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How Space Companies Can Prepare for a Potential Launch Gap
Based on conversations we’ve had with both space company executives and investors, there is a clear disconnect in prevailing sentiment on the impending launch crunch.
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Europe’s Earth Observation Providers Set Their Sights on Satcom
Open Cosmos recently laid out plans for a 192-satellite comms constellation, and ICEYE announced a partnership with Nokia for its own comms satellite network.
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The Space Solar Report
Solar has become one of the space industry’s most consequential procurement decisions.
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SpaceX’s Mobile Ambitions: Build, Partner, or Buy?
There has been a lot of speculation about how SpaceX is going to achieve its goal of moving from D2C dead zone coverage to taking AT&T, T-Mobile, and Verizon head-on, tapping into a hundreds of billions in revenue opportunity.
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How to Pitch the Space Force: Green and Red Flags
We spoke with a Space Force official on background to better understand how startups should pitch the service for award opportunities. What are the green flags in applications? What are the red flags?
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The Launch Crunch Just Made a ULA Sale Worth Revisiting
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Report: Our Launch Cadence Forecast For Next-Gen Rockets
What should we expect the flight cadence ramp to be for next-gen reusable rockets like New Glenn, Neutron, Nova, Terran R, and Eclipse?
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Space Stocks Plunge 60%+ in Just Two Months
Space stocks did nothing but go vertical in the first half of the year (many were up well over 100%).
Momentum was driven by SpaceX’s IPO and valuation, increased geopolitical conflict with the war in Iran, orbital-data-center hype, and a broader market pivot from software into hardware businesses.
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A Deep Dive into the Bluetooth Satellite Connectivity Market Following the FCC’s Proposal
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
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Falcon 9 Sales Freeze Anxiety and Our Launch Ramp Forecast Model for New Rockets
Hundreds of space companies we have all grown to know and love were founded—and raised billions of dollars—on the assumption that SpaceX had solved launch with Falcon 9, all but guaranteeing reliable, predictable access to orbit. But that premise is now on shaky grounds, turning the future of many satellite businesses into an existential question.
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A New Crop of Early Stage Space Startups Emerges
Introducing the new crop of early-stage space startups.
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Nuggets in the SpaceX S-1 and Our Thoughts on the Business
SpaceX’s IPO prospectus is here.
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Optical Links: When to Incorporate Them? When Not To?
For many satellite applications, optical links are not worth their cost (often hundreds of thousands of dollars).
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