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.
Jack Kuhr
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 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, thus capturing significant value across the space value chain.
Underutilized Capacity on Dedicated Customer Falcon 9 Rides
SpaceX has pushed up average payload mass for Starlink-dedicated launches to roughly 16,850 kg, or 96% of max capacity of 17.5 tons to LEO in a reusable configuration, maximizing every meter and kilogram offered by the rocket.
Tracking Cash Flow Through the 2024 Space Stocks Rally
Hockeystick SPAC charts. Wallstreetbets Reddit page buzz. Short squeezes. Everything to the Moon euphoria.
Three VC Investors Weigh in on the State of Investing in Space
Space is a nascent market with vast, unbounded potential, where an early-stage startup can become a dominant business integral to the very infrastructure of the space economy for decades to come.
SpaceX Leadership Map Out the Future of the Starship Program
Only 37 days separated Starship’s Flight 5 launch from yesterday’s Flight 6.
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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
