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
August 2026
- 10mediumEarningsASTSAST SpaceMobile Q2 2026 earningsFirst print after the April FCC commercial authorization will show gateway buildout progress and whether spectrum-to-service execution is on schedule.
- 12mediumEarningsVSATViasat Q1 fiscal 2027 earningsUpdates teleport/ground-network backlog and the deleveraging trajectory that gates whether the ground-asset chokepoint value reaches equity holders.
- 13mediumEarningsGILTGilat Satellite Networks Q2 2026 earningsTests whether SkyEdge IV gateway/baseband bookings keep compounding against the $500-520M FY2026 guide - the cleanest read on funded ground-segment demand.
Past
- 2026-06-17AST SpaceMobile BlueBird 8/9/10 launch on Falcon 9