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$22.2B invested in Q3. $92.5B year to date.
The space economy is on track for its first $100B year. Europe raised a record $6.3B in Q3, while launch shortages are funding new providers and sovereign demand is setting the pace.
Read the Q3 Space IQ report: spacecapital.com/space-iq?utm_s…
The space economy is on track for its first $100B year. Europe raised a record $6.3B in Q3, while launch shortages are funding new providers and sovereign demand is setting the pace.
Read the Q3 Space IQ report: spacecapital.com/space-iq?utm_s…
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1/ Europe’s record quarter is part of a broader shift in the space economy.
The region attracted $13.5B through Q3 2026, already exceeding every prior full year. Government demand for sovereign capabilities is helping create a larger commercial market.
x.com/SpaceCapital/s…
The region attracted $13.5B through Q3 2026, already exceeding every prior full year. Government demand for sovereign capabilities is helping create a larger commercial market.
x.com/SpaceCapital/s…
Europe now has what built the U.S. space economy: a government customer in a hurry.
@jud_ball explains how sovereign demand is helping European space companies grow.
Explore our Q3 Space IQ report:
spacecapital.com/space-iq?utm_s…
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2/ In Applications alone, Europe raised $3.9B in Q3, nearly matching North America’s $4.1B.
These businesses use space-based capabilities, including satellite data, positioning and connectivity, to deliver services on Earth.
These businesses use space-based capabilities, including satellite data, positioning and connectivity, to deliver services on Earth.
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3/ Helsing, Quantum Systems and TEKEVER illustrate the capital flowing into European defense autonomy.
Urgent government requirements are helping shape the commercial opportunity.
Explore the Q3 Space IQ report:
spacecapital.com/space-iq?utm_s…
Urgent government requirements are helping shape the commercial opportunity.
Explore the Q3 Space IQ report:
spacecapital.com/space-iq?utm_s…
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Europe now has what built the U.S. space economy: a government customer in a hurry.
@jud_ball explains how sovereign demand is helping European space companies grow.
Explore our Q3 Space IQ report:
spacecapital.com/space-iq?utm_s…
@jud_ball explains how sovereign demand is helping European space companies grow.
Explore our Q3 Space IQ report:
spacecapital.com/space-iq?utm_s…
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1/ Launch scarcity is becoming a business constraint for satellite operators. Delays in reaching orbit can push back deployment schedules and the start of commercial services.
That pressure is creating an opening for new launch providers.
That pressure is creating an opening for new launch providers.
“It’s really the reason why we exist.” - Canada Rocket Company CEO Hugh Kolias on the launch shortage.
Customer demand has already led the company to upsize its rocket multiple times.
See how launch scarcity is driving investment in new providers in our Q3 Space IQ report: spacecapital.com/space-iq?utm_s…
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4/ Canada Rocket Company is developing R-2, a reusable medium-lift rocket designed to launch from Canada.
Additional providers could give satellite operators more launch options while building sovereign capability.
Additional providers could give satellite operators more launch options while building sovereign capability.
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5/ Funding is one milestone. Putting customer payloads in orbit on schedule is the test.
Our Q3 Space IQ report examines the shortage, the providers being funded to address it, and the markets that access to orbit can unlock.
Get the full report at spacecapital.com/space-iq?utm_s…
Our Q3 Space IQ report examines the shortage, the providers being funded to address it, and the markets that access to orbit can unlock.
Get the full report at spacecapital.com/space-iq?utm_s…
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Scaling orbital manufacturing means giving customers a repeatable way to process materials in space and bring them home.
@WillBruey says Varda has launches lined up through 2029, with spacecraft designed to fly on different rockets.
With seven missions planned for 2027, @VardaSpace is moving toward fleet operations to make that round trip a regular service for industries on Earth. space.com/space-explorat…
@WillBruey says Varda has launches lined up through 2029, with spacecraft designed to fly on different rockets.
With seven missions planned for 2027, @VardaSpace is moving toward fleet operations to make that round trip a regular service for industries on Earth. space.com/space-explorat…
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“It’s really the reason why we exist.” - Canada Rocket Company CEO Hugh Kolias on the launch shortage.
Customer demand has already led the company to upsize its rocket multiple times.
See how launch scarcity is driving investment in new providers in our Q3 Space IQ report: spacecapital.com/space-iq?utm_s…
Customer demand has already led the company to upsize its rocket multiple times.
See how launch scarcity is driving investment in new providers in our Q3 Space IQ report: spacecapital.com/space-iq?utm_s…
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.@LunarOutpostInc’s Pegasus made @FastCompany’s 2026 Next Big Things in Tech list.
NASA can anchor demand for lunar mobility. The commercial opportunity grows when that same infrastructure serves more customers, from science to construction. fastcompany.com/91612630/space…
NASA can anchor demand for lunar mobility. The commercial opportunity grows when that same infrastructure serves more customers, from science to construction. fastcompany.com/91612630/space…
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What happens between astronaut missions?
Lunar mobility can support ongoing construction, logistics, science, and power. @LunarOutpostInc CEO Justin Cyrus (@StarlordCyrus) explains how commercial mobility can support a broader lunar economy.
Read his perspective: weforum.org/stories/emergi…
Lunar mobility can support ongoing construction, logistics, science, and power. @LunarOutpostInc CEO Justin Cyrus (@StarlordCyrus) explains how commercial mobility can support a broader lunar economy.
Read his perspective: weforum.org/stories/emergi…
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Our portfolio company @XonaSpace has raised a $250M Series D at a $2.45B valuation, following the launch of six Pulsar satellites this week.
GPS showed how infrastructure in orbit can enable entirely new businesses on Earth. The next generation of autonomous vehicles and robots tioning, including when GPS is disrupted.
Xona’s Pulsar network is designed to work alongside GPS, bringing centimeter-level accuracy and built-in protections against spoofing and interference.
Congrats to @FoundTheSpace and the Xona team.
Read more in Forbes: forbes.com/sites/monicahu…
GPS showed how infrastructure in orbit can enable entirely new businesses on Earth. The next generation of autonomous vehicles and robots tioning, including when GPS is disrupted.
Xona’s Pulsar network is designed to work alongside GPS, bringing centimeter-level accuracy and built-in protections against spoofing and interference.
Congrats to @FoundTheSpace and the Xona team.
Read more in Forbes: forbes.com/sites/monicahu…
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Following @SpaceX’s earnings, our Founder and CEO @chadsonofchad joined @BloombergTV to put the quarter in context, starting with what GPS can tell us about where connectivity is headed.
SpaceX will “own chip manufacturing through intelligence” says Chad Anderson, Space Capital.
The early SpaceX investor explains how the company is building a vertically integrated AI business that mirrors those of the Industrial Revolution bit.ly/4i1b0vu
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.@SpaceX is building toward a full mobile network.
Its spectrum deal, pending FCC approval, would combine satellite and terrestrial coverage.
Our Space IQ tracked a record $1.7B in connectivity investment through Q3. The infrastructure is in orbit. The market is on Earth. finance.yahoo.com/news/spacex-ta…
Its spectrum deal, pending FCC approval, would combine satellite and terrestrial coverage.
Our Space IQ tracked a record $1.7B in connectivity investment through Q3. The infrastructure is in orbit. The market is on Earth. finance.yahoo.com/news/spacex-ta…
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GPS became the foundation for maps, ride-hailing and location-based services.
Our GPS Playbook explains how orbital infrastructure opens new markets on Earth, and why we see a similar opportunity in satellite communications.
Watch: youtube.com/watch?v=_V5r2v…
Our GPS Playbook explains how orbital infrastructure opens new markets on Earth, and why we see a similar opportunity in satellite communications.
Watch: youtube.com/watch?v=_V5r2v…
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Sovereign demand is expanding the launch market.
Canada Rocket Company plans a $30M engine-test facility: finance.yahoo.com/economy/articl…
Our Space IQ report tracked $7.8B invested in launch-only companies through Q3.
More with CRC CEO Hugh Kolias in the briefing below.
Canada Rocket Company plans a $30M engine-test facility: finance.yahoo.com/economy/articl…
Our Space IQ report tracked $7.8B invested in launch-only companies through Q3.
More with CRC CEO Hugh Kolias in the briefing below.
The launch shortage is opening the market to a new generation of providers.
Pure Launch companies raised a record $7.8B through Q3.
@chadsonofchad, @jud_ball and Canada Rocket Company CEO Hugh Kolias on the investment implications in our Q3 Space IQ briefing.
Get the full Q3 hhkJ50q7
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Space Capital retweeted
The space economy is a Times Square story now.
$22B in Q3. On track for a record $100B in 2026.
Proud to partner with @Nasdaq on Space IQ.
$22B in Q3. On track for a record $100B in 2026.
Proud to partner with @Nasdaq on Space IQ.
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Launch scarcity is funding new providers and filling order books.
Companies focused solely on launch attracted a record $7.8B through Q3 2026. Synspective’s deal with @RocketLab shows the customer priority: securing access to orbit through 2031.
Companies focused solely on launch attracted a record $7.8B through Q3 2026. Synspective’s deal with @RocketLab shows the customer priority: securing access to orbit through 2031.
We've just signed Electron's largest commercial launch contract ever: 20x new launches with Earth-observation constellation operator @synspective 🚀🦉
That brings the total number of Synspective launches on Electron to 47 - the most of any Rocket Lab launch customer. We're ing out their low Earth orbit constellation through to 2031.
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@RocketLab Our Q3 Space IQ report explores how the launch shortage is reshaping space investment.
Read the full report: spacecapital.com/space-iq?utm_s…
Read the full report: spacecapital.com/space-iq?utm_s…
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