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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.
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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6 tidbits from SpaceX’s first earnings call, ranked 👇:
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.
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
What should we expect the flight cadence ramp to be for next-gen reusable rockets like New Glenn, Neutron, Nova, Terran R, and Eclipse?
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.
The FCC’s latest processing round has attracted proposals spanning nearly 140,000 satellites from 13 constellations, kicking off the next battle for valuable satellite spectrum. While many of these constellations may never launch, the filing deadline determines who gains a critical regulatory advantage for years to come.
Rocket Lab is buying Iridium, picking its application layer, and becoming the second fully vertically integrated space company.
