Vislink Technologies Inc. (OTCQB: VISL) outlined accelerating progress in its defense business pivot during a presentation at the Emerging Growth Conference on Wednesday, detailing revenue growth and strategic shifts toward government contracts.
The company reported second-quarter 2026 revenue of $5.8 million, a 22.6% increase from the same period a year earlier. First-half revenue reached $11.3 million, up 19.6% year-over-year, while trailing twelve-month revenue totaled $20.33 million. Vislink achieved two consecutive quarters of positive non-GAAP EBITDA in the first half of 2026, though the company remains unprofitable and continues to burn cash.
Vislink’s revenue mix has shifted significantly from its historical dependence on broadcast, which accounted for about 80% of revenue in prior periods. By the first quarter of 2026, the split had reached 50% broadcast and 50% government, with the company targeting a 70% government revenue share while maintaining steady broadcast customer levels. Vislink serves more than 200 defense and public safety customers globally, including the U.S. Army, U.S. Air Force, Department of Homeland Security, Airbus, L3Harris and Northrop Grumman.
The company highlighted its DOME system, a 5G tactical bubble designed for rotary aircraft, drones and uncrewed platforms, featuring NATO compatibility, satellite backhaul and edge AI for real-time decision-making. Vislink also cited its Aero5 ruggedized transmitter, which compresses onboard feeds, bonds six to eight modems and integrates with low-Earth orbit satellite services such as Starlink to deliver low-latency 4K video. The AeroLink RF product rounds out the portfolio, managed through the LinkMatrix software platform.
Vislink’s technology suite combines RF, bonding capability, mesh networking, 5G and satellite connectivity under an AI-driven platform branded as "Air to Anywhere." The company reported handling over 56 simultaneous wireless cameras with sub-30 millisecond latency at Super Bowl LVI and more than 60 at Super Bowl LVII. During the FIFA World Cup, Vislink managed 75% of wireless links, and in MotoGP, it supported 100 wireless camera points per event across 22 venues in 18 countries over 36 weeks, with 36 simultaneous RF transmissions.
Vislink’s shares traded at $3.32 on Wednesday, near the 52-week high of $3.35 and up 88% over the past six months, according to InvestingPro data. The company’s market capitalization stood at $7.91 million.
CEO Mickey Miller emphasized the uniqueness of Vislink’s technology, stating that the company is "the only one with waveform agnostic supplier providing 5G, RF, and satellite in one mission control platform protected by patented hybrid networking." Miller also highlighted AI initiatives as a growth driver, noting that AI enables faster product development and validation without increasing headcount.
