The Economics of Orbital Data Centers Report
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
Reports
Direct-to-Device Competitive Landscape Report
This report breaks down the frontrunners—Starlink, AST SpaceMobile, Globalstar, Iridium, Lynk Global + Omnispace, Skylo, Equatys (Viasat and Space 42), and Amazon Leo—digs into their spectrum strategies, satellite architectures, financial positions, and deployment timelines.
The Space Station Report
This report breaks down the frontrunners—Axiom, Vast, Voyager, Blue Origin, SpaceX, and Sierra Space—and digs into costs, economics, funding, political priorities, and recent shifts in CLD Phase 2 requirements.
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, thus capturing significant value across the space value chain.
The Space Cybersecurity & Zero Trust Report
The cost of failure of a satellite security breach touches national security, transportation, energy, and all the economic systems that depend on a satellite or constellation for operations.
