HAWK — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-14

• HawkEye 360 provides end-to-end signals intelligence solutions to U.S. Government and its allies. We deliver shareable radio frequency ("RF") intelligence that supports Warfighters during varied cycles of geopolitical volatility. We operate across the entire value chain from data collection, utilizi…

• Examples of our solutions include customized SIGINT solutions, maritime intelligence, military radar monitoring, global navigation satellite systems ("GNSS") jamming and spoofing detection, communications mapping, tactical Intelligence Surveillance and Reconnaissance ("ISR") support, and core signal…

• To date, the majority of our data and insights delivery has occurred through customer-tasked signal collection and analytics. Following the acquisition of ISA, we provide advanced signal processing solutions for critical national systems in support of the US intelligence community. Our customers are…

• We have developed a go-to-market strategy that allows us to efficiently and effectively sell to government customers at scale. Our sales motion targets customers with the appropriate budgets, needs, and capabilities to leverage RF data at scale. We serve data customers through a “land and expand” up…

• For a more complete description of our business, go-to-market strategy, and product offerings, please refer to our Registration Statement on Form S-1 (File No. 333-294965).

Text removed vs the prior filing · source: 10-Q · 2026-06-22

• HawkEye 360 provides secure end-to-end signals solutions which are tightly integrated into the fabric of national security architectures. As a trusted signals intelligence partner to the U.S. Government and its allies, we are the first commercial space-enabled defense technology company to disrupt e…

• We are disrupting the defense technology industry through our transformational strategy focused on new on-orbit capabilities, signal processing enhancements, and optimization of our AI/ML analytics algorithms using our expansive RF emitter database. Our algorithms are designed, improved, and validat…

• Our product is a commercial, shareable data solution which addresses the need for U.S. and allied governments to access actionable intelligence directly. We developed a fully integrated RF data platform encompassing collection, end-to-end signal processing, signals library, and proprietary analytics…

• Our products serve the world’s most demanding customers, addressing their highest-priority defense needs with precision and agility.

• We have invested significant resources to build a highly capable end-to-end operating model. This includes designing and building payloads and satellites, as well as owning and operating satellite constellations and processing and analyzing data through our proprietary collection mechanisms. Our mod…

Text added vs the prior filing · source: 10-Q · 2026-08-14

• business. As a result of our limited operating history and ongoing changes in our rapidly evolving industry, including evolving demand for our products and services from government and commercial customers, our ability to forecast our future results of operations and plan for and model future growth…

• We also expect to make additional acquisitions in the future. The acquisition of businesses, offerings, technologies or talent that we believe could complement or expand our business platform, enhance our technical capabilities, or offer growth opportunities may not occur as planned. In addition, su…

• of competitive procurement solicitations and adjudication to award, and other delays. In particular, government departments and agencies, both in the U.S. and in other countries, generally evaluate our products for critical, strategic applications. As a result, the piloting, testing, and evaluation …

• Our ability to renew or expand our customer relationships may decrease or vary as a result of a number of factors, including our customers’ satisfaction or dissatisfaction with our products and services, the frequency and severity of errors or disruptions in our products and services, our pricing, t…

• We have in the past changed, and expect that we may need to, in the future, change our pricing model from time to time, including as a result of competition, global economic conditions, reductions in our customers’ spending levels generally, changes in product mix, pricing studies or changes in how …

Text removed vs the prior filing · source: 10-Q · 2026-06-22

• ability to achieve such synergies, including the loss of key talent that may be difficult to replace. As a result, the anticipated benefits of acquisitions may take longer to realize, may not be fully realized, or may cost more than expected, which could materially and adversely affect our business,…

• Our ability to renew or expand our customer relationships may decrease or vary as a result of a number of factors, including our customers’ satisfaction or dissatisfaction with our products and services, the frequency and severity of errors or disruptions in our products and services, our pricing, t…

• receivable from our customers or if we are required to refund customer deposits. Achieving renewal or expansion of customer relationships may require us to increasingly engage in sophisticated and costly sales efforts that may not result in additional sales. In addition, our customers’ decisions to …

• other commercial suppliers. In addition, such governments could sell or provide free of charge data from their satellites and thereby compete with our products and services.

• We have in the past changed, and expect that we may need to, in the future, change our pricing model from time to time, including as a result of competition, global economic conditions, reductions in our customers’ spending levels generally, changes in product mix, pricing studies or changes in how …

Text added vs the prior filing · source: 10-Q · 2026-08-14

• On May 21, 2026, Chris Herndon, the Company’s Chief Information Officer, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of the Company’s securities. Mr. Herndon’s trading plan provides for the potential sale of up t…

• On May 21, 2026, Arthur Money, a member of the Company’s Board of Directors, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of the Company’s securities. Mr. Money’s trading plan provides for the potential sale of up…

• On May 21, 2026, Todd Probert, the Company’s Chief Operating Officer, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of the Company’s securities. Mr. Probert’s trading plan provides for the potential sale of up to 2…

• On May 21, 2026, Craig Searle, the Company’s Chief Financial Officer, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of the Company’s securities. Mr. Searle’s trading plan provides for the potential sale of up to 91…

• On May 21, 2026, John Serafini, the Company’s President and Chief Executive Officer, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of the Company’s securities. Mr. Serafini’s trading plan provides for the potential…