Market watch report: Q2 2026 (1 April – 30 June)
Summary
Q2 was an active quarter across our partner and competitor ecosystem. We saw continued momentum around Kestrel GCS at Skarv Aerospace, a new dispatch partnership that opens up interesting integration territory, and two losses on the prospect side that are worth flagging to Sales. Details below, with source links in the shared drive folder as usual.
Customer and partner announcements
| Date | Company | Announcement |
|---|---|---|
| 30 Apr | Skarv Aerospace | Acquired sensor company Lyra Optics, strengthening its payload capability. |
| 6 May | Skarv Aerospace | Announced a partnership with Response Arc to bring Arc Dispatch to the Kestrel GCS platform, a new Kestrel win worth watching closely as it develops. |
| 14 May | Skagerrak Coastal Rescue Service | Took delivery of all six Kestrel ground stations from its January order with Skarv Aerospace, completing the fleet expansion. |
| 2 Jun | Havbris Maritime | Will demonstrate SeaWatch 3 at the Nordic Maritime Security Expo this June. |
| 16 Jun | Kaarna | Appointed a new Head of Software Engineering and announced 25 planned hires in Oulu over the next year, a strong signal of engineering investment on the HAWKEYE line. |
| 25 Jun | Nordic Resilience Programme | Announced its 2026 call for proposals with 14 partner organizations, including several names from our own customer and prospect lists. |
Competitor announcements
| Date | Company | Announcement |
|---|---|---|
| 8 Apr | Northern Grid Systems | Won the MAER framework agreement for GridView Command, a four-year deal covering 12 municipalities. This is a loss for us on the MAER prospect. |
| 10 Jun | Velaris Situational Systems | Chosen by CEDPA for multinational exercise support 2026–2027. Another loss, this time on the CEDPA prospect, to a defence-oriented incumbent. |
Commentary
The Response Arc partnership at Skarv is the item to watch most closely: it puts a dispatch-recommendation vendor inside a platform we already have run-time revenue in, and we should understand what "explore integration" means in practice before it becomes commercial. On the customer side, the Skagerrak Coastal Rescue fleet expansion is a clean win and Kaarna's Oulu hiring plan suggests there is demand behind the HAWKEYE backlog. On the competitor side, MAER and CEDPA are both now closed against us; worth a short debrief with Alex and Marcus on what we could have done differently, if anything.
Next steps
- Ask Marcus to confirm what "exploring integration" means in the Skarv/Response Arc partnership and whether it affects our SDK terms.
- Follow up with Skarv on the Skagerrak Coastal Rescue fleet expansion for any further run-time licence implications.
- Track the Nordic Resilience Programme call for relevance to our own ecosystem positioning, even though we are not a listed partner.
- Loop in Sales on the MAER and CEDPA outcomes ahead of the next pipeline review.