BlackSky Revenue
BlackSky generated $21M of revenue in Q1, a 29% YoY decline.
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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).
Breaking Down HawkEye 360’s IPO Prospectus
Signal intelligence business HawkEye 360 IPO’d last week, raising $416M at a $2.4B valuation.
The Economics of Orbital Data Centers Report
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
Technical Challenges in Scaling Orbital Data Centers
The technical challenges to orbital data centers are well understood, and boil down to the following:
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.
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).
The Terrestrial Bottlenecks Pushing Compute to Space
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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LATEST REPORT
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
