Skydio
$SKYDIO
US autonomous quadcopter manufacturer. X10D + X2D ISR drones for DoD/DHS/SOCOM. Series E $230M Nov 2023 at $2.2B valuation. Top DoD-approved Blue UAS supplier replacing DJI in US gov't deployments. Heavy Ukraine deployments via DIU.
Key Milestones
Founded by Adam Bry, Abe Bachrach, Matt Donahoe in Redwood City CA; MIT/Project Wing alumni focus on autonomous drone vision software stack
Skydio R1 launched followed by Skydio 2 (Oct 2019); first consumer-grade autonomous obstacle-avoiding drone; deep-learning vision stack
Skydio 2 launches at $999; consumer drone with deep-learning autonomy beats DJI Mavic in obstacle avoidance — Wired, Verge, NYT enthusiast reviews
Section 889 NDAA effectively bans Chinese drones from federal use; Skydio positioned as primary US/NATO alternative to DJI
Series D $170M at $1B valuation led by a16z; X2 enterprise/defense variant launched; aggressive DJI-replacement positioning post Section 889 Chinese drone restrictions
DIU/Ukraine deployments via Pentagon Aid: hundreds of X2D drones deployed by Ukrainian armed forces; battlefield combat-prove for US autonomous drone industry
X10/X10D unveiled; ruggedized AI-autonomous quadcopter for ISR + counter-UAS roles; thermal imaging + dual EO sensors; designed for SRR Tranche 2 competition
Discontinues consumer Skydio 2+ to focus on enterprise/defense; pivot complete; consumer business shutdown
Series E $230M at $2.2B valuation led by Linse Capital; pivot to defense/public sector primary; consumer Skydio 2+ discontinued Aug 2023
China sanctions Skydio over Taiwan ties; battery supply disrupted, accelerated US-domestic supplier pivot — first major Chinese sanctions on US drone OEM
Wins Army Short Range Reconnaissance Tranche 2 contract; X10D selected for soldier-organic ISR — primary US Army organic drone over 5+ years
Top of DoD Blue UAS Cleared list; X10D production tops 500/month at San Mateo facility; supplier diversification post-China battery sanctions complete
Wins UK Ministry of Defence Project DAEDALUS contract for short-range autonomous reconnaissance; first major non-US Skydio award
