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Space Intel Report • Peter B. de Selding

Spire Global posts Q1 2026 results; forecasts debt-free operating improvement with adjusted EBITDA break-even by Q1 2027 and pos

Spire Global reported its quarter ended March 31, 2026 and reaffirmed a path to adjusted EBITDA break-even by Q1 2027, followed by positive operating cash flow in 2027. The outlook starts with a 13% increase in Q1 revenue and projects revenue growth of ~50% for the year, positioning the company as debt-free.

2026-05-15T12:45:22.489364-07:00

Ars Technica

US, China and Russia positioning satellites in geostationary orbit for easier detection and domain awareness

2026-05-15T12:21:42.172942-07:00

AeroTime

ICEYE delivers POLSARIS/MikroSAR SAR reconnaissance to Poland in under a year, enabling sovereign radar ISR with up to 25cm reso

2026-05-15T07:52:37.895683-07:00

Via Satellite

Kymeta to integrate Kestrel u5 multi-orbit SATCOM terminals into Red Cat uncrewed surface vessels

2026-05-15T11:10:21.176736-07:00

News Timeline

Space Intel Report

Spire Global posts Q1 2026 results; forecasts debt-free operating improvement with adjusted EBITDA break-even by Q1 2027 and pos Spire Global reported its quarter ended March 31, 2026 and reaffirmed a path to adjusted EBITDA break-even by Q1 2027, followed by positive operating cash flow in 2027. The outlook starts with a 13% increase in Q1 revenue and projects revenue growth of ~50% for the year, positioning the company as debt-free.

2026-05-15T12:45:22.489364-07:00

Spire Global posts Q1 2026 results; forecasts debt-free operating improvement with adjusted EBITDA break-even by Q1 2027 and pos

Ars Technica

US, China and Russia positioning satellites in geostationary orbit for easier detection and domain awareness New reporting argues that most satellites in geostationary orbit can be readily identified against space’s black background rather than “standing out,” implying an increasingly transparent GEO environment. The piece frames GEO as a shared arena where the US, China and Russia are actively “on the prowl,” elevating the stakes for surveillance, maneuvering and security.

2026-05-15T12:21:42.172942-07:00

US, China and Russia positioning satellites in geostationary orbit for easier detection and domain awareness

Via Satellite

Kymeta to integrate Kestrel u5 multi-orbit SATCOM terminals into Red Cat uncrewed surface vessels Kymeta will work with Red Cat Futures to integrate its satellite communications terminals into Red Cat’s uncrewed surface vessels under a May 14 partnership. The move leverages Kymeta’s multi-orbit terminal (Kestrel u5) to support autonomous, mobile command-and-control and high-speed industrial mobility operations.

2026-05-15T11:10:21.176736-07:00

Kymeta to integrate Kestrel u5 multi-orbit SATCOM terminals into Red Cat uncrewed surface vessels

AeroTime

❗️

ICEYE delivers POLSARIS/MikroSAR SAR reconnaissance to Poland in under a year, enabling sovereign radar ISR with up to 25cm reso ICEYE has handed over to the Polish Armed Forces a sovereign radar satellite reconnaissance capability built around its MikroSAR system and the four-satellite POLSARIS constellation. The delivery was completed in less than 12 months from contract signing, with tasking aimed at persistent observation and up to 25cm resolution in any weather.

2026-05-15T07:52:37.895683-07:00

ICEYE delivers POLSARIS/MikroSAR SAR reconnaissance to Poland in under a year, enabling sovereign radar ISR with up to 25cm reso

SpaceWatch Global

GEOINT 2026 and Europe’s GEOINT “plumbing” gap: integration, governance and trustworthy agentic AI SpaceWatchGL analysis frames GEOINT 2026 as a mission driven by integration and “trustworthy agentic AI,” shifting the focus from data collection bottlenecks to governance and system interoperability. The piece argues Europe—specifically Germany and the BMVg—risks falling behind on the underlying infrastructure and operational “plumbing” required to deliver GEOINT at scale.

2026-05-15T04:11:09.934718-07:00

GEOINT 2026 and Europe’s GEOINT “plumbing” gap: integration, governance and trustworthy agentic AI

SpaceNews.com

MinoSpace IPO application accepted as Chinese satellite maker seeks $736M to scale constellation plans Chinese satellite manufacturer MinoSpace says its IPO application has been accepted, seeking $736 million to fund constellation and product expansion. The filing signals continued capital-market momentum for domestic space players looking to scale satellite capacity and offerings.

2026-05-15T02:13:39.943895-07:00

MinoSpace IPO application accepted as Chinese satellite maker seeks $736M to scale constellation plans

SpaceWatch Global

AGO’s McMullan warns GEOINT agencies face an “existential” pace-and-relevance test as Australia pushes maritime domain awareness In a GEOINT 2026 keynote, AGO Director Kathryn McMullan said GEOINT agencies are confronting an existential test of pace and relevance. She framed Australia’s strategic “paradox” through maritime domain awareness priorities and highlighted partnerships spanning Five Eyes and extending to Japan.

2026-05-15T01:23:42.652946-07:00

AGO’s McMullan warns GEOINT agencies face an “existential” pace-and-relevance test as Australia pushes maritime domain awareness

SpaceWatch Global

AGO's McMullan Warns GEOINT Agencies Face Existential Test of Pace and Relevance

2026-05-15T01:23:42.652946-07:00

AGO's McMullan Warns GEOINT Ag

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Satellite News

Spire Global posts Q1 2026 results; forecasts debt-free operating improvement with adjusted EBITDA break-even by Q1 2027 and pos

US, China and Russia positioning satellites in geostationary orbit for easier detection and domain awareness

ICEYE delivers POLSARIS/MikroSAR SAR reconnaissance to Poland in under a year, enabling sovereign radar ISR with up to 25cm reso

Kymeta to integrate Kestrel u5 multi-orbit SATCOM terminals into Red Cat uncrewed surface vessels

News Timeline