Peter B. de Selding

.@SpireGlobal, debt-free, forecasts positive EBITDA by Q1 2027, operating cash flow later in year; booked 8 RF geolocation contracts in Q1, inc 3 outside US. Munich sat plant inaugurated; German military space budget in view. @hawkeye360 @Unseenlabs. spaceintelreport.com/spire-global-d…

.@Avio_Group: @esa should invest more to boost Vega, Ariane rockets' flight rates to meet surging demand rather than in seeding years-long development of new rockets. Co reports 19% increase in rev in Q1, 30% increase in EBITDA. @defis_eu @ArianeGroup.spaceintelreport.com/avio-ceo-europ…

.@Satellogic: Market tailwinds continue, rev up 80% in Q1; new constellation, financed by customer, deploys starting in October; demand for full-on-sovereign capacity is growing everywhere, esp in Asia-Pac.spaceintelreport.com/satellogic-mar…

Object 69094 (2025-135BX) based on TLE analysis appears to have come off W-4. It is probably too early to conclude it is the reentry vehicle, with a failed deorbit burn, but I look forward to an update from @VardaSpace.

First light imagery from our latest Pelican launch is here! 📸 Just days after launching three new Pelicans, we received high-resolution first light captures from each spacecraft, including the @Forsvarsmakten's first ever sovereign satellite. Check out these diverse landscapes from around the world. 🛰️🌎 investors.planet.com/news/news-deta…

A small group of industry analysts including myself were pre-briefed on this very unconventional joint venture between @ATT, @TMobile and @Verizon. Eliminating dead zones is a noble endeavor to bridge the digital divide and to support first responders. I also like the potential to accelerate the deployment and scale of non-terrestrial networks utilizing low earth orbit satellite connectivity. However, I also view this alliance as a defensive move to mitigate the impact of any NTN service provider that might wish to more directly compete with mobile network operators. It's yet another interesting development in the race to space connectivity 🚀🛰️ ⬇️

Unclear what is happening with the @VardaSpace W-4 reentry. The W-4 spacecraft made a manuever on May 10 to lower orbit from 284 x 835 km to 162 x 820 km. At the same time a new object, catalog 69094, was found in a 157 x 735 km orbit

145,000+ pilots say GNSS interference is a systemic resilience crisis — calling on states, ICAO & ANSPs to maintain independent nav networks and preserve ground-based backups. #Spoofing #Jamming 🔗 rntfnd.org/2026/05/11/int… #PNT #Aviation

AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators businesswire.com/news/home/2026… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

.@IridiumComm to purchase the 61% of air traffic surveillance service @AireonLLC it doesnt already own for $366.7 million from @navcanada @AirNav_Ireland #ENAV @NATS and @Naviair , paid 50% at closing , the rest at 1-year anniversary, plus assume Aireon of debt of ~ $155M.

.@AST_SpaceMobile floods investors w/ legitimate tech & financial achievements, but the space industry wheel of fortune has turned. Launch commitments matter most now & the company has been unclear on this. @FCC @FAANews @SpaceX @blueorigin @ulalaunch.spaceintelreport.com/ast-spacemobil…

🛰️ e-GEOS, part of @LDO_Space, has successfully completed the validation of the Automatic Identification System (AIS) aboard the Sentinel-1D satellite of @CopernicusEU. The activity contributed to the satellite’s In-Orbit Commissioning phase following last November’s launch. 🌍 To validate the AIS payload performance, e-GEOS analysed over 60 Sentinel-1D radar images across six key maritime regions worldwide. The analysis leveraged the e-GEOS proprietary SEonSE solution to correlate vessels detected in the images with the AIS data. 📸 In the following image, is reported one of the Sentinel-1D data used for the validation, acquired on 18th January 2026 over the Strait of Gibraltar. Strait of Gibraltar, 🇪🇸 and 🇲🇦. Sentinel-1 Image © @esa. Processed by e-GEOS #WeUnlockEarth @telespazio | @ASI_spazio | @LDO_Space | @GAF_Munich | @Thales_Alenia_S | @LDO_Fondazione

.@SES_Satellites cancels 2 @Thales_Alenia_S software-defined sats in post-Intelsat-purchase synergy move, reduces opex by 9% in Q1 2026, still struggles with insurers on 2-yr-old O3b mPower insurance claim. spaceintelreport.com/ses-cancels-2-…

Negotiations on @defis_eu Iris2 secure constellation 'will take a few more weeks,' @SES_Satellites and @EutelsatGroup say. SES reiterates: 'Our IRR requirements have to be met.' @Hispasat @esa.spaceintelreport.com/negotiations-o…

Kepler Tranche 1 has launched as the largest compute cluster in orbit. 🛰️ With @nvidia Jetson Orin supporting compute across our optical constellation, we’re advancing real-time connectivity, in-orbit processing, and more resilient space operations. qrco.de/spacepr

#DassaultAviation et OHB s'associent pour proposer à l'ESA l'avion spatial polyvalent VORTEX-S dassault-aviation.com/fr/groupe/pres… Dassault Aviation and OHB team up to propose to ESA the VORTEX-S multipurpose space plane dassault-aviation.com/en/group/press… © Dassault Aviation - Falcon Graphics Lab

Space42 and Skylo Technologies have announced a strategic partnership to deliver Direct-to-Device (D2D) connectivity through Thuraya-4, reaching places that previously had limited or no coverage. A bi-directional, real-time voice call was demonstrated over Thuraya-4 using a device with no modified SIM or changes to operator core infrastructure. For carriers, this is an extension of their existing network architecture. For end users, it means far reaching seamless connectivity. Commercial deployment will begin across Thuraya-4's coverage footprint. Read the full announcement at the link below:  space42.ai/en/press-relea… @SkyloTech @ThurayaTelecom #NTN #DirectToDevice #Connectivity #SpaceTech

.@KratosDefense: Space/satellite division posts 3:1 book to bill in Q1, says @USSpaceForce contract to manage MEO constellation opens market for company's OpenSpace platform. New DoD focus preferring today's 80% to tomorrow's 100% could be opening for parabolic antennas.

32 satellites deployed. 300+ now in orbit. Amazon Leo's LE-02 mission launched from French Guiana aboard Ariane 6 — our 11th mission in one year. Learn more: spr.ly/6015BBmqV3

.@Globalstar-@Apple rework their infrastructure payment agreement to reflect pending @amazon @Amazonleo acquisition. 9 of 17 Globalstar constellation refresh sats to launch this month.spaceintelreport.com/globalstar-rew…