Space Businesses are Flush with Cash
This content is restricted to subscribers
Jack Kuhr
Is There a Business Case for In-Space Satellite Servicing?
The business case for satcom, EO, PNT, and defense satellites is clear. But the case for in-space servicing satellites—which fly around to extend life, refuel, inspect, service, and deorbit—is far less obvious
It’s Time for Satellite Manufacturers to Start Preparing for Starship
Starship’s clamshell fairing may still be a half-decade away, but SpaceX could deploy customer satellites via Starship’s thin pez-dispenser deployer sooner than you think.
Annual Poll: Most Attractive Space Investment Sector Results
Last week, we ran our annual poll in the Pro newsletter on the most attractive space investment sectors. Results are in
Rocket Lab’s Intense Focus on Gross Margins
The company has improved its GAAP gross margins from -3% in 2021 to 35% today as it scales and grows through space systems acquisitions.
The MSS Spectrum Assets That Could Be Acquired Next
Some of that spectrum still sits in legacy hands, ripe for acquisition.
The Intuitive Machines <> Lanteris Deal, Explained
We finally have an answer for why Maxar Space Systems changed its name to Lanteris.
Google Enters the Space Data Centers Chat, Lays Out Economics Necessities to Make it Possible
Three weeks ago, NVIDIA sparked controversy by posting a graphic of Starcloud’s massive space-based data centers, with their absurd-looking 4km solar arrays. A week later, Elon Musk announced that Starlink would also be entering the space data center race.
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.
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.
Sign up for a preview.
Sign up for a preview with our free weekly newsletter.
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
