A Global Cybersecurity Narrative in Motion: Defence-Grade Trust Fuels archTIS Momentum.
- Noel Ong
- Aug 11
- 6 min read
Announcement
In the data security arena, momentum is everything, and archTIS Limited (ASX: AR9) is building a convincing narrative across multiple strategic fronts. From headline contract wins with the U.S. Department of Defense to entering the UK defence sector and securing fresh funding to fuel expansion, the Company has demonstrated alignment between strategic intent and market execution.
Across three key announcements spanning June to July 2025, archTIS has shown growing traction for its NC Protect platform—a solution that addresses the increasingly complex data protection demands of government and defence entities across allied nations. In the Samso Way, we distill the facts and offer a grounded reflection on what this means for investors monitoring AR9’s journey.
16 June 2025 - Breakthrough Sale of NC Protect to the U.S. Department of Defense - Cybersecurity Business.
archTIS secured a strategic contract with the U.S. Department of Defense (DoD) for the implementation of its flagship product, NC Protect.
This milestone validates NC Protect’s core strength—data-centric security using attribute-based access controls (ABAC)—in one of the world’s most regulated IT environments (Figure 1).
The contract serves as a benchmark use case, opening the door to wider adoption across the Coalition defence and industrial base.
Daniel Lai, CEO and MD, commented:
“This initial award marks a pivotal milestone in our strategy to penetrate and service the U.S. defence market – the largest in the world… We believe this market will contribute significantly to our overall growth objectives.”
Figure 1: Zero Trust Data Centric Security (source: AR9)
Kurt Mueffelmann, Global COO and US President, added:
“The continued evaluation of NC Protect… is a testament to our innovative technology, as well as our dedication to safeguarding data in the most challenging defence environments.”
This announcement effectively elevated archTIS from a domestic niche player to a recognised contributor to U.S. national cybersecurity efforts, placing its ABAC capabilities at the heart of future defence tech adoption strategies.
18 June 2025 UK Market Entry via Aerospace & Defence Contract.
archTIS signed a 3-year contract valued at A$263,185 with the UK division of a global aerospace and defence corporation.
The implementation of NC Protect aims to meet compliance with the UK Ministry of Defence’s Joint Service Publication 440 (JSP 440) for managing sensitive defence data in Microsoft 365.
While the contract initially covers 400 users, it is expected to become a global reference model for over 100,000 employees across the enterprise.
The win follows closely behind the U.S. DoD's success, highlighting the Company’s ability to leverage early traction across strategic alliances.
Daniel Lai, CEO and MD, commented:
“Importantly, this capital raise is aimed at driving sustained revenue growth by strengthening our go-to-market capabilities. It will allow us to expand our delivery capacity, enhance our onboarding and support infrastructure, and provide new distribution opportunities in international markets. By implementing scalable models with next-gen technology, we are positioning archTIS to capitalise on the growing demand for secure data-centric sharing platforms.”
8 July 2025 - $7.5M Placement Secured to Accelerate Global Growth
archTIS completed a $7.5 million capital raising, issuing 50 million fully paid ordinary shares at $0.15 per share.
The raise was well-supported by existing and new institutional, executive, and sophisticated investors.
Funds will be directed towards three strategic priorities:
1. U.S. expansion and support
2. Strategic partnerships
3. Product development
The placement strengthens the Company’s ability to execute on the operational and commercial fronts laid out in the June announcements.
This capital raise marks an inflection point in the archTIS growth story, aligning investor backing with the Company’s international ambitions.
Samso Concluding Comments
It’s not every day that we see an Australian cybersecurity firm enter the global defence ecosystem. archTIS has spent years developing a solution—NC Protect—that is now being quietly embedded in the IT infrastructure of some of the world’s most security-conscious organisations. These aren’t hype-driven contracts; they’re deliberate, standards-based integrations in jurisdictions where compliance and verification are paramount.
The U.S. Department of Defense and UK Ministry of Defence operate under vastly different yet equally rigorous data security frameworks. That NC Protect has now been selected by both suggests a rare alignment of product capability with international defence standards. This isn’t just about security software—it’s about solving modern problems of secure collaboration in Microsoft 365 environments where traditional approaches fall short.
The recent capital raise is more than just a financial event. It provides archTIS with the resources to move from contract wins to operational scale. With deployments now spanning U.S. and UK defence verticals, the next chapters will be about demonstrating sticky revenue, reference deployments, and scalable growth, particularly as partners and procurement channels evolve.
Figure 2: AR9 share price chart as of 5th August 2025. (source; commsec)
For investors, this phase marks the transition from validation to acceleration. The key question now isn’t whether archTIS has the right solution—it’s whether they can convert this early traction into repeatable, enterprise-wide contracts that build long-term value.
Looking at Figure 2, the market is loving the transformation and as I have mentioend above, the continued execution to commercialise the business is going to dictate the share of its share price chart. As always, Samso will continue to monitor the story, guided by facts, not headlines.
The Samso Way – Seek the Research
At Samso, we look at how execution meets aspiration. What matters isn’t just the headline but the trajectory, the context, and the credibility of a company’s progress. AR9’s recent string of updates reveals a firm that is methodically building credibility in some of the world’s most secure and scrutinised environments—starting with the U.S. and UK defence sectors.
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