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July 17, 2026
The Future of Iraq's Iran-Backed Militias Takes Shape

This EdgeTheory report examines the 14-point Memorandum of Understanding the US and Iran agreed to on 17 June, broadly favorable to Iran, and the future of Iraq's Iran-backed militias taking shape amid US scrutiny of government formation. It covers Iran's emerging "hybrid strategy" of integrating some militias into state security institutions while hardline factions like Kata'ib Hezbollah refuse to disarm, US Presidential Envoy Tom Barrack's conditions for supporting the Al-Zaidi government, and growing pressure to dismantle militias' financial networks ahead of Al-Zaidi's July meeting with President Trump.

The report analyzes competing narratives across state media, policy institutions, industry sources, independent outlets, social media, and activist networks, covering AI competition, environmental impacts, surveillance, and digital sovereignty.

Using EdgeRunner, an AI powered source discovery agent, the assessment combines Narrative Intelligence (NARINT), Emotional Profile Classification, and network analysis to reveal how governments, corporations, activists, and alternative media shape public perceptions of AI infrastructure.

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July 16, 2026
The Invisible Campaign Against America's AI Data Centers

Most supply chain risk tools monitor physical disruptions after they're reported. Narrative intelligence detects the signals forming days earlier. Here's what that gap actually looks like.

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July 14, 2026
EdgeTheory Appoints Colonel John Wilcox as Vice President of Operations

EdgeTheory today announced the appointment of Colonel John Wilcox (U.S. Army, Ret.) as Vice President of Operations, further strengthening the company's leadership team as demand for Narrative Intelligence continues to grow across government, defense, and commercial markets.

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July 12, 2026
Weaponizing the AI Infrastructure Build-Out

This EdgeTheory report examines the information environment surrounding AI data center development and its implications for U.S. technological competitiveness, as data centers emerge as both strategic assets and contested political liabilities.

The report analyzes competing narratives across state media, policy institutions, industry sources, independent outlets, social media, and activist networks, covering AI competition, environmental impacts, surveillance, and digital sovereignty.

Using EdgeRunner, an AI powered source discovery agent, the assessment combines Narrative Intelligence (NARINT), Emotional Profile Classification, and network analysis to reveal how governments, corporations, activists, and alternative media shape public perceptions of AI infrastructure.

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June 26, 2026
Is the Magic Fading? Disney's Emerging Brand Vulnerabilities: A Narrative Intelligence Report

Is the Magic Fading?

Disney's Emerging Brand Vulnerabilities: A Narrative Intelligence Analysis

Disney has built one of the world's most valuable brands through decades of storytelling, emotional connection, and consumer trust. But even iconic brands are shaped by evolving public narratives.

This Narrative Intelligence Analysis examines how conversations surrounding affordability, customer experience, creative direction, streaming value, and trust have evolved into broader narratives that may influence consumer behavior, investor confidence, and long-term brand equity.

Using Disney as a case study, the report demonstrates how narratives emerge, amplify across digital ecosystems, and become strategic business risks long before they appear in traditional business metrics.

What can every organization learn from Disney's experience?

Download the report to discover how Narrative Intelligence helps leaders identify emerging narratives, changing stakeholder perceptions, and developing trust deficits before they become business challenges.

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June 16, 2026
The Strategic Nexus of the Caucuses: Agentic Analysis of the 2026 Armenian Election

This EdgeTheory report examines the geopolitical forces, foreign influence campaigns, and security concerns shaping Armenia’s 2026 parliamentary election, providing Narrative Intelligence and all source analysis into the narratives driving voter sentiment, regional stability, and the country’s evolving strategic alignment.

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June 9, 2026
China’s Unrestricted Intellectual Property Warfare: An Agentic Data Collection & Analysis

This report examines PRC-linked intellectual property (IP) theft across technology, research, and industrial ecosystems. EdgeTheory’s AI Intelligence analytics evaluate how discussions surrounding PRC collection activity develop across public reporting, social media environments, and adversarial narrative ecosystems to identify emerging indicators of targeted technology, evolving TTPs (techniques, tactics, and procedures), future areas of risk, and implications for defensive planning.

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June 5, 2026
The Case of Spirit Airlines: How Public Narratives Shape Consumer Trust

Spirit Airlines did not lose public trust overnight.

What began as a compelling narrative centered on affordable air travel and consumer choice gradually evolved into a much different story—one shaped by customer frustrations, media amplification, financial uncertainty, and converging stakeholder perceptions.

Our latest Narrative Intelligence analysis examines how narratives surrounding Spirit Airlines spread across consumer communities, financial discussions, industry reporting, and social media ecosystems. More importantly, it explores how these independent conversations increasingly reinforced one another, contributing to broader concerns about transparency, reliability, and long-term viability.

The report highlights how emotional activation, narrative convergence, and trust erosion can reshape perceptions of an organization long before traditional business metrics fully reflect the impact.

For leaders responsible for protecting brand reputation, stakeholder confidence, and organizational legitimacy, the lessons extend far beyond the airline industry.

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June 1, 2026
The Invisible Hands on the Ballot: U.S. and Chinese Influence on the 2026 Colombian Presidential Election

This report examines the information environment surrounding Colombia’s 2026 presidential election and indicators of foreign influence, narrative manipulation, and electoral risk. Current reporting suggests the contest is developing within a polarized political environment shaped by security concerns, economic dissatisfaction, competing visions of Colombia’s geopolitical orientation, and growing exposure to narrative amplification efforts. EdgeTheory’s AI Intelligence analytics evaluate how election-related discussions evolve across public reporting, social media environments, and adversarial narrative ecosystems to identify emerging indicators of malign influence activity, candidate momentum shifts, and evolving information operations. The assessment explores candidate support bases, foreign influence actors, narrative amplification patterns, and the potential implications for regional alignment and U.S.-Colombia relations.

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May 28, 2026
The Long Game: How Iran May Weather US Attempts to Disarm its Iraqi Proxies

This report examines how Iran may be adapting its regional strategy under mounting U.S. pressure targeting Iranian-backed militias in Iraq. While public attention remains focused on ceasefires, strikes, and disarmament negotiations, the more significant strategic shift may be occurring quietly inside Iraq’s political and security institutions.

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