New Report Values the Space Industry at $944B by 2033
The report, released yesterday, predicted that the global space economy will reach $944B by 2033.
Analysis
Payload’s take on what you need to know about the news of the day.
Trump’s “Skinny” Space Budget Winners and Losers
Our guide to the people, companies and concepts that stand to gain, and those that are in trouble.
Charts Defining the Space Industry in Q1 ‘25
Despite turbulence in public markets, Q1 private space dealmaking was strong—particularly for the launch sector.
New Small Launchers are in Decline
Outside of the established companies, investment in small US launchers has slowed to a crawl, forcing dozens of companies to go dormant, or pivot to defense.
US Space Companies Make a Run at Europe
After years of investor malaise and memes about the region’s lack of innovation, investing in the EU is suddenly back in vogue.
SDA’s Tranche 0 Satellites Criticized, Tranche 1 Delayed
The Space Development Agency (SDA) announced last week it is pushing the launch of its Tranche 1 satellites until late summer due to system readiness and supply chain issues.
New Satellite Constellation Companies are in Decline
The number of new satellite constellation businesses has sharply declined over the past decade as the space market matures and new startups struggle to find angles to differentiate.
BlackSky’s Gen-3 Sat Enters Orbit, Company Lands String of Contracts
BlackSky launched its first Gen-3 Earth observation satellites aboard Rocket Lab’s Electron rocket yesterday, adding higher-resolution imaging to its data offerings.
Direct-to-Cell Pricing Revealed, Market Impact: Analysis
The most exciting moment of Sunday’s Super Bowl was finally getting concrete direct-to-cell pricing numbers.
Tracking US Mobile Satellite Service Spectrum
The MSS landscape is about to evolve rapidly as incumbents form new partnerships to ride the D2D wave while new entrants work to get access to the valuable MSS spectrum.
Report Argues For More Competition In Launch Sector
America’s success is SpaceX’s success. More than five out of every six US launches is a SpaceX mission, according to the report.
Estimating SpaceX’s 2024 Revenue
Payload is back with our SpaceX revenue breakdown. In 2024, we estimate SpaceX’s revenue reached $13.1B in 2024, up from $8.7B in 2023. Business line estimates: