Highlights
- archTIS enters the US defence sector with key contract win
- NC Protect software to support Microsoft DoD365 cloud deployments
- Potential six-fold user growth if fully scaled across the DoD
In a notable development for Australia's cybersecurity sector, archTIS Ltd (ASX:AR9) has successfully secured its first US Department of Defense (DoD) contract, marking a critical step in its global expansion. The deal involves the deployment of the company's flagship product, NC Protect, to a US DoD contractor, opening the door to broader adoption within one of the world’s most security-conscious institutions.
Strategic Software Integration
Under the terms of the initial agreement, NC Protect will be deployed to 1,000 users via Microsoft’s DoD365 cloud environment, generating AU$38,500 over six months. Though modest in immediate revenue, the contract acts as a gateway to a significantly larger opportunity — positioning the software for potential rollout to up to 150,000 users within the department.
This deal is a key validation of NC Protect’s capabilities, particularly its use of attribute-based access controls (ABAC) — a method proven during rigorous US DoD testing to uniquely secure sensitive data. As such, NC Protect stands as the only fully integrated solution available for Microsoft DoD365 environments, offering a compelling cybersecurity value proposition.
Pathway to Scaled Growth
Should the solution be adopted at full scale across the DoD ecosystem, it would represent a six-fold increase in NC Protect’s current user base. This potential expansion could translate into a major revenue uplift for archTIS in FY26, aligning with broader growth expectations in the defence-grade cybersecurity segment.
As enterprise and government agencies worldwide continue to prioritise information assurance, archTIS’s entry into the US defence space underscores its evolving global relevance and product strength. With NC Protect already recognised in markets such as Australia and Europe, this US breakthrough could serve as a springboard for further international growth.
Broader Market Implications
While archTIS is not currently part of the ASX200 index, this development may increase market visibility and long-term valuation prospects. The ASX200 tracks top-performing companies by market capitalisation, and successful scale-up in the US could help archTIS strengthen its position among notable tech peers on the Australian Securities Exchange.
As cybersecurity continues to be a key theme within defence and enterprise sectors, archTIS’s traction with NC Protect highlights the growing demand for trusted, scalable data protection solutions that meet the rigorous standards of global defence institutions.