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Jack Kuhr

SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B
Insights Launch

SpaceX Notches 16 Falcon Missions in May, Musk Says Revenue to Hit $15.5B

SpaceX launched 16 Falcon missions in May, tying a monthly record for the workhorse rocket. 

June 4, 2025June 9, 2025
The Case for Space
Reports

The Case for Space

An investor’s guide to the space economy

June 4, 2025February 13, 2026
NASA Has Paid Out 65% of SpaceX’s Starship HLS Contract
Civil & Defense

NASA Has Paid Out 65% of SpaceX’s Starship HLS Contract

NASA has paid out $2.6B of SpaceX’s Human Landing System (HLS) contract, representing 65% of the $4B current award amount and 58% of the $4.5B potential award amount. 

May 28, 2025May 28, 2025
Tracking Viasat’s Subscriber Trends Across Key Markets
Satcom

Tracking Viasat’s Subscriber Trends Across Key Markets

Once upon a time, fixed broadband was Viasat’s second-largest end market.

May 28, 2025May 28, 2025
Airbus Space Division is Returning to Growth
Insights

Airbus Space Division is Returning to Growth

After several years of decline, Airbus’s space systems division revenue is back to growth. 

May 21, 2025May 21, 2025
Breaking Down Voyager’s IPO Prospectus  
Capital Markets

Breaking Down Voyager’s IPO Prospectus  

Voyager’s prospectus offered the first detailed look at its customers, growth, profitability profile, company strengths, and risks.

May 21, 2025May 21, 2025
Satellite Manufacturing Investing Makes a Comeback
Capital Markets

Satellite Manufacturing Investing Makes a Comeback

Satellite manufacturing is back in investors’ good graces. 

May 14, 2025May 14, 2025
Inside True Anomaly’s $260M Raise
Capital Markets Civil & Defense

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.

May 14, 2025May 21, 2025
A&D Primes are Most Impacted by Proposed NASA Budget Cuts
Civil & Defense Earth Observation Launch

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. 

May 7, 2025May 7, 2025
CBO Says Golden Dome Could Cost Between $161B and $542B
Civil & Defense

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.

May 7, 2025May 7, 2025

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Payload Insights

Rocket Lab’s Intense Focus on Gross Margins
Insights
November 12, 2025November 13, 2025

Rocket Lab’s Intense Focus on Gross Margins

Eutelsat is Turning into a OneWeb Business
Insights
October 29, 2025

Eutelsat is Turning into a OneWeb Business

SpaceX Booster Reuse
Insights Launch
August 20, 2025August 20, 2025

SpaceX Booster Reuse

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
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