Logos and the Demand for Another Mega Constellation
Another day, another mega LEO constellation.
Another day, another mega LEO constellation.
First, a ULA sale process, now Starliner.
Comtech ($CMTL) announced last week that it is looking to sell its terrestrial 911 emergency call infrastructure business to go all-in on space comms.
Astranis, a startup building small GEO broadband satellites for targeted service, led the way this quarter with its $200M monster Series D round, by far the largest US space raise so far in 2024.
Last week, Air France was the latest major airline to announce it will be moving its in-flight Wi-Fi to the Starlink network, offering it for free to members of its frequent flier program.
Traditional Ground Station as a Service (GSaaS) providers will soon face competition from relay communications networks that promise faster transmitting, simplified licensing, and potentially lower cost.
When Planet Labs went public in 2021, the company touted a commercial Earth observation market on the verge of an inflection point.
It was a Willy Wonka-style event—a wealthy entrepreneur finally opening the doors to his secretive facility filled with innovative gadgets at a scale beyond imagination. However, instead of chocolate rivers, fizzy-lifting drinks, and Everlasting Gobstoppers, we were treated to fuel lines, heavy-lifting rockets, and boosters designed to last 25 launches.
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