Satellite Industry Intelligence Since 1983
On Friday, Feb. 27, Citi Research identified L3Harris Technologies (LHX), Iridium Communications (IRDM), and Lockheed Martin (LMT) as key beneficiaries of a projected surge in U.S. defense spending. The analysis […]
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On Saturday, Feb. 28, technical details emerged regarding Germany’s massive €35 billion ($41 billion) pivot toward sovereign military space capabilities. The investment, which runs through 2030, signals a departure from […]
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Chris Forrester — Luxembourg-based satellite giant SES has detailed its plans to completely restructure how it procures future satellites. SES boss Adel Al-Salah explained that the first launch of 3 […]
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The U.S. Space Force has officially shifted its operational posture from global support to active homeland defense with the activation of U.S. Space Forces Northern (SPACEFOR-NORTH). Headquartered at Peterson Space […]
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On Wednesday, February 25, 2026, Intuitive Machines, Inc. (Nasdaq: LUNR) announced the entry into a definitive securities purchase agreement for a $175 million strategic equity investment led by global institutional […]
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On February 25, 2026, the European Commission’s Copernicus Observer released a comprehensive assessment detailing how the integrated EU Space Programme—comprising Galileo, EGNOS, Copernicus, and the upcoming IRIS²—is fundamentally altering the […]
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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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In the current landscape (early 2026), the “money” in the satellite industry is split between two distinct but increasingly intersecting models: the high-margin, mission-driven contracts of the Space Development Agency […]
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SatNews Editorial Analysis Before we dream of floating data centers, we must understand why the SmallSat is the only laboratory that matters. Welcome to The Fractal Lab: a three-part series on […]
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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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