Anduril Turns IVAS Into Battlefield OS

This move shows Anduril is turning counter drone work from a stand alone weapon system into a soldier interface business. By taking over IVAS program execution, Anduril is not just selling sensors or interceptors, it is putting its software and battlefield picture inside the headset a soldier wears. That matters because the winning company in modern air defense is increasingly the one that helps a unit see, classify, and act on small drone threats fastest, not just the one that builds the missile or jammer.1 2 3 4

• The handoff was formalized in February 2025, when Microsoft and Anduril said Anduril would assume oversight of IVAS production, hardware and software development, and delivery, pending DoD approval. In practice, that shifts Anduril from subsystem vendor to prime operator of a flagship soldier system.1 5
• Anduril is connecting the headset to its wider Lattice and counter UAS stack. Its later mixed reality work let soldiers task drones from the headset, while its CUAS line already bundles radars, infrared sensors, electronic warfare, and kinetic interceptors like Anvil into one common control layer.2 3 6 7
• This fits a broader pattern in Anduril’s business. The company grew from $420M of estimated revenue in 2023 to $1B in 2024 and $2.2B in 2025, as it expanded from point products into larger mission systems that look more like a next generation prime contractor model than a single drone maker.4 8

The next step is a battlefield operating system where the soldier headset, the drone feed, and the counter drone kill chain all run through the same software. If Anduril keeps winning those control points, it can expand from selling hardware into owning the daily workflow of air defense, reconnaissance, and small unit command across the Army and Marine Corps.2 3 4 6