SDA’s Tranche 0 Satellites Criticized, Tranche 1 Delayed
The Space Development Agency (SDA) announced last week it is pushing the launch of its Tranche 1 satellites until late summer due to system readiness and supply chain issues.
Jack Kuhr
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.
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’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.
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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
