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
September 2026
- 14mediumEarningsPLPlanet Labs Q2 FY2027 earningsReads the EOCL-expansion revenue that began recognizing in January 2026 and tests whether the $906M backlog keeps compounding off the government anchor.
October 2026
- 31mediumProgramSATLSatellogic first AI-first constellation satellite launchFirst hardware milestone of the $30M fully-funded sovereign-defense constellation contract; slipping it would push full operational capability past H1 2027 and stall the asset-light challenger's revenue ramp.
December 2026
- 31mediumProgramNRO additional Strategic Commercial Enhancements CSO awards (late 2026)The agency signaled further multi-phenomenology CSO awards for late 2026; each one re-ranks listed incumbents (PL, BKSY) against private newcomers and reprices the EO data chokepoint.
Past
- 2026-08-06BlackSky Q2 2026 earnings