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
Jack Kuhr
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.
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
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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
