Breaking Down York Space’s IPO Prospectus
Another space business is hitting public markets.
Jack Kuhr
Predicting SpaceX’s 2026 Revenue
We forecast that SpaceX’s revenue will increase from $15B in 2025 to $23.8B in 2026, driven by Starlink’s customer base doubling from 9.2M to 18.4M.
Estimating SpaceX’s 2025 Revenue
Payload is back with our 2025 SpaceX revenue model build.
Charts Defining the Space Industry in 2025
2025 was the year of a convergence of tailwinds in the space industry.
Globalstar’s Revenue and Net Income
Globalstar’s future is inextricably tied to Apple—not a bad position to be in.
Direct-to-Device Competitive Landscape Report
This report breaks down the frontrunners—Starlink, AST SpaceMobile, Globalstar, Iridium, Lynk Global + Omnispace, Skylo, Equatys (Viasat and Space 42), and Amazon Leo—digs into their spectrum strategies, satellite architectures, financial positions, and deployment timelines.
Uncategorized
Our Thoughts on SpaceX’s IPO Plans and its $1.5T Valuation Target
SpaceX’s valuation is set to climb from $400B to $800B in a new secondary sale, setting the stage for a potential late-2026 or early 2027 IPO that could value the combined business at $1.5T, according to reporting from the WSJ and The Information, and Bloomberg.
ICEYE’s $175M Raise, $2.8B Valuation
ICEYE is, without a doubt, Europe’s largest and most successful space startup.
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.
Iridium’s Subscriber Count Continues to Grow
Iridium continues to grow its subscriber base (albeit slowly) amid Starlink’s onslaught in the satcom market.
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
