archTIS confirms US Department of Defense opportunity remains active following Washington DC briefings
archTIS Limited (ASX:AR9) has updated the market following its Managing Director’s recent visit to the United States, confirming that its US Department of Defense (DoD) enterprise licensing opportunity remains positive, active and in process.
Based on the quotation the Company has provided to the US DoD, the indicative potential value ranges from A$7.5m to A$15m per annum on a one-year deal.
The update was issued in response to shareholder enquiries and represents a status report only. No binding contract, contract value or commencement date has yet been announced.
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Washington DC briefings prompt expanded licensing quotation
As previously advised, the US DoD enterprise licensing opportunity has progressed to commercial negotiations following successful live production deployments across multiple environments and completion of all technical testing. Despite this progress, no binding contract, contract value or commencement date has been confirmed.
NC Protect DoD testing was formally completed in May 2026, with the solution achieving a perfect 60 of 60 result across all Warfighter Command production test cases, clearing the technical pathway that now underpins the current commercial negotiations.
During a series of executive briefings in Washington DC with representatives of the US DoD and Copper River, archTIS was formally requested to issue an updated quotation with tiered pricing. The request increased user licensing numbers from 121,000 up to 325,000, alongside options for single and multi-year terms.
archTIS has issued the requested quotation, and the matter now sits with the relevant DoD stakeholders. The Company noted that part of the extended timeframe relates to evolving requirements within the DoD, including custom development and changing volumetrics.
Key parameters of the current opportunity include:
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Original licensing volume: 121,000 users
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Revised quotation volume: up to 325,000 users
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Pricing structure: tiered, with single and multi-year term options
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Indicative annual value: A$7.5m–A$15m per annum (one-year deal)
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Status: quotation issued, now with DoD stakeholders
Trusted Data Integration Platform gains traction with additional DoD teams
While in Washington DC, archTIS also demonstrated its Trusted Data Integration (TDI) Platform. The platform fuses sensitive or classified data from multiple sources and applies centralised, policy-based access controls and Zero Trust principles to govern who can see and use that information.
In simpler terms, TDI allows an organisation to bring together data held in different systems while controlling access at a granular level, ensuring only authorised users can view or use specific information based on defined policies.
The demonstration was well received and led to further demonstrations this week to additional teams within the organisation. This broadening engagement across both NC Protect licensing and TDI points to demonstrations reaching additional teams.
Understanding US federal defence procurement
For investors assessing the update, it is worth clarifying that a request for quotation is a normal step in the United States federal procurement process. It is not a purchase order, contract award or binding commitment, and the Company gives no assurance that it will convert to revenue, in whole or in part, or as to the timing or value of any resulting award.
US federal defence procurement operates on cycles determined by the customer, including appropriations timing, security accreditation, and internal approval gates. These factors sit outside the Company’s control.
Extended timeframes are a normal feature of procurement at this scale and should not be read as an indication of the opportunity’s status. This context helps investors calibrate expectations around timing without assuming risk to the opportunity itself.
| Procurement Element | What It Is | What It Is Not |
|---|---|---|
| Request for Quotation | A formal step in the federal process | A binding contract or purchase order |
| Updated quotation issued | archTIS’s pricing now with the DoD | Guaranteed revenue conversion |
| Extended timeframes | Normal at this scale | An indication of deal status |
What this means for archTIS investors
A live, technically validated opportunity carrying an indicative value of A$7.5m to A$15m per annum would be materially significant relative to the Company’s current scale. The expansion in scope, from 121,000 to up to 325,000 users, signals growing DoD interest in archTIS’s offering.
archTIS reported 231% ARR growth to $15.1 million in Q3 FY26, with the DoD project completing on schedule and contributing to a broader defence and enterprise contract pipeline that contextualises the materiality of the current US licensing opportunity.
These positives are balanced by clear caveats. No binding contract, contract value or commencement date has been confirmed, and neither conversion nor timing is assured.
archTIS positions itself as a global provider of data-centric security solutions, with a product suite spanning Trusted Data Integration, Kojensi, NC Protect and Spirion, serving government, defence, enterprise and regulated industries.
archTIS Managing Director Update
We remain encouraged by the continued engagement with the US DoD on both NC Protect licensing and TDI.
Next steps and market updates
The updated quotation now sits with the relevant DoD stakeholders, while further TDI demonstrations are underway this week with additional teams within the organisation.
archTIS confirmed it will update the market on any material development in line with its continuous disclosure obligations.
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