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Capital Markets

Charts Defining the Space Industry in Q3
Capital Markets Insights

Charts Defining the Space Industry in Q3

Astranis, a startup building small GEO broadband satellites for targeted service, led the way this quarter with its $200M monster Series D round, by far the largest US space raise so far in 2024.

October 9, 2024April 23, 2025
The Playbook Behind Lockheed’s Acquisition of Terran Orbital
Capital Markets

The Playbook Behind Lockheed’s Acquisition of Terran Orbital

The seasoned prime outwits the SPAC investors.

August 21, 2024April 23, 2025
Detailing Launch Startup Funding Part 2 (Firefly Aerospace)
Capital Markets Launch

Detailing Launch Startup Funding Part 2 (Firefly Aerospace)

Last week, we covered ABL, Relativity, and Stoke funding, three launch startups that have yet to reach orbit. This week, we are focusing on a business that has hit its orbit proof point, Firefly Aerospace. 

April 24, 2024April 23, 2025
Detailing Launch Startup Funding
Capital Markets Launch

Detailing Launch Startup Funding

The next few years are make or break for launch startups—either achieve orbit and scale or go the way of Astra and Virgin Orbit. 

April 17, 2024April 23, 2025
Blue Origin’s ULA Investment Case
Capital Markets Launch

Blue Origin’s ULA Investment Case

ULA is up for sale, and all signs point to Blue Origin as the buyer.

February 28, 2024April 23, 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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