Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rad-hard & space-grade siliconII · Space-grade solar & powerIII · Propulsion & propellantsIV · Laser comms & optical terminalsV · Atomic clocks & space PNTVI · Ground segment & direct-to-deviceVII · Launch & reusabilityVIII · In-space infrastructure & servicingIX · Earth observation & space dataX · Private giants & exposure vehicles
July 2026
- 31mediumProgramIRDMIridium PNT ASIC commercial availability (mid-2026)The 8x8mm PNT ASIC reaching commercial release is the gating product for Iridium's alt-PNT service layer and its $100M-by-2030 PNT revenue target.
August 2026
- 07mediumEarningsMCHPMicrochip Q1 FY2027 earningsAerospace-and-defense commentary is the only public window into Microchip's Space CSAC/timing demand, even though clocks are immaterial to the $4.7B consolidated business.
Past
- 2026-07-24Iridium Communications Q2 2026 earnings
- 2026-07-09Frequency Electronics Q4/FY2026 earnings