Peraso Inc. (NASDAQ: PRSO): Defense Contracts, Global Expansion, CHIPS & BEAD Act Tailwinds, and EdTech Push Signal Sustainable Growth – More Stocks Inside

NASDAQ: PRSO): Defense Contracts, Global Expansion, CHIPS & BEAD Act Tailwinds, and EdTech Push Signal Sustainable Growth - More Stocks Inside" src="https://www.abnewswire.com/upload/2025/07/1752512298.jpg" alt="Peraso Inc. (NASDAQ: PRSO): Defense Contracts, Global Expansion, CHIPS & BEAD Act Tailwinds, and EdTech Push Signal Sustainable Growth - More Stocks Inside" width="225" height="225">

While the unsolicited acquisition bid from Mobix Labs has placed Peraso Inc. (NASDAQ: PRSO) in the spotlight, the company's fundamental growth story—driven by military contracts, global expansion, and sector diversification—is far more compelling. Over the past year, Peraso has methodically scaled its operations, leveraging its proprietary 60 GHz mmWave technology to enter high-demand markets across defense, broadband, and education.

Defense Sector: Stealth Tech for the Modern Battlefield

Peraso’s breakthrough in the defense sector has emerged as a cornerstone of its growth. Its Perspectus module, engineered with narrow-beamforming, anti-jamming, and low-probability-of-detection capabilities, is gaining adoption for battlefield communications. With field-hardened durability and week-long battery life, the system enhances real-time situational awareness for military personnel.

With a NATO-aligned addressable market of 3.4 million active troops and defense budgets exceeding $485 billion in 2024, Peraso is positioned to secure recurring government revenue as modernization accelerates. Recent milestone shipments of 60GHz stealth systems highlight the company’s growing presence in the global defense tech ecosystem.

Other stocks to watch now: TROOPS Inc. (NASDAQ: TROO), Canaan Inc. (NASDAQ: CAN), NIO Inc. (NYSE: NIO), Opendoor Technologies Inc. (NASDAQ: OPEN), and Synergy CHC Corp. (NASDAQ: SNYR)—all trading actively alongside Peraso Inc. (NASDAQ: PRSO).

Fixed Wireless Access: Global Demand on the Rise

Beyond defense, Peraso is rapidly scaling in the fixed wireless access (FWA) market—especially in geographies where fiber deployment is cost-prohibitive. Its 60 GHz platform is winning traction in Africa and Asia, exemplified by a $1.4 million follow-on order from a South African wireless provider.

In the U.S., the company’s DUNE platform is being deployed in Los Angeles and other dense metros, ideal for bandwidth-congested zones. Through partnerships with Richardson RFPD and Cornes Technology Co., Peraso is expanding across the Asia-Pacific region, reinforced by its visibility at global events like AfricaTech Festival and Wireless Expo Japan.

EdTech Entry: A New Frontier for mmWave

In June 2025, Peraso entered the education market with its first production order for a wireless video system designed for classroom environments. Built on its 60 GHz mmWave platform, the solution delivers low-latency, high-definition video streaming—all while bypassing congested Wi-Fi networks.

With the global EdTech market projected to reach $348 billion by 2030, this move represents a strategic diversification into a fast-growing vertical. It further broadens Peraso’s market base beyond defense and infrastructure into scalable enterprise and education deployments.

Financial Strengthening: Growth Phase Activated

Peraso’s operational momentum is now showing up in its numbers. In Q4 2024, the company reported 100% year-over-year revenue growth, with gross margins rising to 71.6% (non-GAAP). While net losses persist, they are narrowing, and expenses continue to decline sequentially. In Q1 2025, mmWave revenue already surpassed the entire total for 2024—highlighting accelerating adoption. A $3.6 million FWA order signals the end of an inventory correction cycle and the beginning of a new growth trajectory.

NATO Tailwinds and U.S. Policy Alignment

Peraso is strategically aligned with rising NATO defense investments, with the alliance targeting 5% of GDP in military spending by 2035. Simultaneously, domestic U.S. policy tailwinds like the CHIPS Act and BEAD Act provide funding frameworks that support mmWave deployment in broadband infrastructure and semiconductor innovation.

Intellectual Property and Long-Term Vision

With $100 million+ invested in mmWave R&D since 2008 and a portfolio of 40 granted patents, Peraso has a defensible IP moat that supports future licensing opportunities and enhances M&A attractiveness. Management remains focused on scaling production, expanding into new verticals, and executing on a global roadmap.

Peraso Is Poised to Lead

While the Mobix bid has drawn attention to Peraso’s potential, the real story is its execution and momentum—spanning multi-sector expansion, IP strength, global market penetration, and rising revenues. If management ultimately declines the Mobix offer, it won’t be just a rejection—it will be a resounding declaration of confidence in the company’s future as an independent leader in mmWave innovation. With both external validation and internal growth converging, Peraso Inc. (NASDAQ: PRSO) is not just a takeover target—it’s a rising force in global wireless infrastructure.

 

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