VisionWave Holdings Provides Corporate Update on Defense and Technology Initiatives

NEW YORK, March 6, 2026 /PRNewswire/ -- As per the latest Equity Insider report, there's a quiet arms race unfolding above the atmosphere and inside every classified network on the planet, and the money behind it is staggering.  The global space militarization market is projected to reach $63.38 billion in 2026 as nations accelerate investment in satellite surveillance, orbital defense, and AI-integrated space operations. On the ground, the counter-drone market is surging from $6.64 billion in 2025 toward $20 billion by 2030, growing at a 25.1% compound annual rate as threats evolve faster than doctrine^[1]. Companies building across this intersection of space, cyber, and multi-domain defense include VisionWave Holdings (NASDAQ: VWAV), L3Harris Technologies (NYSE: LHX), CrowdStrike (NASDAQ: CRWD), AST SpaceMobile (NASDAQ: ASTS), and Parsons (NYSE: PSN).

Consider what the Department of Defense is actually spending. Its FY2026 budget request for IT and cyberspace activities totals $66.1 billion, with $14.3 billion dedicated to cyberspace operations alone, up nearly a billion from the prior year^[2]. Military satellite communications represent a $44.80 billion global market, with North America commanding the largest share as SATCOM remains the backbone of intelligence, surveillance, and global force coordination^[3]. These are not aspirational numbers. They are purchase orders, and someone has to fill them.

VisionWave Holdings (NASDAQ: VWAV) recently provided an operational update confirming that C.M. Composite Materials, an Israeli manufacturer of advanced aerospace composite components based in Modi'in, continues manufacturing without interruption during wartime conditions. C.M. holds a formal designation as an "Essential Facility" under Israel's Emergency Labor Services Law, authorizing continued production during periods of national emergency. Production activities, employee transportation, and manufacturing schedules remain in place in accordance with government safety directives.

The company has entered into definitive agreements to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer whose structural composite assemblies are utilized 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. An independent valuation prepared by BDO Consulting Group placed C.M. at $50 million, with the company reporting approximately $17.3 million in revenue and $3.0 million in net income before tax under IFRS standards for fiscal year 2025.

The company recently closed a $20 million senior financing to support general corporate purposes, working capital, and strategic initiatives. VisionWave has also executed a $10 million Statement of Work for the development of qSpeed-Mine, a cryptocurrency mining acceleration platform built on the company's QuantumSpeed computational acceleration engine. The milestone-based SOW spans approximately 32 weeks, with full revenue structured for recognition during calendar year 2026.

"This is about extracting materially more value from the infrastructure that already exists," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. "The goal of QuantumSpeed is to improve system-level efficiency by optimizing how work is coordinated and executed at scale, which directly impacts unit economics without changing cryptographic assumptions."

The company's wholly owned subsidiary Solar Drone recently reported executive meetings in Italy advancing business development for drone cleaning solutions in select Middle Eastern markets, following live demonstrations of its patented high-pressure drone payload system across multiple Italian sites.

VisionWave also demonstrated real-world performance of SaverOne's RF-based Vulnerable Road User detection before a major vehicle manufacturer, where the system identified pedestrians and flagged trajectory risks pre-visual contact. The company established a $7.0 million strategic exchange with SaverOne that could yield 51% fully diluted ownership, while continuing to advance its dual-market autonomous systems platform integrating QuantumSpeed with AI-driven sensing and autonomy technologies for defense, homeland security, and commercial infrastructure applications.

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:

L3Harris Technologies (NYSE: LHX) recently received a new contract valued at nearly $400 million to produce additional solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency's Terminal High Altitude Area Defense system. THAAD is one of the nation's primary defenses against short, medium, and intermediate-range ballistic missiles.

"THAAD is the only U.S. system designed to intercept targets outside and inside the atmosphere, making it a critical part of the United States' missile defense system," said Ken Bedingfield, President of Missile Solutions at L3Harris. "THAAD is paramount to the security of this nation and our allies, and we are dedicated to delivering our proven propulsion for years to come."

THAAD has achieved a 100% success rate in intercept tests, with 17 for 17 system intercepts since production began. In 2024, the company delivered the 1,000th solid rocket boost motor and 1,000th LDACS unit ahead of schedule. L3Harris manufactures the THAAD solid rocket boost motor in Huntsville, Alabama, and Camden, Arkansas, with the LDACS thruster system produced in Los Angeles.

CrowdStrike (NASDAQ: CRWD) recently released its 2026 Global Threat Report, revealing that AI-enabled adversary operations surged 89% year-over-year while the average eCrime breakout time fell to just 29 minutes. The fastest observed breakout occurred in only 27 seconds. Adversaries are actively exploiting AI systems, injecting malicious prompts into GenAI tools at more than 90 organizations.

"This is an AI arms race," said Adam Meyers, Head of Counter Adversary Operations at CrowdStrike. "Breakout time is the clearest signal of how intrusion has changed. Adversaries are moving from initial access to lateral movement in minutes. AI is compressing the time between intent and execution while turning enterprise AI systems into targets."

The report draws on intelligence from more than 280 named adversaries tracked by the company's threat hunters and analysts. China-nexus intrusions increased 38% in 2025, with the logistics vertical seeing the greatest targeting increase at 85%. Cloud-conscious intrusions rose by 37% overall, with a 266% increase from state-nexus threat actors targeting cloud environments for intelligence collection.

AST SpaceMobile (NASDAQ: ASTS) recently received a $30 million prime contract from the U.S. Space Development Agency for the Europa Track 2 Commercial Solutions program under the Hybrid Acquisition for Proliferated Low-earth Orbit initiative. The agreement leverages the company's BlueBird satellite constellation to demonstrate resilient, low-latency tactical satellite communications directly to government end devices.

"Selection for SDA's Europa Track 2 program validates AST SpaceMobile's ability to rapidly operationalize commercial space capabilities for national security," said Chris Ivory, CEO of AST SpaceMobile USA. "By leveraging our existing low Earth orbit dual-use satellite technology, we support the Government's defense efforts, delivering immediate connectivity with our BlueBird satellites and scaling quickly to advanced tactical use cases."

This marks the first prime contract for AST SpaceMobile USA, the company's wholly owned defense subsidiary. Through on-orbit demonstrations, the program will validate seamless integration with existing tactical military radios and demonstrate how commercial satellite infrastructure can be rapidly applied for defense applications as part of the Department of Defense's Proliferated Warfighter Space Architecture.

SealingTech, a Parsons (NYSE: PSN) company, recently received an Intent to Award notification from U.S. Cyber Command for a sole-source contract to begin production on the Joint Cyber Hunt Kit solution. The three-year contract has an anticipated ceiling value of up to $500 million, supporting defensive cyber technologies for the Defense Innovation Unit and USCYBERCOM.

"Parsons is dedicated to providing exceptional, mission-ready solutions that enable the U.S. military to maintain its position as the world's most formidable and lethal fighting force," said Mike Kushin, President of Defense and Intelligence at Parsons. "The company's acquisition of SealingTech, and their JCHK success demonstrates our combined vision to develop exquisite, agile technology that aligns with our customer's needs and protects national security."

SealingTech has supported the U.S. Department of Defense for more than a decade, establishing itself as a trusted delivery partner with more than 500 Cyber Fly-Away Kits deployed to defense and intelligence customers. Parsons acquired SealingTech in 2023 to bolster full-spectrum cyber operations solutions for the defense and intelligence communities.

SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/

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SOURCES:

^1. https://www.marketsandmarkets.com/PressReleases/counter-cuas-systems.asp

^2. https://www.meritalk.com/articles/pentagon-unveils-1-01t-fy2026-budget-with-cyber-space-ai-focus/

^3. https://www.fortunebusinessinsights.com/military-communications-market-102696

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