prismmarketview
Oct 14, 4:07 PM
$MVIS: joint marketing and demo agreement with Robinson Unmanned to integrate MOVIA Air Plus lidar with the SPIRIT drone
→ Real-time aerial mapping for commercial, public safety, security, and defense customers
→ Not a supply contract: no purchase commitments or revenue disclosed
→ Peers in the article:
$BBAI (>
$225M awards since July, not revenue),
$PDYN,
$AIRO,
$VWAV (software not yet commercially available or independently validated)
→ Industry forecasts (third-party, overlapping): military AI
$19.3B by 2030; AI in aerospace and defense
$55.3B by 2030
Caveats: forecasts are industry growth, not MVIS revenue. Small-cap volatility applies.
https://prismmarketview.com/microvision-takes-its-lidar-airborne-as-defense-ai-spending-builds/
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