Eutelsat is Turning into a OneWeb Business
The LEO connectivity division, now generating less than 20% of Eutelsat’s revenues, has a lot of room to grow and is on pace to be the company’s largest revenue generator in the next 3 years.
Jack Kuhr
Making Sense of AST SpaceMobile’s $27B Market Cap
This is an article that we have been wanting to write for a while, and figured it’s high time we talk about the elephant in the room: AST SpaceMobile’s $27B market cap.
Uncategorized
Our Take on Apex’s Jump Into Space-Based Interceptors
Apex announced today it was jumping into Golden Dome space-based interceptor development, a reveal that helps explain the company’s two $200M raises in back-to-back quarters this year.
LEO’s Role in BEAD State Proposals Surge After Tech-Neutral Guidance Change
Comparing the before and after submissions from the small sample size suggests the impact of the change provided a significant bump to LEO providers, although fiber predictably still took the lion’s share.
ICEYE’s Financials Reveal Breakneck Growth and Big Financing Needs
ICEYE’s Financials Reveal Breakneck Growth and Big Financing Needs
Falcon 9 Cost and Margins
In 2017, SpaceX built 13 new boosters for its 18 total Falcon 9 launches—a 72% new booster rate. So far this year, the company has built seven new boosters for 124 Falcon launches—a 6% new booster rate.
Putting Germany’s €35B for Space Defense in Perspective
Germany is poised to infuse a transformative amount of capital into the European space ecosystem.
Charts Defining the Space Industry in Q3 2025
The top 10 deals this quarter raised a combined $1.4B in funding, higher than Q2 at $1.2B, and Q1 $859M.
Where Are We in the Space’s Venture Investing Cycle?
How hot is the current space investing cycle right now? Apex raising two $200M funding rounds in back-to-back quarters, kind of hot.
Planet, the Cash Cow?
Planet Labs is proving that space businesses can cash flow. It just takes some time.
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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
