Sky-High Drone Demand Creating a Potential $355.55 Billion investment Opportunity

The drone industry is just starting to take off.

That’s because drones are quickly becoming an essential tool for the U.S. government, and multi-billion-dollar businesses involved in defense, construction, logistics, agriculture, oil and gas, public security and even deliveries.

Look at the drone-as-a-service (DaaS) market, for example.

According to Research and Markets, the industry is expected to be worth about $355.55 billion by 2032. All thanks to strong business demand for enhanced efficiency and cost-effectiveness.

In addition, with DaaS there’s no need for upfront costs or operational licensing.

Of course, investors looking to play the trend for maximum upside have a number of intriguing companies to choose from. However, those with consistent revenue streams, such as ZenaTech (NASDAQ: ZENA) could offer some of the greatest potential upside.

In the first quarter of 2025, the company’s total revenues were $1.13 million, which nearly doubled year over year numbers thanks to acquisitions and strong organic growth.

In the second quarter of 2025, the company reported a 500% jump in year over year revenue in the second quarter. It also posted a 250% jump in revenue for the first six months of 2025.

The accelerated growth in the drone industry is creating an incredibly unique opportunity.

Fueling upside, two substantial catalysts are expected to send drone stocks sky-high.

Key Catalyst #1: New Government Rules Will Soon Reshape U.S. Commercial Drone Operations

In early May, the U.S. Department of Transportation announced that Secretary Sean Duffy submitted Federal Aviation Administration (FAA) proposals that could have a dramatic impact on U.S. commercial drone operations.

Once both are approved, they have the potential to open the floodgates for commercial UAVs.

Key Catalyst #2: President Trump is Decidedly Pro-Drone

President Trump just signed two executive orders addressing unmanned aircraft systems (UAS), marking a pivotal moment for the commercial drone industry and national airspace security.

As noted by The White House:

“The United States must accelerate the safe commercialization of drone technologies and fully integrate UAS into the National Airspace System.  The time has come to accelerate testing and to enable routine drone operations, scale up domestic production, and expand the export of trusted, American-manufactured drone technologies to global markets.  Building a strong and secure domestic drone sector is vital to reducing reliance on foreign sources, strengthening critical supply chains, and ensuring that the benefits of this technology are delivered to the American people.”

He’s made it abundantly clear the U.S. needs to strengthen its drone tech leadership.

Remember, President Trump’s “One Big Beautiful Bill” unlocks federal funding for domestic production, makes US skies safer by eliminating Chinese-made drones and components, cuts outdated certification and procurement barriers, and fast-tracks deployment directly to frontline units. It also provides $33 billion in direct spending for advanced drones, autonomous systems, and broader US defense modernization.

Two, the President also unveiled an $892.6 billion defense and national security budget proposal for 2026, which could boost spending on drones.

Even Secretary of Defense Pete Hegseth’s latest policy directive, Unleashing U.S. Military Drone Dominance, just made it easier for American drone companies—especially those building Group 1 and 2 affordable drone systems—to sell directly to the military, scale production, and innovate without delays from traditional defense procurement bottlenecks including Blue UAS certification timelines.

Drone Stocks Like ZenaTech (NASDAQ: ZENA) Could Be Perfectly Positioned for this High-Upside Scenario.

With these two catalysts potentially accelerating the growth of drone tech innovation in the U.S., an opportunity is quickly emerging for a handful of companies in this space.

One of these companies, which appears to be far more advanced than the average drone company is ZenaTech.

For one, the company is unique with its DaaS (drone as a service) model for drones, considering that none of its peers have this. In fact, with a good deal of catalysts, demand for Drone as a Service (DaaS) is set for massive growth.

“The impetus behind this remarkable surge includes the escalating integration of drones into business applications, the enhanced efficiency and cost-effectiveness offered by DaaS, advancements in Unmanned Aerial Vehicle (UAV) technologies, and the increasing outsourcing of drone-based services,” added Research and Markets.

All with no real need for upfront costs or operational licensing.

Again, investors looking to play the trend for maximum upside have a number of intriguing companies to choose from. However, those with consistent revenue streams, such as ZenaTech (NASDAQ: ZENA) could offer some of the greatest potential upside in this space.