The Launch Crunch Just Made a ULA Sale Worth Revisiting
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6 Tidbits from SpaceX’s First Earnings Call (Quick Hits)
6 tidbits from SpaceX’s first earnings call, ranked 👇:
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%).Â
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.
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.Â
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?
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.Â
Breaking Down the FCC’s 3rd Processing Round: 13 Constellations Throw Their Hats in the Ring​
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 Avoids Rivaling SpaceX with its Iridium Acquisition
Rocket Lab is buying Iridium, picking its application layer, and becoming the second fully vertically integrated space company.
A New Crop of Early Stage Space Startups Emerges
Introducing the new crop of early-stage space startups.
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Rocket Lab Report
Rocket Lab’s thesis centers on becoming a fully integrated space infrastructure company, controlling every step from satellite production and launch to space-based data services
