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
December 2026
- 01mediumProgramSDA Tranche 3 Tracking Layer production milestones / next OCT demand waveThe $3.5B Tranche 3 award (72 satellites across LMT/RKLB/NOC/LHX) drives the next large optical-terminal procurement cycle, repricing qualified-supplier demand.
Past
- 2026-09-01SDA Tranche 2 Transport Layer (Alpha/Beta) launches begin
- 2026-08-07CACI fiscal Q4/FY2026 results
- 2026-08-06Rocket Lab Q2 2026 earnings — first full quarter owning Mynaric/CONDOR