T3 Defense Subsidiary Tiltan to Deliver Majestic.ai as Licensed Software
Rhea-AI Summary
T3 Defense (Nasdaq: DFNS) reported that subsidiary Tiltan has been selected by an unnamed sensor systems developer and manufacturer to license Majestic.ai, its generative AI synthetic data platform, as customer-operated software. This is the first time Majestic.ai will be delivered as licensed software rather than a managed service performed by Tiltan.
The physics-based platform generates labeled EO, IR, LiDAR and SAR image and video datasets across land, maritime, air and space environments to train and validate defense AI systems and support sensor and hardware development. The license will be bundled with Tiltan’s T-VERSE geospatial 3D content, providing both the generation engine and underlying data and creating another product to attach to future licenses.
Management believes a licensed model can enable more repeatable revenue per customer and allow Tiltan to support more programs without adding project labor. The company is not disclosing the engagement’s value, scope, or customer. Majestic.ai has not yet been delivered, no revenue has been recognized, and T3 Defense cautions there is no assurance on delivery timing, revenue recognition, continued use, or expansion of the license.
Positive
- First Majestic.ai software license for customer-operated use, shifting beyond project services
- Management believes licensed model can support more repeatable revenue per customer
- Licensed Majestic.ai is bundled with T-VERSE 3D geospatial content, adding an attach opportunity
- Engagement with a sensor systems developer and manufacturer may validate customer-operated use
Negative
- No revenue recognized yet from the Majestic.ai licensing engagement
- Engagement value, scope, and customer identity are not disclosed
- Company states there is no assurance on delivery timing or revenue recognition
- T3 Defense warns there is no assurance of license expansion or additional programs
Market reaction after licensed software engagement: DFNS -8.21%
Following this news, DFNS has declined 8.21%, reflecting a notable negative market reaction. Our momentum scanner has triggered 21 alerts so far, indicating elevated trading interest and price volatility. The stock is currently trading at $11.97. Trading volume is exceptionally heavy at 5.6x the average, suggesting significant selling pressure.
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Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Aug 21 | UAV market entry | Positive | -15.5% | Rimon entered the UAV and counter-UAV platform market with configurable mobile systems. |
| Aug 04 | Purchase order | Positive | -3.1% | Tiltan received an initial order for infrared electro-optical hardware-in-the-loop simulation. |
| Jul 31 | Operating performance | Positive | -67.4% | Subsidiaries reported record year-to-date revenue, orders, and backlog metrics. |
| Jul 20 | Production line delivery | Positive | -18.9% | ITS delivered a composite materials production line for industrial-scale manufacturing. |
| Jul 16 | Reverse stock split | Negative | -28.9% | The company approved a 1-for-125 reverse split to address Nasdaq bid-price compliance. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Across five recent events, four positive or operational announcements were followed by negative reactions, while reverse split news aligned with a negative reaction.
Key Terms
synthetic data technical
generative artificial intelligence technical
lidar technical
synthetic aperture radar technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Engagement set to mark the first delivery of Majestic.ai as customer-operated licensed software, adding a software licensing model to Tiltan’s project-based services
NEW YORK and NETANYA, Israel, Aug. 26, 2026 (GLOBE NEWSWIRE) -- T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), today announced that its wholly owned subsidiary, Tiltan Software Engineering Ltd. (“Tiltan”), has been selected by a sensor systems developer and manufacturer to license Majestic.ai, Tiltan’s generative artificial intelligence (AI) synthetic data platform. This marks the first time Majestic.ai will be delivered as software the customer operates itself, rather than as a service Tiltan performs.
Majestic.ai
Majestic.ai is Tiltan’s AI platform for synthetic data generation. The physics-based platform produces labeled image and video datasets that defense customers use to train and validate AI systems when real world data is costly or impossible to collect. The platform covers electro-optical (EO), infrared (IR), light detection and ranging (LiDAR), and synthetic aperture radar (SAR) across land, maritime, air, and space environments, and also supports sensor and hardware development programs.
To date, Majestic.ai has been sold as a managed service, with Tiltan producing each dataset for the customer. This engagement is set to mark the platform’s first delivery as licensed software operated by the customer. Management believes a licensed model can support more repeatable revenue per customer and allow Tiltan to serve more programs without adding project labor for each one.
The Majestic.ai license will be paired with Tiltan’s T-VERSE geospatial 3D content, so the customer receives both the generation engine and the underlying data. Bundling the two also gives Tiltan a second product to attach to future licenses.
Management Commentary
“Synthetic data has become one of the constraints on how quickly advanced sensors and AI systems can be developed and fielded,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “Tiltan has spent years producing that data for its customers. Licensing Majestic.ai puts the engine, and the content behind it, directly into the customer’s hands. That is a different business than project-by-project services, and we believe it is a meaningful step towards a more scalable, repeatable revenue source from the AI and simulation assets we already own.”
“Our customers must train and validate systems against conditions they cannot practically capture in the field,” said Ehud Shafir, Chief Executive Officer of Tiltan. “With Majestic.ai delivered as licensed software and paired with T-VERSE content, this customer will be able to generate the volume of datasets it needs on its required schedules. Being selected for the first engagement of this kind validates the maturity of the platform and the demand for customer-operated synthetic data generation.”
Commercial Status
The Company is not disclosing the value, scope, or customer identity of the engagement. Majestic.ai has not yet been delivered under this engagement and no revenue has been recognized to date. There can be no assurance as to the timing of delivery, the amount or timing of any revenue recognition, the customer’s continued use or expansion of the license, or that the engagement will result in additional licensed-software programs with this or any other customer.
About Tiltan Software Engineering Ltd.
Tiltan Software Engineering Ltd., a wholly owned subsidiary of T3 Defense, is a leading solution provider specializing in simulation, 3D engines, generative AI training, geo-systems, 3D content, and operations center systems and tools. With over 30 years of experience, Tiltan’s simulation products provide a comprehensive one-stop solution for training, development, and hardware-in-the-loop systems, powered by a proprietary 3D engine and generative AI. Tiltan’s geo-system products support space, aerial, manned, and unmanned vehicles, addressing registration, localization, and navigation challenges, as well as geo-mapping systems. Its in-house content production delivers high-fidelity, geo-specific visual databases, 3D models, and mapping data for VIS, IR, LiDAR, and SAR applications. For more information, visit www.tiltan-se.com.
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding Tiltan’s selection to deliver Majestic.ai as a licensed software product; the expectation that the engagement will mark the first delivery of Majestic.ai in a self-service, customer-operated model; the anticipated capabilities, configurations, and performance of Majestic.ai and T-VERSE; the timing or completion of delivery; expected demand for licensed, customer-operated synthetic data generation; the potential for additional orders, licenses, production programs, or recurring revenue; the potential for integration across T3 Defense’s portfolio companies; and the Company’s growth strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including risks related to the absence of executed follow-on orders for the licensed model described herein; delivery, integration, and customer acceptance risk; market adoption and customer qualification and testing requirements; defense program funding, procurement cycles, and timing; dependence on government contracts and defense OEM relationships; protection of intellectual property in a licensed-software model; customer concentration; competitive and geopolitical conditions, including conditions in Israel; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; integration of acquired businesses; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
Contact Us:
T3 Defense Inc.
575 5th Avenue
New York, NY 10017
Tiltan Software Engineering Ltd.
Ehud Shafir, Chief Executive Officer
Investor Relations
The Equity Group Inc.
Lena Cati
+1 212 836-9611
Val Ferraro
val.ferraro@theequitygroup.com
+1 212 836-9633
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3d481ed1-bf71-4cbf-8fb1-867b7b75fe2d
