Planet’s Revenue Growth
Planet Labs reported strong 42% YoY Q1 revenue growth last week.
Jack Kuhr
There Are Too Many Satellite Bus Manufacturers In The Market
Eighteen months ago, something strange happened in the space industry: everywhere you looked, satellite bus manufacturers (new, old, pivoted, or expanded into) started raising capital at astronomical levels and valuations.
Nuggets in the SpaceX S-1 and Our Thoughts on the Business
SpaceX’s IPO prospectus is here.
BlackSky Revenue
BlackSky generated $21M of revenue in Q1, a 29% YoY decline.
Breaking Down HawkEye 360’s IPO Prospectus
Signal intelligence business HawkEye 360 IPO’d last week, raising $416M at a $2.4B valuation.
The Economics of Orbital Data Centers Report
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
Orbital Data Center Competitive Landscape
Orbital data center competition includes big players like SpaceX, Blue Origin, Sophia Space, Starcloud, Aetherflux, and Axiom. Plus, satellite manufacturing suppliers such as Apex and K2 Space.
Orbital vs. Terrestrial Data Center Cost Analysis
In this piece, we open our models to compare the build costs of an orbital data center and a terrestrial data center (inclusive of the delay-driven terrestrial opportunity cost).
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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
