The Launch Crunch Just Made a ULA Sale Worth Revisiting
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Jack Kuhr
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
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.
Satellite Manufacturer Transaction Valuations
MDA Space announced last week that it plans to buy Blue Canyon Technologies from RTX for $620M at a 4x revenue multiple.
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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
