News: Optoelectronics
30 September 2025
Nuburu gives quarterly strategic update, targeting growth in defense and security
Nuburu Inc of Centennial, CO, USA — which was founded in 2015 and developed and previously manufactured high-power industrial blue lasers — has announced a quarterly update on its business performance, strategic initiatives, and outlook for the upcoming period.
Nuburu Defense LLC will pave the way for new acquisitions in the $20bn+ electronic warfare and operational resilience fields with another blue laser acquisition underway.
Business performance highlights
The public offering has been completed, raising gross proceeds of $12m, which will enhance the balance sheet and equity position, in line with the recapitalization plan accepted by the New York Stock Exchange (NYSE).
The cash position is now about $6m, aimed at deploying the acquisitions program and other strategic partnerships in the defense technology, security and blue laser technology fields under the firm’s transformation plan.
Nuburu does not anticipate issuing additional shares in connection with its settlement agreement with Silverback Capital Corp announced on 31 July.
Strategic initiatives and growth drivers:
Created to serve as the firm’s defense & security hub, Nuburu Defense LLC is expected to also generate industrial synergies with Nuburu’s wholly owned subsidiary. Nuburu is also evaluating options for a new operating office in Virginia.
As part of the action plan outlined in their agreement signed on 27 August, Nuburu has played a key role in supporting Tekne S.p.A. to secure and deliver an international contract worth $6.6m with a government agency in Bangladesh. Additionally, Nuburu Defense and Tekne are working on further strategic agreements in order to recognize Nuburu Defense as operating a global defense-tech hub for non-Italian clients and prospects of Tekne, including NATO countries. Such progress will also underpin the new Golden Power notification to be provided by Nuburu Defense.
In line with its vision announced on 21 February to establish a defense & security hub, Nuburu expects to finalize binding agreements to pursue a controlling interest in Orbit S.r.l. by 31 October. Orbit is a startup in the Software as a Service (SaaS) space that specializes in operational resilience and will work synergistically with Nuburu Defense in order to study and expand the platform’s offering to the defense sector and its mission-critical infrastructures.
Following the agreement signed and announced on 23 September, Nuburu is working with a key strategic partner to establish a framework aimed at pursuing the acquisition of a controlling interest in this partner by year-end. This strategic transaction is aimed at developing and commercializing defense applications by integrating blue laser technology.
Considering the expected consolidation of the new business lines within Nuburu’s overall business model, new governance evolutions are planned in the short term, along with the enhancement of key critical group functions. A new financial controller has hence been hired, with a start date of 1 October, to oversee finance processes and the group’s planning & control framework, as well as to support acquisition accounting. Also, the firm has engaged an experienced specialist now in charge of implementing a revenue office function at the group level, which can support the subsidiaries and the prospective controlling interest acquisitions.
Market and industry outlook
The target addressable market in the electronic warfare sector alone is projected to reach $19.4bn by 2028, indicating significant growth potential in this space. This is confirmed by Tekne’s existing portfolio being valued at about $500m, comprising 152 orders across different segments.
Nuburu’s acquisition program includes market positioning in SaaS, with a focus on security and operational resilience. SaaS business models are highly scalable, with an anticipated EBITDA exceeding 40% and a projected target addressable market of $1.1bn in 2033.
The firm, primarily via Nuburu Defense, expects billings of about $500,000 in fourth-quarter 2025, establishing a foundation for renewed revenue growth. This marks the initial phase of an expected upward trajectory in 2026, driven by finalized acquisitions and the forthcoming consolidation of the acquired businesses, which are projected to further strengthen Nuburu’s growth prospects.
“Nuburu is making significant strides in our strategic transformation, particularly with the establishment of Nuburu Defense and our pursuit of synergistic acquisitions,” says executive chairman Alessandro Zamboni. “While we are diligently working to improve our financial position, we are confident that our focus on blue laser technology and the defense and security sectors will drive long-term growth and value creation for our shareholders.”
Upcoming events
Nuburu Defense, represented by A.D. Sinnot, is attending the Association of the United States Army annual meeting & exposition (AUSA 2025) in Washington DC on 13-15 October.
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