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Payload Newsletter

Get daily insights on the most important news impacting the space economy.

Research

Insights and analysis from Payload Research

NASA Releases Updated Software Catalog
Civil • Research • Technology

NASA Releases Updated Software Catalog

NASA is continuing its tradition of not gatekeeping success by unveiling a major update to its public software catalog.

July 24, 2025July 24, 2025
Direct-to-Cell Pricing Revealed, Market Impact: Analysis 
Analysis • Research • Satcom

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. 

February 12, 2025February 24, 2025
Tracking US Mobile Satellite Service Spectrum
Analysis • Research • Satcom

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.  

February 5, 2025February 5, 2025
Estimating SpaceX’s 2024 Revenue
Analysis • Research

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:

January 29, 2025January 30, 2025
US Launches 122 Defense Payloads in 2024, Europe Launches 1
Analysis • Launch • Military • Research

US Launches 122 Defense Payloads in 2024, Europe Launches 1

The US launched 122 defense payloads in 2024, surging 184% YoY, according to data compiled by astronomer Jonathan McDowell. The upswing was driven by the National Reconnaissance Office’s deployment of 106 SpaceX and Northrop-built Starshield remote sensing recon satellites.

January 22, 2025
Underutilized Capacity on Dedicated Customer Falcon 9 Rides: Payload Research
Analysis • Launch • Research

Underutilized Capacity on Dedicated Customer Falcon 9 Rides: Payload Research

Based on publicly available data from 20 launches with published payload mass numbers over the past three years, dedicated customer LEO launches have averaged just 3,370 kg of payload, just 19% of total capacity.

January 8, 2025April 24, 2025
NGSO Fixed Satellite Service Spectrum Priority in the US: Payload Research 
Broadband • Business • LEO • Research

NGSO Fixed Satellite Service Spectrum Priority in the US: Payload Research 

Last month, the Federal Communications Commission (FCC) updated its spectrum sharing rules for Non-Geostationary (NGSO) Fixed Satellite Service (FSS) systems to establish quantified interference protection criteria for satellite systems based on their level of spectrum priority.   

December 18, 2024December 17, 2024
Tracking Cash Flow Through the 2024 Space Stocks Rally
Analysis • Business • Equities • Research

Tracking Cash Flow Through the 2024 Space Stocks Rally

Hockeystick SPAC charts. Wallstreetbets Reddit page buzz. Short squeezes. Everything to the Moon euphoria. 

December 11, 2024December 12, 2024
AFWERX Asks Altair To Simulate A Vortex
Research • Rockets

AFWERX Asks Altair To Simulate A Vortex

Are you down with CFD?

December 6, 2024December 6, 2024
European Space Cargo Start-Ups Strike Seven Mission Deal
Business • LEO • Research • Science • Startups

European Space Cargo Start-Ups Strike Seven Mission Deal

Germany’s ATMOS Space Cargo and France’s Space Cargo Unlimited (SCU) are teaming up.

December 3, 2024December 3, 2024
Startups Race to Make Space-Based Power a Reality
Business • LEO • Research

Startups Race to Make Space-Based Power a Reality

In this article, we will review four companies pioneering space-based solar power, and their different approaches. 

November 27, 2024November 27, 2024
The Starliner Investment Case and Potential Buyers: Payload Research
Analysis • Business • Research

The Starliner Investment Case and Potential Buyers: Payload Research

First, a ULA sale process, now Starliner.

October 30, 2024November 5, 2024

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