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Capital Markets

Tracking Space Funding Surge Across Europe in a Record 2025, Who Committed What and Who Stands to Benefit Most
Capital Markets

Tracking Space Funding Surge Across Europe in a Record 2025, Who Committed What and Who Stands to Benefit Most

Europe’s surging space investment continued at the 2025 Council of Ministers, when member states approved a €22B budget for ESA over the next three years of agency operations, a near 30% increase from the 2022 budget. 

December 3, 2025December 3, 2025
Annual Poll: Most Attractive Space Investment Sector Results
Capital Markets

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

November 19, 2025November 19, 2025
The Intuitive Machines  Lanteris Deal, Explained
Capital Markets

The Intuitive Machines <> Lanteris Deal, Explained

We finally have an answer for why Maxar Space Systems changed its name to Lanteris. 

November 5, 2025
Where Are We in the Space’s Venture Investing Cycle?
Capital Markets

Where Are We in the Space’s Venture Investing Cycle?

How hot is the current space investing cycle right now? Apex raising two $200M funding rounds in back-to-back quarters, kind of hot. 

September 24, 2025September 24, 2025
What is Rocket Lab Plotting with its $750M Stock Offering at Peak Valuation?
Capital Markets Launch

What is Rocket Lab Plotting with its $750M Stock Offering at Peak Valuation?

So, what is Rocket Lab cooking up? 

September 17, 2025September 18, 2025
Implications of SpaceX’s $17B EchoStar Spectrum Deal
Capital Markets Insights

Implications of SpaceX’s $17B EchoStar Spectrum Deal

The deal resets SpaceX’s direct-to-cell (DTC) 5G ambitions, reshapes the DTC competitive landscape, impacts downstream competitor vendors, and could redefine the relationship between mobile carriers and satellite providers. 

September 10, 2025September 10, 2025
Viasat’s Stock Soars in August after Investor Proposes Defense Spinoff
Capital Markets

Viasat’s Stock Soars in August after Investor Proposes Defense Spinoff

This year’s get-rich-quick stock? Not Rocket Lab, not AST SpaceMobile, not Planet. 

It’s GEO stalwart Viasat.

September 3, 2025September 3, 2025
Unpacking Firefly’s IPO, Business Outlook, and its Valuation at a Third of Rocket Lab’s
Capital Markets Launch

Unpacking Firefly’s IPO, Business Outlook, and its Valuation at a Third of Rocket Lab’s

There’s threading the needle, and then there is what Firefly just did last week.

August 13, 2025August 13, 2025
A Banner Quarter for Space Funding
Capital Markets

A Banner Quarter for Space Funding

If Q1 introduced the promise of Golden Dome, Q2 was the mad dash to cash in on the hype.

July 9, 2025July 9, 2025
Space Stocks Surge YTD
Capital Markets

Space Stocks Surge YTD

Space investing is not for the faint of heart. 

June 25, 2025June 24, 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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