DU Pipeline Model

Defense Unicorns · FY26 Revenue Model
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DU Pipeline Model · FY26

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Active Pipeline (Unweighted)
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Raw ARR across active deals
Net Weighted Pipeline
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Booked + weighted pipeline - expected churn
Coverage (vs. Target)
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Unweighted pipeline vs. internal target
Realized ARR
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Closed Won (FY26) + Completed/Churned
Gap to Target
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vs. FY26 target
FY26 Path to Target 2025 Baseline $54M  |  Board Commitment $81M (+$27M)  |  Internal Target (+$45M)
Board $81M
$0--Target
Net weighted pipeline vs. internal target. Formula: booked ARR + weighted pipeline - expected churn. Board commitment: $81M.
Pipeline by Stage
PipelineStage DealsUnwtd ARR WeightWtd ARR HS WtdDelta