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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.
Introducing the new crop of early-stage space startups.
MDA Space announced last week that it plans to buy Blue Canyon Technologies from RTX for $620M at a 4x revenue multiple.
The year was 1993, and Lockheed was without Martin, Northrop was without Grumman, and Boeing had not yet acquired McDonnell Douglas. The defense industry had a diverse set of suppliers, with over 50 defense primes competing for government contracts.
