A Deep Dive into the Bluetooth Satellite Connectivity Market Following the FCC’s Proposal for Unlicensed Spectrum
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
Jack Kuhr
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.
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.
Will the Space Industry Consolidate Like Defense Did in the 90s?
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.
Space Stocks Bull Run Chills Out
When Rocket Lab’s valuation matched that of Northrop’s on May 22nd—despite Rocket Lab having 60x less revenue—antennas went up. The company had another few days of bull before falling 30%+.
A similar trend was seen across space stocks, including BlackSky, Planet, Intuitive Machines, Firefly, and AST SpaceMobile, as the SpaceX IPO and general space hype take a breather.
SpaceX’s Rapidly Declining Revenue Multiple and Final Insights Leading Up to the IPO
SpaceX should be able to clear $100B in revenue by 2028, particularly when you consider the company is to reach $60B of annualized revenue by the end of this year (more on that later).
Sign up for a preview.
Sign up for a preview with our free weekly newsletter.
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
