Their season on the brink, the Steelers did what they always do under Mike Tomlin: Push back

PITTSBURGH (AP) —Aaron Rodgerswas smiling. But he wasn't kidding.

Not longafter a 27-22 victory over Baltimoreon Sunday in which the Pittsburgh Steelers somehow pulled themselves back from the brink, their future Hall of Fame quarterback did what he's done in his unique (if occasionally self-serving) way over and over through the years.

He stared at the elephant in the room, reached out, and shook its hand.

"Maybe you guys will shut the hell up for a week," Rodgers said after the Steelers wrested back control of the AFC North with three hours of passionate if not always precise football that likely slowed — but hardly stopped — speculation about coachMike Tomlin'slong-term future in Pittsburgh.

This is what Tomlin teams do, what they have done really, throughout his 19 years with the Steelers.

A spate of lifeless play for a myriad of reasons — injuries, indifference, age, poor game plans, etc. — will nudge them toward the edge of collapse, the kind that happens almost everywhere else across the NFL but seemingly never in Pittsburgh.

Then, just as quickly, the Steelers will push back from the brink. The resolve they've lacked will return. Their coach's belief — which tends to tilt toward willful and sometimes infuriating stubbornness when things get sideways for any length of time — that "the answers are in the building," as he said after his team was pounded at home by Buffalo on the last day of November and the call for his firing echoed throughout Acrisure Stadium, will be validated.

This is what makes Tomlin such a compelling figure. The man who now has 190 regular-season victories — tied with Dan Reeves for 10th on the NFL's all-time list — has never had his team let go of the rope.

The nine men in front of the 53-year-old Tomlin on that list — six of whom are in the Hall of Fame and two of whom (Bill Belichick and Andy Reid) will be — have all endured the sting of losing seasons and painful rebuilds. Most of them were shown the door at least once.

Not Tomlin. Not yet anyway. And maybe not anytime soon.

While there's still every chance this season will be the one that finally gets away from the Steelers (7-6), there's also every chance that, despite their myriad of shortcomings, they will find a way to win a highly flawed division and host a playoff game for the first time since 2020.

The next four weeks are filled with landmines. Pittsburgh could stumble into every one of them. Or maybe the recipe they relied on in Baltimore — a suddenly revived downfield passing game, a well-timed turnover and the ability to take advantage of a couple of 50/50 calls that went their way — will prove sustainable.

The noise the Steelers are intent on tuning out will persist regardless. The only thing they have control of is the volume.

On the first Sunday in December, they grabbed the knob, cranked it to the left, and exited a place that had served as their own personal house of horrors of late with first place in hand.

Perhaps just as importantly, they showed — as they have time and again over the last 19 years — that they have their seemingly forever embattled coach's back.

"'Coach T' is a great leader for us, and he's done nothing but take the bullets for us," wide receiver DK Metcalf said. "Even when we were high or when we were low, every day he's steady (and) always motivated us to play our best ball."

What's working

Playing modern NFL football. The Steelers had gone more than a month without completing a downfield pass of more than 20 yards when Rodgers hit a streaking Metcalf for 52 yards on Pittsburgh's first offensive snap. Rodgers later extended a play and bought enough time to find Calvin Austin III for 31 yards. A little aggressiveness could go a long way for a team that had become far too safe and predictable during its midseason swoon.

What needs help

The run defense remains an issue, with no quick fix coming. The Steelers have given up 157 yards rushing per game over the last five weeks and now must face the surging Dolphins (6-7), who are averaging 192 yards on the ground during their current four-game winning streak.

Rodgers' 42-year-old legs. The NFL's oldest player appeared to enter a time machine for about 10 seconds or so during a broken play in the second quarter when he tucked the ball and beat a pair of defenders to the corner for the 37th rushing touchdown of his career.

Idle speculation. For all the airtime and words dedicated to the seemingly endless debate on Tomlin's job status, the reality is the Steelers have given zero indication in nearly 19 years since they plucked him from relative obscurity and named him as Bill Cowher's replacement that they've seen enough. And so it goes.

It's telling of the physical nature of the rivalry that tight end Darnell Washington, left tackle Andrus Peat, and inside linebacker Malik Harrison all exited with concussions.

5 — wins by the Steelers against Baltimore's Lamar Jackson. Only Kansas City has beaten the two-time MVP as many times during his career.

Try to push their home winning streak on Monday Night Football to 23 straight when the Dolphins visit Acrisure Stadium on Dec. 15.

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Their season on the brink, the Steelers did what they always do under Mike Tomlin: Push back

PITTSBURGH (AP) —Aaron Rodgerswas smiling. But he wasn't kidding. Not longafter a 27-22 victory over Baltimo...
Big Ten ties own record with nine teams in AP Top 25

With Nebraska joining the party at No. 24, the Big Ten has a record-tying nine teams in the Associated Press Top 25 women's college basketball poll released Monday.

The Big Ten set the record last year on Dec. 2.

Defending national champion UConn (9-0) remains at No. 1 after receiving 23 of 32 first-place votes, with the other nine going to No. 2 Texas (10-0). South Carolina (9-1) is still No. 3.

The top 10 is unchanged this week and includes three Big Ten members with No. 4 UCLA (9-1), No. 6 Michigan (8-1) and No. 7 Maryland (11-0).

The rest of the top 10 features No. 5 LSU (10-0), No. 8 TCU (10-0), No. 9 Oklahoma (9-1) and No. 10 Iowa State (10-0).

Also representing the Big Ten are No. 11 Iowa (9-0), No. 16 Southern California (7-2), No. 20 Washington (8-1), No. 21 Ohio State (7-1) and No. 25 Michigan State (8-1).

The SEC is one behind the Big Ten with eight teams in the poll and three in the top five.

The rest of the Top 25:

12. North Carolina (9-2)

13. Baylor (9-1)

14. Vanderbilt (9-0)

15. Kentucky (10-1)

17. Ole Miss (8-1)

18. Tennessee (6-2)

19. Notre Dame (6-2)

22. Louisville (8-3)

23. Oklahoma State (10-1)

--Field Level Media

Big Ten ties own record with nine teams in AP Top 25

With Nebraska joining the party at No. 24, the Big Ten has a record-tying nine teams in the Associated Press Top 25 wo...
Who could replace Daniel Jones? Top Colts QB options to finish 2025

TheIndianapolis Coltsare going to have to play the remainder of the 2025 NFL season without starting quarterbackDaniel Jonesat their disposal.

Jones suffered a season-ending Achilles tearduring the team's 36-19 Week 14 loss to theJacksonville Jaguars. The 28-year-old was visibly upset after suffering the non-contact injury but will now focus on trying to ready himself for the start of the 2026 NFL season.

The Colts will be thin at quarterback with Jones out of action.Anthony Richardson, who started the season as the team's backup signal-caller, remains on IR aftersuffering a fractured orbital boneahead of the team's Week 6 game against theArizona Cardinals.

That leaves sixth-round rookieRiley Leonardas the team's starting quarterback and journeymanBrett Rypienas the lone other healthy quarterback in Indianapolis' organization.

<p style=Week 1: Detroit Lions wide receiver Isaac TeSlaa (18) makes a catch for a touchdown against the Green Bay Packers during the fourth quarter at Lambeau Field. The play was originally ruled an incomplete pass, but the call was overturned. Despite TeSlaa's effort, the Packers won the game 27-13.

" style="max-width:100%; height:auto; border-radius:6px; margin:10px 0;" loading="lazy" /> Week 1: The New England Patriots' Robert Spillane (14) and Christian Elliss (53) tackle Las Vegas Raiders tight end Michael Mayer (87) during the second half at Gillette Stadium. The Raiders won the game, 20-13. Week 1: New York Giants quarterback Russell Wilson (3) fumbles the ball on a tackle by Washington Commanders safety Will Harris (3) during the first quarter at Northwest Stadium. It was a rough Giants debut for Wilson (17 of 37 passing for 168 yards) as the Commanders won the game, 21-6. Week 1: Fireworks go off before the NFL Kickoff Game between the Philadelphia Eagles and Dallas Cowboys at Lincoln Financial Field. The defending Super Bowl champion Eagles opened the season with a 24-20 victory over their longtime NFC East rivals.

Best images of the 2025 NFL season

Week 1: Detroit Lions wide receiver Isaac TeSlaa (18)makes a catch for a touchdownagainst the Green Bay Packers during the fourth quarter at Lambeau Field. The play was originally ruled an incomplete pass, but the call was overturned. Despite TeSlaa's effort, the Packers won the game 27-13.

That said, the Colts are highly likely to add another quarterback to the fold to provide depth behind Leonard and Rypien. The pickings on the free-agent market are slim, but Indianapolis – which, at 8-5, is still within striking distance of an AFC wild-card berth despite a three-game losing streak – could potentially get creative as it tries to keep its postseason chances alive.

Here's a look at some external quarterback options for the Colts to consider as they deal with a catastrophic quarterback injury.

Sam Ehlinger

Realistically, the Colts will probably have to sign a quarterback like Ehlinger to provide depth to their quarterback room rather than chase a dream option.

Ehlinger, 27, is currently on the Denver Broncos practice squad but spent the first four seasons of his career with the Colts. He was the team's third-string quarterback last season and would have familiarity with Steichen's scheme, making him an ideal backup choice for Indianapolis.

Ehlinger has made just three career starts, all of which came in 2022. He posted an 0-3 career record across those games and has completed 63.4% of his passes for 573 yards, three touchdowns and three interceptions while adding 96 yards on 20 carries.

Taylor Heinicke

If the Colts want more starting experience than Ehlinger provides, Heinicke represents one of the best free-agent quarterbacks available. The 32-year-old has a 13-15-1 record across 29 career starts and has completed 62.5% of his career passes for 6,663 yards, 39 touchdowns and 28 interceptions.

Most importantly, Heinicke has experience comporting himself well as an emergency replacement at quarterback. In 2020, he famously was called upon to start a playoff game for Washington. He completed 59.1% of his passes for 306 yards, one touchdown and one interception while adding 46 yards and a score on the ground and gave the Commanders a fighting chance in a loss against the eventual Super Bowl champion Tampa Bay Buccaneers.

Heinicke could be asked to play a similar role for Indianapolis.

Trevor Siemian

Like Heinicke, Siemian has a solid amount of starting experience. The 33-year-old has made 33 regular-season starts during his career while posting respectable numbers, including a 58.5% completion rate, 7,751 passing yards, 44 touchdowns and 32 interceptions.

Siemian is currently on theTitanspractice squad, so the Colts would need to sign the Northwestern product to their 53-man roster to take him away from their divisional rival.

Ryan Tannehill

Tannehill might be an option in name only for the Colts. The 37-year-old admitted in a late-November interview withThe Escapisthe believes he is likely done playing in the NFL.

"I think that chapter is closed," Tannehill said of his future. "I think last year, that was where I was at, if the right opportunity came up and was right for our family. Staying in shape and staying ready. I had plenty of calls, but nothing ever felt like the right opportunity that I was looking for. That was last NFL season. At this point, I think that ship has sailed for me."

Tannehill may remain steadfast in his belief. However, if the Colts can convince him to give the NFL one last shot, he could be the type of stabilizing force that gives Indianapolis a chance to stay afloat and work its way into a wild-card berth.

Tannehill has a career record of 81-70 in 151 starts and has completed 64.3% of his passes for 34,881 yards, 216 touchdowns and 115 interceptions. His experience would provide a boost to Indianapolis' otherwise green quarterback room and he would be a good fit for Shane Steichen's offense.

So, at the very least, the Colts should give Tannehill a call and see if he's willing to end his pseudo-retirement.

Hendon Hooker

If the Colts are merely looking for upside at quarterback now, they could take a look at Hooker. The Tennessee product was released from the Carolina Panthers' practice squad in early November and still hasn't landed with another NFL team.

Hooker was a third-round pick by the Lions in the 2023 NFL Draft after he completed 69.6% of his passes for 3,135 yards, 27 touchdowns and two interceptions while rushing for 430 yards and five touchdowns during his senior season. The 27-year-old has yet to carve out success at the NFL level, but perhaps Steichen will see some upside in a quarterback who has previously been lauded for his accuracy and mobility.

Hooker has attempted just nine career NFL passes, completing six of them for 62 yards.

This article originally appeared on USA TODAY:Colts QB options: Who could team target after Daniel Jones injury?

Who could replace Daniel Jones? Top Colts QB options to finish 2025

TheIndianapolis Coltsare going to have to play the remainder of the 2025 NFL season without starting quarterbackDaniel Jo...
Magnitude 7.5 quake in northern Japan injures 23 people and triggers a tsunami

TOKYO (AP) — A powerful 7.5-magnitude earthquake struck off northern Japan late Monday, injuring more than 20 people and triggering a tsunami of up to 70 centimeters (28 inches) in Pacific coast communities, officials said.

The Japanese government said it was still assessing damages from the tsunami and late-evening quake, which struck at about 11:15 p.m. (1415 GMT) in the Pacific Ocean around 80 kilometers (50 miles) off the coast of Aomori, the northernmost prefecture of Japan's main Honshu island.

"I've never experienced such a big shaking," convenience store owner Nobuo Yamada told the public broadcaster NHK in the Aomori prefecture town of Hachinohe, adding that "luckily" power lines were still operating in his area.

A tsunami of 70 centimeters was measured in Kuji port in Iwate prefecture, just south of Aomori, and tsunami levels of up to 50 centimeters struck other coastal communities in the region, the agency said.

The Fire and Disaster Management Agency said 23 people were injured, including one seriously. Most of the victims were hit by falling objects, NHK reported, adding that several people were injured in a hotel in Hachinohe and a man in Tohoku was slightly hurt when his car fell into a hole.

The Japan Meteorological Agency reported the quake's magnitude as 7.5, down from its earlier estimate of 7.6. It issued an advisory for potential tsunami surges of up to 3 meters (10 feet) in some areas.

Chief Cabinet Secretary Minoru Kihara urged residents to go to higher ground or seek shelter until advisories were lifted.

Kihara said nuclear power plants in the region were conducting safety checks and that so far no problems were detected. He later told reporters that Shinkansen bullet trains and some local lines were suspended in parts of the region.

About 800 homes were without electricity, he said.

The meteorological agency issued a caution about possible aftershocks in the coming days. It said there is a slight increase in risk of a magnitude 8-level quake and possible tsunami occurring along Japan's northeastern coast from Chiba, just east of Tokyo, to Hokkaido. The agency urged residents in 182 municipalities in the area to monitor their emergency preparedness in the coming week.

Satoshi Kato, a vice principal of a public high school in Hachinohe, told NHK that he was at home when the quake struck, and that glasses and bowls fell and smashed into shards on the floor.

Kato said he drove to the school because it was designated an evacuation center, and on the way he encountered traffic jams and car accidents as panicked people tried to flee. Nobody had yet come to the school to take shelter, he said.

Prime Minister Sanae Takaichi, in brief comment to reporters, said the government set up an emergency task force to urgently assess the extent of damage. "We are putting people's lives first and doing everything we can," she said.

Later, she urged residents in the region to pay attention to the latest information from local municipalities. "Please be prepared so you can immediately evacuate as soon as you feel a tremor."

The quake struck about 80 kilometers (50 miles) northeast of Hachinohe, and about 50 kilometers (30 miles) below the sea surface, the meteorological agency said.

It was just north of the Japanese coast that suffered the magnitude 9.0 quake and tsunami in 2011 that killed nearly 20,000 people.

Magnitude 7.5 quake in northern Japan injures 23 people and triggers a tsunami

TOKYO (AP) — A powerful 7.5-magnitude earthquake struck off northern Japan late Monday, injuring more than 20 people and ...
Left to right: German Chancellor Friedrich Merz, British Prime Minister Keir Starmer, Ukrainian President Volodymyr Zelensky, and French President Emmanuel Macron meet at 10 Downing Street, in London, England, on Monday. - Toby Melville/Reuters

Ukrainian PresidentVolodymyr Zelenskymet with European leaders in London on Monday in a show of solidarity after US President Donald Trump accused him of not having read the latest proposal to end the war, and as the Kremlin praised America'stough new posturetowards Europe.

Ahead of the talks in Downing Street on the "sensitive issues" of security guarantees for Ukraine and control of its eastern regions, Zelensky said it was urgent for Europeans and Americans to show "unity" in resisting Russian aggression and hastening an end to the conflict.

"There are some things which we can't manage without Americans, things we can't manage without Europe, and that's why we need to make some important decisions," Zelensky said.

British Prime Minister Keir Starmer hosted Zelensky with French President Emmanuel Macron and German Chancellor Friedrich Merz, who stressed: "We are still and remain strongly behind Ukraine… because we all know that the destiny of this country is the destiny of Europe."

But, following the publication of the Trump administration's new "America First" national security strategy that was deeply critical of Europe, there are fears that US interest in Ukraine's nearly four-year-old defense against Russia's invasion is dwindling.

Donald Trump Jr., the president's son, on Sunday suggested that Trump could walk away from Ukraine peace efforts. "What's unique about my father is you don't know what he's going to do," he said.

Also on Sunday, Trump had criticized Zelensky aftertalks betweenUS and Ukrainian negotiators over the weekend in Miami ended with unresolved questions over security guarantees, territorial issues and continued concern that the US proposal tilts in Russia's favor. Trump later accused Zelensky of not having read the US' latest peace proposal, saying that had "disappointed" him.

Trump said Russia would prefer to have all of Ukraine and that he believes Moscow is "fine" with the peace plan, but "I'm not sure that Zelensky's fine with it."

On Monday, Zelensky said that the US had yet to reach agreement on the future of Ukraine's Donbas, which includes the regions of Donetsk and Luhansk.

He said Kyiv also wanted a separate agreement on security guarantees from Western allies, above all the US. "There is one question I — and all Ukrainians — want to get an answer to: If Russia again starts a war, what will our partners do," Zelensky said. "There are questions that concern Europe — and we cannot decide for Europe. We need to discuss with Europe Ukraine's membership in the EU, which is also part of security guarantees."

Zelensky added that he was ready to fly to the US "if the president is ready for such a meeting."

A member of Ukraine's 25th Brigade stands on top of a tank during training in Donetsk, in the country's east. - Ximena Borrazas/SOPA Images/LightRocket/Getty Images

Trump's remarks came as the Kremlin welcomed his administration'snew national security strategy, a foreign policy realignment that adopts an unprecedentedly confrontational posture toward Europe.

The US security strategy document, in contrast to past administrations, has dropped language that described Russia as a threat. The new document says European nations regard Moscow as "an existential threat," and casts Washington as the central broker in re-establishing "conditions of stability within Europe and strategic stability with Russia."

Speaking to reporters on Sunday, Kremlin spokesman Dmitry Peskov appeared to applaud the strategy and praised the American president, calling him "strong."

"The adjustments we are seeing, I would say, are, in many ways, consistent with our vision," Peskov said, adding: "Perhaps one can hope that this may be a modest guarantee that it will be possible to continue working constructively together to find a peaceful settlement for Ukraine, at the very least."

For European leaders, the timing is unsettling: the US is steering the Ukraine peace talks just as its posture toward Europe hardens, raising fears that this shift could influence negotiations at a critical moment.

Europe 'takes stock' of situation

The European leaders said they were meeting to "take stock" of the situation, after three days of talks between US and Ukrainian negotiators in Miami failed to produce a breakthrough.

"Difficult issues remain," Ukrainian Ambassador to the United States Olga Stefanishyna said Saturday, "but both sides continue working to shape realistic and acceptable solutions."

As the diplomatic to-and-fro continues, Russia launched one of its largest barrages of drones and missiles in months across Ukraine, killing at least seven people over the weekend, according to a CNN tally of local authority figures. More than a dozen more were injured.

In the past week, Russia has launched over 1,600 attack drones, around 1,200 guided aerial bombs and nearly 70 missiles against Ukraine, Zelensky said Sunday. He said the primary targets of the strikes were the infrastructure "that keeps everyday life going."

The strikes targeted energy infrastructure in various regions over the weekend, according to the Ukrainian Ministry of Energy. Consumers in the Odesa, Chernihiv, Kyiv, Kharkiv, Dnipropetrovsk and Mykolaiv regions were without power on Saturday, the ministry said. And on Sunday, power cut schedules were introduced in all regions of Ukraine, including in Kyiv, where residents of the capital were without electricity for about 12 hours.

Ukraine's military said Saturday that it had hit the Ryazan oil refinery in western Russia, one of the country's largest refineries, in an overnight attack. Moscow did not immediately respond to the claims.

A woman looks at her damaged house alongside family members after it was hit during a night of Russian missile and drone strikes in Novi Petrivtsi, outside Kyiv, on Saturday. - Thomas Peter/Reuters

Meanwhile, investigations are underway in Ireland and France after two more incidents this week involving unidentified drones flying close to the coastlines of each country, marking the latest in a string of unexplained sightings in several European countries since September. European Commission PresidentUrsula von der Leyenhas called the spate of drone incursions "hybrid warfare."

Early last week, several drones were seen flying off the coast of Dublin, just as a plane carrying Zelensky for a visit with the Irish premiere was about to land.

Ukrainian President Volodymyr Zelensky and first lady Olena Zelenska arrive in Dublin for a state visit on December 1, 2025. - Clodagh Kilcoyne/Pool/Getty Images

CNN's Jessie Yeung, Max Saltman, Jennifer Hansler and Alejandra Jaramillo contributed reporting.

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Zelensky meets European leaders in London as Kremlin praises Trump’s new security strategy

Ukrainian PresidentVolodymyr Zelenskymet with European leaders in London on Monday in a show of solidarity after US President Donald Trump ...
UN Palestinian aid agency says Israeli police 'forcibly entered' compound in Jerusalem

JERUSALEM (AP) — Israeli police forcibly entered the compound of the United Nations agency for Palestinian refugees in East Jerusalem early Monday, escalating a campaign against an organization that has been banned fromoperating on Israeli territory.

The U.N. Relief and Works Agency for Palestinian Refugees in the Near East, or UNRWA, said in a statement that "sizeable numbers" of Israeli forces including police on motorcycles, trucks and forklifts entered the compound in the Palestinian neighborhood of Sheikh Jarrah and cut communications to the compound.

"The unauthorized and forceful entry by Israeli security forces is an unacceptable violation of UNRWA's privileges and immunities as a U.N. agency," the agency said.

Photos taken by an Associated Press photographer show police cars on the street and an Israeli flag planted on the compound's roof. Photos provided by UNRWA staff show a group of Israeli police officers inside the compound.

Police said in a statement they entered for a "debt-collection procedure" spearheaded by Jerusalem's municipal government, which did not immediately respond to a request for comment.

Israel conducting long-running campaign against UNRWA

The raid was the latest action in Israel's campaign against the agency, which provides aid and services to some 2.5 million Palestinian refugees in Gaza, the occupied West Bank and east Jerusalem, as well as 3 million more refugees in Syria, Jordan and Lebanon.

The agency was established to help the estimated 700,000 Palestinians who fled or were driven out of what is now Israel duringthe 1948 war surrounding Israel's creation. UNRWA supporters say Israel hopes to erase the Palestinian refugee issue by dismantling the agency. Israel says the refugees should be permanently resettled outside its borders.

For more than a year of the Israel-Hamas war that began Oct. 7, 2023, UNRWA was the main lifeline for Gaza's population, which was largely reliant on aid because of humanitarian crisis unleashed by heavy Israeli bombardment and restrictions on the entry of goods.

Throughout the war, Israel has accused the agency of being infiltrated by Hamas, allegations the U.N. has denied. After months of mounting attacks fromPrime Minister Benjamin Netanyahuand his far-right allies, Israelformally bannedit from operating on its territory in January.

The U.S., formerly the largest donor to UNRWA, halted funding to the agency in early 2024.

UNRWA receives assistance from other agencies

UNRWA has since struggled to continue its work in Gaza, with other U.N. agencies including WFP and UNICEF stepping in to help compensate for a gap UNRWA says is unfillable.

"If you squeeze UNRWA out, what other agency can fill that void?" said Tamara Alrifai, UNRWA's director of external relations and communications, on the sidelines of theDoha Forumon Saturday.

The agency has been excluded from U.S.-led talks on Phase 2 of the ceasefire, she added.

UNRWA shut down its Jerusalem compound in May after far-right protesters, including at least one member of Israeli Parliament, overran its gate in view of the police. Israel's far-right has pushed to turn the compound into a settlement and the country's housing minister said last year he had instructed the ministry to "examine how to return the area to the state of Israel and utilize it for housing."

Josef Federman in Doha, Qatar, contributed to this report.

UN Palestinian aid agency says Israeli police 'forcibly entered' compound in Jerusalem

JERUSALEM (AP) — Israeli police forcibly entered the compound of the United Nations agency for Palestinian refugees in Ea...
Analysis-Silicon Valley-backed defense firms face growing pains after hot streak

By David Jeans, Mike Stone and Joe Brock

SIMI VALLEY, California, Dec 8 (Reuters) - U.S. defense technology companies have roughly doubled their share of Pentagon contracts over the past year, but they face growing pains as they try to evolve from hot startups into heavyweights capable of building weapons at scale.

Valuations for unlisted firms developing everything from unmanned "wingman" fighter jets, drone ​boats and AI-driven autonomous software have surged this year, alongside a rise in small Pentagon contracts, as the success of drones in Russia's war on Ukraine has intensified interest in next-generation weapons.

For ‌instance, drone boat manufacturer Saronic Technologies, which is building a shipyard in Louisiana, was valued at $4 billion in February. Anduril Industries, the drone and autonomous weapons startup led by Palmer Luckey, doubled its valuation to $30 billion in June. And in a funding round last ‌month, radars and sensors company Chaos Industries doubled its valuation to $4.5 billion.

Now, the Silicon Valley-backed companies face a bigger challenge: moving beyond research and prototype contracts to producing weapons at scale and competing with established defense firms, according to interviews and speeches by more than a dozen industry executives at this weekend's Reagan National Defense Forum in Simi Valley, California.

"The defense tech space is booming, there are many people bringing commercial innovation to the defense area," said Christopher Calio, CEO of RTX, the defense giant behind the Patriot missile defense system and the engine that powers the F-35 fighter jet.

"I will say this, it's one thing to design and innovate. It's another thing to build ⁠a prototype, and then it's an entirely different ball game to then ‌scale manufacturing," Calio added.

SILICON VALLEY GETS LARGER SLICE OF PENTAGON PIE

Defense startups captured 1.3% of Pentagon contracts to defense firms in the first three quarters of this year, up from 0.6% a year earlier, according to data provided to Reuters by Govini, a Virginia-based defense analytics firm.

Meanwhile, the big defense "primes", which include Boeing (BA), Lockheed Martin (LMT), RTX and Northrop ‍Grumman, held steady at 92% of Pentagon contracts. European defense firms' share slipped to 6.6% from 7.4%.

"There will have to be more companies that have a shot at winning some of these larger contracts," Anduril Chairman Trae Stephens told Reuters. But, he added, "this is a hard, hard business. And the DOD (U.S. Department of Defense) is not going to create 10 new primes. There's not enough money to go around."

The annual Reagan forum was a collision of eras, where four-star generals and Washington ​defense CEOs in tailored suits mixed with baseball-cap-clad AI and drone company founders, debating how to scale new technologies for the battlefield against the backdrop of Simi Valley's rolling hills.

U.S. Defense Secretary Pete Hegseth ‌said the Pentagon would move away from a "prime" dominated culture to a system where nimbler commercial companies would speed up weapons production to help counter China's rapidly growing military.

"Our objective is simple, if monumental," Hegseth said in his keynote speech. "Transform the entire acquisition system to rapidly accelerate the fielding of capabilities and focus on results."

HARD TO CHANGE PENTAGON CULTURE

Defense executives said delivering on Hegseth's vision will be tough given entrenched political interests, a backlog of Pentagon mega-projects, a bureaucracy wedded to old ways and powerful defense giants with lobbying muscle.

Most defense tech firms are a long way off transitioning from a prototype contract, which might be worth $10 million to $30 million, into a major program with production targets like those the Pentagon has awarded to big defense firms for decades, said Zach Shore, chief revenue officer at Hermeus, an Atlanta-based company developing an uncrewed hypersonic military jet.

"That ⁠next layer of bureaucracy, that's the next wall that a lot of companies are going to come up on," Shore ​told Reuters.

This year, the Pentagon awarded large swathes of major programs - including Ukraine military aid packages, an Air Force fighter jet initiative, ​and the $175 billion Golden Dome missile project - to legacy defense contractors.

Despite these challenges, JPMorgan Chase (JPM) CEOJamie Dimon, who announced $10 billion of direct equity investments in defense, manufacturing and tech companies in October, fired a warning shot at any legacy defense contractors who might be resting on their laurels.

"There's a valley of death for big companies too, who ‍go by the wayside, usually driven by complacency, arrogance, bureaucracy," ⁠he said on a panel at the summit.

NEWCOMERS AND OLD GUARD FORGE PARTNERSHIPS

Heeding this call, many of the old guard of the defense industry expressed a willingness to embrace partnerships with next-generation defense companies.

"As the defense industrial base surges to support the growth, we need to leverage the established companies and the new entrants," L3Harris Technologies CEO Chris Kubasik told Reuters.

In September, Shield AI, a ⁠San Diego-based software and drone firm, announced a partnership to build autonomous vessels with HII, America's largest military shipbuilder. Last month, Anduril and South Korea's HD Hyundai Heavy Industries said they were teaming up to build ships for commercial and military use.

Zach Mears, Anduril's ‌head of strategy, said the U.S. defense industry was approaching a tipping point after decades in which a small club of contractors dominated Pentagon deals.

"The light switch is in the ‌middle of being flipped," he said.

(Reporting by David Jeans, Mike Stone and Joe Brock; Editing by Jamie Freed)

Analysis-Silicon Valley-backed defense firms face growing pains after hot streak

By David Jeans, Mike Stone and Joe Brock SIMI VALLEY, California, Dec 8 (Reuters) - U.S. defense technology comp...

 

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