Lockheed Martin tested an AI service that tracks drones using 5G networks.
It also expanded its rocket launch partnership with Firefly Aerospace.
The moves support its growth in next-generation tech and homeland defense.
What happened
Lockheed Martin ran a live trial of its NetSense AI-enabled Airspace Awareness-as-a-Service, using commercial 5G networks to track unmanned aircraft in real time. It also expanded its work with Firefly Aerospace into a multi-year block of dedicated rocket launches, including rapid-response sea-based launch concepts.
Why it matters
The trial and launch deal support Lockheed Martin's focus on next-generation technologies and homeland defense as growth drivers alongside platforms like the F-35 and PAC-3. They also position the company in competitive segments such as counter-UAS and space, which are highlighted as risk areas.
What to watch
The key test is whether planned NetSense pilot deployments in late 2026 and early 2027 convert into wider subscription contracts with city, state, federal, and critical infrastructure customers. For Firefly, watch how many of the up to 25 planned Alpha Block II missions through 2031 are assigned to national security work tied to Lockheed Martin payloads.
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