{"id":197796,"date":"2025-11-24T15:41:12","date_gmt":"2025-11-24T15:41:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/197796\/"},"modified":"2025-11-24T15:41:12","modified_gmt":"2025-11-24T15:41:12","slug":"investing-in-the-drone-defense-supercycle-thematic-report","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/197796\/","title":{"rendered":"Investing in the Drone Defense Supercycle \u2013 Thematic Report"},"content":{"rendered":"\n<p class=\"yf-1090901\"><a href=\"https:\/\/executives-edge.com\/the-drone-defense-supercycle-americas-new-airpower-revolution-downloadable-thematic-report\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Download the Complete Report Here;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"><b>Download the Complete Report Here<\/b><\/a><\/p>\n<p class=\"yf-1090901\"><b>By Brandon Hornback<\/b><\/p>\n<p class=\"yf-1090901\">From the war in Ukraine to tension in the Middle East, geopolitical instability has visibly increased. As a result, global defense spending is growing at the fastest clip since 1988, creating opportunity for investors who zero in on a new set of rising stars.<\/p>\n<p class=\"yf-1090901\">Military budgets reached $2.7 trillion in 2024, rising 9.4%. Additionally, NATO\u2019s plan to lift military spending to 5% of GDP by 2035 is pushing the world into a multi-decade modernization cycle.<\/p>\n<p class=\"yf-1090901\">One thing is clear: Modern warfare is all about technology, and one industry is standing out. The global drone-warfare market is projected to more than double by 2035, to $75 billion. As nations accelerate adoption of loitering munitions, counter UAS systems, autonomous ISR platforms and swarm intelligence, demand for cutting-edge defense tech is exploding.<\/p>\n<p class=\"yf-1090901\">However, value is shifting from traditional airframes to autonomy software, AI-driven sensing and edge-based navigation. With that shift comes a new class of winners who are scaling faster than legacy defense firms and capturing rising demand across the United States, NATO and Indo-Pacific allies.<\/p>\n<p class=\"yf-1090901\">Here are six companies that sit at the center of this transformation:<\/p>\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">AeroVironment (AVAV): Loitering munitions and ISR leader with 143.3% estimated revenue growth.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Ondas Holdings (ONDS): Autonomy, SDR communication and ISR provider with 219% estimated revenue growth.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Kratos Defense (KTOS): Tactical jet drone innovator with 19.6% estimated revenue growth and 34.4% estimated EBITDA growth.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">AIRO Group (AIRO): U.S. aligned ISR and interceptor platform with 62.8% estimated revenue growth.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Shield AI (Private): Hivemind autonomy developer with about $1 billion raised and a $5.3 billion valuation.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Swarmer (Private): Ukraine tested swarm autonomy platform with over $15 million raised and a $60 to $90 million valuation.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\">Militaries now favor platforms that think autonomously, coordinate in swarms, and evolve through software updates rather than hardware cycles. This transition is powering a long-term investment cycle that rewards companies with deep autonomy stacks and investors who can identify the winners of tomorrow, today.<\/p>\n<p class=\"yf-1090901\">Exec Edge Research is pleased to share the full playbook: Our report provides a detailed breakdown of the $75 billion drone market expansion, the rise of software defined warfare, in depth profiles of all six companies and a look at the capital market trends shaping the next decade of defense technology.<\/p>\n<p class=\"yf-1090901\">Download the report below to access the complete analysis.<\/p>\n","protected":false},"excerpt":{"rendered":"Download the Complete Report Here By Brandon Hornback From the war in Ukraine to tension in the Middle&hellip;\n","protected":false},"author":2,"featured_media":197797,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,19,17,109781,22612,43271,39873,82,10387],"class_list":{"0":"post-197796","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-ie","13":"tag-ireland","14":"tag-military-budgets","15":"tag-military-spending","16":"tag-rising-stars","17":"tag-swarm-intelligence","18":"tag-technology","19":"tag-war-in-ukraine"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115605437316278996","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/197796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=197796"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/197796\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/197797"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=197796"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=197796"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=197796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}