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Jack Kuhr

NASA’s Commercial LEO Destination Budget Holds Up, But Program Will Be Rescoped
Civil & Defense Launch

NASA’s Commercial LEO Destination Budget Holds Up, But Program Will Be Rescoped

Amid the NASA budget bloodbath, the Commercial LEO Destinations program has emerged still standing. 

June 11, 2025June 11, 2025
Vandenberg Launch Cadence Posts Fastest Growth
Insights

Vandenberg Launch Cadence Posts Fastest Growth

Florida’s Space Coast continues to dominate US launches, but Vandenberg is the fastest-growing launch site.

June 11, 2025June 11, 2025
SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B
Insights Launch

SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B

SpaceX launched 16 Falcon missions in May, tying a monthly record for the workhorse rocket. 

June 4, 2025June 9, 2025
The Case for Space
Reports

The Case for Space

An investor’s guide to the space economy

June 4, 2025June 5, 2025
NASA Has Paid Out 65% of SpaceX’s Starship HLS Contract
Civil & Defense

NASA Has Paid Out 65% of SpaceX’s Starship HLS Contract

NASA has paid out $2.6B of SpaceX’s Human Landing System (HLS) contract, representing 65% of the $4B current award amount and 58% of the $4.5B potential award amount. 

May 28, 2025May 28, 2025
Tracking Viasat’s Subscriber Trends Across Key Markets
Satcom

Tracking Viasat’s Subscriber Trends Across Key Markets

Once upon a time, fixed broadband was Viasat’s second-largest end market.

May 28, 2025May 28, 2025
Airbus Space Division is Returning to Growth
Insights

Airbus Space Division is Returning to Growth

After several years of decline, Airbus’s space systems division revenue is back to growth. 

May 21, 2025May 21, 2025
Breaking Down Voyager’s IPO Prospectus  
Capital Markets

Breaking Down Voyager’s IPO Prospectus  

Voyager’s prospectus offered the first detailed look at its customers, growth, profitability profile, company strengths, and risks.

May 21, 2025May 21, 2025
Satellite Manufacturing Investing Makes a Comeback
Capital Markets

Satellite Manufacturing Investing Makes a Comeback

Satellite manufacturing is back in investors’ good graces. 

May 14, 2025May 14, 2025
Inside True Anomaly’s $260M Raise
Capital Markets Civil & Defense

Inside True Anomaly’s $260M Raise

The $260M Series C is a monster raise for a company founded just three years ago, with a choppy history of execution, and playing in an unproven space domain awareness market.

May 14, 2025May 21, 2025

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Payload Insights

SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B
Insights Launch
June 4, 2025June 9, 2025

SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B

Airbus Space Division is Returning to Growth
Insights
May 21, 2025May 21, 2025

Airbus Space Division is Returning to Growth

The Steep, Steep NASA Cuts
Insights
April 16, 2025April 23, 2025

The Steep, Steep NASA Cuts

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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
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