Iran Defense Payloads in Space
The Israel-Iran conflict has extended to space with exo-atmospheric interceptors, satellites providing critical comms, and remote sensing spacecraft beaming down images for intelligence gathering.
Insights
Vandenberg Launch Cadence Posts Fastest Growth
Florida’s Space Coast continues to dominate US launches, but Vandenberg is the fastest-growing launch site.
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.
Airbus Space Division is Returning to Growth
After several years of decline, Airbus’s space systems division revenue is back to growth.
Golden Dome’s $24.7B Proposed Funding
The funding still has a long way to go before it becomes law, and may get whittled down—but dang that’s a whole lot of golden dough.
Q1 Earnings for the Primes: Northrop, Lockheed, and Boeing
A&D Primes reported Q1 earnings this week. Tucked away in the reports were some interesting details on space.
The Steep, Steep NASA Cuts
The White House has sent in its preliminary NASA budget proposal, which calls for 20% (!) cuts to agency funds.
Verizon CRO Pours Cold Water on Direct-to-Device Hype
If anyone has a finger on the consumer’s pulse, it’s Boulben.
New Satellite Constellation Companies are in Decline
The number of new satellite constellation businesses has sharply declined over the past decade as the space market matures and new startups struggle to find angles to differentiate.
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:
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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
