What ElSight does

Elsight is an Israeli-founded, ASX-listed (ASX:ELS) connectivity technology company that provides the Halo multi-link bonding platform for beyond-visual-line-of-sight (BVLOS) command-and-control of unmanned systems. The platform aggregates LTE/5G cellular, point-to-point radio (SDR/MANET), and satellite links into a single AES-256 encrypted tunnel with zero-downtime failover, in hardware form factors ranging from a sub-100-gram airborne card to ruggedized ground units. AllSight provides cloud-based device management, monitoring, and analytics, while HeatSight adds altitude- and time-aggregated cellular coverage mapping for flight planning. The company serves defense (Lockheed Martin, Israel Aerospace Industries/ELTA, Robotican), public safety/homeland security, and commercial UAV operators (DroneUp, Speedbird.Aero, Airobotics, Censys Technologies, Gadfin), with the defense vertical as the primary growth engine following Blue UAS List certification (April 2026) and DIU Project G.I. Phase 3 selection (November 2025).

Elsight monetizes through a quote-based B2B enterprise model combining Halo hardware/embedded module sales and recurring AllSight cloud subscriptions, with revenue concentrated on large defense contracts and OEM embedding relationships. Distribution is multi-channel: direct enterprise field sales across the US, UK, Germany, and Israel; OEM embedding with prime contractors (Lockheed Martin, IAI/ELTA); and direct procurement via the DCMA Blue UAS List. Go-to-market is heavily event-driven, with active presence at AUVSI XPONENTIAL, DEFEA, GSOF SAWS, and INTERPOL Drone Expert Summit.

The company achieved full-year 2025 revenue of USD 23 million (an approximately 11-fold YoY increase), record Q2 2026 quarterly revenue of USD 11.8 million (210.5% YoY), profitability, and USD 63M in cash with zero debt. A USD 156M sales pipeline and analyst projections of USD 132.1M revenue by 2029 support continued hyper-growth, alongside a newly launched stealth-mode business unit targeting a USD 20+ billion government-validated market opportunity.

Name

ElSight

Legal name

Elsight Limited and Elsight Ltd.

Website

https://elsight.com

Company type

Public

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Elsight provides the Halo multi-link bonded connectivity platform that aggregates cellular, satellite, and RF links into a single encrypted tunnel for BVLOS command-and-control of UAVs and UGVs. It serves defense primes, homeland security agencies, and commercial drone operators globally.

Ownership category

akta.pro rank

Product category

Drone Connectivity Hardware

NAICS

Computer Systems Design and Related Services (54151), Satellite Telecommunications (5174), Wired and Wireless Telecommunications (except Satellite) (5171)

SIC

Computer Communications Equipment (3576), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

OEM Embedded Connectivity & Telematics Platforms (TLAEAFAA)

akta.pro secondary industries

Cybersecurity, Identity & OTA Update Management for Connected Vehicles (TLAEAFAO), Enterprise Satellite Connectivity & Managed Services (VSAT, SD-WAN over Satcom) (HDAIAJAB), Industrial/OT Private Connectivity (Factory, Mining, Ports) (HDAIAGAD)

Keywords

• BVLOS connectivity platforms
• Multi-link bonded communications
• Unmanned systems networking
• Drone command and control
• Defense communications hardware

Headquarters

HQ city

Or Yehuda

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Marketing or Sales, Supply Chain, Operations

Revenue model

1. Halo Platform Hardware and Licensing: Sale or licensing of Halo hardware modules and embedded software to unmanned system OEM manufacturers (e.g., Lockheed Martin embedding the Halo NLOS module in its platforms) and to defense/government end customers. Hardware is sold as ruggedized communication units with varying form factors for airborne, ground, and maritime unmanned platforms.
2. Cloud and Software Services (AllSight): AllSight cloud management platform providing remote device configuration, monitoring, and link analytics. Likely subscription-based with recurring cloud service fees supporting the Halo hardware ecosystem.
3. Defense Contract Revenue: Revenue from defense contracts including DIU Project G.I. Phase 3 awards and procurement via the DCMA Blue UAS List. Record quarterly revenue of USD 11.8 million in Q2 2026 driven by defense contract momentum, with confirmed orders of $22 million entering 2026 (96% of full-year 2025 revenue).

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

ElSight designs and sells the Halo multi-link bonded connectivity platform that aggregates cellular LTE/5G, satellite, and point-to-point radio (SDR/MANET) links into a single encrypted, low-latency data tunnel for beyond-visual-line-of-sight (BVLOS) command and control of unmanned aerial and ground systems. The company also delivers the AllSight cloud management platform for remote device monitoring and the HeatSight RF coverage mapping module to support BVLOS flight planning.

Product overview

Elsight offers a unified product portfolio centered on the Halo BVLOS connectivity platform, with three market-specific variants (Military, HLS/Public Safety, and Commercial), supported by the AllSight cloud management platform. The Halo platform aggregates multiple communication links (cellular LTE/5G, satellite, and point-to-point radio/MANET) into a single secured connection for UAVs and UGVs. The AllSight platform provides cloud-based device management and monitoring, while HeatSight is a coverage mapping add-on module for flight planning optimization. The company positions itself as a horizontal technology enabler providing resilient connectivity rather than manufacturing airframes.

Differentiator

Problem solved

Functional benefit

Brands

• Halo: Multi-link BVLOS connectivity platform for unmanned systems aggregating cellular, satellite, and RF networks
• AllSight
• HeatSight

Products and services

• Halo Connectivity Platform BVLOS multi-link connectivity solution that aggregates cellular (LTE/5G), satellite, and point-to-point radio (SDR/MANET) links into a single secured, encrypted data channel for unmanned systems including UAVs and UGVs, providing zero-downtime connectivity with automatic failover and military-grade encryption.
• Halo for the Military Military-grade variant of the Halo platform designed for defense and combat applications, with ruggedized hardware, cyber-secure design, NDAA compliance, and Blue UAS List certification enabling streamlined US military procurement.
• Halo for HLS / Public Safety Variant of the Halo platform tailored for first-responder DFR operations, disaster relief, search and rescue, firefighting, and law enforcement requiring reliable BVLOS connectivity during emergency operations.
• Halo for Commercial Use Commercial variant of the Halo platform designed for enterprise UAV operations in infrastructure inspection, deliveries, agriculture, mining, and other civil applications, with built-in Remote ID and FAA Part 107/108 compliance.
• AllSight Drone Cloud Management Platform Cloud-based management platform that provides remote configuration, link-status monitoring, online data usage tracking, location services, and operational analytics for fleet management of Halo-equipped drones.
• HeatSight Cellular coverage mapping tool providing time-aggregated and altitude-based RF heatmaps across four dimensions (longitude, latitude, altitude, and time) to help UAV operators plan optimal BVLOS flight paths for uninterrupted connectivity.

Quantifiable outcome

• Zero-downtime connectivity with no failover gaps in contested EW environments
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Ten partnerships are on record, tiered core and strategic.

• Lockheed MartincoreOEM/ Whitelabel/ Licensing PartnerLockheed Martin has embedded the Elsight Halo NLOS connectivity module directly into its uncrewed platforms, signaling early adoption of the technology for continuous command and control in contested environments. This OEM embedding relationship makes Lockheed Martin a channel through which Halo reaches multiple DoD unmanned system programs.
• Israel Aerospace Industries (IAI/ELTA)coreTechnology or IntegrationIAI/ELTA uses the Halo device for its robotics and unmanned vehicles division and has stated intentions to enhance integrations with Elsight's communications solutions across an even wider range of its products. Represents a major defense prime integration of the Halo platform.
• RoboticanstrategicTechnology or IntegrationPartnership for optimized BVLOS Counter-UAS missions using Robotican's Goshawk aircraft integrated with Elsight's Halo system. In testing, Halo provided consistent connection even in minimal signal coverage regions and performed seamless pilot-to-pilot handover of aircraft control, significantly reducing C2 failure risk.
• Censys TechnologiesstrategicTechnology or IntegrationCensys Technologies deployed Halo for resilient BVLOS communications enabling long-range fixed-wing drone operations for post-disaster assessment missions, including operations following Hurricane Helene.
• DroneUpstrategicTechnology or IntegrationDroneUp utilizes Elsight's Halo platform for BVLOS delivery operations requiring multi-carrier connectivity and cloud management capabilities. DroneUp's CTO has publicly praised Elsight for reliability, connection consistency, and bandwidth performance.
• Speedbird.AerostrategicTechnology or IntegrationBrazilian aerial delivery operator using Halo to overcome poor single-LTE signal coverage in southern Brazil. Multi-carrier connectivity from Halo enabled previously impossible delivery missions to be completed successfully.
• AiroboticsstrategicTechnology or IntegrationAirobotics used Halo as a critical connectivity component for its fully autonomous Optimus-1EX drone-in-a-box system, which achieved FAA type certification. Halo's cellular bonding and redundancy capabilities were key to proving airworthiness for over-people operations.
• Gadfin Ltd.strategicTechnology or IntegrationGadfin uses Halo for its fully autonomous drone delivery network, requiring global connectivity for worldwide drone control and ground maintenance system monitoring with reliable, redundant, broadband, cost-effective communication.
• AUVSI (Association for Unmanned Vehicle Systems International)strategicGTM or Marketing PartnerElsight participates as an exhibitor at the AUVSI XPONENTIAL annual conference (2026 in Detroit), the global autonomous systems industry flagship event spanning commercial and defense dual-use technologies.
• U.S. Defense Innovation Unit (DIU)coreStrategic or Co-development PartnerElsight was selected for Phase 3 of DIU's Project G.I. (Project Gl/Project G.I.) following successful Phase 2 demonstration of Halo's mission-readiness with existing unmanned systems and communications architectures in contested EW environments. Awarded monetary prize for Phase 3 participation.

Scale indicators11 records

Recent moves8 records

Expansion highlights6 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xx.com/Elsight1
• YouTubeyoutube.com/@elsight
• Facebookfacebook.com/elsight1
• LinkedInlinkedin.com/company/3207693
• Instagraminstagram.com/life_at_elsight

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ElSight