David G. retweeted
The US military seems to be getting nervous about the launch supply crunch arstechnica.com/space/2026/1…
David G. retweeted
I BELIEVE ECLIPSE WILL BEAT NEUTRON!!! I’M BULLISH ON $FLY!!!
In Q2, Miranda had completed more than 150 hot-fire tests, performed a 226-second full-power flight-like test, and the qualification campaign was described as “imminent.” In Q3, the test count exceeded 170 and the qualification campaign officially began. The difference is that the engine has now entered formal qualification and a concrete step has been taken toward Eclipse’s first launch.
This is not financial advice.
David G. retweeted
$FLY numbers look good.
FIREFLY AEROSPACE $FLY Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $110.7M (Est. $102M) 🟢; +259% YoY
🔹 Adj. EPS: -$0.45 (Est. -$0.48) 🟢
🔹 GAAP EPS: -$0.56
🔹 Adj. EBITDA: -$69.5M (Est. -$77.5M) 🟢
FY26 Guide:
🔹 Revenue: $440M-$450M (Est. $440M)
Other Q3 Metrics:
🔹 Backlog: $1.7B, record
🔹 Cash: $409.3M
🔹 Short-Term Investments: $125.4M
🔹 Free Cash Flow: -$85.3M
Announcements:
🔹 Mars Award: $13M NASA JPL SkyFall subcontract
🔹 Lockheed Martin: Up to 25 Alpha launches through 2031
🔹 Space Force: $94M Ground-Based Radar Digitization contract
🔹 NITE-STAR: $981M Space Force IDIQ contract
🔹 AST SpaceMobile: More than $1.3B in signed contracts
🔹 Miranda: More than 170 hot fire tests completed
Comments:
🔸 “With five Moon missions running in parallel, Alpha Block II moving toward launch, SciTec executing on critical national security programs, and our strategic deal with AST SpaceMobile, we are converting our pipeline and backlog into results.”
David G. retweeted
And now the launch crunch has come for the US military.
arstechnica.com/space/2026/1…
David G. retweeted
$FLY Alpha8 is preparing for Vandenberg delivery following schedule updates from national security customer. Meanwhile, Alpha production is humming at Rocket Ranch—Flight 9 joins Flight 8 in final integration, while 10–12 and 24+ Reaver engines move rapidly through manufacturing!
David G. retweeted
Firefly reported Q3 results, with a $1.7 Billion record backlog.
"Firefly’s third quarter reflects the power of our diversified and vertically-integrated business," said Jason Kim, CEO of Firefly Aerospace.
Read the full release and listen to the earnings call today at 4:00 p.m. CT:
investors.fireflyspace.com/n…
David G. retweeted
Holy crap! This is sick!!! I have the OG Starlink Mini, and I love it, but this already a HUGE improvement! What a dream come true for someone always trying to work on the go 👀 Ordering now!
SpaceX has just officially unveiled its next-generation @Starlink Mini 2, which now comes with a built-in battery for the first time.
• Up to 4.5 hours of connectivity on a single charge with the quick-swap battery (or plug in USB-C).
• Weight: 3.53 Ibs (1.6 kg) including battery and kickstand
• Dimensions: 10.35 × 12.36 × 0.91 inches (263 × 314 × 23.1 mm)
• Field of view: 55°
• Wi-Fi: Wi-Fi 6
• Environmental rating: IP67
• Wi-Fi coverage: Up to 1,800 sq ft (167 m2)
• Battery: Removable, rechargeable 71 Wh battery
• Battery weight: 1.08 Ibs (490g)
• Battery attachment: Quick-release mechanism
• Charging: USB-C, 60W
• Battery power output: USB-C, up to 60W
• Power button: Built-in physical power button
• Battery indicators: LED status lights
• Kickstand: Integrated, foldable kickstand
• Tripod mount: Standard 1/4"-20 camera thread
• Charger: Included 60W USB-C wall charger
• Cable: Included 3-meter (10-foot) USB-C to USB-C cable
Starlink is now taking preorders in the U.S.: starlink.com/mini-2
David G. retweeted
SpaceX has just announced that it has signed a major deal with SINGULUS to manufacture advanced, high-efficiency solar cells for its Starmind satellites at its facility in Bastrop, Texas.
The first production line is expected to be delivered in the first half of 2027, with plans to scale to more than 100 GW of solar cell production equipment.
“We have signed a supply contract with SpaceX for a turnkey production line for the manufacture of heterojunction solar cells.”
The agreement is part of a broader strategic partnership that could include multiple additional production lines as SpaceX rapidly expands its satellite manufacturing capabilities.
More info: singulus.com/2026/11/10/spac…
David G. retweeted
Rocket Lab $RKLB is advancing plans to establish two launch pads in Alaska, expanding its ability to conduct rapid-response launches and missile-defense testing for the U.S. military.
The facilities are planned for the Pacific Spaceport Complex on Kodiak Island, with local officials targeting completion of the first pad by January 2027.
The expansion supports Rocket Lab's GHOST launch system, which is designed to deploy Electron and HASTE rockets using transportable launch infrastructure.
Rocket Lab previously secured a $266 million U.S. Space Force contract covering 12 suborbital launches, with options for six additional missions.
The Alaska site would give the company additional flexibility to conduct national security missions alongside its existing operations in Virginia and New Zealand.
The launch-site expansion and military contract were previously announced; the latest reporting provides an updated construction timeline.
David G. retweeted
According to a Norwegian aviation notice, Isar Aerospace could launch its third Spectrum rocket as early as 26 November.
europeanspaceflight.com/isar…
David G. retweeted
According to a Norwegian aviation notice, Isar Aerospace could launch its third Spectrum rocket as early as 26 November.
europeanspaceflight.com/isar…
David G. retweeted
AST SpaceMobile will unveil its "Blacklift" rocket during a presentation hosted by Fareed Zakaria Thursday. He's a brilliant guy, but very much not a known commodity in the space industry. Probably being paid something like six figures for the appearance. Kind of weird.
David G. retweeted
Google’s TPU 8i Max doubles compute and memory capacity by combining two chips in a single package.
bit.ly/48aqLKM
David G. retweeted
High demand prompts Rocket Lab to raise launch prices spacenews.com/high-demand-pr…
David G. retweeted
We’re proud to onboard international customer, @synspective, a Japanese satellite provider, for up to 10 launches on our Alpha Block II rocket through 2030.
Alpha will deploy two satellites per mission, accelerating Synspective's StriX constellation for faster Earth observation.
fireflyspace.com/news/firefl…
David G. retweeted
$RKLB
🚨 ROCKET LAB'S BIGGEST ELECTRON CUSTOMER ADDS FIREFLY
Synspective signed up to 10 Firefly Alpha launches through 2030:
- 2 satellites per flight, up to 20 total
- Launches from Wallops and Vandenberg
- No contract value or firm-vs-option split disclosed
Synspective signed 20 more Electron launches on Oct 1, bringing its total to 47, the most of any Electron customer, with 34 still to fly
