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Anduril Industries: MGT 127R S-Curve Case
Date
March 2026
Team
Team of 6
Source · PrivateWatch video
Overview
Final group case study for MGT 127R (Winter 2026) analysing Anduril Industries as a potential new S-curve in defense technology. Structured around the technology-S-curve framework from class, mapping Anduril's product portfolio (Lattice, Ghost, Sentry, etc.), evaluating incumbents' innovator's-dilemma posture, and arguing where Anduril sits on the substitution curve against legacy defense primes. Delivered as a group presentation with strategic recommendations on investment and competitive response.
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Technology StrategyS-Curve AnalysisMGT 127RCase StudyDefense Tech