Breaking Down Voyager’s IPO Prospectus
Voyager’s prospectus offered the first detailed look at its customers, growth, profitability profile, company strengths, and risks.
Jack Kuhr
Satellite Manufacturing Investing Makes a Comeback
Satellite manufacturing is back in investors’ good graces.
Inside True Anomaly’s $260M Raise
The $260M Series C is a monster raise for a company founded just three years ago, with a choppy history of execution, and playing in an unproven space domain awareness market.
A&D Primes are Most Impacted by Proposed NASA Budget Cuts
If the cuts are enacted (big if), the impact would be felt industry-wide, but it is A&D primes, like Northrop Grumman, Lockheed Martin, Boeing, and RTX, that are poised to suffer the most with the multi-billion-dollar programs squarely in the White House’s crosshairs.
CBO Says Golden Dome Could Cost Between $161B and $542B
Regardless of how you slice it, Golden Dome is a major undertaking, requiring far more than the $24.7B that the House Armed Services Committee recently earmarked for the program.
Golden Dome’s $24.7B Proposed Funding
The funding still has a long way to go before it becomes law, and may get whittled down—but dang that’s a whole lot of golden dough.
Kuiper Economics, Demand, and Regulatory Hurdles
Fast forward five years, and that $10B number seemed to be more of a nice round number for Amazon to throw out into the ether, rather than a diligently thought-out budget.
Revenue Growth for EO Stocks Slowed to 11% in 2024
Publicly traded EO companies logged average revenue growth of just 11% in 2024—a notable slowdown from their 27% growth in 2023.
Q1 Earnings for the Primes: Northrop, Lockheed, and Boeing
A&D Primes reported Q1 earnings this week. Tucked away in the reports were some interesting details on space.
Five Space Executives Outline How Tariffs Will Impact Business
To better understand how Trump’s tariffs will impact the space industry, we spoke with leaders from five space businesses in five different sectors (rocket, satcom, Earth observation, propulsion, and components).
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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
