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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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May 21, 2026
The OpenAI Legitimacy Crisis: How Competing Narratives Are Reshaping Public Trust in Artificial Intelligence

The OpenAI Legitimacy Crisis: How Competing Narratives Are Reshaping Trust in Artificial Intelligence

This report examines how lawsuits, AI safety concerns, commercialization pressures, governance disputes, and intensifying market competition are converging into a broader legitimacy crisis surrounding OpenAI and frontier AI systems.

Using EdgeWatch Narrative Intelligence capabilities, the analysis identifies how previously disconnected storylines increasingly reinforce one another across media, technology, financial, policy, and public discourse ecosystems.

The report demonstrates how EdgeTheory detects:

  • narrative convergence
  • amplification behavior
  • emotional escalation
  • legitimacy volatility
  • recursive reinforcement across media ecosystems

As AI systems become more deeply integrated into society, legitimacy itself may become one of the defining strategic dependencies of the AI era.

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May 18, 2026
See Narrative Intelligence Applied to Your AOR — SOF Week 2026, Booth #4811

SOF Week 2026 is May 18–22 at the Tampa Convention Center, and EdgeTheory will be on-site all five days. We're co-located with the ITility booth — #4811, JW Marriott Level 2 — running continuous live demos of edgeC2 and edgeWATCH and hosting founder-level conversations on cognitive security, narrative warfare, and information advantage operations.

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May 12, 2026
Target Audience Analysis of the Iranian Lego Video: Unpacking the Virality of AI Propaganda

This report explores the rapid spread of Iranian regime-aligned AI-generated propaganda videos across global social media platforms. Using Lego-style animation, AI-generated battle scenes, memes, and short-form entertainment, these campaigns show how modern information operations are evolving into algorithmically optimized cultural content designed for virality, emotional engagement, and widespread sharing across diverse online audiences.

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April 27, 2026
CCP Political Warfare & the Looming Invasion of Taiwan

This report examines how the Xi–Cheng meeting reflects Beijing’s broader cross-strait strategy of combining political engagement, economic inducements, and coercive signaling to shape Taiwan’s internal decision-making environment. It finds that China is increasingly using party-to-party ties, especially with the Kuomintang, alongside narrative amplification and economic incentives to fragment Taiwan’s domestic consensus, weaken support for defense investment, and complicate U.S.-Taiwan alignment. The dominant trajectory identified is gradual political and economic absorption rather than immediate conflict, with amplified reporting and social media framing reinforcing narratives of stability, dialogue, and long-term integration under Beijing’s preferred framework.

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April 22, 2026
Iran War and Iraqi Political Fracturing

This report examines how the Iran war has reshaped Iraqi politics by bringing key powerful militias that were pragmatically aligned with the Iraqi state into direct confrontation with the Iraqi government. Iraqi militias have targeted Iraqi government forces in federal Iraq and in the Kurdistan Region on multiple occasions in the past month. Iraq Sources’ amplifications of narratives discuss a 12 March likely militia attack on the Iraqi National Intelligence Service in Baghdad. Narratives associated with the spike included government figures’ condemnations of the attack, highlighted that the attack killed an intelligence officer, and called for the government to take action against “armed groups."

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April 20, 2026
CATL's Evolving Narrative Landscape: How State-Aligned Operations Shape Western Market Perception of China’s Battery Dominance

This analysis highlights a growing gap in how organizations interpret market developments.

Traditional advisory models focus on events—policy changes, financial disclosures, competitive moves. But in contested industries, those events are often preceded by coordinated narrative activity that shapes how they will be received. For strategy and advisory firms, this creates a critical blind spot.

Clients are asking:

  • Why is this happening?
  • What does it mean for us?
  • What should we do next?

But increasingly, the better question is: Who is shaping this perception—and to what end?

Firms that can answer that question move beyond reporting into true strategic interpretation.

This is where narrative intelligence changes the value proposition:

  • From explaining events → to anticipating them
  • From tracking competitors → to decoding influence
  • From reactive guidance → to decision advantage
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