GoPro Expands into Defense and Aerospace Markets with Oliver Wyman

GoPro Pivots Toward Defense and Aerospace Markets

On April 13, 2026, GoPro, Inc. officially announced a strategic expansion beyond its traditional consumer action camera market, setting its sights on the highly regulated defense, government, and aerospace sectors. According to a company press release, the technology firm has engaged management consulting firm Oliver Wyman to identify scalable operational use cases and develop comprehensive go-to-market strategies.

This pivot comes at a critical juncture for the company. Following a challenging 2025 fiscal year, GoPro is seeking to leverage its reputation for rugged, high-quality imaging technology to capture lucrative enterprise and government contracts. The move aligns with a broader industry trend of defense agencies adopting commercial off-the-shelf (COTS) technologies to reduce costs and accelerate deployment.

Strategic Partnership with Oliver Wyman

Identifying Dual-Use Applications

GoPro’s engagement with Oliver Wyman’s Aerospace and Defense practice aims to navigate the complex procurement processes inherent in government contracting. The press release notes that the project scope includes analyzing addressable market segments, exploring technology synergies, and ensuring compliance with stringent performance and security requirements.

Both organizations plan to work closely with defense and aerospace stakeholders to ensure that GoPro’s industry-leading video stabilization and image quality can be effectively integrated into mission-critical environments.

“Defense and aerospace customers are increasingly adopting dual-use, commercially available technologies to move faster and operate with greater cost efficiency,” said Timothy Wickham, Partner in the Aerospace and Defense practice at Oliver Wyman, in the press release. “The opportunity is significant and growing.”

From Extreme Sports to Deep Space

The Artemis II Proving Ground

The formal push into aerospace follows a high-profile demonstration of GoPro’s hardware resilience. On April 1, 2026, NASA launched the Artemis II mission, which utilized modified GoPro cameras. Industry research reports that ruggedized HERO4 Black cameras were mounted externally on the Orion spacecraft’s solar array wings, successfully withstanding microgravity, radiation, and reentry heat. Additionally, the crew utilized consumer-grade HERO11 Black and MAX1 cameras inside the cabin to document the historic voyage.

“For years, GoPro cameras have been used in numerous diverse use cases in these sectors, including recently being mounted to the solar array wings on the Artemis II Orion spacecraft,” stated GoPro founder and CEO Nicholas Woodman in the official announcement.

Woodman added that the collaboration with Oliver Wyman will help the company determine more formal and scalable opportunities while accounting for the operational and regulatory dynamics of these new markets.

Financial Headwinds and Market Opportunities

2025 Financial Performance

The diversification strategy is underpinned by recent financial headwinds. According to industry market data, GoPro experienced a 19% year-over-year revenue decline in 2025, dropping to $652 million. Camera unit sell-through fell by 20% to approximately 2 million units, resulting in a GAAP net loss of $93 million. The company’s subscriber base also saw a 7% decline, settling at 2.36 million.

The Dual-Use Market Boom

By targeting the defense and aerospace sectors, GoPro is entering a rapidly expanding market. Research data indicates that the global GovTech dual-use defense platform market was valued at $31.0 billion in 2025 and is projected to reach $99.8 billion by 2034, representing a compound annual growth rate (CAGR) of 14.2%. Furthermore, the broader global unmanned systems market, valued at $29.3 billion in 2025, is forecast to reach $67.6 billion by 2033, with North America accounting for over 44% of the market share.

AirPro News analysis

We view GoPro’s strategic pivot as a necessary evolution to insulate the company from the volatility of the consumer retail market. With the anticipated Q2 2026 launch of its next-generation AI-enabled image processor, the GP3, GoPro has an opportunity to position its upgraded technology for high-margin enterprise applications. Success in this arena will depend heavily on the company’s ability to adapt its consumer hardware to meet strict military-grade specifications and successfully navigate the bureaucratic complexities of defense procurement.

Frequently Asked Questions (FAQ)

Why is GoPro entering the defense and aerospace markets?

Following a 19% revenue decline in 2025, GoPro is seeking to diversify its revenue streams by offering its rugged, high-quality imaging technology to government and enterprise clients, capitalizing on the growing demand for dual-use commercial technologies.

What role did GoPro play in the Artemis II mission?

During the April 1, 2026 launch of Artemis II, NASA utilized modified GoPro HERO4 Black cameras on the exterior solar array wings of the Orion spacecraft, while astronauts used HERO11 Black and MAX1 cameras inside the cabin.

Who is Oliver Wyman?

Oliver Wyman is a global management consulting firm and a business of Marsh. GoPro has engaged their Aerospace and Defense practice to help identify operational use cases and develop go-to-market strategies for government contracts.

Sources

• GoPro, Inc. Press Release