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Capital Markets

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
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
Charts Defining the Space Industry in Q1 ‘25 
Capital Markets

Charts Defining the Space Industry in Q1 ‘25 

Despite turbulence in public markets, Q1 private space dealmaking was strong—particularly for the launch sector. 

April 2, 2025April 23, 2025
AST SpaceMobile Announces $400M Convertible Notes Raise
Capital Markets

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.

January 24, 2025April 23, 2025

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Payload Insights

Enter the COTS Era
Insights
August 13, 2025

Enter the COTS Era

The Scale of Capital: Amazon vs. SpaceX
Insights
August 6, 2025

The Scale of Capital: Amazon vs. SpaceX

How Launch Startups Have Fared
Insights Launch
July 30, 2025July 30, 2025

How Launch Startups Have Fared

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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