Satellite Industry Intelligence Since 1983
The S-1 reveals SpaceX is three businesses (Connectivity, Space, and AI), only one of which is profitable today. With an implied $1.75 trillion valuation, here is what every satellite operator needs to read before SPCX prices on June 11.
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Chris Forrester — There’s a wonderful scene in the 1963 20th Century Fox movie ‘Cleopatra’. Cleopatra is dead, and the victorious Romans under Gaius Octavian (played by Roddy McDowell) having […]
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McKinsey partner Dr. Jakob Stöber co-authored the report that quantified Europe's space launch gap: five rockets in 2025 versus 154 for the United States. At SmallSat Europe, he brings the investor's lens to a conference floor dominated by engineers and operators.
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A public SpaceX means earnings-driven launch pricing, mandatory disclosure, and a two-player infrastructure duopoly with Amazon reshaping unit economics for every mid-tier satellite operator.
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Reports emerged on April 1 and 2, 2026, indicating that Amazon is in advanced negotiations to acquire satellite telecommunications provider Globalstar for approximately $9 billion. This strategic move is seen […]
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With Rheinmetall officially abandoning its alternative bid for Mynaric, Germany's justification for blocking Rocket Lab's $150 million acquisition has collapsed. Over 90% of Mynaric's backlog is U.S. DoD money — the company was never a sovereign German asset in any operational sense.
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Legacy satellite operators aren't mourning geostationary orbit. They're stripping it for parts. The transition is expensive, legally contentious, and — if you look at the earnings — working.
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In a statement released Tuesday, January 27, 2026, French antenna manufacturer Anywaves and Luxembourg-based electronics specialist EmTroniX announced a strategic merger to form a unified industrial group. The new entity […]
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Auria, a provider of orbital warfare and C3 software backed by Enlightenment Capital, announced Tuesday the acquisition of RKF Engineering Solutions (RKF) and Kythera Space Solutions (Kythera). The dual acquisition consolidates spectrum engineering and autonomous satellite command capabilities under Auria’s expanding defense portfolio.
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The combined entity will possess a global installed base exceeding 1,500 systems in more than 120 countries, enhancing its ability to provide high-performance precision measuring devices for precipitation and wind analysis.
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