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.
Jack Kuhr
Tracking Viasat’s Subscriber Trends Across Key Markets
Once upon a time, fixed broadband was Viasat’s second-largest end market.
Airbus Space Division is Returning to Growth
After several years of decline, Airbus’s space systems division revenue is back to growth.
Breaking Down Voyager’s IPO Prospectus
Voyager’s prospectus offered the first detailed look at its customers, growth, profitability profile, company strengths, and risks.
Satellite Manufacturing Investing Makes a Comeback
Satellite manufacturing is back in investors’ good graces.
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.
A&D Primes are Most Impacted by Proposed NASA Budget Cuts
If the cuts are enacted (big if), the impact would be felt industry-wide, but it is A&D primes, like Northrop Grumman, Lockheed Martin, Boeing, and RTX, that are poised to suffer the most with the multi-billion-dollar programs squarely in the White House’s crosshairs.
CBO Says Golden Dome Could Cost Between $161B and $542B
Regardless of how you slice it, Golden Dome is a major undertaking, requiring far more than the $24.7B that the House Armed Services Committee recently earmarked for the program.
Golden Dome’s $24.7B Proposed Funding
The funding still has a long way to go before it becomes law, and may get whittled down—but dang that’s a whole lot of golden dough.
Kuiper Economics, Demand, and Regulatory Hurdles
Fast forward five years, and that $10B number seemed to be more of a nice round number for Amazon to throw out into the ether, rather than a diligently thought-out budget.
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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
