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.
Jack Kuhr
Revenue Growth for EO Stocks Slowed to 11% in 2024
Publicly traded EO companies logged average revenue growth of just 11% in 2024—a notable slowdown from their 27% growth in 2023.
Q1 Earnings for the Primes: Northrop, Lockheed, and Boeing
A&D Primes reported Q1 earnings this week. Tucked away in the reports were some interesting details on space.
Five Space Executives Outline How Tariffs Will Impact Business
To better understand how Trump’s tariffs will impact the space industry, we spoke with leaders from five space businesses in five different sectors (rocket, satcom, Earth observation, propulsion, and components).
The Steep, Steep NASA Cuts
The White House has sent in its preliminary NASA budget proposal, which calls for 20% (!) cuts to agency funds.
Predicting SpaceX’s 2025 Revenue
We project that SpaceX’s revenue will increase from $13.1B in 2024 to $18.2B in 2025
Verizon CRO Pours Cold Water on Direct-to-Device Hype
If anyone has a finger on the consumer’s pulse, it’s Boulben.
Charts Defining the Space Industry in Q1 ‘25
Despite turbulence in public markets, Q1 private space dealmaking was strong—particularly for the launch sector.
New Small Launchers are in Decline
Former Google chief Eric Schmidt took over as CEO of Relativity earlier this month after investing a billionaire’s bounty into the struggling rocket startup.
US Space Companies Make a Run at Europe
After years of investor malaise and memes about the region’s lack of innovation, investing in the EU is suddenly back in vogue.
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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
