Sunday, November 8, 2026
TGOs

The business of defense

Get the Weekly

M&A

Salesforce agrees to buy defense logistics software company Rune

Salesforce says Rune’s logistics software is already deployed with the Army and Marine Corps.

Salesforce announced Oct. 29 that it signed a definitive agreement to acquire Rune Technologies, which builds logistics and sustainment software for the U.S. military and allied nations.1

Salesforce's announcement says Rune is already deployed

a definitive agreement to acquire Rune Technologies

Rune TechnologiesU.S. Army and U.S. Marine Corpsactual

Salesforce's announcement says Rune is already deployed with the U.S. Army and U.S. Marine Corps

transactionexpected to closeplanned

The transaction is expected to close in the fourth quarter of Salesforce's fiscal year 2027, subject to customary closing conditions

Source: Salesforce, October 29, 2026

Sources
TGOs tgos.io

The acquisition would add software designed to support logistics decisions. Salesforce says Rune’s models forecast demand and resupply needs and recommend resource allocation and transportation routing.1

Salesforce says its defense business is growing 80% year over year, with customers across all six U.S. military branches. It also cites a 10-year Army contract with a $5.6 billion ceiling.1

Salesforce expects the Rune transaction to close in the fourth quarter of its fiscal year 2027, subject to customary closing conditions.1

For Salesforce, the deal would add logistics and sustainment software already deployed with the Army and Marine Corps, according to its announcement. The platform is designed to operate through denied, degraded, intermittent or limited connectivity and synchronize when the network returns.1

Sources (1)
  1. Salesforce: Salesforce Signs Definitive Agreement to Acquire Rune Technologies (Oct. 29, 2026) www.salesforce.com
Keep readingBack to top ↑

Next story

Contracts · Command and control

AIR, formerly Govini, puts a $200 million value on its Army NGC2 contract

The Army valued the first year of its NGC2 application awards at about $93.6 million combined. AIR's release doesn't say whether its $200 million is a ceiling.

AIR, the company formerly known as Govini, said Monday that the Department of War has awarded it a $200 million, five-year contract supporting the Army's Next Generation Command and Control (NGC2) ecosystem.1–2 On Oct. 7 the Army named AIR among nine vendors receiving initial NGC2 application awards.3

AIR says the Department of War has awarded it a $200 million, five-year contract

the U.S. Army's Next Generation Command and Control (NGC2) ecosystem

AIR, formerly Govini$200 million, five-yearplanned

AIR says it will work with Army and industry partners to deliver NGC2 software, starting with I Corps

The Army named nine vendors, including AIRapproximately $93.6 millionactual

initial collective one-year value

AIR release, Oct. 12, 2026; U.S. Army, Oct. 7, 2026

Sources
TGOs tgos.io

Six of the other names, all but Onebrief and Rune Technologies, match contracts the department announced Sept. 29, though those announcements don't mention NGC2.3–4 General Dynamics Mission Systems, Air Space Intelligence, Immersive Wisdom, LMI, Mente Systems and Stilman Advanced Strategies each received a $99 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract for "commercial technology offerings."4 The Army's collective first-year value for the application awards, about $93.6 million, is less than the face value of any one of them.3–4 All six were awarded by Army Contracting Command at Aberdeen Proving Ground, Md., and are estimated to run through Sept. 30, 2031.4

AIR's stated $200 million is about twice any one of those contracts.1, 4 Its release doesn't name a contracting office, contract type or obligated amount, or say whether this is the award the Army announced.1 AIR, Onebrief and Rune Technologies don't appear in the department's daily contract announcements from Sept. 29 through Oct. 13.14

AIR says its Enterprise Readiness platform has provided software to NGC2 since the program's inception and gives commanders forward-looking visibility into supply stocks, unit capacity and overall force readiness. Building on field trials with the 4th Infantry Division, AIR says it will deliver NGC2 software with Army and industry partners, starting with I Corps.1

Funding under the six contracts is set with each order, so their orders, and any department listing for AIR's award, are the documents that would show how much money reaches each company.4, 14

Sources (14)
  1. AIR: Department of War Awards Air $200 Million Contract Supporting Army Next Generation Command and Control (Oct. 12, 2026) www.prnewswire.com
  2. AIR: home page (Air, formerly Govini) www.air.ai
  3. U.S. Army: New contract awards support Army Next Generation Command and Control software delivery to I Corps (Oct. 7, 2026) www.army.mil
  4. Department of War: Contracts for Sept. 29, 2026 www.war.gov
  5. Department of War: Contracts for Sept. 30, 2026 www.war.gov
  6. Department of War: Contracts for Oct. 1, 2026 www.war.gov
  7. Department of War: Contracts for Oct. 2, 2026 www.war.gov
  8. Department of War: Contracts for Oct. 5, 2026 www.war.gov
  9. Department of War: Contracts for Oct. 6, 2026 www.war.gov
  10. Department of War: Contracts for Oct. 7, 2026 www.war.gov
  11. Department of War: Contracts for Oct. 8, 2026 www.war.gov
  12. Department of War: Contracts for Oct. 9, 2026 www.war.gov
  13. Department of War: Contracts for Oct. 13, 2026 www.war.gov
  14. www.war.gov www.war.gov

Next story

Contracts · Autonomy

Army lab awards Havoc an SBIR Phase III for autonomous air and ground resupply

Havoc says the contract builds on its work in the Army's xTechOverwatch competition. Its announcement didn't give the contract's value, ceiling or length.

The Army Applications Laboratory has awarded Havoc a Small Business Innovation Research (SBIR) Phase III contract, the Providence, R.I., collaborative autonomy software company announced Monday. The award will fund continued development of Havoc's software for logistics resupply across multiple hardware platforms. Under the contract, Havoc says, it will expand its multi-domain capabilities to orchestrate resupply deliveries to soldiers by air and ground.1

The contract builds on Havoc's work under xTech Overwatch

Small Business Innovation Research (SBIR) Phase III contract from the Army Applications Laboratory (AAL)

xTech Overwatch's Pegasus Charge III exerciseend-to-end autonomous resupply missionactual

Rune Technologies successfully integrated TyrOS with Havoc's autonomous drones

Army Applications Laboratoryair and ground platformsplanned

Havoc will expand its multi-domain capabilities to orchestrate the delivery of critical resupply to Soldiers via air and ground platforms

Source: Havoc releases, Sept. 3, 2026 (with Rune Technologies) and Oct. 12, 2026. Data as of Oct. 12, 2026.

Sources
TGOs tgos.io

Havoc's chief executive, Paul Lwin, said the Phase III designation means any federal agency, "not just the Department of War, can now bring Havoc on board through a streamlined, non-competitive path."1 Phase III is the SBIR program's commercialization stage, where a company can market what it developed in Phase II to government or commercial buyers.2 Havoc's backers include defense contractors: the company raised a $100 million Series A in May, with SAIC joining existing investors including Lockheed Martin.4

The Army lists Havoc as a winner of xTechOverwatch, a competition that sought concepts for autonomous aircraft, ground vehicles and sensor networks from small businesses.2 In August, during the competition's Pegasus Charge III exercise at Fort Hood, Texas, Havoc and Rune Technologies completed an end-to-end autonomous resupply mission with Havoc's drones and Rune's TyrOS software, the companies said.3 Havoc says the expanded air and ground work responds to a need identified by its 1st Cavalry Division customer at Overwatch/Pegasus Charge.1

A Phase III award to Havoc from a buyer other than the Army Applications Laboratory would show the path Lwin describes in use.1

Sources (4)
  1. Havoc: Havoc Awarded SBIR Phase III Contract by Army Applications Laboratory for Multi-Domain Mission Collaborative Autonomy (Oct. 12, 2026) www.prnewswire.com
  2. U.S. Army xTech: xTechOverwatch competition page www.xtech.army.mil
  3. Havoc: Havoc and Rune Technologies Announce Integration to Deliver Autonomous Logistics at the Edge (Sept. 3, 2026) www.havocai.com
  4. Havoc: Havoc Raises $100M Series A to Power the Future of All-Domain Collaborative Autonomy (May 12, 2026) www.havocai.com