The following article provides a comprehensive index of market intelligence reports, financial models, and strategic analysis pieces currently available from Payload Research (Payload Pro).
Payload Pro differentiates itself by offering “insider” financial analysis, granular revenue models, and deep-dive investment theses for the space economy. The following list catalogues their core Deep Dive Reports, Financial Models, and Strategic Analysis products.
2026 Releases (January – Present)
Strategic Reports & Models
- Predicting SpaceX’s 2026 Revenue (Jan 21, 2026): A forecast projecting SpaceX’s revenue to reach $23.8B, driven by Starlink’s subscriber base doubling to 18.4 million.
- Estimating SpaceX’s 2025 Revenue (Jan 14, 2026): A retrospective model for the full 2025 fiscal year, serving as the baseline for 2026 forecasts.
- Charts Defining the Space Industry in 2025 (Jan 7, 2026): A visual data report summarizing macro trends, launch cadence records, and venture capital flows.
- What to Expect in 2026 (Jan 1, 2026): A comprehensive outlook on the year ahead, covering Artemis II, Starship, and constellation rollouts.
Market Insights & Breaking Analysis
- Airbus Taps Skynopy for Pléiades Neo Ground Stations (Jan 28, 2026): Analysis of the ground segment partnership for Airbus’s optical constellation.
- Northrop, Raytheon Report 2025 Earnings (Jan 27, 2026): Breakdown of full-year financial performance for the defense primes.
- HEO Buys Satellogic’s In-Orbit Sat (Jan 27, 2026): Coverage of the non-earth imaging (NEI) acquisition.
- Northwood Closes $100M Series B (Jan 27, 2026): Analysis of the ground infrastructure startup’s major funding round.
- Open Cosmos Launches First Telecom Sats (Jan 23, 2026): Strategic look at the UK manufacturer’s expansion into telecom.
- ESA Pours €73M into SWISSto12’s HummingSat Program (Jan 23, 2026): Investment analysis of the small GEO satellite platform.
- D-Orbit Raises $53M to Fund Acquisition Efforts (Jan 22, 2026): Details on the logistics company’s consolidation strategy.
- Canada Rocket Company Emerges from Stealth (Jan 20, 2026): Exclusive look at NordSpace’s technology and funding.
- Aule Space Raises $2M to Build Life Extension Jet Packs (Jan 15, 2026): Profile of a new propulsion startup.
- SkyFi Secures $12.7M Series A (Jan 14, 2026): Funding analysis for the EO marketplace aggregator.
- What’s Kepler Cooking Up With Its Everything Constellation? (Jan 14, 2026): Deep dive into Kepler’s optical relay strategy.
- Exclusive: Orbital Paradigm Emerges as Lone Survivor (Jan 13, 2026): Investigating the survival of a reentry vehicle after a launch failure.
- Underutilized Capacity on Dedicated Customer Falcon 9 Rides (Jan 8, 2026): Data analysis revealing the inefficiency of dedicated launches vs. rideshare.
- NASA Starts 2026 With Budget Plan (Jan 6, 2026): Breakdown of the agency’s fiscal priorities.
2025: Reports & Insights
Q4 2025 (October – December)
- Globalstar’s Revenue and Net Income (Dec 17): Analysis of the Apple wholesale capacity agreement.
- Direct-to-Device Competitive Landscape Report (Dec 17): (Major Report) A definitive breakdown of the “cell tower in space” market (Starlink, AST, Globalstar).
- Fortastra Lands $8M Seed to Develop Orbital Defense Sats (Dec 11): Exclusive on a new defense-focused startup.
- Our Thoughts on SpaceX’s IPO Plans (Dec 10): Validating the $1.5 trillion valuation thesis.
- ICEYE’s $175M Raise, $2.8B Valuation (Dec 10): Market analysis of the SAR sector leader.
- AnySignal Raises $24M Series A (Dec 9): Coverage of radio manufacturing scaling.
- Tracking Space Funding Surge Across Europe (Dec 3): Breakdown of the €22B ESA ministerial budget.
- Iridium’s Subscriber Count Continues to Grow (Dec 3): Metric analysis of Iridium’s resilience against Starlink.
- Reditus Space Unveils Plans For Reusable Reentry Vehicle (Dec 1): Profile of a new cargo return competitor.
- Is There a Business Case for In-Space Satellite Servicing? (Nov 26): (Deep Dive) A skeptical review of the refueling/life-extension market.
- Space Businesses are Flush with Cash (Nov 26): Analysis of cash reserves across the industry.
- It’s Time for Satellite Manufacturers to Start Preparing for Starship (Nov 19): Strategic advice on designing for the Starship form factor.
- Rocket Lab’s Intense Focus on Gross Margins (Nov 12): Analysis of RKLB’s vertical integration success.
- The MSS Spectrum Assets That Could Be Acquired Next (Nov 12): Speculative analysis on legacy spectrum holders.
- Eutelsat is Turning into a OneWeb Business (Oct 29): Strategy review of Eutelsat’s LEO pivot.
Q3 2025 (July – September)
- Implications of SpaceX’s $17B EchoStar Spectrum Deal (Sep 10): How the acquisition reshapes the Direct-to-Cell landscape.
- The Space Station Report (Aug 27): (Major Report) Comparative analysis of Commercial LEO Destinations (CLDs).
- The State of US Launch Pads (Aug 20): (Major Report) Investigation into range infrastructure bottlenecks.
- SpaceX Booster Reuse (Aug 20): Economic analysis of the 20th+ flight of a Falcon 9.
- Commercial Satellite Bus Offerings (Jul 30): (Major Report) Buyer’s guide for satellite buses.
Q2 2025 (April – June)
- Clouds Above the Clouds: Space Data Centers (Jun 25): Investigation into edge computing in orbit.
- The Case for Space (Jun 4): (Strategic Thesis) A foundational piece outlining the macro investment case for the space economy in the mid-2020s.
- Airbus Space Division is Returning to Growth (May 21): Coverage of Airbus’s turnaround strategy.
- Kuiper Economics, Demand, and Regulatory Hurdles (Apr 30): (Major Report) Critical audit of Amazon’s satellite internet project.
- Predicting SpaceX’s 2025 Revenue (Apr 9): Initial forecast for the 2025 fiscal year.
Q1 2025 (January – March)
- US Space Companies Make a Run at Europe (Mar 19): Analysis of US startups entering the EU market.
- Tracking US Mobile Satellite Service Spectrum (Feb 5): Technical dive into AST SpaceMobile / Ligado spectrum agreements.
- Estimating SpaceX’s 2024 Revenue (Jan 29): Retrospective model for 2024 ($12.4B total).
- Rocket Lab Report (Jan 22): (Major Report) Investment thesis covering Neutron and Space Systems.
