Thales new orders jump 26%, but space business woes weigh on shares

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  8 janvier 2019 | International, C4ISR

  Why Microsoft (Not Amazon) Could Win The Pentagon Contract

  Beth Kindig Summary The majority of forecasts favor Amazon for the Pentagon contract while overlooking the partnerships that MS has made with the DoD since Nadella became CEO in 2014. By the first quarter of 2019, Azure Government Secret will support "Secret U.S. classified data or Defense Information Systems Agency (DISA) level 6" which is on par with Amazon. The question that remains is if the Pentagon will want to use Amazon for cloud infrastructure while using Microsoft for operating systems and software. In 2019, the biggest cloud customer in the world will be the United States Department of Defense. The DoD is currently reviewing bids to award a single cloud provider a multi-year contract. Obviously, this isn't your typical enterprise IT department, transferring from on-premise servers, or a startup who needs the flexibility of cloud infrastructure to scale. The program is called the Joint Enterprise Defense Initiative, or JEDI, and its purpose is to move the DoD's massive computing systems into the cloud. This one contract is worth $10 billion, or 25% of the current market, which currently stands at $40 billion in annual revenue. Many prognosticators and reporters unanimously believe the contract will go to Amazon Web Services. This belief is so strong that vendors, such as Oracle and IBM, made a rebuttal to Congress, believing the terms of the proposal favored Amazon. However, the majority of these forecasts overlook Microsoft's strength in security and IT, and the alliances Microsoft has been forming with the DoD since Satya Nadella became CEO in 2014. Admittedly, guessing a company other than Amazon will win the Pentagon contract is a pure gamble, however, there are strong indicators for Microsoft that should not be overlooked. Background on JEDI Contract The Pentagon contract will move 3.4 million users and 4 million devices off private servers and into the cloud. The security risks of using servers outside the Pentagon's domain are offset by physically separated government regions and hybrid solutions that extend on-premise servers by adding the cloud where necessary. The benefits of artificial intelligence, deep learning, and other technologies like virtual reality are essential for modern warfare as real-time data will inform missions when soldiers are in the field and also help to prepare them for combat. https://seekingalpha.com/article/4231824-microsoft-amazon-win-pentagon-contract

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  10 janvier 2020 | International, Terrestre

  US Army picks winners to build light and medium robotic combat vehicles

  By: Jen Judson WASHINGTON — The U.S. Army has picked winners to build base platforms for its light- and medium-class robotic combat vehicles, according to a service statement released Jan. 9. The Army's Combat Capabilities Development Command and the service's Next Generation Combat Vehicle Cross-Functional Team “intends” — pending successful negotiations — to award a contract to QinetiQ North America to build four RCV-light prototypes and another contract to Textron to build four RCV-medium prototypes, the release stated. Through a rapid contracting mechanism, the National Advanced Mobility Consortium is coordinating the Army's awards to industry, and the service expects to be officially under contract with both companies by mid-February, according to the statement. While it was anticipated the Army would award up to two contracts per category at the end of the second quarter this fiscal year, it appears the awards have come earlier and are both limited to one company. The prototypes, according to the statement, will be used to “determine the feasibility of integrating unmanned vehicles into ground combat operations. The Light and Medium RCVs will be used to conduct a company-level experiment at the end of 2021." Results from that effort, as well as a platoon-level experiment in March 2020 and several virtual experiments, will help the Army decide in 2023 how it wants to proceed with robots on the battlefield. “Robots have the potential to revolutionize the way we conduct ground combat operations,” Brig. Gen. Ross Coffman, director of the NGCV CFT, said in the statement. “Whether that's giving increased fire power to a dismounted patrol, breaching an enemy fighting position, or providing [chemical, biological, radiological, nuclear and explosive] reconnaissance, we envision these vehicles providing commanders more time and space for decisions and reducing risk to soldiers.” Out of a large pool of whitepaper submissions, a Textron and Howe & Howe team, a team of QinetiQ North America and Pratt & Miller, HDT Global, and Oshkosh were each issued a request for prototype proposals in the RCV-light competition in October 2019. Three teams were picked to move on in the RCV-medium competition in November 2019: General Dynamics Land Systems, QinetiQ North America, and the Textron and Howe & Howe team. It is noteworthy that the companies selected to build prototypes in each category are the only two companies to have offerings in both the light and medium competitions, demonstrating potentially that they are the only companies with the flexibility to build in both categories. At the Association of the U.S. Army's annual conference in October, Textron and Howe & Howe dramatically unveiled their RCV Ripsaw M5, which is based on the latter's deep history of building unmanned ground vehicles, but adds technology like scalable armor and suspension as well as mobility options to cope with the challenges expected in the future fight. FLIR Systems is also part of the team, contributing its advanced sensors. “Bringing together Howe & Howe, Textron Systems and FLIR Systems really represents a dream team,” Textron CEO Lisa Atherton said in a statement released at the show. “We formed this team based on our shared focus to serve this customer with disruptive ideas and proven experience, and we are dedicated to meeting and exceeding their requirements through the RCV program.” The team told Defense News before the AUSA conference that it planned to submit a version of Ripsaw both for the light and medium variant of the Army's robotic combat vehicle. The Qinetiq and Pratt & Miller team submitted a variant of the Expeditionary Modular Autonomous Vehicle tailored toward the Army's RCV-light requirements. The offering combines Qinetiq's modular open-architecture control systems with Pratt & Miller's advanced mobility platform. The Army is also examining the utility of an RCV-heavy variant but is using robotic M113 armored personnel carriers as surrogate platforms for evaluations. That effort will focus on manned-unmanned teaming in a robotic wingman formation, with a manned Bradley Infantry Fighting Vehicle serving as the platform for the robot's operators. https://www.defensenews.com/land/2020/01/09/army-picks-winners-to-build-light-and-medium-robotic-combat-vehicles/

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  17 décembre 2018 | International, Aérospatial, Naval, Terrestre, C4ISR

  Italian firm Leonardo merges 3 divisions, names Brit to head them

  By: Tom Kington ROME — Italy's Leonardo has announced a major shakeup of its management structure, which will see three of its seven divisions merged and entrusted to one of the firm's top British managers, Norman Bone. Reporting to CEO Alessandro Profumo, Bone will oversee a new Electronics Division, into which its Land & Naval Defence Electronics, Airborne & Space Systems, and Defence Systems divisions will be merged. Bone was previously the head of the Airborne & Space Systems division as well as chairman and managing director of Leonardo's U.K. operation. The Defense Systems division includes Leonardo's torpedo business, formerly known as WASS, and its cannon business, formerly known as Oto Melara. In a statement, Leonardo said the merging of the divisions was designed to “achieve suitable critical mass” in its electronics-related businesses. “This evolution will result in the organizational model being aligned with that of the main players in the market, ensuring an even more integrated development,” the firm said. Additionally, the firm's Air Traffic Control and Automation Systems businesses will be moved from the firm's Security & Information Systems Division to the new Electronics Division. The remainder of the Security & Information Systems division has been renamed the Cyber Security Division, and will be taken over on Jan. 21 by Barbara Poggiali, the firm said. Leonardo's three other divisions are Helicopters, Aircraft and Aerostructures. The shakeup is the latest stage in the consolidation of Leonardo's activities, which formerly existed as separate companies including AgustaWestland and Alenia. They were first transformed into divisions of the firm in 2016 as the company changed its name to Leonardo from Finmeccanica. https://www.defensenews.com/industry/2018/12/14/italian-firm-leonardo-merges-3-divisions-names-brit-to-head-them