重大事件
即時報告
8-K
2026-06-30
Swarmer簽訂兩項無人機軟件授權協議 合共收取約390萬美元初始許可費
AI 繁中摘要
8-K | Swarmer, Inc. 簽訂軟件許可協議修訂及新協議 📄
Swarmer, Inc.（納斯達克：SWMR）於2026年6月25日透過其愛沙尼亞全資附屬公司Swarmer Estonia OÜ，就旗下無人機軟件授權簽訂兩項重要協議：
1. 與Meta Bureau LLC（MB）簽訂《修訂及重述主供應商協議》（A&R MB MSA）：將原先的一次性許可費總額調低至約250萬美元，並取消原有的軟件升級選擇權。協議初始有效期一年，自動續期，任何一方可提前30天書面通知終止。
2. 與Progress TRW S.R.O.（Progress）簽訂全新《主供應商協議》（Progress MSA）：授權Progress在MB的四軸轟炸機及其他無人機上使用Swarmer專有軟件。一次性許可費總額約140萬美元。連同上述A&R MB MSA的250萬美元，Swarmer將合共收取約390萬美元的初始許可費。此外，Progress MSA保留軟件升級選擇權，若Progress全面行使，將額外支付最多約1,040萬美元（此部分升級權利原見於未修訂前的MB MSA）。Progress MSA同樣為期一年，自動續期，30天通知終止。
兩份協議的完整條款將於Swarmer截至2026年6月30日季度的10-Q報告中披露。
💡 對投資者的啟示：是次修訂將部分升級費用從MB轉移至Progress，有助分散客戶風險，並鎖定合共390萬美元的初始現金流入。Progress行使升級選擇權可帶來額外高達1,040萬美元收入，但存在不確定性。投資者應關注後續季度業績中實際確認的許可費收入及客戶合作進展。
展開英文正文
false 0002092574 0002092574 2026-06-25 2026-06-25 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 25, 2026 Swarmer, Inc (Exact name of registrant as specified in its charter) Delaware 001-43192 93-1378503 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 4515 Seton Center Pkwy #330, Austin, TX 78759 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code: (512) 305-3513 Not applicable (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e- 4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol Name of each exchange on which registered Common Stock, par value $0.00001 per share SWMR The Nasdaq Stock Market LLC Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company x If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Item 1.01 Entry into a Material Definitive Agreement As previously disclosed, on May 11, 2026, Swarmer, Inc’s (the “Company”) wholly-owned subsidiary, Swarmer Estonia OÜ (“Swarmer Estonia”), a private limited company organized under the laws of Estonia, entered into a Master Supplier Agreement (“MB MSA”) with Meta Bureau LLC (“MB”) for the use of the Company’s proprietary software in MB’s quadcopter bombers and other unmanned aerial vehicles pursuant to three licenses. On June 25, 2026, Swarmer Estonia entered into an Amended and Restated Master Supplier Agreement (the “A&R MB MSA”) with MB, pursuant to which the initial lump-sum license fees payable by MB were reduced to approximately $2.5 million and the option for additional software upgrades under the MB MSA were eliminated. The A&R MB MSA retains the initial one-year term, which shall automatically renew for successive one-year periods subject to termination upon 30-days written notice. On June 25, 2026, in connection with the entry into the A&R MB MSA, Swarmer Estonia entered into a Master Supplier Agreement (“Progress MSA”) with Progress TRW S.R.O. (“Progress”) for the use of the Company’s proprietary software in MB’s quadcopter bombers and other unmanned aerial vehicles. The Progress MSA includes initial lump-sum license fees in an aggregate amount of approximately $1.4 million, for an aggregate of approximately $3.9 million in initial lump-sum license fees payable to the Company pursuant to the A&R MB MSA and Progress MSA. Additionally, the Progress MSA provides for additional software upgrades upon Progress’ election, with additional fees of up to approximately $10.4 million upon any such election in full, which upgrades were previously reflected in the MB MSA prior to its amendment. The Progress MSA has an initial term of one year, which term shall automatically renew for successive one-year periods subject to termination upon 30-days written notice. The foregoing summaries of the A&R MB MSA and Progress MSA are not complete and are qualified in their entirety by reference to the full text of the A&R MB MSA and Progress MSA, respectively, copies of which the Company expects to file with the U.S. Securities and Exchange Commission as an exhibit to its Quarterly Report on Form 10-Q for the quarter ending June 30, 2026. Signatures Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed by the undersigned hereunto duly authorized. Swarmer, Inc Date: June 30, 2026 By: /s/ Alexander Fink Name: Alexander Fink Title: Chief Executive Officer (U.S.) and President