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.
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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.
SpaceX Booster Reuse
Over 90% of Falcon 9 launches use flight-proven hardware, driving marginal launch costs below $15M.
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.
Enter the COTS Era
COTS is credited with playing a pivotal role in SpaceX’s rise, helping fund the development of the Falcon 9 rocket and Dragon spacecraft.
How Amazon’s Playbook Threatens Starlink
Starlink may be the clear leader today, but the market is underpricing the threat of Kuiper. If history is any guide, Amazon tends to enter markets late, absorb the upfront losses, weaponize its balance sheet, and win through scale, patience, and integration.
The Scale of Capital: Amazon vs. SpaceX
Amazon is now generating more free cash flow in a single quarter than the total capital SpaceX raised during the past 30 funding rounds.
Commercial Satellite Bus Offerings
Satellite bus manufacturing used to be the domain of a handful of national aerospace primes. Over the past 20 years, however, two major startup waves have disrupted this status quo.
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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
