AI, Semiconductors and Drone Tech in Focus on ASX: DRO, DAI, AI1 in Quarterly Spotlight

Highlights:

• DroneShield (ASX:DRO) reports record March quarter revenue and expands international defence contracts

• Decidr Ai Industries (ASX:DAI) completes rebrand and enters AI commercialisation phase with global partnerships

• Adisyn (ASX:AI1) pivots into graphene semiconductors after full acquisition of 2DG and strategic leadership changes

The ASX Information Technology Index (ASX:XIJ) and All Ordinaries Index (ASX:XAO) reflected a volatile environment across the March quarter, amid geopolitical uncertainty and trade tensions. Despite broader sector swings, select ASX tech players advanced product development, executed strategic acquisitions, and expanded revenue channels across defence, artificial intelligence, and semiconductor segments.

DroneShield expands defence reach with record quarterly performance

DroneShield (ASX:DRO), active in drone detection and countermeasure systems, announced a record revenue performance for the March quarter. The company also secured multiple defence contracts with a global reseller representing an Asia-Pacific military client. This activity followed a strong rise in drone-related demand, with the company reporting substantial new cash receipts and subscription-based revenue from its software platform.

New versions of its DroneGun and RfPatrol systems were released to meet shifting end-user requirements. The company is developing next-generation product lines for deployment in future periods and continues to emphasise radio frequency technology as the base for its detection systems. The product suite also integrates multi-sensor features for clients requiring comprehensive operational solutions.

DroneShield maintained a solid cash position and a broad delivery pipeline. Beyond its core military engagements, new implementations were observed in airport security and law enforcement agencies deploying first-responder drone systems. Inventory remains available for immediate deployment.

Decidr Ai Industries executes strategic rebrand and signs new partnerships

Decidr Ai Industries (ASX:DAI), formerly operating as Live Verdure, announced the formal name change in the March quarter to reflect its AI-centric business activities. The rebrand followed the acquisition of a majority interest in Decidr.ai Pty Ltd and launched a commercial focus on horizontal Agentic AI technology serving multiple industries.

The company commenced delivery on enterprise subscriptions signed across Australia and the US, spanning finance, manufacturing, advertising, and lending. These contracts contributed to revenue during its first full commercial quarter. Additional product development is underway, including the ApplyPass engine for recruitment platforms, which underpins a suite of AI-powered job and talent tools.

Decidr formed new alliances with BeeRoll, Go1, and Amazon Web Services, joining existing partners such as CareerOne and ELMO Software. Its Edible Beauty e-commerce division reported growth in online sales, driven by higher customer engagement and increased order values.

Capital raising activities during March added to the company’s medium-term funding position, with cash reserves remaining stable by the end of the period.

Adisyn finalises semiconductor pivot with acquisition and new leadership

Adisyn (ASX:AI1) completed its full acquisition of 2DG, a semiconductor business developing graphene-based interconnect technology. This marked a strategic transition for the company, now focused on scaling innovations in semiconductor device performance and energy efficiency.

Following the acquisition, Adisyn initiated several changes across its board and management to align with its updated technology roadmap. Notable appointments included figures with backgrounds in semiconductor engineering and international business leadership.

A collaboration was signed with the Jan Koum Center for Nanoscience and Nanotechnology at Tel Aviv University, supporting Adisyn’s product development through access to advanced fabrication machinery. The company also concluded an agreement to divest its cryptocurrency mining hosting business, categorised as non-core to the revised direction.

Adisyn completed a placement during the quarter with strong backing from institutional and sophisticated participants. Leadership reported that the company is positioned to work alongside international partners on next-generation chip materials and design platforms. Cash holdings were maintained at the end of the period, supporting development activities going forward.