Airship AI Holdings Stock Price, News & Analysis
Company Description
Airship AI Holdings, Inc. (NASDAQ: AISP) is a U.S. owned and operated technology company in the software infrastructure segment of the technology sector. Founded in 2006 and headquartered in Redmond, Washington, the company focuses on AI‑driven video, sensor, and data management surveillance platforms that are designed to improve public safety and operational efficiency for public sector and commercial customers.
According to the company’s disclosures, Airship AI’s platform is built to provide predictive analysis of events before they occur and deliver meaningful intelligence to decision makers. The company describes itself as a leader in AI‑driven video, sensor, and data management surveillance solutions and an AI‑driven video, sensor and data management surveillance platform. Its technology is used in environments where customers face complex operational and security challenges and need to manage large volumes of video and sensor data.
Core Platform and Product Suite
Airship AI states that its primary offerings form an integrated product suite that spans the data lifecycle. The company’s product suite includes:
- Outpost AI edge hardware and software offerings, described as an edge‑based appliance and AI‑driven edge platform that processes, analyzes, and encrypts data in real time at the edge. Company materials explain that Outpost AI leverages proprietary, in‑house trained models to detect user‑defined objects and events and can control attached sensors to provide additional intelligence on objects of interest.
- Acropolis enterprise management software stack, also referred to as an enterprise video and data management platform and an enterprise sensor management video and data management platform. Acropolis is described as a backend enterprise management system that enables customers to manage devices and sensors across their entire digital ecosystem, via hardware deployed on‑premises or in the cloud, and through a single web‑based graphical user interface. The company highlights that Acropolis is sensor‑agnostic and can act as middleware that fuses data from devices made by many different manufacturers.
- Command family of visualization tools, which the company identifies as part of its product suite, used to visualize and interact with video, sensor, and data outputs from its platforms.
Across these offerings, Airship AI emphasizes a sensor‑agnostic approach, allowing customers to add AI capabilities to existing sensors instead of pursuing “rip and replace” strategies. Company descriptions note that combining Acropolis with Outpost AI allows customers to efficiently add “smarts” to existing edge sensors and to manage devices and sensors across their digital ecosystem.
Use Cases and Customer Verticals
Based on the company’s public statements, Airship AI’s technology is deployed in a range of public sector and commercial environments. The company states that its solutions support public safety and investigative requirements and that its platforms are used to support operational and physical security requirements.
Airship AI has disclosed multiple firm fixed price contract awards from agencies within the U.S. Department of Homeland Security (DHS) and the U.S. Department of Justice (DOJ) for AI‑driven technical solutions supporting public safety and investigative requirements, including along the U.S. northern and southern borders. The company describes these deployments as supporting real‑time intelligence collection operations and AI‑enabled solutions for border security and homeland security missions.
On the commercial side, Airship AI reports contracts with a Fortune 100 transportation and e‑commerce company that uses the Acropolis Enterprise Video and Data Management platform to support operational and physical security requirements across global operations. The company notes that this deployment allows the customer to federate and manage global logistical operations from a single security operations center and that follow‑on maintenance and sustainment contracts provide revenue from professional services, technical and engineering support, and software maintenance.
AI‑Driven Surveillance and Data Management
Airship AI positions its technology as an AI‑driven surveillance and data management platform. Company descriptions explain that its solutions:
- Aggregate thousands of edge‑generated feeds into a unified interface sometimes described as a “single pane of glass.”
- Provide real‑time alerts on suspicious activity and events at regional and national scales, with AI acting as an initial “set of eyes” that automatically detects potential threats.
- Use AI at the edge and/or backend to optimize operational efficiency and improve real‑time decision‑making capabilities for customers who are managing large volumes of video and associated data.
The company also highlights that Outpost AI can be deployed in environments with communication and backhaul challenges, and has described a version of the appliance with a built‑in cellular modem combined with data encoding and encryption capabilities. Integrations with mesh, satellite, and other RF‑based backhaul solutions are referenced as part of the broader sensor‑agnostic approach supporting Acropolis.
Customer Relationships and Contracting Environment
Airship AI’s public disclosures indicate that many of its customers operate in sensitive environments. The company notes that, due to the sensitive nature of many customers and deployment use cases, it is often restricted from publicly disclosing awards or limited in the specifics it can share about customers and use cases. It also explains that many awards are executed on closed or restricted contract vehicles, which limits the amount of information that can be made public.
In addition to public sector contracts, the company references support and maintenance agreements and system maintenance and sustainment contracts that extend relationships with existing customers. These agreements are described as including health monitoring, technical and engineering support, and software maintenance for the company’s platforms.
Capital Markets and Corporate Structure
Airship AI Holdings, Inc. trades on The Nasdaq Stock Market LLC under the ticker symbol AISP for its common stock and AISPW for its warrants, as disclosed in its SEC filings. The company has filed a shelf registration statement on Form S‑3 and has used at‑the‑market offerings and warrant exercises to raise capital. For example, the company has reported:
- An at‑the‑market offering agreement that allows it to offer and sell shares of common stock up to a specified maximum amount under a shelf registration process.
- A warrant exercise inducement transaction in which an existing holder exercised warrants in exchange for new warrants, with the company stating that it intends to use net proceeds for working capital and general corporate purposes.
Airship AI’s SEC filings also describe its corporate governance structure, including the existence of an Audit Committee, Compensation Committee, and Nominations and Corporate Governance Committee, each with adopted charters. The company holds an annual meeting of stockholders and solicits proxies for matters such as director elections, ratification of its independent registered public accounting firm, and amendments to its equity incentive plan.
Financial Reporting and Regulatory Disclosures
As a public company, Airship AI provides periodic financial and operational updates through press releases and SEC filings. The company has reported net revenues, gross profit, gross margin, operating loss, other income or expense related to fair value changes in warrant and earnout liabilities, and net income or loss in its quarterly and annual results. It has also disclosed information on cash and cash equivalents, accounts receivable, deferred revenue, warrant liabilities, earnout liabilities, and stockholders’ deficit in its condensed consolidated balance sheets.
In its communications, the company frequently references a validated pipeline consisting of single and multi‑year opportunities for its AI‑driven edge, video, and sensor and data management platform across customer verticals, as well as backlog representing firm fixed price contracts expected to be shipped and invoiced over future periods. The company notes that backlog is not indicative of future quarterly revenue because a significant portion of quarterly revenue is transactional and recognized in the same quarter.
Position within the Technology Sector
Within the technology sector, Airship AI is classified in the Software – Infrastructure industry. Its focus, as described in company and regulatory materials, is on AI‑driven surveillance, video and sensor data management, and related enterprise software and hardware platforms. The company emphasizes AI at the edge, sensor‑agnostic integration, and unified management of devices and sensors as defining characteristics of its approach.