Jan Engelbrecht

Jan Engelbrecht inquired about the exportability of BlueHalo's product offerings, such as the LOCAST system and space capabilities, given Europe's defense spending plans, and whether Red Dragon's Blue UAS clearance enables immediate export.

Answer

Wahid Nawabi, Chairman, President, and CEO, highlighted BlueHalo's complementary capabilities, including the $1.5B+ Space Force program, the leading LOCAST directed energy counter-UAS, and Titan RF solutions, all with multi-billion dollar market potential and international demand. He confirmed that Red Dragon's Blue UAS certification facilitates easier international sales and domestic government purchases. He also clarified that their laser comms and phased arrays address GEO, MEO, and LEO orbits, with a specific 'Panther' product for LEO/MEO, emphasizing the multi-billion dollar market for secure laser communication.

Jan Engelbrecht asked about the exportability of BlueHalo's product offerings, such as the LOCUST system and space capabilities, given Europe's defense spending and industrial base. He also inquired if the Red Dragon's Blue UAS cleared list placement implies immediate exportability or primarily a domestic opportunity.

Answer

Chairman, President, and CEO Wahid Nawabi highlighted BlueHalo's complementary capabilities, including the LOCUST directed energy counter-UAS solution and space laser communications, as multi-billion dollar long-term opportunities with strong international potential. He confirmed that Blue UAS certification facilitates easier international sales and domestic procurement for Red Dragon.

Jan Engelbrecht asked about the exportability of BlueHalo's product offerings, such as the LOCAST system and space capabilities, given Europe's spending and industrial base limitations. He also inquired if Red Dragon's placement on the Blue UAS cleared list implies immediate exportability or if it's primarily a domestic opportunity.

Answer

Chairman, President, and CEO Wahid Nawabi stated that BlueHalo's solutions, including the space domain's phased array technology, LOCAST directed energy counter-UAS, and Titan RF solutions, are highly complementary and have significant international market potential. He confirmed that Red Dragon's Blue UAS certification facilitates easier international sales and government procurement. In a follow-up, Mr. Nawabi clarified that AeroVironment's laser communications solutions address both geosynchronous (GEO) and low Earth orbit (LEO) satellites, with products like Panther designed for LEO/MEO, positioning them as leaders in a multi-billion dollar market.