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Space Intel Report • Peter B. de Selding

Kratos Q1 signals acceleration in its space/defense business—3:1 book-to-bill as Space Force MEO ground network work scales

Kratos Defense & Security says its satellite business is in “take-off mode,” and Q1 results suggest momentum: a 3:1 book-to-bill supported by space/defense contracting progress, including Space Force MEO ground network work anchored by its OpenSpace virtual ground system. Investors now have financial confirmation of the build-out.

2026-05-11T16:30:52.876362-07:00

Space.com

SpaceX to launch a batch of U.S. government spy satellites from California

2026-05-11T09:50:23.695247-07:00

Ars Technica

Starlink ends its GPS-style “location” feature, but researchers say GPS alternatives could remain viable

2026-05-11T13:54:47.492712-07:00

SpaceNews.com

Space race warning: failing to pass defense budget, relying on Continuing Resolution would “crush progress” in space

2026-05-11T08:27:40.026216-07:00

News Timeline

Space Intel Report

Kratos Q1 signals acceleration in its space/defense business—3:1 book-to-bill as Space Force MEO ground network work scales Kratos Defense & Security says its satellite business is in “take-off mode,” and Q1 results suggest momentum: a 3:1 book-to-bill supported by space/defense contracting progress, including Space Force MEO ground network work anchored by its OpenSpace virtual ground system. Investors now have financial confirmation of the build-out.

2026-05-11T16:30:52.876362-07:00

Kratos Q1 signals acceleration in its space/defense business—3:1 book-to-bill as Space Force MEO ground network work scales

Ars Technica

Starlink ends its GPS-style “location” feature, but researchers say GPS alternatives could remain viable Starlink is shutting down a GPS-style “location” feature that some users may have relied on as a navigation aid. The move is unlikely to stall broader experimentation: researchers say the underlying mechanisms may be replicable, keeping momentum around non-GPS location and timing approaches.

2026-05-11T13:54:47.492712-07:00

Starlink ends its GPS-style “location” feature, but researchers say GPS alternatives could remain viable

Space.com

❗️

SpaceX to launch a batch of U.S. government spy satellites from California SpaceX is set to launch a classified batch of U.S. government reconnaissance satellites this evening (May 11) from California. The liftoff is live-streamed, underscoring ongoing refresh and expansion of U.S. space-based intelligence capability alongside a busy launch cadence.

2026-05-11T09:50:23.695247-07:00

SpaceX to launch a batch of U.S. government spy satellites from California

SpaceNews.com

Space race warning: failing to pass defense budget, relying on Continuing Resolution would “crush progress” in space The cluster argues that delays in passing a defense budget are a self-inflicted setback for U.S. space capabilities, contending that a Continuing Resolution would undermine the ability to fight and win in space by slowing progress. The message frames budget uncertainty as directly harmful to strategic momentum in the space race.

2026-05-11T08:27:40.026216-07:00

Space race warning: failing to pass defense budget, relying on Continuing Resolution would “crush progress” in space

Payload

SOCOM to trial SkyFi, a sovereign satellite imagery platform for tactical “imagery-to-tablet” access U.S. Special Operations Command is evaluating SkyFi’s “sovereign intelligence” platform that lets operators task commercial satellites for near-real-time imagery and consume it with imagery analytics on handheld Android devices. SOCOM’s field-facing prototype aims to shorten the imagery-to-action cycle for troops at the edge.

2026-05-11T07:58:45.545647-07:00

SOCOM to trial SkyFi, a sovereign satellite imagery platform for tactical “imagery-to-tablet” access

SpaceNews.com

Viasat wins $307M Space Systems Command contract for U.S. Marine Corps satellite communications services The Space Systems Command’s commercial space office awarded Viasat a $307 million contract to provide satellite communications services for the U.S. Marine Corps. The deal underscores continued U.S. reliance on commercial satcom providers to deliver deployable communications capability to warfighters.

2026-05-09T10:03:29.555594-07:00

Viasat wins $307M Space Systems Command contract for U.S. Marine Corps satellite communications services

CNBC

Rocket Lab stock jumps after record Q1 revenue; Neutron momentum drives $30M HASTE hypersonic contract and Motiv Space robotics Rocket Lab shares surged 34% in its best day ever after the company reported record quarterly revenue in Q1 2026 and momentum ahead of Neutron’s next steps. Rocket Lab also agreed to acquire Motiv Space Systems to deepen space robotics and won a $30 million Anduril contract for multiple hypersonic HASTE test flights.

2026-05-08T14:20:22.810713-07:00

Rocket Lab stock jumps after record Q1 revenue; Neutron momentum drives $30M HASTE hypersonic contract and Motiv Space robotics

Space Intel Report

OHB SE reports record Q1 backlog, double-digit revenue/profit gains as German and European government funding converts into cont Space hardware prime contractor OHB SE says it logged a record backlog and delivered double-digit increases in revenue, profit, EBITDA and cash for the quarter ended March 31, and expects further growth as German and other European government funding translates into additional contracts. The company frames its near-term outlook around continued defence- and space-led demand.

2026-05-08T08:49:59.369831-07:00

OHB SE reports record Q1 backlog, double-digit revenue/profit gains as German and European government funding converts into cont

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Space Defense & Militarization News

Kratos Q1 signals acceleration in its space/defense business—3:1 book-to-bill as Space Force MEO ground network work scales

SpaceX to launch a batch of U.S. government spy satellites from California

Starlink ends its GPS-style “location” feature, but researchers say GPS alternatives could remain viable

Space race warning: failing to pass defense budget, relying on Continuing Resolution would “crush progress” in space

News Timeline