Eutelsat Soars 550% in Three Days on EU Defense Plans
Eutelsat stock has surged over 500% this week, adding more than $3B in market cap, driven by expectations of increased usage and a priority on EU defense.
Jack Kuhr
New Satellite Constellation Companies are in Decline
The number of new satellite constellation businesses has sharply declined over the past decade as the space market matures and new startups struggle to find angles to differentiate.
BlackSky’s Gen-3 Sat Enters Orbit, Company Lands String of Contracts
BlackSky launched its first Gen-3 Earth observation satellites aboard Rocket Lab’s Electron rocket yesterday, adding higher-resolution imaging to its data offerings.
Direct-to-Cell Pricing Revealed, Market Impact: Analysis
The most exciting moment of Sunday’s Super Bowl was finally getting concrete direct-to-cell pricing numbers.
Estimating SpaceX’s 2024 Revenue
Payload is back with our SpaceX revenue breakdown. We estimate SpaceX’s revenue reached $13.1B in 2024, up from $8.7B in 2023. Business line estimates:
AST SpaceMobile Announces $400M Convertible Notes Raise
AST SpaceMobile is raising $400M through convertible notes to continue building out its BlueBird constellation, the company announced on Wednesday.
US Launches 122 Defense Payloads in 2024, Europe Launches 1
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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, thus capturing significant value across the space value chain.
Underutilized Capacity on Dedicated Customer Falcon 9 Rides
SpaceX has pushed up average payload mass for Starlink-dedicated launches to roughly 16,850 kg, or 96% of max capacity of 17.5 tons to LEO in a reusable configuration, maximizing every meter and kilogram offered by the rocket.
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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
