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Contracts & Commercial Deals

Redwire’s ESA Quantum Satellite Deal Expands European Defense Growth Story

April 6, 2026 / Contracts & Commercial Deals

On April 6, 2026, Redwire Corporation announced a significant contract with the European Space Agency to develop a state-of-the-art quantum encryption satellite, marking a major expansion of the company’s footprint […]

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L3Harris Taps Mercury Systems for High-Capacity Data Storage on SDA Tranche 3 Satellites

April 2, 2026 / Contracts & Commercial Deals

On April 2, 2026, Mercury Systems announced it has been awarded a contract by L3Harris Technologies to supply advanced solid-state data recorders (SSDRs) for the Space Development Agency’s (SDA) Tranche […]

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U.S. Army SMART-T satellite communications terminal for the Advanced Extremely High Frequency system

Air Force Triples AEHF Terminal Contract Ceiling to Nearly $3 Billion

March 13, 2026 / Business & Finance

RTX Corporation secured a $2.01 billion ceiling increase on its AEHF terminal contract, raising the total to $2.97 billion — more than triple the original $960 million ceiling from 2021.

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Rocket Lab Reaches $816 Million Defense Backlog Milestone Following Hypersonic Test Success

February 28, 2026 / Business & Finance

As of Feb. 28, 2026, Rocket Lab USA, Inc. has consolidated its position as a top-tier defense prime, maintaining a 100% mission success rate for its dedicated hypersonic test launches […]

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Sovereign Checkpoints and Debt Cliffs

February 25, 2026 / Contracts & Commercial Deals

The commercial satellite communications sector has reached a structural turning point. The assumption of a borderless sky, where global mesh networks and technical neutrality defined market access, no longer holds. The industry has entered a new phase in which states intervene directly to enforce what amounts to orbital sovereignty.

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Global Defense Modernization Drives Major Awards for BlackSky and Redwire

February 24, 2026 / Contracts & Commercial Deals

On Tuesday, February 24, 2026, a series of global defense announcements highlighted an accelerating shift toward sovereign, AI-integrated space assets. As nations like India unveil record $87 billion defense budgets […]

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BlackSky Secures Eight-Figure International Contract for Sovereign Gen-3 Satellite Solution

February 17, 2026 / Contracts & Commercial Deals

BlackSky Technology Inc. announced the signing of a significant eight-figure international contract to provide a sovereign space-based intelligence solution to a global defense customer. The agreement includes the sale of […]

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The Space Tourist Is Dead. Long Live the Orbital Industrialist.

February 11, 2026 / Business & Finance

Dispatch from SmallSat Symposium. For the Space Industry Investment and Exit Strategies panel, a clear consensus emerged that the space sector has graduated from a science fair to a serious asset class. No one’s funding technology for technology's sake anymore. Today, capital flows follow what insiders call the barbell market of recurring revenue, defense utility, and the ability to survive.

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The $175 Billion Shadow: Inside the Golden Dome’s Identity Crisis

February 11, 2026 / Business & Finance

Dispatch from SmallSat Symposium. Even here in the heart of Silicon Valley, the conversation has pivoted aggressively toward the Pentagon. The topic is the Golden Dome, the administration’s missile defense architecture mandated by Executive Order 14186 and funded at $175 billion.

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The New Orbital Guard: Commercial Tech Steps Up as the Pentagon’s Watchtower

February 10, 2026 / Business & Finance

Dispatch from SmallSat Symposium. The mood at the SmallSat Symposium has shifted from anxiety to resolve. While previous years were defined by fear of orbital overcrowding, this year marks the moment the industry decided to act. Experts at the Space Domain Awareness panel officially retired the “Big Sky” theory, the old assumption that space is too vast for collisions to matter. Yet panic did not replace this outdated concept. Instead, a sophisticated, militarized professionalism has taken command.

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