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Senior-strategist research on the deals, programs, and companies shaping
defense and dual-use markets. Register once — read all three briefs and any
new research we publish.
Why you need this: spot the policy shifts, contract pipelines, and competitive moves shaping defense and dual-use markets before your competitors do.
Opportunity Brief
DPA Title III Pipeline — Q2 2026
Where Title III award velocity is accelerating, where it's stalled,
and where independent operators have leverage.
Trend Brief · Featured
Counter-UAS Acceleration — FY26
Why FY26 is a structural inflection for C-UAS — and how operators
should position against $1.86B in announced spending.
Company Brief
Palantir USG — Q1 2026 Segment
Inside the contract pipeline driving 84% YoY USG revenue growth — and
what it signals for every defense-AI competitor.
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