Winding Down Falcon 9 and What It Will Take to Shift Payloads to Starship
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Launch
Falcon 9 Sales Freeze Anxiety and Our Launch Ramp Forecast Model for New Rockets
Hundreds of space companies we have all grown to know and love were founded—and raised billions of dollars—on the assumption that SpaceX had solved launch with Falcon 9, all but guaranteeing reliable, predictable access to orbit. But that premise is now on shaky grounds, turning the future of many satellite businesses into an existential question.
Rocket Lab Avoids Rivaling SpaceX with its Iridium Acquisition
Rocket Lab is buying Iridium, picking its application layer, and becoming the second fully vertically integrated space company.
Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic
SpaceX is exceptionally good at space.
The Promise Of A World of Low Launch Prices Is Still Far Off
Falcon 9’s rideshare pricing has increased 40% over the last five years.
Predicting SpaceX’s 2026 Revenue
We forecast that SpaceX’s revenue will increase from $15B in 2025 to $23.8B in 2026, driven by Starlink’s customer base doubling from 9.2M to 18.4M.
Estimating SpaceX’s 2025 Revenue
Payload is back with our 2025 SpaceX revenue model build.
Charts Defining the Space Industry in 2025
2025 was the year of a convergence of tailwinds in the space industry.
It’s Time for Satellite Manufacturers to Start Preparing for Starship
Starship’s clamshell fairing may still be a half-decade away, but SpaceX could deploy customer satellites via Starship’s thin pez-dispenser deployer sooner than you think.
Falcon 9 Cost and Margins
In 2017, SpaceX built 13 new boosters for its 18 total Falcon 9 launches—a 72% new booster rate. So far this year, the company has built seven new boosters for 124 Falcon launches—a 6% new booster rate.
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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
