logo
The reign of the Reaper drone may be coming to an end

The reign of the Reaper drone may be coming to an end

Yahoo17-05-2025
Threats to medium-altitude drones like the MQ-9 Reaper are growing.
These types of drones are suffering mounting losses in wars from Ukraine to Yemen.
These persistent and armed eyes in the sky face a cost-benefit dilemma.
In the Global War on Terror, America's MQ-9 Reaper was the most terrifying weapon. Armed with missiles and able to stay in the air for 24 hours, the Reaper — and its older cousin, the MQ-1 Predator — became the symbols of Drone Age remote-control warfare.
But the skies are not so Reaper-friendly anymore.
The Reaper built by General Atomics has a 66-foot wingspan is almost double that of small, crewed planes like the Cessna 172. Many of these big and expensive drones — the Reaper costs $30 million — have been shot down over Yemen, Lebanon, and Ukraine.
This has some experts questioning whether militaries like that of the UK should stop buying expensive Medium-Altitude Long Endurance (MALE) drones such as the Reaper. Better to purchase smaller, cheaper drones they can afford to lose, their thinking goes.
"MALE drones can provide persistent surveillance, including through clouds with Synthetic Aperture Radar (SAR), but only if they can survive," wrote military researcher Robert Tollast in an essay for the Royal United Services Institute, a British think tank. "And as that survivability is now highly questionable, it seems that the UK must look for alternative approaches."
At least 15 Reapers have been shot down by Houthi rebels over Yemen since October 2023, with seven destroyed in March and April 2025, estimated losses at or above $500 million. The threat to the Reapers would likely be much greater against a more advanced military, which fields larger and more accurate air defenses. Houthi air defenses are far from cutting edge: old Soviet-made SA-2 and SA-6 missiles date back to the 1960s, or are Iranian weapons based on those designs.
In the Ukraine war, Ukraine's Turkish-made TB2 Bayraktar drones — armed with laser-guided anti-tank missiles — initially devastated Russian armored columns that invaded in February 2022. But dozens of TB2s were destroyed once Russian air defenses were deployed, and the Bayraktar has disappeared from Ukrainian skies. Meanwhile, Israel's Hermes drones have fallen victim to Hezbollah anti-aircraft missiles.
This has left Britain in a quandary. The British Army's MALE drone, the Watchkeeper, has proven a failure. Based on Israel's Hermes 450, the Watchkeeper produced by Thales Group and Elbit Systems first flew in 2010, but wasn't deployed until 2018. Delays, technical issues and several crashes spurred the retirement of the Watchkeeper fleet in March, less than seven years after it was fielded.
"We are getting rid of Watchkeeper because that system has been in service since 2010 and, according to all the military chiefs, is out of date," Lord Vernon Croaker, a senior official in the Ministry of Defense, told the House of Commons in November 2024.
With a range of almost 100 miles, the Watchkeeper could peer deep into enemy areas and locate supply depots, airbases and other targets for long-range artillery, missiles and aircraft. Thus the British Army is now embarked on Project Corvus, which calls for a long-endurance surveillance drone that can stay airborne for 24 hours and fly deep penetration missions.
But this may only result in another MALE drone too expensive to buy in quantity, and too vulnerable to be expendable. These same issues threaten the Reaper ($30 million) and the Bayraktar TB-2 ($5 million). "Assessments in Ukraine would suggest that the point at which a UAV becomes attritable is a unit price below $200,000 for ISR [surveillance missions]," Tollast wrote.
This creates a cost-benefit dilemma. Hordes of cheap, expendable first-person view (FPV) drones have become the dominant weapon in the Ukraine war, paralyzing bold battlefield maneuvers and practically driving armored vehicles off the battlefield. These are mass-produced commercial drones that can be rigged for military missions at a total cost of hundreds of dollars. Most of these have limited payload capacity, altitude and a range of only around 10 miles.
On the other end of the spectrum is the airliner-sized RQ-4 Global Hawk, a high-altitude $200 million drone that is being retired from the US military. A Global Hawk was destroyed by an Iranian anti-aircraft missile in 2019.
In the middle are the drones like the Reaper, which can carry a 2-ton payload of missiles and sensors, has a range of 1,200 miles, and can fly at 50,000 feet. The Reapers were essential aircraft in the wars in Iraq and Afghanistan as they could stay in the air hunting for targets far longer than a crewed aircraft, and be placed in more dangerous airspace because there was no risk to a human flier. For example, from September 2007 to July 2008, MQ-9 flew 480 sorties totaling more than 3,800 hours in Afghanistan.
In many ways, these UAVs resemble the earliest drones, which were just modified versions of manned aircraft. For example, World War II F6F Hellcat fighters converted into remote-controlled machines for target practice. The AQM-34L Firebee that flew reconnaissance missions over Vietnam was 29 feet long, not much shorter than an MQ-9.
They face a glaring problem: more adversaries are armed with air defense missiles capable of knocking out aircraft-sized drones. Drones like the MQ-9 were not designed to fly in areas covered by an enemy's surface-to-air missiles. A Bayraktar's cruise speed is only 80 miles per hour, while even a relatively speedy Reaper has a cruise speed of around 200 miles per hour. Thus even a militant group like the Houthis can down an MQ-9 with an old Soviet SA-6 surface-to-air missile.
This puts drones at a fork in the road — go low-cost and large volume or even higher-cost with fewer aircraft but more capability. America's Reaper replacement may do the latter: a more sophisticated — and expensive — drone that includes stealth capabilities to evade radar; radar remains the primary means for air defenses to detect targets. For Britain, with its far smaller defense budget of roughly $70 billion, an improved MALE drone isn't viable. Tollast sees several non-drone options, including Low Earth Orbit satellites, high-altitude balloons, and tethered aerostats (such as blimps), which avoid the vulnerability of medium-altitude drones.
Yet satellites and balloons may not be in position when you need them, and aerostats can't be dispatched quickly into remote areas. Unless a technological breakthrough enables small UAVs to enjoy the capabilities of their larger brethren, the inability of large drones to function reduces the huge advantage of sensing the battlefield that the US and Western militaries have enjoyed.
Michael Peck is a defense writer whose work has appeared in Forbes, Defense News, Foreign Policy magazine, and other publications. He holds an MA in political science from Rutgers Univ. Follow him on Twitter and LinkedIn.
Read the original article on Business Insider
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Mohamed bin Zayed University of Artificial Intelligence begins new academic year with largest-ever cohort of 400+ students
Mohamed bin Zayed University of Artificial Intelligence begins new academic year with largest-ever cohort of 400+ students

Yahoo

time34 minutes ago

  • Yahoo

Mohamed bin Zayed University of Artificial Intelligence begins new academic year with largest-ever cohort of 400+ students

ABU DHABI,UAE, Aug. 16, 2025 /PRNewswire/ -- Mohamed bin Zayed University of Artificial Intelligence (MBZUAI) has welcomed its largest cohort for its Fall 2025 intake, enrolling 403 new students. This includes its inaugural undergraduate class, new graduate cohorts in existing programmes in Computer Science, Computer Vision, Machine Learning, Natural Language Processing, and Robotics, and the first intakes into the Master of Science in Statistics & Data Science and Master in Applied Artificial Intelligence. This semester received more than 8,000 applications across the university's Bachelor and graduate programmes, yielding an acceptance rate of 5 per cent, and reinforcing the university's prestigious position and ability to attract the best talent in the UAE and from around the world. Timothy Baldwin, MBZUAI Provost and Professor of Natural Language Processing, said: "This year, MBZUAI welcomes our largest cohort of graduate students alongside our inaugural undergraduate class. Artificial intelligence is transforming the world at a pace that vastly outstrips traditional education models. To realise its full global potential, MBZUAI invests heavily in reviewing and updating our programmes to reflect modern AI research methodology and workflows, based on our bleeding-edge AI research credentials and grounded in societal and industrial needs. As a young institution, MBZUAI has already earned a place among the world's top 10 AI universities based on our research credentials. With the introduction of our undergraduate and Master's in Applied AI programmes, we continue to build world-leading programmes aligned with the UAE's National Strategy for AI 2031 and supporting Abu Dhabi's rapidly growing AI ecosystem." The newly launched Bachelor of Science in Artificial Intelligence programme offers two streams, AI for Business and AI for Engineering, combining technical rigor with leadership, hands-on entrepreneurship, and in-situ industry experience. The first class consists of 115 undergraduate students from more than 25 countries, over 25 per cent of which are UAE Nationals. Professor Baldwin said: "The jobs of tomorrow are being shaped by AI today and we must ensure that future generations are equipped with the tools and skills to navigate that shift. Our extraordinarily talented students don't just learn about AI, but learn with it, through it, and for it. This is an extraordinary value proposition across all our programmes, but especially for our undergraduate students, who will be studying towards a bachelor's degree in AI that I believe sets a new global benchmark in terms of technical depth, real-world relevance, and the high-end AI job-readiness of the students." The key highlights for the Fall 2025 intake includes MBZUAI's total student body totaling more than 700, representing over 47 nationalities. Nationalities represented in the undergraduate programmes are Bulgaria, China, Egypt, Georgia, Greece, India, Indonesia, Kazakhstan, the UAE and the UK. Postgraduate programmes bring together students from Canada, China, Egypt, France, India, Italy, Kazakhstan, Serbia, UAE, UK, USA and Vietnam. MBZUAI continues to attract exceptional students, with 151 of the incoming graduate students (27.5 per cent) holding degrees from the world's top 100 computer science universities (CSRankings), including Cornell University, Tsinghua University, the University of Edinburgh, and the University of California, San Diego. In welcoming the new students, MBZUAI has begun its immersive Orientation Week, introducing new students to the university's culture of academic excellence, AI-driven innovation, and community engagement. The programme combines academic sessions, mentorship activities, and cultural programming celebrating UAE heritage and life in Abu Dhabi. Highlights include the Orientation Mini Fair, where internal and external partners showcase resources for academic success, career development, and student life. Orientation Week is designed to foster a strong sense of belonging and connection, laying the foundation for academic success and life-changing university experiences. For more information, visit Media Contact:Noorul Tharola View original content: SOURCE Mohamed bin Zayed University of Artificial Intelligence (MBZUAI) Sign in to access your portfolio

4 Words From Palantir CEO Alex Karp That BigBear.ai Investors Can't Ignore
4 Words From Palantir CEO Alex Karp That BigBear.ai Investors Can't Ignore

Yahoo

time10 hours ago

  • Yahoo

4 Words From Palantir CEO Alex Karp That BigBear.ai Investors Can't Ignore

Key Points Palantir has an established reputation for working closely with the U.S. military. is seeking to compete with Palantir in the world of artificial intelligence (AI) defense operations. Following second-quarter earnings from both companies earlier this month, the Department of Defense's (DOD) preferred vendor between Palantir and couldn't be any more clear. 10 stocks we like better than Palantir Technologies › Dr. Alex Karp isn't your typical corporate executive. He doesn't hold an MBA, and his public remarks often come in the form of unscripted, philosophical musings. Yet as CEO of data analytics powerhouse Palantir Technologies (NASDAQ: PLTR), Karp has led the company's transformation from a secretive government contractor into a leading force in artificial intelligence (AI) adoption across the enterprise software landscape. What many investors once viewed as a niche corridor, the intersection of defense operations and AI has swiftly become fertile ground supporting Palantir's generational run. The company has secured some of the Department of Defense's (DOD) most complex, mission-critical contracts, worth billions of dollars, cementing its role as a trusted partner in national security. Following Palantir's monster Q2 earnings report earlier this month, Karp's confidence was on full display. During an interview on financial news program CNBC, he delivered a blunt message to Palantir's rivals: "read 'em and weep." Let's unpack what Karp really meant and assess why investors in competing platforms such as (NYSE: BBAI) can no longer afford to ignore Palantir's commanding lead in the AI defense arena. Palantir is setting the pace to become the AI backbone for military operations During the second quarter, Palantir's revenue surged 48% year over year to $1.0 billion. While that growth is impressive on its own, the finer details reveal just how deeply Palantir has embedded itself in the military operations pocket of the AI landscape. The company's government segment grew 49% year over year, slightly outpacing overall growth. Drilling down further, Palantir's U.S. government revenue rose by an even stronger 53% -- reaching $426 million in the quarter. This momentum is supported by a string of high-profile Pentagon deals. In March, Palantir partnered with defense contractors Northrop Grumman and L3Harris Technologies, along with autonomous systems specialist Anduril, in a $178 million U.S. Army deal to help build the Tactical Intelligence Targeting Access Node (TITAN) ground transportation system. Just months later, the Army extended its relationship with Palantir, awarding a $795 million extension to continue using the company's Maven Smart System(MSS) platform -- bringing the total deal value above $1.2 billion. More recently, Palantir further strengthened its public sector footprint with two additional contracts: a multiyear contract with the Army worth up to $10 billion, as well as a separate award to help develop a surveillance system for Immigration and Customs Enforcement (ICE). Why is this important for investors? During second-quarter earnings call, CEO Kevin McAleenan acknowledged that the company has "seen disruptions in federal contracts from efficiency efforts this quarter, most notably in programs that support the U.S. Army, as they seek to consolidate and modernize their data architecture." Given the details outlined above, there's a strong possibility that the "disruptions" McAleenan referenced reflect Palantir winning these contracts. While operates in some of the same broad fields as Palantir, such as AI analytics and machine learning, I think the comparison between the two companies is increasingly lopsided. Each new government contract awarded to Palantir deepens its competitive moat. The company's Foundry and Gotham platforms are evolving into a comprehensive, integrated ecosystem for the public sector -- supporting a range of mission-critical needs. Rather than true "network effects," Palantir is enjoying a cumulative competitive edge that's compounding with each deployment of its software -- ultimately broadening the company's footprint, strengthening its relationships, and making the cost of switching to competing platforms more costly. These dynamics have effectively given Palantir a mini-monopoly on certain pockets of public sector deal flow, beyond the capacities of traditional defense contractors specializing in manufacturing hardware or equipment. Is stock a buy? Karp's soundbite wasn't just swagger, nor was it merely aimed at short-sellers who have been betting against Palantir for years. It was a direct shot at every competing platform. The 2025 stock chart reflecting Palantir and tells a very different story. Palantir has built steady momentum on the back of rising deal flow, translating directly into accelerating revenue and profitability. by contrast, has seen far more volatile price swings, with its moves often driven by hype and the hopeful narrative that it could one day become the "next Palantir." That outcome appears increasingly improbable. Each new government contract Palantir secures widens the gap between it and smaller rivals struggling to keep pace. For investors seeking exposure to AI's role in military operations, Palantir offers a proven track record over speculative counterparts such as whose traction remains more aspirational than tangible. Should you invest $1,000 in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Spatacco has positions in Palantir Technologies. The Motley Fool has positions in and recommends L3Harris Technologies and Palantir Technologies. The Motley Fool has a disclosure policy. 4 Words From Palantir CEO Alex Karp That Investors Can't Ignore was originally published by The Motley Fool

Cathie Wood Just Loaded Up on This Defense Stock (Hint: It's Not Palantir)
Cathie Wood Just Loaded Up on This Defense Stock (Hint: It's Not Palantir)

Yahoo

time15 hours ago

  • Yahoo

Cathie Wood Just Loaded Up on This Defense Stock (Hint: It's Not Palantir)

Key Points One of Cathie Wood's largest positions in the Ark portfolio is Palantir Technologies, which dominates the military intelligence pocket of the artificial intelligence (AI) realm. More recently, she has been building a stake in one of Palantir's key partners. As AI becomes a higher priority for military operations, traditional defense contractors could be positioned for long-term gains. 10 stocks we like better than L3Harris Technologies › CEO and chief investment officer of Ark Invest Cathie Wood earned a reputation for making high-conviction bets on disruptive, speculative opportunities aimed at toppling legacy incumbents in markets such as financial services, technology, and pharmaceuticals. When it comes to artificial intelligence (AI) stocks, it's no surprise that Wood has taken a liking to data analytics powerhouse Palantir Technologies, the third-largest holding across Ark's exchange-traded funds (ETFs). Every now and then, however, Wood quietly complements Ark's high-growth positions with a select group of blue-chip counterparts. In Palantir's case, the company is often linked with an emerging corner of the AI realm, using its analytics platforms to bolster the capabilities of the U.S. Department of Defense (DOD). While Palantir will likely remain a core Ark position, recent buying activity hints that Wood may be broadening her exposure within the national security arena, scouting for under-the-radar opportunities even as Palantir remains her flagship pick at the intersection of AI and military operations. Throughout the summer, Wood has been accumulating shares of L3Harris Technologies (NYSE: LHX) in both the ARK Space Exploration & Innovation and ARK Autonomous Technology & Robotics funds. Let's explore what may have prompted this move and assess if defense tech investors should consider looking beyond familiar names like Palantir. Understanding how AI fits into the defense equation While AI has become the dominant megatrend driving the technology sector, most conversations still center on chips, data centers, cloud infrastructure, or workplace productivity tools. Behind the scenes, however, AI is rapidly emerging as a transformative tailwind reshaping modern military strategy. AI's applications in national security range from satellite imagery analysis and equipment maintenance to cybersecurity threat detection and autonomous navigation for unmanned systems like drones. Among established defense contractors, the usual names include Northrop Grumman, General Dynamics, Lockheed Martin, Boeing, RTX, Kratos Defense & Security Solutions, and L3Harris. Palantir stands apart from these incumbents thanks to its versatile AI platforms, including Foundry and Gotham. This integrated ecosystem has positioned Palantir as the operating system supporting a wide range of military operations, securing billion-dollar contracts with the Army and Navy, and extending its reach overseas through collaborations with U.S. allies in NATO. Why might Cathie Wood like L3Harris stock? Like many of its peers mentioned above, L3Harris manufactures mission-critical systems poised to benefit from deeper integration of AI-enhanced capabilities. This makes it plausible that Wood is targeting stealth opportunities to complement Ark's more pure play AI holdings, such as Palantir. That same logic helps explain why several defense-adjacent companies such as electric vertical take-off and landing aircraft (eVTOL) Archer Aviation and Joby Aviation, Kratos, AeroVironment, and Lockheed found a place in Ark's portfolio. When it comes to L3Harris however, I think there is a more specific catalyst behind Wood's recent buying. While Palantir often commands the spotlight in the DOD's high-profile technology awards, many other contractors secure portions of these deals. L3Harris is one of them, partnering with Palantir to develop the Army's next-generation ground transportation systems under the Titan program. During the company's second-quarter earnings call, L3Harris CEO Christopher Kubasik even highlighted the collaboration, noting, "our ongoing partnership with Palantir on the U.S. Army's Titan program continues to mature". Is L3 Harris stock a buy? The comparable company analysis benchmarks L3Harris against a peer set of leading defense contractors on an enterprise value-to-EBITDA (EV/EBITDA) basis. From a valuation standpoint, L3Harris trades at an EV/EBITDA multiple of 16.4 -- a discount to historical peaks but still on the higher end of this cohort. Despite this relative premium, analysts largely view L3Harris through the lens of a conventional defense contractor, valuing the company based on its current contracts and pipeline. I think that the upside from AI integration is not yet fully reflected in L3Harris's share price. As AI-enabled services become a greater priority at the Pentagon, the narrative around traditional contractors could shift especially as they form deeper ties with leading technology platforms like Palantir -- as L3Harris is already doing. For this reason, I see L3Harris as well positioned for long-term valuation expansion and consider it a savvy buy at current levels. Should you invest $1,000 in L3Harris Technologies right now? Before you buy stock in L3Harris Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and L3Harris Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $663,630!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,695!* Now, it's worth noting Stock Advisor's total average return is 1,071% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Spatacco has positions in Palantir Technologies. The Motley Fool has positions in and recommends AeroVironment, L3Harris Technologies, and Palantir Technologies. The Motley Fool recommends Lockheed Martin and RTX. The Motley Fool has a disclosure policy. Cathie Wood Just Loaded Up on This Defense Stock (Hint: It's Not Palantir) was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store