Innoviz Sees Strong Counter-UAS Demand at AUSA 2026, Reinforcing the Fit of Innoviz Perciz for U.S. Defense and Homeland Security Markets

Perciz's U.S. expansion plans follow its first multimillion-dollar defense orders announced in July 2026.

Rhea-AI Summary

Innoviz Technologies (INVZ) reported prospective customer interest in its Perciz defense offering following meetings at the AUSA exposition. Executives met with defense company leaders, system integrators and dozens of prospective customers at the October 12-14, 2026 event. Innoviz said discussions highlighted demand for precise three-dimensional drone positioning and software for tracking and identification.

The meetings followed its first multimillion-dollar defense orders, announced in July 2026, for counter-drone systems and perimeter intrusion detection. Innoviz is following up on new opportunities, mostly involving counter-drone applications, and plans to expand Perciz's U.S. defense and homeland security presence.

3 points · 0 major

PositiveiHow this balance works

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance worksHow Sentiment works

0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointFirst multimillion-dollar defense orders, announced in July 2026, cover counter-drone systems and perimeter intrusion detection.
• Minor pointPerciz has collaborations with several defense and counter-drone providers following its July 2026 launch.
• Minor point. Forward-looking: it has not happened yet and may not happen.Innoviz plans to expand Perciz's U.S. defense and homeland security presence.

Negative

• None.

Historical Context

2 past events · Latest: Sep 17

2 events

1. Sep 17

   Defense suitability recognition

   24h Move

   +4.5%

   Israel's defense research directorate recognized existing LiDAR solutions as suitable for defense applications.

2. Aug 05

   Earnings report

   24h Move

   -3.9%

   Q2 results disclosed six counter-UAS and perimeter-security engagements and initial $3.5 million defense orders.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

counter-unmanned aircraft systems (c-uas), lidar, first-person-view (fpv), positive identification (pid), +1 more

5 terms

counter-unmanned aircraft systems (c-uas) technical

"with counter-unmanned aircraft systems (C-UAS) at the center of the conversation."

Counter-unmanned aircraft systems (c-UAS) are tools and technologies designed to detect, track and disable or divert unmanned drones that pose safety or security risks, much like a security guard spotting and stopping an intruder. They matter to investors because growing drone use, stricter regulations, and rising safety concerns create demand across airports, utilities, event venues and defense, affecting companies that build, deploy, or regulate these systems and shaping revenue and risk profiles.

lidar technical

"Innoviz believes its automotive-grade LiDAR, offered for defense and homeland security"

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

first-person-view (fpv) technical

"including first-person-view (FPV) drones, was one of the most widely discussed topics"

First-person-view (FPV) describes a camera and video-transmission setup that lets a remote pilot see real-time, onboard footage as if looking through the vehicle’s eyes — commonly used with drones, remote vehicles, and wearable cameras. For investors, FPV signals product capability, user experience and addressable markets (racing, inspection, delivery, entertainment) while also highlighting regulatory, safety and hardware supply risks that can affect growth and profitability.

positive identification (pid) technical

"perception software that supports drone tracking and positive identification (PID)."

A conclusive determination that a person, specimen, substance, instrument, or document is what it is claimed to be, reached by comparing its measurable features to a trusted reference using accepted methods (for example laboratory tests, biometric checks, forensic comparison, or documentation verification). It means more than a preliminary or possible match: positive identification requires sufficient, reliable evidence under the chosen method to rule out reasonable alternatives; the strength of a positive identification depends on the procedure, the quality of reference material, and the possibility of error or contamination.

point cloud technical

"High-resolution point cloud data helps separate drones from background clutter"

A point cloud is a digital collection of many individual dots in three-dimensional space that together represent the shape and surface of a physical object, area, or scene, typically captured by sensors such as LIDAR or 3D cameras. Investors care because point clouds are the raw material for mapping, inspection, simulation and autonomous navigation; their quality and volume determine how well a company can build products, cut manual work, reduce risk, and monetize location or asset data.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Meetings with senior leaders of major defense companies and dozens of prospective customers highlight a growing need for precise 3D localization to counter low-cost drone threats, including FPV and fiber-optic drones.

TEL AVIV, Israel, Oct. 28, 2026 /PRNewswire/ -- Innoviz Technologies Ltd. (NASDAQ: INVZ) ("Innoviz" or the "Company"), a leading supplier of high-performance, automotive-grade LiDAR sensor platforms for autonomous driving, defense and homeland security, industrial, and smart infrastructure applications, today shared highlights from its attendance at the Association of the United States Army (AUSA) Annual Meeting and Exposition, held October 12-14, 2026, at the Walter E. Washington Convention Center in Washington, D.C. Over three days, Innoviz executives met with CTOs and senior leaders of leading defense companies, system integrators, and dozens of prospective customers, with counter-unmanned aircraft systems (C-UAS) at the center of the conversation.

AUSA is North America's largest land power exposition and professional development forum. Innoviz's participation came three months after the Company launched Perciz, its dedicated defense and homeland security brand, and followed its first multimillion-dollar orders from a defense customer, announced in July 2026, to power counter-drone systems and perimeter intrusion detection applications.

Counter-UAS at the Center of the Conversation

Throughout the exposition, the threat posed by small, inexpensive drones, including first-person-view (FPV) drones, was one of the most widely discussed topics among military leaders, defense primes, and technology providers. Discussions repeatedly returned to a shared operational challenge: existing sensors can alert operators that a drone is present but often cannot fix its position precisely enough to engage it quickly and cost-effectively. Fiber-optic controlled drones, which emit no radio signal, further limit the effectiveness of RF-based detection and jamming.

Across its meetings, Innoviz heard consistent demand for two capabilities: high-resolution 3D sensing that delivers the precise, real-time position of a drone, and perception software that supports drone tracking and positive identification (PID). Innoviz believes its automotive-grade LiDAR, offered for defense and homeland security under the Perciz brand, is well positioned to address both needs as part of a layered C-UAS architecture.

Why Perciz Fits the Counter-UAS Mission

Perciz brings Innoviz's production-ready, automotive-grade LiDAR platform, selected by BMW, Volkswagen, Mobileye and Daimler Truck, to defense and homeland security applications. In the context of the needs raised at AUSA, Perciz offers:

Precise 3D localization: Centimeter-level 3D positioning with the potential to replace a circle of uncertainty with a precise coordinate that interceptors and effectors can act on.

Resilience to signal-based evasion: As an active optical sensor that responds to the physical world rather than to emitted signals, LiDAR is well-positioned not to depend on whether a drone is RF-controlled, autonomous, or fiber-optic guided.

Performance in cluttered and harsh environments: High-resolution point cloud data helps separate drones from background clutter such as fences, vegetation, and structures, with blockage resilience against rain, mud, and debris.

Cost-effective response: Precise localization supports lower-cost interception methods, helping close the gap between the cost of a drone and the cost of the systems traditionally used to defeat it.

"AUSA was one of the busiest and most energizing conferences I have attended in many years," said Omer Keilaf, Founder and CEO of Innoviz Technologies. "What we heard again and again is that defense organizations can detect drones, but they need to know exactly where they are. Innoviz Perciz is well-positioned to deliver a coordinate accurate enough to guide an effective response - not just flag a general area, and it is based on the same automotive-grade precision trusted by leading carmakers."

"The response we received at AUSA exceeded our expectations," said Jeremie Kletzkine, Vice President of Business Development at Innoviz. "We arrived with a full calendar of meetings scheduled in advance, and the exposition quickly generated many more introductions, including with technology leaders at some of the most important players in the counter-UAS space. The interest from U.S. integrators and prime contractors supports a real need for LiDAR combined with perception software for drone tracking and identification. Our focus now is on turning these conversations into evaluations and long-term collaborations with U.S. customers and partners."

Building Momentum in the U.S. Defense Market

Innoviz is now following up on a significant number of new opportunities identified at the exposition, the majority of them related to C-UAS applications. Innoviz's engagement at AUSA was supported by Maj. Gen. (Ret.) Yoav Har-Even, former President and CEO of Rafael Advanced Defense Systems and Chairman of the Innoviz Board of Directors, who helped introduce the Company to senior leaders across the defense industry.

The exposition builds on the momentum of Perciz since its launch in July 2026, including the Company's first multimillion-dollar defense orders and collaborations with several defense and C-UAS providers. Innoviz plans to continue expanding Perciz's presence in the U.S. defense and homeland security market, including at upcoming industry events such as C-UAS Technology USA taking place on November 30-December 2 in Washington, D.C.

About Innoviz

Innoviz is a leading provider of LiDAR technology, serving as a Tier-1 supplier to the world's leading automotive manufacturers while extending its existing sensing solutions into defense, homeland security, industrial, and smart infrastructure markets. 

Innoviz's LiDAR sensors and complementary software suite are designed to deliver exceptional range, resolution, and reliability, providing accurate 3D sensing even in harsh weather conditions. Built to meet the automotive industry's strict standards for performance and safety, Innoviz's sensors are increasingly supplied for applications that demand precise, real-time spatial awareness and continuous object localization.

Operating across the U.S., Europe, and Asia, Innoviz designs solutions for automotive OEMs, system integrators, municipalities, commercial enterprises, government organizations, and other customers worldwide. Under the Perciz brand, Innoviz offers its existing automotive-grade LiDAR sensors for defense, counter-UAS, perimeter intrusion detection, and homeland security applications.

For more information, visit innoviz.tech.

About Innoviz Perciz 

Perciz is Innoviz's dedicated defense and homeland security brand, focused on using Innoviz's existing LiDAR solutions for defense, homeland security, and critical infrastructure applications. By using Innoviz's rich data, we believe operators will be able to perceive, understand, and act in the physical world with greater intelligence and precision. Perciz has the ability to support the next-generation defense and homeland security systems designed to address the increasing complexity of modern threats. For more information, visit innoviz.tech/perciz.

Join the discussion: Facebook, LinkedIn, YouTube, X 

Media Contact
Media@innoviz-tech.com 

Investor Contact
Investors@innoviz-tech.com

Forward Looking Statements

This announcement contains certain forward-looking statements within the meaning of the federal securities laws, including statements regarding the services and products offered by Innoviz, the anticipated technological capability of Innoviz's products, including performance under various environmental and operational conditions, the markets in which Innoviz operates, and the Company's ability to successfully enter and compete in the defense and homeland security markets, and the potential for synergies between the Company's automotive and defense market activities. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "design(ed)," "strategy," "future," "opportunity," "plan," "potential," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions.

Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties.

Many factors could cause actual future events to differ materially from the forward-looking statements in this announcement, including but not limited to, the ability to implement business plans, forecasts, and other expectations, the ability to achieve broader market adoption of Innoviz's products and solutions, the risks associated with the defense and homeland security market, including procurement cycles, budgetary constraints and regulatory and export control considerations, the early stage of the Company's defense and security business, and our expectations regarding the impact of geopolitical developments in the Middle East including the evolving conflict in Israel on our ongoing operations. The foregoing list is not exhaustive. You should carefully consider such risks and the other risks and uncertainties described in Innoviz's annual report on Form 20-F for the year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on March 4, 2026, and in other documents filed by Innoviz from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Innoviz assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Innoviz gives no assurance that it will achieve its expectations.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/innoviz-sees-strong-counter-uas-demand-at-ausa-2026-reinforcing-the-fit-of-innoviz-perciz-for-us-defense-and-homeland-security-markets-302922078.html

SOURCE Innoviz Technologies

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What defense orders has Innoviz announced for Perciz?

Innoviz announced its first multimillion-dollar orders from a defense customer in July 2026. The orders support counter-drone systems and perimeter intrusion detection applications.

What is Innoviz pursuing after its AUSA 2026 meetings?

Innoviz is following up on new opportunities identified at AUSA, most involving counter-drone applications. The company said its focus is on turning those conversations into evaluations and long-term collaborations with U.S. customers and partners.