§ MARKET 2025 → 2035 9-SEGMENT MODEL
$83.5B · ~19% CAGR

The most urgent
unmet capability
in modern defense.

The threat landscape has outpaced legacy air defense. Adversaries fire $500 drones; defenders return $3M interceptors. The math was broken — the market is scrambling to rewrite it.

2035 TAM$83.5B
10-yr CAGR~19%
§ 01 The problem Six failure modes

Six failure modes of legacy air defense against modern drones.

Cost asymmetry. Swarm scale. Threat adaptation. Sensor gaps. Economic drain. A fragmented stack that no integrator has yet unified at an affordable unit cost.

01Economics

Cost asymmetry.

$100–$500 hostile drones force $100K–$3M+ legacy intercepts. No force sustains that exchange.

02Scale

Swarm saturation.

Coordinated swarms saturate detection and overwhelm engagement loops built for one inbound at a time.

03Adaptation

Threat drift.

Adversaries vary signatures, tactics, and routes faster than legacy systems can be retuned or updated.

04Sensors

Blind spots.

Legacy radar misses low-RCS, low-altitude, fast-moving UAS. Single-modality stacks have exploitable gaps.

05Drain

Economic drain.

Unsustainable exchange ratios threaten persistent defense postures. You can't out-spend mass production.

06Stack

Fragmented stack.

No integrated sense-to-intercept architecture exists at this price point. Vendors sell pieces, not solutions.

§ 02 Market size Decade-long expansion

A decade-long expansion at ~19% CAGR.

Analyst forecasts capture the defense-led core. Our full-segmentation model spans nine verticals — defense, infrastructure, civil security, and international demand.

$83.5BILLION
BY 2035

Global counter-UAS total addressable market, full-segmentation across defense, civil infrastructure, and international demand channels.

Internal analyst model · 2026 refresh
2025 Baseline
$14B

Defense + infrastructure + civil.

2028 Est.
$26B

Accelerating adoption curve.

2030 Forecast
$40B

Cross-vertical scale-up.

2035 Forecast
$83.5B

Full 9-segment aggregation.

Analyst benchmarks: Precedence Research $30.9B (2035) · MarketsandMarkets $47B (2035) · Grand View $21B (2030) · Teal Group $9B (2028) — all core-defense views.

§ 03 — THE INFLECTION Counter-UAS is the next evolution in air defense. Just as Patriot transformed Gulf War air defense, the drone threat demands a new paradigm. We enter at the inflection.
§ 04 Why now Convergence

Six forces converging.

DoD urgency, regulatory support, technology maturity, cost milestones, allied demand, and dual-use pull — all moving in the same direction, at the same time.

01DoD

DoD urgency.

NDA 2024/2025 counter-UAS mandates. Congressional authorization. JADC2 integration driving autonomous system adoption.

02REG

Regulatory support.

DoD, DHS, and FAA joint authorization frameworks now explicitly support counter-UAS deployment. OTA vehicles accelerate contracting.

03TECH

Tech maturity.

AI inference at the edge, neuromorphic compute, and pneumatic launch are now militarily viable at the price point the mission requires.

04COST

Cost milestone.

Raptor intercept economics (~$4,500) make persistent defense operationally sustainable for the first time.

05ALLIED

Allied demand.

NATO and 5-Eyes partners actively seeking U.S.-sourced counter-UAS interoperability. NATO Innovation Fund backing dual-use tech.

06CIVIL

Dual-use pull.

FAA Part 107, DHS critical infrastructure mandates, federal building security modernization — civil demand on the defense curve.

§ 05 Go-to-market Land · Expand · Scale

Win the hardest customer first. Translate credibility.

Military-first wedge. Mission-driven buyers with the highest urgency validate the platform; adjacent markets follow with the trust already established.

Phase 01Q1–Q4 2026 · Land

U.S. Department of Defense.

OTA contract pursuit with DoD units. 3–5 Sentinel pilot deployments. SBIR/STTR grant applications. Non-dilutive DoD funding. Defense industry conference presence.

DoD · AFWERX · DIUActive
Phase 022027 · Expand

NATO & allied defense.

Allied defense partnerships. White-label platform for prime contractors. Raptor replenishment supply chain scale. Series A raise. DoD production contract pursuit.

NATO · 5-EYESTracked
Phase 032028+ · Scale

Airports & critical infrastructure.

Dual-use environments where drone disruption creates real security exposure — airports, ports, energy, federal facilities. Platform productization. International defense sales.

DHS · FAA · CISAPathfinder
§ 06 Competitive position Sense-to-kill economics

The only integrated sense-to-kill platform at our unit economics.

Dedrone sells sensing. DroneShield sells RF and jamming. Anduril sells a software platform. Nobody ships the whole chain at ~$4,500 per intercept.

FeatureNeura DefenseDedroneDroneShieldAnduril
Integrated kill chain (sense + launch + intercept)YesNoNoPartial
~$4,500 / intercept economicsYesN/AN/A$50K+
Autonomous terminal guidanceYesNoNoYes
Multi-sensor fusion + neuromorphic computeYesPartialNoYes
Razor-and-blade revenue modelYesNoNoNo
Hardware + Software + ConsumablesYesSoftware onlyHW + SWPlatform only
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Meet the team.

A leadership team with three prior IPOs, deep defense capture experience, and rigorous PhD-level marketing science behind the go-to-market execution.