Distributed on behalf of ZenaTech.
Drone stocks, including ZenaTech (NASDAQ: ZENA), Red Cat Holdings (NASDAQ: RCAT), Ondas Holdings (NASDAQ: ONDS), Kratos Defense & Security Solutions (NASDAQ: KTOS), and Unusual Machines Inc. (NYSEAMERICAN: UMAC) could fly to higher highs.
For one, drones are quickly becoming an essential tool for the U.S. government, and multi-billion-dollar businesses involved in defense, construction, logistics, agriculture, oil and gas, public security and even deliveries.
However, it’s not just the U.S. seeing strong demand for drone technology.
Outside of the U.S., demand has also been sky-high.
Throughout Europe, for example, drone demand is being fueled by adoption in inspection, energy, and creative media, according to Fortune Business Insights. Drones are also being backed by favorable European Union drone regulations and advancements. In Latin America and parts of Africa, drones are being adopted for mapping, oil, pipeline inspections, and agriculture, creating even more opportunity for drone stocks.
Driving even more growth for companies, like ZenaTech (NASDAQ: ZENA) is the potential $355.55 billion Drone as a Service (DaaS) market. According to Research and Markets, that’s possible by 2032, thanks to strong business demand for enhanced efficiency and cost-effectiveness. Plus, with DaaS there’s no need for upfront costs or operational licensing.
ZenaTech’s Drone as a Service offering is designed to provide business and government clients with flexible and on-demand or subscription-based access to drone services for surveying, inspection, maintenance, power washing, inventory management, precision agriculture, and other services, without the capital costs or operational burdens of ownership.
By acquiring established and profitable legacy service companies ready for drone innovation, ZenaTech is building a global, multi-service DaaS network anchored by existing customers and recurring revenue.
ZenaTech Just Entered the UK Market Closing Drone-as-a-Service Acquisition of Casado Design Ltd., Expanding to the Growing Telecom Tower Design and Infrastructure Sector
ZenaTech just announced the acquisition of Casado Design Ltd., a survey and design company located in the South West of England with a strong reputation and expertise in 3D modeling and scanning services for tower and infrastructure building in the telecom sector. This acquisition marks the entry of Drone as a Service to the UK and the company’s expansion into telecom infrastructure, an area experiencing new investment and transformation in the UK and across Europe.
“Acquiring Casado Design is an important milestone expanding our Drone as a Service footprint to the UK and to the doorstep of Europe. Importantly, it adds a new vertical to our network in a rapidly growing sector,” said Shaun Passley, Ph.D., ZenaTech CEO. “Their strong foothold in telecom infrastructure perfectly complements our AI-driven drone capabilities enabling delivery of safer, faster, and more cost-effective telecom infrastructure building. As telecom networks undergo unprecedented transformation with 5G infrastructure modernization and greater cost controls, the integration of advanced, drone-based 3D modeling and scanning solutions positions us delivering faster and more precise tower infrastructure solutions while enhancing safety standards.”
In the UK, drone-enabled tower design and maintenance is gaining momentum as telecom consolidation, led by the Vodafone–Three merger and an £11 billion commitment over the next decade for 5G rollout commitments, are pushing operators and tower companies to modernize infrastructure faster, more safely, and at lower cost. Large tower companies now require scalable, data-rich inspection and design workflows, making drones an attractive solution for rapid surveys, digital twins, and predictive maintenance. The same forces are unfolding across Europe, creating a broader regional tailwind for drone-based tower services.
Other related developments from around the markets include:
Red Cat Holdings reported its financial results for the third quarter ended September 30, 2025. “Our record-breaking third quarter revenue and the expansion of our contract with the U.S. Army clearly demonstrates the accelerating adoption of our specialized solutions within the defense and national security sectors,” said Jeff Thompson, CEO of Red Cat. “We are seeing significant returns on our focused strategy, with our products being validated by major government agencies and NATO allies and necessitating the recent 2x expansion of our drone manufacturing facilities. This expansion allows us to deliver speed and volume at scale to the Department of War and U.S. Allies through FMS (Foreign Military Sales). Also, the recent launch of our USV division, Blue Ops, and the lease of our 155,000 sq foot vessel building facility positions us to be the leader of delivering critical unmanned systems for use over land and sea.”
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, announced that OAS has been selected as the prime contractor for a major development and commercialization program on behalf of a major governmental entity. Ondas expects to receive the initial purchase order in January 2026 to launch a multi-phase program spanning the next two years. Under the tender, OAS will architect, develop, and integrate a full-scale drone-based autonomous border-protection system designed to operate across both fixed and mobile environments. The multi-phase program is expected to culminate in the deployment of thousands of autonomous drones to provide persistent ISR, swarm-based response, and automated threat mitigation across complex border terrain.
Kratos Defense & Security Solutions, a technology company in defense, national security, and global markets, announced that it has signed a definitive agreement to acquire 100 percent of the ordinary shares of Orbit Technologies Ltd for $356.3 million, which is expected to be funded via cash on Kratos’ balance sheet. Orbit is a leading global provider of mission-critical satellite-based communication systems for mobile and unmanned aerial, seaborne, undersea and land systems, military vehicles and other systems. Orbit provides its hardware, products and systems to major air forces, traditional prime contractors and emerging new defense and space companies. Orbit’s customers are worldwide, including Israel, the United States, Europe and the Pacific region. Once the acquisition is consummated, Orbit will report through Kratos’ Microwave Electronics Division (KMED), which is headquartered in Jerusalem, Israel. The acquisition of Orbit is expected to be immediately accretive across virtually every financial metric for Kratos.
Unusual Machines Inc. announced the lease of a new 25,000-square-foot facility in Orlando, Florida. The site expands Unusual Machines' U.S. operations with warehouse capacity for incoming materials and fulfillment space for outbound shipments. In direct proximity to the company's motor production and drone assembly operations, it strengthens coordination across the vertically integrated Orlando manufacturing hub -- aligning inventory, production, and delivery with greater speed and precision. "We're building capacity with purpose," said Jason Reels, Vice President of Supply Chain at Unusual Machines. "This facility gives us the infrastructure to bring in materials at scale, stage components for future builds, and fulfill orders faster -- keeping us ready as demand accelerates. It's a core part of our larger strategy to scale with control, speed, and consistency."
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