After the SpaceX IPO, Investors Are Looking Past Launch — to the Companies That Sell What Satellites See

Planet Labs reported record quarterly revenue of approximately US$94 million for the quarter ended April 30, 2026, up 42% year-over-year, as investors increasingly focus on the Earth-observation data layer of the space economy alongside the SpaceX IPO.

As SpaceX Goes Public, the Market Hunts for the Next Investable Launch Company

SpaceX’s 2026 initial public offering on Nasdaq under the proposed ticker SPCX has created a public market benchmark for the launch economy, prompting investors to seek listed alternatives such as Rocket Lab Corporation, which reported record Q1 2026 revenue of US$200.3 million and is preparing its Neutron medium-lift rocket for a targeted 2026 debut.

Two Blue Origin Operators Just Joined a MACH 2+ Air-Launch Platform

Starfighters Space (NYSE American: FJET) appointed Jose Arias as Vice President, Space Operations, and Catrina L. Medeiros as Director, STARLAUNCH Operations, both departing from Blue Origin’s New Glenn program. Arias previously led process improvements at Blue Origin that compressed integration cycle time from 76 days to 13 days, while Medeiros managed the New Glenn Stage 2 program and spent over a decade on Lockheed Martin’s Orion crew module program at Kennedy Space Center.