Satellite Industry Intelligence Since 1983
The Space Force cancelled a $1 billion program to harden GPS against jamming in January, and the GAO reported this week that the Army will not finish fielding anti-jam receivers on its aircraft until 2049. Patrick Shannon, whose company has ordered forty satellites for a navigation system that does not use GPS, gives the market brief on protected PNT at Silicon Valley Space Week.
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Last year at Silicon Valley Space Week, Tim Farrar chaired a panel that asked whether direct-to-device was overhyped. Since then SpaceX has agreed to take more EchoStar spectrum for Starlink Direct to Cell and Amazon has filed for a constellation of its own. Farrar returns with a solo market brief on what Starlink's dominance in broadband and direct-to-device means.
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Transporter-18 carried 130 spacecraft to orbit on October 1, and SpaceX is not taking new rideshare bookings past late 2028. Curt Blake, who ran Spaceflight, Inc. for twelve years and is now Senior Of Counsel at Wilson Sonsini, moderates a Satellite Innovation panel on who gets a manifest slot.
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Orlando, Florida — On Wednesday, September 30, 2026, the Space Force Association announced space defense technology provider True Anomaly as the primary title sponsor for the upcoming Spacepower Conference 2026. […]
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Bank of America put a $235 price target on SpaceX in July, less than four weeks after the company went public at $135 a share, and MoffettNathanson started coverage at $131 six days later. Dr. Ronald Epstein, the Bank of America analyst behind the higher number, gives the keynote that opens Silicon Valley Space Week.
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The National Reconnaissance Office awarded Pixxel a Strategic Commercial Enhancements contract in May to demonstrate what hyperspectral imagery can characterize that conventional imaging does not. Allyson Jenkins, the company's Vice President of Public Sector, joins the final full panel of the MilSat Symposium at Silicon Valley Space Week.
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Executives at Thales Alenia Space and MDA described factories built to turn out one or two satellites a day at World Space Business Week. Component makers at the same conference described lines already at or above capacity and 18-month waits for solar cells.
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ESA's director general used the first fireside chat of World Space Business Week to set out what ministers will be asked in Rome on Dec. 15, a scope that runs from the rocket to crew recovery. Funding follows through ESA's usual subscription process.
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Space Systems Command awarded Boeing up to $2 billion in June for two more MUOS satellites, which are not expected to launch before 2031 and 2032. Katherine Coens directs the Space Force division that runs the narrowband network they will join, and she sits for an interview opening the final day of the MilSat Symposium at Silicon Valley Space Week.
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The outgoing director of the ITU Radiocommunication Bureau said at World Space Business Week in Paris that he expects the 2027 World Radiocommunication Conference to produce a regulatory framework for direct-to-device services in mobile bands. The GSMA counts 151 operators with satellite services live, in testing or planned, and no settled business model.
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