Microsoft grants IPO candidate Anduril an estimated $22 billion opportunity
Shaking Up the Defense Industry with a Potential $90 Billion IPO
Get ready to hear Anduril Industries' name a lot more, as this privately held defense stock is turning the industry on its head! Palmer Luckey, co-founder of the company, has openly expressed the importance of Anduril going public soon, and the company is on track to be a publicly traded corporation after doubling its 2024 revenue to a cool $1 billion.
But let's ask ourselves: What if Anduril could pull off a staggering $22 billion in revenue?
Anduril and Microsoft's Gargantuan Partnership
In an unexpected move, Anduril announced an alliance this month with tech giant Microsoft. While it may sound like just a partnership, the details paint a different picture - more of a takeover by Anduril of this mind-boggling $22 billion project.
Anduril will oversee the development and production of what Microsoft previously handled: the software and hardware for the Integrated Visual Augmentation System (IVAS) for the U.S. Army, a wearable headset that boasts both virtual reality and augmented reality functionalities. Now, Microsoft will only offer its Azure cloud services to support the development of artificial intelligence software for IVAS.
What is the U.S. Army's IVAS?
Don't be fooled by the somewhat ambiguous description given by Anduril. With their mission to provide beyond line-of-sight perception, increase combat effectiveness, and focus on survivability against drones, the primary use case for IVAS is clear.
For instance, imagine soldiers launching surveillance drones, and real-time data being fed directly into their headset, as well as their teammates' headsets, allowing them to see the entire battlefield even out of line of sight. IVAS headsets could also help soldiers see through loitering munitions (kamikaze drones) and direct them towards their targets, aligning perfectly with Anduril's primary focus on AI-powered military drones.
In other words, Anduril emerges as the logical choice for this contract, and with their "partnership" with Microsoft, the company will be able to excel at what it does best, while Microsoft returns to what it excels at: making a profit with Azure.
What this Means for Anduril
It's not just me who is optimistic about Anduril's future; the company is reportedly in talks to raise up to $2.5 billion in new funding at a $28 billion valuation. If the U.S. Army approves Anduril's assumption of most of Microsoft's responsibilities under the IVAS project, the company's revenue could skyrocket. The $22 billion contract over 10 years equates to an additional $2.2 billion in revenue for Anduril on top of its existing $1 billion.
In short, if Anduril's pre-IPO valuation of $28 billion captivated you a few weeks ago, the IVAS contract could potentially boost the company's valuation to an astounding $90 billion in its IPO.
And if you're trying to find a way to invest in Anduril stock pre-IPO, it's likely going to be a lucrative move. Just remember, the journey to becoming an accredited investor, the usual path to pre-IPO investing, involves meeting certain net worth and income criteria or confirming your status through a financial advisor.
[[Investing in Anduril pre-IPO is challenging and typically limited to accredited investors. For more information, refer to the enrichment data.]]
[[Potential investors should be aware of the high risks associated with pre-IPO investments, such as limited liquidity, speculative nature, and potential for capital loss.]]
[[Stay informed of official announcements from Anduril and financial news for updates on potential IPO plans.]]
- With the potential acquisition of a mind-boggling $22 billion project through its partnership with Microsoft, Anduril Industries is poised to significantly increase its revenue.
- Anduril, focusing on AI-powered military drones and survivability, could excel at overseeing the software and hardware development for Microsoft's Integrated Visual Augmentation System (IVAS) for the U.S. Army.
- If Anduril assumes most of Microsoft's responsibilities under the IVAS project and successfully secures the contract, its revenue could skyrocket, potentially boosting the company's valuation to an astounding $90 billion in its IPO.
- Investing in Anduril stock pre-IPO could be lucrative, but it is typically limited to accredited investors who meet specific net worth and income criteria or confirm their status through a financial advisor.
