INDEPENDENT RESEARCH
Intelligence for the drone economy.
Source-traced intelligence for investors and strategy teams evaluating drone, counter-UAS, and defence-autonomy companies. Know what is real, what is claimed, and what to investigate next.
SERVICE 01
Monitor the market
The weekly Signal Dossier and sector reference pages: regulatory shifts, platform developments, contract awards, and capital flows, with every material claim sourced.
SERVICE 02
Interrogate the market
Company records, market maps, and procurement trackers across counter-UAS, defence autonomy, and the wider drone economy. Compare vendors on evidence, not marketing.
SERVICE 03
Make a decision
The five-day Decision Brief: one company, one decision question, a source-traced written assessment of what is verified, what is claimed, and what to investigate next. £999.
INSIGHTS
The Signal Dossier
The Parts Rule: The FCC Reaches Inside the Airframe
From 13 October 2026, the FCC will refuse new equipment authorisations for devices that incorporate a logic-bearing hardware component produced by an entity on its Covered List, where the device would itself be barred had that entity built it, per the Commission's Third Report and Order. Section 1709 of the FY2025 NDAA names two drone makers, DJI and Autel Robotics, and the Covered List has carried the communications and video surveillance equipment listed in Section 1709(a)(1) since December 2025. The rule is prospective, leaves existing authorisations untouched, exempts applications already pending, and does not reach parts from suppliers caught only by the FCC's country-of-production entries.
Archer Moves Closer to Buying Wisk, Insitu and SkyGrid From Boeing
On September 24, 2026, Archer Aviation announced that the Hart-Scott-Rodino antitrust waiting period for its acquisition of Boeing's Wisk Aero, Insitu, and SkyGrid subsidiaries had expired at 11:59 p.m. EDT on September 18, per an 8-K filed with the Securities and Exchange Commission. The expiration satisfies a key closing condition for an agreement entered into on August 9 and announced on August 10; other regulatory approvals are described as underway, with the transaction expected to close by the end of 2026. The companies describe Insitu as generating over $200 million in annual revenue based on current financials and estimates, and Wisk as having flown six generations of eVTOL aircraft across nearly 2,000 flight tests.
MARKET INTELLIGENCE
Sector Reference Pages
Precision-Guided Munitions Market 2026 Forecast
MarketsandMarkets estimates the global precision-guided munitions market at USD 37.24 billion in 2025, rising to USD 49.71 billion by 2030; SNS Insider puts the 2026 market at USD 46.93 billion. Both studies count loitering munitions, interceptor missiles and torpedoes within the total. In August 2026 the US Navy awarded Raytheon a USD 22.9 billion contract for Tomahawk production.
MARKET INTELLIGENCERemote Weapon Stations Market 2026 Forecast
Estimates of the 2025 remote weapon station market range from USD 7.1 billion (land-based only) to USD 14.52 billion, depending on scope. Kongsberg reports more than 18,000 CROWS systems delivered to US forces, and Germany and Sweden ordered Protector RS4 stations worth about EUR 140 million in February 2026.
MARKET INTELLIGENCEPublic Safety Drone Market 2026 Forecast
The FAA approved Part 91 waivers for more than 1,000 US public safety agencies between April 2025 and February 2026, more than the 976 granted in the preceding seven years combined, once the agency replaced bespoke case-by-case approvals with a checklist-driven waiver in April 2025. Chula Vista Police Department, which pioneered the Drone as First Responder model in 2018, had logged more than 25,000 emergency-call missions by 8 May 2026. Four research houses size the wider public safety drone market for overlapping base years anywhere from USD 1.76 billion to USD 5.32 billion, a spread this page sets out rather than resolves.
Evidence position
SAMPLE, ONE COMPANY, 16 MATERIAL CLAIMS REVIEWED
Supported by official records
9 claims
Company-stated only
5 claims
Contradicted or unresolved
2 claims
Every conclusion traces to a classified source: official record, company statement, independent reporting, or our own assessment, each labelled. Where the evidence is contradicted or missing, the screen says so and lists the questions to put to management.
Commission a Decision Brief →THE DECISION BRIEF
Know what is real before the deal moves.
One company, one decision question, five working days.
A written screen with a source ledger: what is verified, what is only claimed, what is contradicted.
A 30-minute walkthrough, and the questions your next management meeting should ask.
OUR METHODOLOGY
How we synthesize data.
SIGNAL CAPTURE
Global monitoring of regulatory filings, patents, and procurement tenders.
CLAIM VERIFICATION
Every material claim traced to a classified source and checked against the record. Specialist technical review is commissioned where an engagement requires it.
STRATEGIC SYNTHESIS
Connecting technical shifts to macroeconomic consequences and competitive risk.
ACTIONABLE OUTPUT
Findings distilled into written assessments designed for board and investment-committee use, with uncertainty stated rather than smoothed over.