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Jack Kuhr

Tracking Space Funding Surge Across Europe in a Record 2025, Who Committed What and Who Stands to Benefit Most
Capital Markets

Tracking Space Funding Surge Across Europe in a Record 2025, Who Committed What and Who Stands to Benefit Most

Europe’s surging space investment continued at the 2025 Council of Ministers, when member states approved a €22B budget for ESA over the next three years of agency operations, a near 30% increase from the 2022 budget. 

December 3, 2025December 3, 2025
Iridium’s Subscriber Count Continues to Grow
Insights

Iridium’s Subscriber Count Continues to Grow

Iridium continues to grow its subscriber base (albeit slowly) amid Starlink’s onslaught in the satcom market.

December 3, 2025December 3, 2025
Space Business are Flush with Cash
Insights

Space Business are Flush with Cash

This content is restricted to subscribers

November 26, 2025November 25, 2025
Is There a Business Case for In-Space Satellite Servicing?
Infrastructure

Is There a Business Case for In-Space Satellite Servicing?

The business case for satcom, EO, PNT, and defense satellites is clear. But the case for in-space servicing satellites—which fly around to extend life, refuel, inspect, service, and deorbit—is far less obvious

November 26, 2025November 26, 2025
It’s Time for Satellite Manufacturers to Start Preparing for Starship
Launch

It’s Time for Satellite Manufacturers to Start Preparing for Starship

Starship’s clamshell fairing may still be a half-decade away, but SpaceX could deploy customer satellites via Starship’s thin pez-dispenser deployer sooner than you think.

November 19, 2025November 19, 2025
Annual Poll: Most Attractive Space Investment Sector Results
Capital Markets

Annual Poll: Most Attractive Space Investment Sector Results

Last week, we ran our annual poll in the Pro newsletter on the most attractive space investment sectors. Results are in

November 19, 2025November 19, 2025
Rocket Lab’s Intense Focus on Gross Margins
Insights

Rocket Lab’s Intense Focus on Gross Margins

The company has improved its GAAP gross margins from -3% in 2021 to 35% today as it scales and grows through space systems acquisitions.

November 12, 2025November 13, 2025
The MSS Spectrum Assets That Could Be Acquired Next
Satcom

The MSS Spectrum Assets That Could Be Acquired Next

Some of that spectrum still sits in legacy hands, ripe for acquisition.

November 12, 2025November 13, 2025
The Intuitive Machines  Lanteris Deal, Explained
Capital Markets

The Intuitive Machines <> Lanteris Deal, Explained

We finally have an answer for why Maxar Space Systems changed its name to Lanteris. 

November 5, 2025
Google Enters the Space Data Centers Chat, Lays Out Economics Necessities to Make it Possible
Infrastructure

Google Enters the Space Data Centers Chat, Lays Out Economics Necessities to Make it Possible

Three weeks ago, NVIDIA sparked controversy by posting a graphic of Starcloud’s massive space-based data centers, with their absurd-looking 4km solar arrays. A week later, Elon Musk announced that Starlink would also be entering the space data center race. 

November 5, 2025November 5, 2025

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Payload Insights

Rocket Lab’s Intense Focus on Gross Margins
Insights
November 12, 2025November 13, 2025

Rocket Lab’s Intense Focus on Gross Margins

Eutelsat is Turning into a OneWeb Business
Insights
October 29, 2025

Eutelsat is Turning into a OneWeb Business

SpaceX Booster Reuse
Insights Launch
August 20, 2025August 20, 2025

SpaceX Booster Reuse

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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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