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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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Orbital Data Center Competitive Landscape
Orbital data center competition includes big players like SpaceX, Blue Origin, Sophia Space, Starcloud, Aetherflux, and Axiom. Plus, satellite manufacturing suppliers such as Apex and K2 Space.
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Orbital vs. Terrestrial Data Center Cost Analysis
In this piece, we open our models to compare the build costs of an orbital data center and a terrestrial data center (inclusive of the delay-driven terrestrial opportunity cost).
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Economics of Orbital Data Centers Report: Part 1
Today, we’re kicking off the first analysis article in a four-part report unpacking the economics of orbital data centers.
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Charts Defining the Space Industry in Q1 2026
Revenge of EO
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