Distributed on behalf of Edgewater Wireless Systems Inc.
Massive demand for drone technology could send related stocks sky high, including Edgewater Wireless Systems (TSXV: YFI) (OTC: KPIFF), Ondas Holdings (NASDAQ: ONDS), Red Cat Holdings (NASDAQ: RCAT), AeroVironment (NASDAQ: AVAV), and Kratos Defense & Security Solutions (NASDAQ: KTOS).
Fueling upside, drones are quickly becoming an essential tool for the U.S. government, thanks in large part to President Trump and U.S. Secretary of War Pete Hegseth, who are demanding U.S. drone dominance. For one, President Trump recently unveiled the “One Big Beautiful Bill”, which unlocks federal funding for domestic drone production. Two, Secretary of Defense Pete Hegseth’s policy directive, Unleashing U.S. Military Drone Dominance, made it easier for American drone companies to sell directly to the military.
In fact, "Drone dominance is a billion-dollar program funded by President Trump's Big Beautiful Bill," Hegseth added, as quoted by the U.S. Army. "It is purpose-built on the pillars of the War Department's new acquisition philosophy: a stable demand signal to expand the U.S. drone industrial base by leveraging private capital, paired with flexible contracting built for commercial companies, founded by our best engineers and entrepreneurs."
“A stable demand signal means the War Department will make concrete plans to buy lots of drones, on a regular schedule, over a long period of time,” added the U.S. Army.
One of the beneficiaries of demand is Edgewater Wireless Systems (TSXV: YFI) (OTC: KPIFF)
As global networks become more mission-critical, the Company expects its deterministic performance capabilities to extend into adjacent high-value verticals where reliability, resilience, and predictable latency are paramount, including emerging dual-use applications (i.e. commercial + military – UAVs, drones etc.) shaped by evolving geopolitical priorities.
That’s just one of the key catalysts for the company, which also issued a corporate update outlining the Company’s material progress over the past 12 months and its 2026 execution roadmap toward Wi-Fi8-ready silicon deliverables and strategic commercialization.
Over the last year, Edgewater has evolved from an innovation-led Wi-Fi disruptor into a globally recognized reliability and low-latency thought leader, advancing an approach that is increasingly shaping where the industry is going next: a shift from “speed-only” messaging to the deterministic, low-latency and ultra-reliable connectivity requirements now defining the road to Wi-Fi8.
2025-2026 Highlights
· Silicon Catalyst engagement: Selected by Silicon Catalyst and strengthened the Company’s ecosystem access to leading semiconductor partners, advisors, and in-kind resources that materially reduce development cost and execution risk.
· Non-dilutive leverage from in-kind partners: Expanded access to critical semiconductor infrastructure and support through in-kind partnerships and ecosystem programs, including Arm (NASDAQ: Arm) and Synopsys (NASDAQ: SNPS), enabling world-class design capability with a capital-efficient footprint.
· FABrIC funding: Secured non-dilutive FABrIC (aka Canada’s CHIPS Act) support to advance commercialization of Edgewater’s next-generation Wi-Fi silicon initiatives.
· Wi-Fi8 leadership and narrative shift: Elevated Edgewater’s position in the emerging Wi-Fi8 (Ultra High Reliability) era, reinforcing the market transition to reliability, deterministic performance and lower latency.
· Validation at scale: Building on previously disclosed large-footprint proof points, Edgewater’s Spectrum Slicing™ has demonstrated 7–18x performance gains (observed in most surveyed homes) and approximately 50% lower latency in a Tier-1 operator environment.
· Standards foresight: Edgewater’s early work with CableLabs on Dual-Channel Wi-Fi™ helped catalyze the industry’s first major realization that Wi-Fi had to evolve beyond single-channel contention—an evolution now reflected in Multi-Link Operation (MLO) in Wi-Fi7 and accelerating into Wi-Fi8.
· PrismIQ™ execution milestone delivered: Edgewater completed packaging for RF front-end components designed for integration within the PrismIQ™ product family—milestone delivered on time, and on budget leveraging the Silicon Catalyst ecosystem.
· Strategic advisor appointment: Edgewater strengthened its strategic bench with the appointment of Wi-Fi semiconductor pioneer Rick Bahr as a strategic advisor to support roadmap execution and market alignment.
Transforming the Wi-Fi Narrative: Reliability is the New Speed
“This past year has been transformational for Edgewater,” said Andrew Skafel, President & CEO of Edgewater Wireless. “We’ve materially strengthened every pillar of our business—ecosystem, silicon roadmap, and go-to-market readiness—while the broader Wi-Fi market has begun moving in the direction we’ve been advocating for years: reliability, determinism and low latency. In many respects, we were Wi-Fi8 before Wi-Fi8—because Spectrum Slicing™ was built to solve the real-world contention and latency problems that headline speeds alone never addressed.”
Building a Capital-Efficient Semiconductor Engine
As a fabless semiconductor and IP licensing company, Edgewater is focused on innovation and design while leveraging a curated network of world-class ecosystem partners for tools, IP, prototyping, packaging, and manufacturing pathways. This approach reduces time-to-market and execution risk, while enabling Edgewater to advance Wi-Fi8-ready Spectrum Slicing™ silicon with disciplined capital deployment.
Over the past 12 months, Edgewater has expanded access to critical semiconductor development infrastructure through ecosystem programs and in-kind support—most notably through Silicon Catalyst and its in-kind partners, including Arm and Synopsys, as well as non-dilutive FABrIC funding supporting key commercialization initiatives.
Quietly Transformative: Crystallizing the Wi-Fi8 Value Proposition
Edgewater also recently engaged Rick Bahr, a highly regarded Wi-Fi silicon engineering and technical marketing leader, in an advisory capacity. While the Company continues to execute its silicon roadmap, Bahr’s involvement has helped Edgewater further crystallize its market-facing value proposition and align product strategy to the emerging Wi-Fi8 requirements—bringing together system architecture rigor with the technical storytelling needed to win with Tier-1 service providers and strategic silicon partners.
From Dual-Channel to MLO: Edgewater’s Track Record of “Seeing Around Corners”
Edgewater’s early standards and ecosystem work—beginning with CableLabs and Dual-Channel Wi-Fi—helped highlight a structural industry constraint: single-channel contention. The market’s adoption of MLO in Wi-Fi7 represents a major step forward, and Edgewater believes Wi-Fi8’s focus on ultra-high reliability will further elevate the importance of deterministic scheduling, spectral efficiency, and low-latency performance under real-world load.
Edgewater’s Spectrum Slicing™ approach is designed to address these next-generation requirements directly, including the ability to improve experience even in mixed environments with legacy devices—an increasingly important factor as global Wi-Fi networks become denser and more application-critical.
2026 Outlook: Technical and Commercial Milestones Ahead
As we enter 2026, we believe Edgewater is exceptionally well positioned for a meaningful step-up in execution and market engagement as the industry embraces the reliability-first requirements we have been engineering for years. Over the next 6–12 months, the Company expects to deliver a clear set of investor-grade catalysts:
1. a demonstration-ready PrismIQ™ prototype designed to showcase Spectrum Slicing™ in demanding, real-world conditions.
2. a formal demonstration and evaluation campaign with major service providers, OEMs and ODMs to convert interest into pilots, commercial discussions and potential orders.
3. continued progress on our Wi-Fi8-ready silicon roadmap, including RF and baseband milestones and the Arm-enabled AI subsystem.
4. advancement of IP licensing and strategic partnership pathways that accelerate go-to-market while preserving a capital-efficient footprint; and
5. the build-out of commercial readiness assets—reference design alignment, integration support and deployment playbooks—designed to make adoption fast and straightforward for partners as Wi-Fi evolves toward the Wi-Fi8 ultra-high reliability era.
In parallel, Edgewater expects to expand access to additional non-dilutive funding sources—including incremental government and ecosystem programs—to further accelerate execution and increase shareholder value per dollar invested.
“We believe Edgewater is an underrecognized leader in the reliability-first Wi-Fi era,” Skafel added. “2026 is about converting our ecosystem advantage and technical leadership into milestone execution, strategic design-ins, and durable commercial pathways.”
Other related developments from around the markets include:
Ondas Holdings, a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems business unit and private wireless solutions through Ondas Networks, today announced that its fully owned subsidiary Airobotics has secured a new strategic contract with governmental defense customer in the Asia-Pacific (APAC) region. The award supports the deployment of Ondas' autonomous unmanned aerial capabilities for national security missions. The contract is expected to be executed over multiple phases, with initial deliveries beginning this year and potential follow-on orders anticipated as deployments expand. "We are announcing this new contract during the Singapore Airshow this week, reflecting the accelerating demand we are seeing across the Asia-Pacific region for mission-ready autonomous defense systems," said Eric Brock, Chairman and CEO of Ondas Holdings. "Governments in the region are responding to a rapidly evolving threat environment, particularly for borders, critical infrastructure, and sensitive national assets. Our autonomous platforms are purpose built for these challenges, delivering persistent protection, rapid response, and operational resilience in complex and contested environments."
Red Cat Holdings, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced that in December 2025, an Asia-Pacific ally selected its Black Widow™ sUAS on a competitive tender, with delivery of an undisclosed number of systems scheduled for delivery during calendar year 2026. This is the second Asia-Pacific ally to recently order Black Widow systems for military use. Further details on both orders are expected to be made available in the near future. Each system includes two Black Widow aircraft, a ground control station (GCS), and other mission-critical components. “This agreement highlights the trust our international partners place in Red Cat to deliver secure, U.S.-built drone systems purpose-built for today’s battlefield,” said Jeff Thompson, CEO of Red Cat. “We’re honored to support our Asia-Pacific allies with a portable ISR platform engineered for performance in contested environments. As geopolitical dynamics shift, we see accelerating demand for autonomous, interoperable technologies that enhance allied operational readiness. This order underscores Red Cat’s growing role as a strategic partner in the region.”
AeroVironment, a global defense technology leader delivering software-enabled disruptive autonomous systems, and CAL Analytics, an innovator in advanced airspace management technologies, today announced the completed installation and initial operation of a new Beyond Visual Line of Sight (BVLOS) airspace management facility at the National Advanced Air Mobility Center of Excellence (NAAMCE) at Springfield-Beckley Municipal Airport in Springfield, Ohio. Initially developed under a Cooperative Research and Development Agreement (CRADA) between the Air Force Research Laboratory (AFRL) and the Ohio Department of Transportation (ODOT), the project now features an upgraded installation that integrates AV_Halo™ COMMAND, AV’s command and control (C2) architecture, with CAL Analytics’ Advanced Air Mobility (AAM) enterprise platform to establish the nation’s premiere test environment and management facility, where Department of War operators can safely conduct BVLOS missions in shared airspace utilizing existing Federal Aviation Administration (FAA) ground radar feeds.
Kratos Defense & Security Solutions, a technology company in Defense, National Security and Global Markets, today announced that Kratos has been awarded contracts valued in total at approximately $65 million to design, develop and deliver simulators and other solutions for warfighter training supporting operations and maintenance of key aircraft and other platforms. The Kratos-built training systems support a wide variety of knowledge sets across numerous aircraft, including the Army’s CH47F Chinook and UH-60M Blackhawkhelicopters, the Airforce’s UH-1 Huey and more. Contracts include awards from the U.S. Department of War as well as allied nations, including purchases of Kratos’ MBRAT simulator, a unique system that enables avionics maintenance training for multiple platforms on a single device, requiring a substantially lower financial investment while achieving training goals and proficiencies. According to Jose Diaz, SVP of Kratos Training Solutions, “2025 was another growth year for Kratos, particularly in the domain of air-based system platforms. Our customers deeply appreciate our successful delivery of cost-effective solutions that produce highly effective training outcomes. Proven experience incorporating all immersive reality technologies on simulators—from augmented reality to fully virtual—and incorporating Kratos’ advanced Mixed Reality technology enables us to apply the most suitable options to each training challenge.”
Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for Edgewater Wireless Systems Inc. by Edgewater Wireless Systems Inc. We own ZERO shares of Edgewater Wireless Systems Inc. Please click here for full disclaimer.
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