Satellite Industry Intelligence Since 1983
Sierra Space and Northrop Grumman have refuelable satellites headed to GEO with different interfaces. At MilSat, Sierra’s Erik Daehler gave the Space Force an 18-month clock.
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York, Terran Orbital and CesiumAstro say they scaled production as asked, but stop-start contract funding makes high-rate satellite manufacturing hard to sustain.
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SDA’s Sandhoo, DIU’s Butow and COMSO’s Trimailo told Silicon Valley Space Week that startups need working hardware and a path to revenue, and described new help with clearances.
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Terrestar signed an MoU with Equatys founders Space42 and Viasat to link its planned CaStar constellation. Jason Trembley explained why Canada can’t go it alone.
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BofA’s Ron Epstein says space companies that once avoided defense work now depend on it. Planet’s results and Rocket Lab’s $816M SDA win show the shift.
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A Wall Street analyst and a venture investor at Silicon Valley Space Week both expect launch to get scarcer and pricier as SpaceX moves its business to Starship.
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A day after unveiling its Big Iron rocket, Cowboy Space’s COO told Silicon Valley Space Week that launch scarcity is why an orbital data center company is building its own.
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KippsDeSanto’s Karl Schmidt says two recent munitions deals fetched 30 and 50 times EBITDA in a corner of defense that used to trade at six to eight, and defense multiples are lifting private space valuations.
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NTIA’s Scott Patrick says the congressional mandate to find 500 MHz of federal spectrum is the agency’s primary job, and it is starting with the bands that are easiest to clear.
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