represents a company transformed. We’re not just a satellite imagery provider. We’re delivering end-to-end solutions capable of connecting sensor data from every domain, providing a unified intelligence picture that they can turn into a competitive advantage.”
Vantor has recently partnered with leading innovators across the defence and commercial sectors to jointly build integrated intelligence solutions. Vantor is delivering the foundational spatial intelligence for Anduril’s next-gen mixed reality combat system designed for the U.S. Army’s Soldier Borne Mission Command Architecture (SMBC-A) program and signed partnerships with Saab and Taiwan’s AIDC to integrate Raptor into mission-ready systems designed for contested environments.
“We’re witnessing a fundamental shift in how governments and businesses need to understand and interact with the physical world,” said Dan Smoot, CEO of Vantor. “Delivering static satellite imagery and analytics through siloed web portals is no longer sufficient. Our customers need real-time intelligence about the world flowing directly into their systems to ensure that autonomous platforms can effectively navigate in the air and the ground, military units gain full command and control of the battlespace, and businesses effectively track critical assets in real-time.”
Introducing Tensorglobe, Vantor’s spatial intelligence platform
As organisations race to deploy autonomous systems—for everything from the digital battlespace and global-scale site monitoring to automated mapmaking and disaster response—they are inundated by massive volumes of data coming from disconnected sensors across every domain. This data is often siloed, forcing customers to manually stitch it together before making sense of it all, delaying decision making and driving up costs.
To solve this challenge, Vantor has unveiled Tensorglobe™, an end-to-end spatial intelligence platform.
“Our customers aren’t relying on intelligence from a single source—they are investing in data and sensor systems from many partners, and they need all these capabilities to work together,” said Peter Wilczynski, Chief Product Officer at Vantor. “The accuracy and global scale of our spatial foundation, combined with our fusion and production software, is a critical differentiator. We give customers the power to integrate raw pixels from any sensor into an AI-ready living globe that can connect every human and machine to the same ground truth.”
Built on the same technology that powers Vantor’s own operations, Tensorglobe enables customers to collect and fuse spatial data with Vantor’s foundation to create a living 3D replica of Earth capable of extracting coordinates with 1-meter accuracy. The platform’s three core elements—Cortex™ for automated satellite constellation orchestration, Forge™ for real-time sensor fusion, and Nexus™ for highly secure hosting and analytics—drive automation across the intelligence cycle to update and analyse a digital twin of the globe at the pace of change.
Tensorglobe capabilities have been deployed with U.S. government, international government, and commercial customers, including in classified settings. Vantor software products power:
- The U.S. government’s GEGD program, which delivers geospatial intelligence to more than 400,000 government users.
- The U.S. Army’s One World Terrain program, which provides ultra-realistic 3D digital representations of the real world for mission planning, simulation, and training.
- Automated tasking, data fusion, and AI-powered analytics workflows to support global-scale persistent site monitoring for initiatives like the U.S. government’s Luno program.
Tensorglobe also powers the Vantor Hub, a cloud-based environment that provides on-demand access to Vantor’s own spatial intelligence. Vantor’s other products include WorldView™ satellite tasking, 2D and 3D Vivid™ basemaps, and tailored mission solutions such as Raptor™ and Sentry™.
To learn more about Vantor and its product portfolio, visit www.vantor.com.
About Vantor
Vantor is forging the new frontier of spatial intelligence to unlock a more automated, interoperable world. We give decision makers and operators the power to build a unified intelligence picture, delivering the clarity they need to navigate what’s happening now and shape what’s coming next. We fuse data from the world’s most capable imaging satellites with real-time sensor feeds from space, air, and ground to create an AI-ready digital replica of Earth. Our spatial intelligence platform automates every part of the cycle—from tasking to collection to production—to update and analyse this foundation at the pace of change. Our products drive deeper mission-critical insights and connect the next generation of autonomous systems across the defence, intelligence, and commercial landscape. To learn more, visit www.vantor.com.
02 Oct 25. Cohort plc scooped the prestigious award for Growth Business of the Year at the AIM awards in London last night. The awards, sponsored by BDO in association with the London Stock Exchange, recognise quoted companies who have harnessed AIM to help them fulfil their growth ambition and celebrate outstanding achievement on the world’s most successful growth market. Cohort was formed in 2006 and listed on AIM the same year, with the mission of becoming a publicly quoted defence technical services business that would be independent, flexible and cost-effective. They’ve since grown to an international group of seven businesses with over 1,500 employees, with market capitalisation growth from £27m to over £700m. Judges praised the Group’s achievements over the past year with a major highlight including the effective use of AIM to support the acquisition of Brisbane-based EM Solutions for £75m. Funded in part through a heavily oversubscribed (£41m) placing, the deal has enabled the Group to diversify into satellite communications technology and increase their presence in the strategically important Asia-Pacific region. Among the other achievements recognised by the judging panel were an impressive set of financial results, reporting another record revenue and profit performance, with robust operating cash generation.
Collecting the award on behalf of the Group, Nick Prest, Chairman at Cohort plc, said: “We are honoured to have been named Growth Business of the Year at the 2025 AIM awards. I’d like to take this opportunity to thank the leadership team and staff within the Cohort Group who are driving business growth through their commitment to advancing our capabilities, embracing emerging technologies and providing value to shareholders. Our performance this year is a result of several strategic initiatives including the acquisition of EM Solutions as well as our investment in new technologies to meet the challenges faced by global defence customers – initiatives underpinned by our strong balance sheet and the support of the AIM community.” For more information on the awards visit AIM Awards 2025 for more information on the Cohort Group visit www.cohortplc.com
30 Sep 25. Commcrete Raises $21m Series A to Scale Its Ultra-Compact Tactical SATCOM Systems Driven by Growing Demand. Funding will accelerate development and global production of palm-sized SATCOM systems delivering up to 10x performance gains with the smallest antenna and lowest SWaP profile in the market. Commcrete, a leading Israeli developer of ultra-compact SATCOM technology, has announced a $21m Series A round led by Greenfield Partners, with participation from Q Fund, Redseed Ventures and additional existing investors, bringing total capital raised to $29m in just three years. This investment will accelerate Commcrete’s global growth and R&D, meeting rising demand for its field-proven tactical SATCOM. By combining a palm-sized form factor, the lowest SWaP (Size, Weight, and Power) profile, and an unprecedented link budget of up to 32 dB – up to ten times greater than competing systems, Commcrete delivers instant, secure, and mission-ready connectivity for tactical forces worldwide. Commcrete’s systems enable seamless, secure communication in forests, deserts, urban settings and extreme weather, empowering teams with real-time, mission-critical links where it matters most. Commcrete’s architecture is built to fully leverage GEO L-Band satellites without the need for dedicated heavy infrastructure or precise line-of-sight, ensuring immediate, secure, and energy-efficient multi-channel SATCOM. The devices’ streamlined design allows any operator to deploy instantly with no need for technical training or complex configuration. Activation requires only powering on and connecting – ideal for emergencies or denied-access environments, where reliable communications are most critical.
At the core of the technology is a 150-gram, palm-sized unit, enabling reliable SATCOM-on-the-move for tactical teams. Specialized versions support vehicles, airborne and maritime platforms. The systems deploy instantly, integrating advanced encryption [RA1]and stealth signal profiles that are nearly impossible to detect or intercept (LPI/LPD), even in the most austere and challenging environments. Proven in real-world field deployments and trusted by leading defense, public safety, and government agencies worldwide to maintain critical connectivity for mission-essential operations, even in environments where traditional satellite solutions frequently fail or fall short due to terrain, weather, or lack of line-of-sight to the satellite.
The Stardust device replaces multiple legacy units, supporting simultaneous multi-channel SATCOM for encrypted voice, text, blue-force tracking, and data transfer – all in one compact, low-profile package.[RA2] Commcrete offers the Flipper universal radio-to-SATCOM converter and the flagship Stardust compact SATCOM C4I device, supporting multi-band compatibility, emergency beaconing, and full C4I tactical integration. Already deployed by elite defense, emergency, and public safety units across North America, Europe, and Asia-Pacific, Commcrete’s mission-proven platforms are patent-protected and optimized for operators, vehicles, air and sea platforms, with future commercial applications. A third system, the new Bittel, extends Stardust capabilities to vehicles and other platforms, expanding secure communications with use cases that go far beyond what’s typically imagined for tactical satellite systems.
“It’s time SATCOM finally delivered what operators always needed but could never get. Commcrete transformed massive platforms into truly tactical systems built entirely around the user, with uncompromising quality and extreme reliability. Our first real milestone came in 2023, when our systems enabled comms during a natural disaster that had wiped out all communications infrastructure. Since then, we’ve supported extensive missions worldwide – from North America to the Pacific – proving our breakthrough as the only SATCOM that works tactically, anywhere, under any condition,” said Itzik Daniel Michaeli, Co-founder and CEO.
About Commcrete
Commcrete is an Israeli deep-tech SATCOM company delivering breakthrough, field-proven satellite communication systems for defense, emergency, and remote commercial operations. Its plug-and-play solutions are engineered for mission-critical reliability, energy efficiency, and stealth in the most challenging environments, including denied, austere, or infrastructure-less zones. Utilizing proprietary technology, the company combines advanced C4I capabilities with an ultra-compact, low-SWaP design, providing instant and secure connectivity on land, sea, or air, even when conventional networks fail. The company’s systems have already been adopted and trusted by leading defense organizations worldwide, supporting mission-essential operations and enabling operational freedom. Commcrete is rapidly expanding its global presence with a strong record of contracts and deployments across multiple continents.
29 Sep 25. Thyssenkrupp’s TKMS eyes higher margins as defence spending soars.
- Summary
- TKMS holds capital markets day ahead of planned spin-off
- Targets EBIT margin of more than 7% in medium-term
- Thyssenkrupp shares down 1.8%
TKMS, the defence business that German conglomerate Thyssenkrupp aims to spin off this autumn, plans to raise its profit margin to more than 7% to close a gap with rivals, banking on soaring military demand amid fears of Russian aggression. TKMS, which makes submarines, frigates as well as sensor and mine-hunting technology, has more than tripled its order backlog in five years. It now stands at 18.6bn euros ($21.8bn) as governments around the world beef up warship fleets. In the medium term, TKMS plans to raise its operating profit margin to more than 7%, compared with 4.3% in the 2023/24 fiscal year, and is targeting average annual sales growth of 10%, it said on Tuesday at a capital markets day.
FUELLED BY GEOPOLITICAL MOMENTUM
“As TKMS, we are not only ideally positioned for the spin-off, but also to meet the dynamic demand of the market,” TKMS CEO Oliver Burkhard said.
TKMS has helped parent Thyssenkrupp’s (TKAG.DE) shares to triple in value this year, as investors have flocked to defence stocks amid Russia’s war in Ukraine and dwindling certainty over U.S. military support for Europe. Thyssenkrupp shares have tripled since the beginning of the year, reflecting a surge in defence stocks in anticipation of higher demand across Europe. As a result, TKMS expects its addressable market to double to 61 bn euros by 2033, up from 31 bn in 2024. TKMS is also targeting a payout ratio of 30 to 50% of net profit and wants to distribute its first dividend in 2027, it said.($1 = 0.8522 euros) (Source: Reuters)
30 Sep 25. Auterion Raises $130m Series B for AI-Enabled Software. Auterion, a provider of autonomous systems software for defense, has announced that it has raised $130m in Series B funding led by Bessemer Venture Partners. Auterion’s Series B funding will accelerate its mission to “build swarms, not individual drones” by scaling production of its AuterionOS platform and Nemyx defense system, which turns autonomous drones into coordinated combat forces operating across air, land, and sea domains.
As part of this investment round Bessemer Partner Alex Ferrara will join Auterion’s board.
The fundraise underpins the conviction from investors that Auterion’s AI-enabled software will transform the battlefield by powering commercial low-cost hardware at scale. This demonstrates that Auterion is taking a pioneering leadership role in providing this defense software to the US and her allies. The round also includes participation of existing investor Lakestar, which led Auterion’s first institutional round (and has invested in every round since) as well as existing investors Mosaic Ventures and Costanoa Ventures. Out of the $130M round, $25M is backed by the US Department of War (non-dilutive capital backed by the Office of Strategic Capital of the Department of War and provided by Rochefort).
The Seismic Shift to Battlefield Software
Russia’s invasion of Ukraine has forced the allied defense industry to switch from peacetime artisan hardware to wartime mass production. A seismic shift has emerged in terms of awareness of what is required to protect America and her allies. Combatants on the battlefield, now and into the future, will gain advantage by combining winning AI with commercial technology to deploy drone swarms at massive scale, overwhelming defenses. This transition has been accelerated by lower costs meaning that drones can meet wartime execution manufacturing demands. Auterion is the leading provider of open platform software to enable this shift, and has already been deployed in Ukraine.
Lorenz Meier, Founder and CEO of Auterion, said: “The future of warfare is software-defined, unmanned, and at scale. Auterion’s customers are taking the lessons from Ukraine and applying them to deploying drone swarms. Decisive advantage on the battlefield won’t be achieved by individual drones – it’ll be achieved by autonomous mass. This funding will allow us to provide Auterion’s AI-enabled swarming capabilities to democratic governments around the world who need to develop those capabilities at scale.“
“The war in Ukraine has demonstrated that advancements in AI combined with commercially available hardware has changed the nature and economics of warfare, enabling new defensive and offensive capabilities at lower cost,” explained Alex Ferrara, Partner at Bessemer. “Auterion is at the forefront of this seismic shift, as the defense industry switches from peace time artisan hardware to war time mass production to defend democratic allies from foreign aggressors.“
Transforming Individual Drones into Coordinated Swarms
Auterion has evolved from its open-platform autopilot origins to become the operating system for autonomous mass operations. The company’s AuterionOS provides an interoperable platform that unifies fleets from multiple manufacturers into a single, coordinated fabric, allowing one operator to control many autonomous vehicles simultaneously.
Auterion’s all-in-one Skynode X – a fully integrated autopilot and mission computer to enable any drone with the Auterion software platform – adds AI-powered autonomy, secure communications, and edge computing capabilities to existing platforms. The battle-proven technology enables vehicles to lock onto targets and complete missions even when GPS and video links are jammed – capabilities that have been tested in real combat conditions.
Battle-Tested in Ukraine, Scaling Globally
The company’s technology is currently deployed in Ukraine, where it powers autonomous drone operations in active combat. Under a recent Pentagon contract, Auterion is delivering tens of thousands of AI “strike kits” to Ukrainian forces – representing the largest deployment of autonomous technology in the West to date, and an unprecedented scale-up from previous thousands of units.
With headquarters in Arlington, Virginia, and significant engineering operations in Zurich and Munich, Auterion maintains a global presence that includes personnel on the ground in Kyiv supporting Ukrainian defense efforts.
Open Architecture Drives Adoption
Unlike proprietary systems that lock customers into single-vendor solutions, Auterion’s open architecture enables interoperability across multiple manufacturers and platforms. This approach has attracted partnerships with major defense contractors including Rheinmetall, Lockheed Martin, and aerospace manufacturers across the US, Europe, and allied nations.
Democratizing Advanced Autonomy
Central to Auterion’s mission is making sophisticated autonomous capabilities accessible and affordable. The company’s Skynode systems are priced comparably to consumer electronics while delivering defense-grade performance, enabling even smaller nations and organizations to deploy capable autonomous fleets.
“We have a moral obligation to support democratic nations,” said Meier. “Our technology ensures humans remain in control of targeting decisions while providing the autonomous capabilities needed to defend against – and deter – authoritarian threats.“ (Source: UAS VISION)
28 Sep 25. Nuburu Quarterly Strategic Update: Poised for Growth in Defense and Security. NUBURU, Inc. (NYSE American: BURU) (“NUBURU” or the “Company”), a global pioneer in high-performance blue laser technology, today announced a comprehensive update on its business performance, strategic initiatives, and outlook for the upcoming period. Nuburu Defense LLC will pave the way for New acquisitions in the $20B+ electronic warfare and operational resilience fields with another Blue-laser acquisition underway!
Business Performance Highlights:
- Public offering successfully completed, raising gross $12M USD, which will enhance the Company’s balance sheet and equity position, in line with the recapitalization plan accepted by NYSE.
- As of today, the cash position is approximately $6M USD, aimed at deploying the acquisitions program and other strategic partnerships in the defense technology, security, and blue-laser technology fields under its Transformation Plan.
- The Company does not anticipate issuing additional shares in connection with its Settlement Agreement with Silverback Capital Corporation announced on July 31, referred to as the Company’s “3(a)(10) Program”.
Strategic Initiatives and Growth Drivers:
- Nuburu Defense LLC (“Nuburu Defense”) has been created to serve as the defense & security hub of the Company. Company executives anticipate Nuburu Defense will also generate industrial synergies with Nuburu’s wholly-owned subsidiary. The Company is also evaluating options for a new operating office in Virginia.
- The Company and Tekne S.p.A. (“Tekne”) are actively implementing the action plan outlined in their agreement signed on August 27, 2025. As part of this effort, the Company played a key role in supporting Tekne to secure and successfully deliver an international contract worth $6.6 m with a government agency in Bangladesh. Additionally, Nuburu Defense and Tekne are working on further strategic agreements in order to recognize Nuburu Defense as operating a global defense-tech hub for non-Italian clients and prospects of Tekne, including NATO countries. Such progress will also underpin the new Golden Power notification to be provided by Nuburu Defense.
- In line with the Company’s vision to establish a state-of-the-art Defense & Security Hub announced on February 21, 2025, the Company expects to finalize binding agreements to pursue a controlling interest in Orbit S.r.l. (“Orbit”) by October 31, 2025. Orbit is a startup in the Software as a Service (“SaaS”) space that specializes in operational resilience and will work synergistically with Nuburu Defense in order to study and expand the platform’s offering to the defense sector and its mission-critical infrastructures.
- Following the agreement signed and announced on September 23, 2025, the Company is working with a key strategic partner to establish a framework aimed at pursuing the acquisition of a controlling interest in this partner by year-end. This strategic transaction is aimed at developing and commercializing cutting-edge defense applications by integrating blue laser technology.
- Considering the expected consolidation of the new business lines within the Company’s overall business model, new governance evolutions are planned in the short term, along with the enhancement of key critical group functions. In this regard, a new financial controller has been hired, with a start date of October 1, 2025, to oversee finance processes and the group’s planning & control framework, as well as to support acquisition accounting. Also, the Company engaged an experienced specialist now in charge of implementing a revenue office function at the group level, which can support the subsidiaries and the prospective controlling interest acquisitions.
Market and Industry Outlook:
- The target addressable market in the electronic warfare sector alone is projected to reach $19.4bn by 2028, indicating significant growth potential in this space. This is confirmed by the Tekne’ strong existing portfolio valued at approximately $500m, comprising 152 orders across different segments.
- The Acquisition Programme of the Company includes market positioning in SaaS, with a focus on security and operational resilience. SaaS business models are highly scalable, with an anticipated EBITDA exceeding 40% and a projected target addressable market of $1.1 bn in 2033.
- The Company, primarily via Nuburu Defense, anticipates billings1 of approximately $500,000 in Q4 2025, establishing a foundation for renewed revenue growth. This milestone marks the initial phase of an expected upward trajectory in 2026, driven by finalized acquisitions and the forthcoming consolidation of the acquired businesses, which are projected to further strengthen the company’s growth prospects.
Management Commentary: “Nuburu is making significant strides in our strategic transformation, particularly with the establishment of Nuburu Defense and our pursuit of synergistic acquisitions. While we are diligently working to improve our financial position, we are confident that our focus on blue laser technology and the defense and security sectors will drive long-term growth and value creation for our shareholders,” said Alessandro Zamboni, Executive Chairman of Nuburu.
Upcoming Events:
- Nuburu Defense, represented by Mr. A.D. Sinnot, will attend AUSA 2025, the premier annual event for the Association of the United States Army, on October 13-15, 2025.
About NUBURU
Founded in 2015, NUBURU, Inc. has developed and previously manufactured industrial blue laser technology. Under a renewed strategic vision led by Executive Chairman Alessandro Zamboni, the Company is expanding into complementary sectors including defense-tech, security, and critical infrastructure resilience. NUBURU is leveraging a combination of internal innovation and strategic acquisitions to build out its Defense & Security Hub, targeting long-term, sustainable growth across high-value government and enterprise markets. For more information, visit www.nuburu.net. (Source: BUSINESS WIRE)
25 Sep 25. German defence electronics group Hensoldt (HAGG.DE) will invest around 1bn euros ($1.17bn) within the next two years to help meet the massive uptick in orders coming from the German government, CEO Oliver Doerre said on Thursday evening. The government has been placing orders in quantities “10 to 20 times what we had in the past,” when it often only ordered small quantities through framework agreements, said Doerre. With a view to the incoming major orders, the maker of radar systems for combat aircraft and air defence systems will invest around 1bn euros between 2025 and 2027. A new law meant to speed up procurement procedures should make financing easier for the company, said Doerre.
“We hope that we will also receive advance payments in future,” he said. Before, payment was only made upon delivery.
Germany’s defence spending is due to rise to 108 bn euros next year as Europe bulks up its defence capabilities to deal with the possible threat posed by Russia in coming years. Hensoldt said its sales are set to almost triple to around 6 bn euros by 2030, increasing by an average of more than 10% each year, as a result of the increased German defence spending. (Source: Reuters)