VWAV

****Sponsored by Interactive Offers, LLC

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VisionWave's Counter-UAS Systems Featured by a U.S. Tier-1 Defense Partner at Association of the United States Army - AUSA 2025

VisionWave is advancing next-generation defense and AI autonomy through live-fire proven technologies, Tier-1 collaborations, and strategic partnerships across the U.S., UAE, and India — positioning itself at the forefront of intelligent defense innovation

With its proprietary Evolved Intelligence™ platform, VWAV delivers battlefield-ready AI designed to operate at the edge, integrating sensor fusion, RF intelligence, and autonomous reasoning without reliance on cloud connectivity

VisionWave Holdings Signs Term Sheet for a Proposed Tier IV Data Center Joint Venture with Lucky Whale Production Limited

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Hello Everyone,

We are bringing back VWAV for todays session. they company has released some substantial news since we last took a look. VisionWave Holdings (NASDAQ: VWAV) announced a deal to become a majority partner in a new data center project in Israel back on the 16th. Through a joint venture with Hong Kong-based Lucky Whale Production Limited, VisionWave would effectively own 51% of the project without putting up any cash — instead issuing roughly $40 million worth of its own stock as consideration. The company would then be responsible for raising the full construction capital through debt or equity markets down the road.

What caught investors' attention is what this data center actually is: a underground, bunker-style facility built to withstand long-range threats, with military-grade power redundancy and cooling systems designed specifically for AI and high-performance computing workloads. It's being developed in the Jerusalem district and is targeting Tier IV certification, the highest reliability standard in the industry. The market reacted fast — VWAV shares jumped from $4.87 to $6.20 on the announcement, a gain of more than 27%, as traders piled in on the story of a capital-light bet on AI infrastructure in a hardened, conflict-resilient facility.

With warfare becomes faster, smarter, and more automated, the companies that are enabling these capabilities are moving into the spotlight. VisionWave Holdings, Inc. (NASDAQ: VWAV) is developing a platform designed to support this shift, combining sensing technologies, AI-driven analytics, and autonomous drones into a unified system.

This approach reflects how modern defense is evolving—toward connected, intelligent networks rather than standalone tools. The battlefield is changing fast—and NASDAQ: VWAV is positioning itself where the next wave of defense spending is expected to flow. The company isn’t just building products—it’s building a platform designed for how wars are fought today, not how they were fought yesterday.

Beyond technology development, VWAV is actively building pathways to growth. From strategic transactions like its SaverOne collaboration to expansion into global markets and early-stage moves into energy exploration, the company is broadening its reach across multiple high-demand sectors. While still early, its alignment with key defense and infrastructure trends is putting it on more investors’ radar.

While larger defense names dominate headlines, NASDAQ: VWAV is quietly aligning with the technologies shaping the future of combat.

The autonomous AI defense market is experiencing rapid growth as militaries increasingly integrate artificial intelligence, robotics, and machine learning into operational systems. Autonomous AI technologies enable defense platforms—such as drones, surveillance systems, and autonomous combat vehicles—to operate with minimal human intervention while enhancing decision-making speed, situational awareness, and mission efficiency. Governments are prioritizing these capabilities to address emerging security threats, reduce operational risk to personnel, and improve battlefield intelligence. As a result, autonomous systems are becoming a critical component of next-generation military modernization programs worldwide.

VisionWave Holdings is an early-stage defense technology company focused on AI-powered autonomous systems, advanced RF (radio frequency) sensing and imaging, radar platforms, vision systems, counter-drone solutions (such as Argus), unmanned ground vehicles, active protection systems, and computational acceleration technologies. The company serves military, homeland security, and critical infrastructure markets across air, land, and maritime domains. Founded in 2024 and taken public via SPAC in 2025, VisionWave is assembling a platform of proprietary technologies — supported by more than 50 patents — aimed at enabling real-time threat detection, edge-based AI decision-making, and autonomous operations in highly complex environments.

VWAV’s is positioned at the intersection of two of the most powerful themes in global markets: defense and artificial intelligence. This convergence is especially compelling because modern warfare increasingly depends on systems that can sense, decide, and respond faster than adversaries in contested environments where legacy sensors and human-in-the-loop processes are too slow or vulnerable.

Top reasons to keep this one on your radar for today's session.

Edge-First AI: The proprietary EI™ engine is built for edge-based processing — embedded decision-making with low-latency sensor fusion in GPS-denied environments.

Proprietary, In-House Autonomy: EI™ is developed entirely in-house with no reliance on open-source models.

Counter-Drone Rollout Approaching: The C-UAS platform completed pilot testing in Q2 2025, live-fire demonstrations in Q3 2025, and is integrated into U.S. Army proposals — commercial rollout targeted for 2026.

Autonomous UAS Already Selling: The Multi-Purpose Autonomous UAS began initial commercial sales in 2025, offering up to two hours of endurance with modular payloads.

Patented RF Imaging: The Vision-RF system converts RF signals into 2D/3D video feeds — effective indoors, underwater, and in subterranean environments where optical sensors fail.

Production-Ready Ground and Sea Platforms: The Remote Weapon Station has established production lines and is compatible with legacy turrets, while Unmanned Ground Vehicles with EI™-enabled swarm coordination are targeted for 2026 deployment.

Why AI + Defense Is One of the Most Compelling Growth Areas

Rising geopolitical tensions and rapidly evolving threats — including drone swarms, electronic warfare, and non-line-of-sight attacks — are driving elevated and sustained defense spending. The U.S. defense budget is approaching $900 billion, while key subsegments are expanding quickly: aerospace AI is projected to approach $30 billion in 2026, electronic warfare around $20 billion, and broader military AI applications are forecast to exceed $35 billion by 2034. Autonomous and counter-drone “autonomous shield” technologies represent tens of billions more in potential addressable markets.

Artificial intelligence is reshaping defense by enabling edge computing for low-latency decisions, RF imaging capable of operating through concealment or jamming, and autonomous coordination without heavy infrastructure. Companies delivering practical, field-deployable solutions in these areas are well positioned to secure major contracts and partnerships with primes and government agencies. VWAV’s emphasis on RF-based sensing, its Evolved Intelligence™ AI frameworks, and quantum-inspired computational acceleration is designed to address precisely these operational pain points, creating asymmetric upside as defense shifts from legacy platforms toward intelligent, autonomous systems.

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Strong Alignment: Insider Ownership and Institutional Interest

Insiders and affiliates reportedly control a significant ownership stake — figures cited around 55%, and in some contexts as high as roughly 69% when including closely held structures. This level of insider commitment creates strong alignment between management and shareholders in what remains a high-conviction, execution-driven story.

Institutional ownership and trading activity have also increased, with filings referencing firms such as Yorkville Advisors, Vanguard, Susquehanna, Citadel, and others, including a Goldman Sachs disclosure. Growing participation from sophisticated investors suggests rising awareness of the AI-defense narrative and the company’s recent strategic catalysts.

Positioned at the Intersection of AI and National Security

VisionWave Holdings sits at the forefront of a pivotal transformation in modern defense: the fusion of artificial intelligence with autonomous systems capable of detecting, deciding, and acting in real time. In a period defined by escalating global threats and record defense budgets, companies that master low-latency RF sensing, edge AI, and computational acceleration will help define the next generation of operational superiority across air, land, and sea.

The past two months have marked a period of rapid strategic progress. Acquisitions such as QuantumSpeed™, the creation of a focused technology joint venture, the high-impact partnership with SaverOne targeting non-line-of-sight threats, patent expansion, and accelerating integration milestones collectively show a company moving with urgency to translate innovation into deployable capability. These are foundational steps that broaden VisionWave’s intellectual property base and open potential pathways to both defense and critical infrastructure contracts.

Layered onto this operational momentum is notable alignment of interests: substantial insider ownership and increasing institutional engagement suggest that both internal stakeholders and professional investors see meaningful long-term potential. In a market increasingly rewarding early leaders in AI-enabled defense, that level of conviction stands out.

The coming quarters are likely to be decisive. For those focused on the scale of the autonomous defense opportunity and the execution now underway at VisionWave, this stage represents a pivotal setup — one where technological advancement, strategic positioning, and shareholder alignment are converging at a critical moment.

VisionWave Holdings Signs Term Sheet for a Proposed Tier IV Data Center Joint Venture with Lucky Whale Production Limited

NASDAQ-listed VWAV would hold an approximately 51% effective look-through interest in a proposed Tier IV data center project; consideration to be satisfied in shares valued at approximately US$40 million

WEST HOLLYWOOD, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (NASDAQ: VWAV) today announced that it has entered into a term sheet (the “Term Sheet”) with Lucky Whale Production Limited (“Lucky Whale”), a Hong Kong-incorporated project sponsor active in real estate project management, to establish a jointly-held company (the “Joint Company”) for the proposed development, ownership and operation of a Tier IV data center campus in Beth Shemesh (Jerusalem district), Israel. The Term Sheet sets out proposed principal terms only. The proposed transaction has not been consummated and remains subject to the completion of due diligence, the negotiation and execution of definitive agreements, and the satisfaction of numerous conditions, including required corporate, stockholder, SEC and Nasdaq approvals. There can be no assurance that the proposed transaction will be completed on the terms described, or at all.

The transaction would give VisionWave Holdings a 68% stake in the Joint Company, which in turn would hold 75% of the project-level special purpose vehicle. This chain structure would give VisionWave an effective look-through interest of 51% in the land, the building permit and the data center project. As consideration for the acquired rights, the Company would allot to the Land Owner shares of VisionWave common stock valued at approximately US$40,000,000, priced by volume-weighted average price (VWAP) near closing, on an all-share basis with no cash component. The number of consideration shares would be fixed near closing, and the issuance, together with the Company’s other recent and pending equity issuances, would be dilutive to existing stockholders. Any issuance would be subject to required approvals, including, to the extent required under Nasdaq rules, approval by the Company’s stockholders.

VisionWave further would commit, in the definitive agreements, to arrange the full capital required to construct and commission the data center, through capital-markets activity and/or institutional project financing, consistent with the original development plan. The Project would require substantial additional capital, and there can be no assurance that such financing would be available on acceptable terms, or at all.

“We are pleased to have signed a term sheet for a proposed joint venture to develop a Tier IV data center in Israel. The proposed all-share structure would allow us to pursue a 51% effective interest in the project without an upfront cash outlay, while we conduct due diligence and work toward definitive agreements. Completion of the transaction remains subject to a number of conditions, and we will provide further updates as appropriate,” said Doug Davis, Chief Executive Officer, VisionWave Holdings, Inc.

The Proposed Project

The Project is contemplated to be an underground data center campus, the subject of an Israeli statutory planning framework. The Phase-1 build is currently contemplated to comprise approximately 15,000 square meters across 10 data halls and to target 10.5 MW of IT load, with a 2N redundant topology targeting Tier IV certification by the Uptime Institute. These specifications are preliminary design parameters, have not been independently verified by the Company, and are subject to change. Key contemplated attributes include:

Underground hardened structure engineered to mission-critical specifications, including protection against direct long-range threats
Dual 2 × 16 MVA power feeds with 24-hour autonomous on-site fuel and water reserves
Direct liquid cooling (DLC) provision to support AI/HPC workloads
Carrier-neutral campus with two physically separated Meet-Me Rooms
Location adjacent to the Galilee Medical Center
Statutory excavation permits reported to be in place, and an engineering package across structural, electrical, mechanical, MEP, security and communications

“The Data Center is an underground, hardened Tier IV-targeted design. We are pleased to bring this project into a proposed joint venture with VisionWave and to advance it through due diligence and definitive documentation,” said Yuval Birman, Chief Executive Officer, Lucky Whale Production Limited.

Transaction Terms and Next Steps

The Term Sheet establishes mutual exclusivity between the parties. Key next steps, subject to the conditions described above, include:

Completion of legal, financial, commercial, tax and technical due diligence
Execution of Definitive Agreements (joint-company formation, shareholders’ agreement, allotment/exchange agreement and option agreements)
Receipt of all required corporate, NASDAQ and SEC approvals, including stockholder approval to the extent required and a fairness opinion if required
Financial Close and commencement of construction activities

The Company has filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission concurrently with or about the time of the issuance of this press release. The Form 8-K should be consulted for the Company’s description of the proposed transaction and the related risk factors.

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Over the past two months, VisionWave appears to have executed a deliberate, multi-part strategy: bringing in specialized engineering talent, consolidating key intellectual property, and positioning dual-use technologies for both defense and commercial applications.

The SaverOne Deal: Structured for Accountability, Built for Capability

On January 26, 2026, VisionWave announced a definitive agreement to acquire approximately 51% of SaverOne 2014 Ltd. through a three-stage, milestone-based exchange. The real significance is not just the ownership stake, but the structure of the transaction.

Instead of a traditional one-step acquisition, VisionWave designed the deal with embedded performance checkpoints. Each milestone must be met before the next phase proceeds, creating a framework for measured integration and capital deployment. Both companies’ boards unanimously approved the agreement following independent fairness opinions from BDO Consulting Group.

As The Vanderbilt Report has noted, a large majority of mergers underperform expectations, often due to integration challenges. VisionWave’s phased structure introduces natural validation points before committing additional resources.

Operationally, the acquisition delivers immediate capability. VisionWave gains SaverOne’s RF-focused workforce — more than 30 engineers specializing in radio frequency technologies. This consolidation of talent could accelerate development of VisionWave’s VisionRF platform without the typical 12–24 month delay associated with building comparable teams from scratch.

Geography adds another layer of strategic value. Tel Aviv is widely recognized as a dense hub for RF and deep-tech innovation, providing VisionWave proximity to experienced engineers and research institutions with strong defense and advanced technology focus.

The market responded positively to the announcement. On the day of the news, VWAV rose 3.02%, adding roughly $5 million in market capitalization and bringing valuation to approximately $182 million.

IP Consolidation Points to an Execution Phase

Two days after announcing the SaverOne transaction, VisionWave completed an intellectual property transfer from Boca Jom Ltd. into the VisionWave–Boca Jom joint venture. This step suggests a shift from formation and structuring toward active execution with clearer commercialization pathways.

In today’s innovation-driven economy, intangible assets such as IP often represent the majority of enterprise value among leading companies. VisionWave’s effort to consolidate IP under structured entities positions it to compete on proprietary technology rather than cost or scale alone — a critical factor in defense markets where technical differentiation often determines contract outcomes.

Addressing Real-World Sensor Limitations

VisionWave is developing RF sensing technologies designed to operate in environments where optical and LiDAR systems face limitations. Conventional sensors can struggle with occlusion, cluttered terrain, poor weather, and complex infrastructure. VisionWave’s focus is on detecting concealed, obscured, and non-line-of-sight threats — scenarios where traditional sensing approaches are less effective.

The company’s dual-market strategy spans defense and commercial use cases. VisionWave intends to integrate its RF technologies into SaverOne’s existing vulnerable road user detection platform, enhancing it with RF sensing and AI-driven analytics for challenging scenarios such as obscured pedestrians, non-line-of-sight risks, adverse weather, and dense urban environments.

Management has indicated that an RF-enhanced, commercially deployable solution could potentially be demonstrated during calendar year 2026, subject to continued development and validation.

Market Timing and Sector Tailwinds

VisionWave’s recent moves align with broader defense technology trends. The cognitive electronic warfare market is projected to grow steadily, driven by demand for AI-enabled systems capable of adapting to complex electromagnetic environments in real time.

At the same time, institutional focus on edge AI continues to increase. Processing data directly on platforms — rather than relying on distant cloud infrastructure — enables the low-latency decision-making required in operational settings. This is closely aligned with VisionWave’s emphasis on near-field RF sensing and edge-based intelligence.

SaverOne’s existing international footprint may also provide VisionWave with additional entry points into procurement channels across multiple regions, while the exchange structure could help SaverOne expand into defense segments that were previously outside its core reach.

Strategic Coherence

Taken together, VisionWave’s actions outline a cohesive strategy: milestone-based acquisitions, IP consolidation, and dual-use technology positioning. Rather than competing directly with large incumbent defense contractors, the company appears focused on addressing specific capability gaps in current sensor and detection systems.

The alignment between engineering talent acquisition, IP development, and diversified market positioning suggests a methodical approach to execution. Talent supports innovation, innovation builds defensible IP, and dual-market exposure may help mitigate reliance on any single customer segment.

At a market capitalization near $182 million, VisionWave is still viewed as an early-stage, development-focused defense technology company. Investor interest appears to reflect cautious optimism around its ability to demonstrate commercial viability as a precursor to longer-cycle defense opportunities — a pathway that has historically helped de-risk emerging defense technologies.

VisionWave's Counter-UAS Systems Featured by a U.S. Tier-1 Defense Partner at Association of the United States Army - AUSA 2025

Showcasing joint innovation and deepening collaboration at one of North America's largest defense exhibitions

WEST HOLLYWOOD, Calif., Oct. 22, 2025 /PRNewswire/ -- VisionWave Holdings, Inc. (Nasdaq: VWAV) ("VisionWave" or the "Company") today announced that its Counter-Unmanned Aerial System (C-UAS) technologies were featured and installed on a Tier-1 U.S. defense contractor's platform during the Association of the United States Army (AUSA) Annual Meeting and Exposition held October 13–15, 2025, in Washington, D.C. one of North America's largest and most influential defense exhibitions.

The joint display positioned VisionWave's C-UAS system as a centerpiece integration, reflecting the strong partnership, technological confidence, and potential advantages that VisionWave brings to its defense partners. It is the goal for the collaboration between the companies to continue to grow stronger, with multiple new projects, integration efforts, and combined design initiatives now underway - illustrating the depth of the expanding relationship and potential opportunities ahead.

"We believe being showcased on a major defense partner's platform at AUSA highlights the strength of our collaboration and the confidence placed in our technology," said Noam Kenig, Chief Executive Officer of VisionWave. "This partnership is becoming even closer with the goal of introducing more programs and integration projects and establishing joint design efforts. It's an exciting step forward for both companies."

The installation demonstrated seamless interoperability with modern command-and-control frameworks and emphasized real-time multi-domain readiness for operational environments.

Key highlights:

Prime-level exposure: VisionWave's C-UAS systems presented publicly for the first time as part of a Tier-1 contractor's operational platform.
Deepening collaboration: Builds on ongoing joint engineering and integration work across unmanned, sensing, and protection systems.
Technological validation: Reinforces VisionWave's potential advantage in AI-driven sensing and autonomous defense technologies.

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VisionWave’s combat-proven solutions are designed to enhance security, enable multi-domain operations, and drive innovation in defense and homeland security. Leveraging AI and computer vision-powered operating systems, we connect intelligent devices and hardware assets, ensuring seamless integration for maximum operational efficiency. Our advanced hardware and software applications provide real-time surveillance enhancements across air, land, and sea.

Their team excels in sectors critical to modern defense, including autonomous systems, advanced imaging, high-resolution radar, RF sensing, remote weapon systems, and micro-mobility platforms. With over 50 granted patents and a proven track record of success in commercial, medical, space, aerospace, and defense applications, VisionWave delivers combat-ready solutions that provide security awareness, multi-domain launch capabilities, and survey, inspection, and intelligence solutions across diverse environments.

VisionWave Technologies is committed to pushing the boundaries of defense technology, driving the future of innovation, and ensuring performance and reliability in the most demanding conditions.

ARTIFICIAL INTELLIGENCE

With extensive experience and a portfolio of globally approved patents, VisionWave is a leader in AI-driven solutions for defense, military, and law enforcement. Our proprietary AI engine powers a wide range of applications, from enhancing image quality for surveillance and intelligence to managing autonomous vehicles and remote weapon control systems.

When it comes to unmanned & remote weapon systems, VisionWave’s AI plays a pivotal role in managing both aerial and ground-based autonomous vehicles & weapons. By automating navigation, threat detection, and mission execution, our technology allows these vehicles & weapons to operate with high levels of precision and reliability in complex, high-risk environments. This reduces human exposure to danger while improving the effectiveness of missions, whether for military operations, disaster response or law enforcement.

In the realm of image enhancement and restoration, VisionWave's AI engine enables the transformation of low-quality, incomplete visual data, & different sensing signals into clear, actionable images that provide insights. Whether used for surveillance, reconnaissance, or intelligence gathering, this capability allows operators to work with enhanced visual fidelity, even in low-light or obscured environments, ensuring critical details are captured and understood

VisionWave stays at the forefront of AI innovation by continuously monitoring advancements and developing cutting-edge technologies that shape the future of defense and security, ensuring our solutions are ready to meet both current and emerging challenges.

SENSING TECHNOLOGIES

VisionWave’s multi-patented Vision-RF system revolutionizes RF signal transformation, converting signals into real-time video for groundbreaking applications such as underground and behind-wall detection, aerial threat identification, and medical imaging.This innovative technology sets new industry standards, expanding the possibilities for real-time Vision-RF-based solutions.Our proprietary, cost-effective high-resolution radar technology, combined with super-resolution AI algorithms, delivers LIDAR-like outputs with unmatched precision and compactness.When integrated with our event-based imaging technology, these solutions are ideal for autonomous vehicles, remote weapon systems, Active Protection Systems (APS), and security applications. With a robust patent portfolio, VisionWave offers custom, cost-effective sensing solutions that ensure reliability and accuracy, even in the most challenging environments.

UNMANNED VEHICLES

VisionWave Technologies is home to a team of experts and combat-proven platforms used worldwide in unmanned systems, specifically designed for military and homeland security applications where long endurance and sensitive data collection are required.We offer a range of AI-powered autonomous platforms for air, ground, and sea, engineered to excel in the toughest conditions.Combining our proprietary sensing technologies, VisionWave’s unmanned vehicles consistently outperform competitors, driving the future of autonomous systems.

TACTICAL PLATFORMS

VisionWave redefines mobility with our micro-ATV platform, specifically designed for robust environments required by homeland security and military applications.Drawing on years of experience in the field, we have created one of the most unique platforms on the market. Featuring high maneuverability and a four-wheel-drive system, it outperforms other solutions by offering quiet, stealthy mobility—ideal for tactical special forces, law enforcement, and rapid medical deployments.The durability and silent drive of the micro-ATV provide significant advantages over gas-powered alternatives, making it a crucial asset for specialized missions where fast ground mobility is required.

VisionWave Holdings, Inc. Enters into Memorandum of Understanding to Pursue German Defense Market Opportunities

WEST HOLLYWOOD, Calif., Feb. 27, 2026 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (the “Company” or “VisionWave”) (Nasdaq: VWAV), a defense technology company focused on advanced autonomous and counter-UAS solutions, today announced that it has entered into a Memorandum of Understanding (“MOU”) with a German aerospace systems provider and an Israeli developer of interceptor drone technologies.

The MOU establishes a framework for cooperation among the parties to explore potential opportunities to propose interceptor drone systems to the Bundeswehr and related German government entities.

Addressing an Identified Operational Need

The parties believe there is an ongoing operational requirement within certain NATO-aligned defense environments, including Germany, for drone interception systems that comply with strict regulatory and rules-of-engagement constraints.

In particular, certain NATO-related regulatory frameworks and operational doctrines may impose limitations on the deployment of interceptor drones utilizing onboard explosive payloads. These constraints can narrow available solution sets and create demand for alternative interception methodologies that do not rely on explosive mechanisms.

The proposed interceptor concept contemplated under this cooperation is designed to align with such operational and regulatory considerations.

Framework of Cooperation

Under the terms of the MOU:

The German aerospace systems provider is expected to act as reseller, distributor, or prime contractor in Germany, leveraging its existing defense ecosystem relationships;
The Israeli developer will provide technical solutions, documentation, and operational support for evaluation and potential proposal development; and
VisionWave will remain an active participant in discussions, proposal development, and related commercial efforts.

The MOU outlines cooperation principles, confidentiality, non-circumvention, and compliance with applicable export control regulations. The parties intend that the MOU shall serve as the basis for a subsequent binding definitive commercial agreement, should opportunities materialize.

At this stage, the MOU does not constitute a contract with the Bundeswehr or any German government entity, and no assurances can be provided that any definitive agreements, procurement awards, or revenues will result from this cooperation.

Douglas Davis, Executive Chairman and Interim CEO of VisionWave, commented:

“This MOU reflects our strategy of expanding VisionWave’s footprint in key European defense markets through structured collaboration with experienced international partners. We believe there is growing demand for compliant, non-explosive drone interception solutions within NATO-aligned jurisdictions, and we look forward to exploring these opportunities in Germany in full compliance with all applicable regulatory requirements.”

The MOU has an initial term of six months, unless earlier terminated or extended by mutual agreement.

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