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The Space Investor
@thespaceinvestor.bsky.social
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Your Source for NewSpace Investment News, Research & Analysis | Public & Private Markets
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The Space Investor @thespaceinvestor.bsky.social · Jan 21
We write a weekly newsletter covering all things investing in the NewSpace industry — Space Stocks, SPACs, ETFs, IPOs, Capital Raises, etc. — and deliver it to your inbox every Friday after U.S. markets close.

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The Space Investor
Your source for curated space investment news.
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thespaceinvestor.bsky.social
News: MDA $MDA To Acquire SatixFy $SATX for $193M in an All-Cash Transaction of $2.10 per Share
mda-en.investorroom.com/2025-04-01-M...
MDA SPACE TO ACQUIRE SATIXFY COMMUNICATIONS
Vertical integration of SatixFy expected to further enhance the MDA Space end-to-end satellite offering as demand for digital constellations grows MDA Space to pay US$2.10 per SatixFy share,...
mda-en.investorroom.com
April 1, 2025 at 11:57 AM
thespaceinvestor.bsky.social
March 2025 Space ETF Performance

Outperform:
• Seraphim Space Trust +3% $SSIT

Underperform:
• Procure Space -5% $UFO
• SPDR Final Frontiers -6% $ROKT
• ARK Space Exploration -9% $ARKX
March 31, 2025 at 9:41 PM
thespaceinvestor.bsky.social
Q1 2025 NewSpace Stock Performance

Outperform:
• Satellogic +25% $SATL
• Karman Holdings +11% $KRMN
• AST SpaceMobile +8% $ASTS

Underperform:
• Intuitive Machines -59% $LUNR
• Sidu-70% $SIDU
• Momentus -75% $MNTS

$SPCE $RKLB $RDW $PL $BKSY $SPIR $SATX
March 31, 2025 at 9:37 PM
thespaceinvestor.bsky.social
March 2025 NewSpace Stock Performance

Outperform:
• Satellogic +17% $SATL
• SatixFy +10% $SATX
• Karman Holdings +6% $KRMN

Underperform:
• Redwire -41% $RDW
• Virgin Galactic -47% $BKSY
• Intuitive Machines -49% $LUNR

$SPCE $ASTS $MNTS $RKLB $PL $SPIR $SIDU
March 31, 2025 at 9:37 PM
thespaceinvestor.bsky.social
News: Sidus $SIDU FY 2024 Earnings
• Cash & Equivalents: $15.7M
• Revenue: $4.7M, -22% YoY
• Net Loss: $(17.5)M vs. $(14.3)M
• Adj. EBITDA: $(12.9)M vs. $(10.9)M
investors.sidusspace.com/news-events/...
Sidus Space Reports Full-Year 2024 Financial Results and Provides Business Updates
CAPE CANAVERAL, Fla.--(BUSINESS WIRE)-- Sidus Space (NASDAQ: SIDU) (the “Company” or “Sidus”), an innovative, agile space mission…...
investors.sidusspace.com
March 31, 2025 at 8:54 PM
thespaceinvestor.bsky.social
News: Iridium $IRDM To Report Q1 2025 Earnings Before Market Open on Tuesday, April 22nd
investor.iridium.com/2025-03-31-I...
Iridium Announces Release Date for First-Quarter 2025 Financial Results
Iridium Communications Inc. (Nasdaq: IRDM) ("Iridium"), a leading provider of global voice and data satellite communications, will host a conference call on Tuesday, April 22, 2025 at 8:30 a.m....
investor.iridium.com
March 31, 2025 at 8:49 PM
thespaceinvestor.bsky.social
News: Spire $SPIR FY 2024 Earnings
• Cash & Equivalents: $31.1M
• Revenue: $110.5M, +13% YoY
• Net Loss: $(102.8)M vs. $(77.5)M
• Adj. EBITDA: $(16.1) vs. $(25.2)M
• FCF: $(45.0) vs. $(53.6)M
ir.spire.com/news-events/...
Spire Global Announces Fourth Quarter and Full Year 2024 Results
ir.spire.com
March 31, 2025 at 8:42 PM
thespaceinvestor.bsky.social
Week Ended 03/28/2025 Performance

Outperform:
• Intuitive Machines +14% $LUNR
• Karman Holdings +1% $KRMN

Underperform:
• Redwire -23% $RDW
• Virgin Galactic -27% $SPCE

$ASTS $MNTS $RKLB $PL $BKSY $SPIR $SIDU $SATL $SATX
March 28, 2025 at 8:55 PM
thespaceinvestor.bsky.social
ICYMI: Telesat $TSAT FY 2024 Earnings
• Cash & Equivalents: $711M
• Revenue: $571M, -19% YoY
• Net Income: $(302)M vs. $583M YoY
• Adj. EBITDA: $384M, -28% YoY
• Contracted Backlog: $1.1B
www.telesat.com/press/press-...
Telesat Reports Results for the Quarter and Twelve Months Ended December 31, 2024 | Telesat
www.telesat.com
March 27, 2025 at 11:20 PM
thespaceinvestor.bsky.social
News: Lockheed Martin $LMT and Google $GOOGL Cloud Announce Collaboration to Advance Generative AI For National Security
news.lockheedmartin.com/2025-03-27-L...
Lockheed Martin and Google Cloud Announce Collaboration to Advance Generative AI For National Security
BETHESDA, Md., and RESTON, Va., March 27, 2025 – Lockheed Martin (NYSE: LMT) and Google Public Sector today announced their intent to integrate Google’s advanced generative artificial...
news.lockheedmartin.com
March 27, 2025 at 11:10 PM
thespaceinvestor.bsky.social
News: Rocket Lab $RKLB and Stoke Space Awarded National Security Space Launch Phase Three Lane One Fiscal 2025 On-Ramp $5.6B IDIQ Contract
www.marketwatch.com/story/rocket...
Rocket Lab, Stoke Space Tech Get Shared U.S. Air Force Contract
www.marketwatch.com
March 27, 2025 at 11:06 PM
thespaceinvestor.bsky.social
News: Spire $SPIR To Report Q4 and FY 2024 Earnings on Monday, March 31st After Market Close
ir.spire.com/news-events/...
Spire Global Schedules Fourth Quarter and Full Year 2024 Results Conference Call
ir.spire.com
March 26, 2025 at 8:23 PM
thespaceinvestor.bsky.social
News: Satellogic $SATL Finalizes Move to US Jurisdiction to Strengthen Market Position and Investor Access
satellogic.gcs-web.com/news-release...
Satellogic Finalizes Move to U.S. Jurisdiction to Strengthen Market Position and Investor Access | Satellogic
NEW YORK , March 26, 2025 (GLOBE NEWSWIRE) -- On March 26, 2025 , Satellogic Inc. (NASDAQ: SATL) (the “Company”), consummated its previously announced domestication, pursuant to which the Company chan...
satellogic.gcs-web.com
March 26, 2025 at 3:03 PM
thespaceinvestor.bsky.social
News: Sidus $SIDU Awarded New Purchase Order with Research and Development Organization in Asia
investors.sidusspace.com/news-events/...
Sidus Space Expands Global Reach in Asia With Its Proprietary Sidus Orlaith™ AI Ecosystem
CAPE CANAVERAL, Fla.--(BUSINESS WIRE)-- Sidus Space (NASDAQ: SIDU) (the “Company” or “Sidus”), an innovative, agile space mission…...
investors.sidusspace.com
March 25, 2025 at 1:30 PM
thespaceinvestor.bsky.social
News: Redwire $RDW Awarded NASA Contract to Launch Four Additional Pharmaceutical Drug Investigations to the International Space Station
ir.redwirespace.com/news-events/...
Redwire Awarded NASA Contract to Expand Pharmaceutical Drug Development in Space for Future Commercialization
ir.redwirespace.com
March 25, 2025 at 11:41 AM
thespaceinvestor.bsky.social
News: ARK Invest’s $ARKX ETF Buys ~39,000 Shares of $LUNR, Adding To The Funds 3rd Smallest Position
March 25, 2025 at 11:41 AM
thespaceinvestor.bsky.social
News: Satellogic $SATL FY 2024 Earnings
• Cash & Equivalents: $22.5M
• Revenue: $12.9M, +28% YoY
• Net Loss: $(116.3)M vs. $(61.0)M
• Adj. EBITDA: $(33.7)M vs. $(44.1)M
satellogic.gcs-web.com/news-release...
satellogic.gcs-web.com
March 24, 2025 at 9:02 PM
thespaceinvestor.bsky.social
News: Sidus $SIDU To Report Q4 and FY 2024 Results on Monday, March 31st After Market Close
investors.sidusspace.com/news-events/...
Sidus Space to Host Fourth Quarter and Full Year 2024 Financial Results Conference Call on March 31 at 5:00 p.m. ET
CAPE CANAVERAL, Fla.--(BUSINESS WIRE)-- Sidus Space (NASDAQ: SIDU) (the “Company” or “Sidus”), an innovative, agile space mission…...
investors.sidusspace.com
March 24, 2025 at 8:54 PM
thespaceinvestor.bsky.social
News: Spire Global $SPIR Announces Alison Engel as New CFO Effective April 1st
ir.spire.com/news-events/...
Alison Engel Joins Spire Global as Chief Financial Officer
ir.spire.com
March 24, 2025 at 8:52 PM
thespaceinvestor.bsky.social
News: Planet $PL Signs Deal with European Space Agency Enabling Greek Government to Expand National Space Services
investors.planet.com/news/news-de...
Planet Signs Deal with European Space Agency, Enabling Greek Government to Expand National Space Services
Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced that they have signed a new contract with the European Space Agency on behalf of the He...
investors.planet.com
March 24, 2025 at 6:30 PM
thespaceinvestor.bsky.social
News: Intuitive Machines $LUNR FY 2024 Earnings
• Cash & Equivalents: $207.6M
• Revenue: $228.0M, +186% YoY
• Net Income: $(384.3)M vs $59.4M
• Adj. EBITDA: $(41.7)M vs. $(54.5)M
• FCF: $(67.7)M vs. $(75.2)M
• Backlog: $328.3M, +22%
investors.intuitivemachines.com/news-release...
Intuitive Machines Reports Fourth Quarter and Full-Year 2024 Financial Results | Intuitive Machines
HOUSTON, March 24, 2025 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR, “Intuitive Machines,” or the “Company”), a leading space technology, infrastructure, and services company, today ann...
investors.intuitivemachines.com
March 24, 2025 at 12:16 PM
thespaceinvestor.bsky.social
Week Ended 03/21/2025 Performance

Outperform:
• Virgin Galactic +27% $SPCE
• SatixFy +20% $SATX
• Momentus +16% $MNTS

Underperform:
• AST SpaceMobile -9% $ASTS
• Planet -9% $PL
• Sidus -20% $SIDU

$SPCE $RKLB $RDW $BKSY $SPIR $LLAP $SATL $LUNR $KRMN
March 22, 2025 at 2:20 AM
thespaceinvestor.bsky.social
News: Planet $PL Awarded $95M Multi-Year Contract as Primary Subcontractor with California Air Resource Board for Satellite Data Purchase Program
investors.planet.com/news/news-de...
Planet Awarded as a Subcontractor for $95M California Satellite Data Purchase Program
Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced it was selected as the primary subcontractor for the California Air Resource Board ’s (...
investors.planet.com
March 21, 2025 at 2:52 PM
thespaceinvestor.bsky.social
News: Redwire $RDW Receives Regulatory Approval To Acquire Edge Autonomy; Is Expected To Close in Q2 2025
ir.redwirespace.com/news-events/...
Redwire Receives All Regulatory Approvals for its Acquisition of Edge Autonomy
ir.redwirespace.com
March 21, 2025 at 1:22 PM
thespaceinvestor.bsky.social
News: Planet $PL FY 2025 Earnings
• Cash & Equivalents: $222.1M
• Revenue: $244.4M, +11%YoY
• Gross Margin: 57% vs. 51% YoY
• Net Loss: $(123.2)M vs. $(140.5)M
• Adj. EBITDA: $(10.6)M vs. $(55.3)M
• Backlog: $498,4M, +105% YoY
investors.planet.com/news/news-de...
Planet Reports Financial Results for Fourth Quarter and Full Fiscal Year 2025
Delivers Record Revenue, Record GAAP and Non-GAAP Gross Margin Increased RPOs to $407.5 Million, +179%, and Backlog to $498.5 Million, +115% Quarter-over-Quarter Signed $230 Million Commercial Agreeme...
investors.planet.com
March 20, 2025 at 8:41 PM