SPACEHAUS · Commercial space intelligence
Commercial space news and intelligence for the week ending 2026-03-31.
Week ending
Mar 26 — **$2B Series G** raised at **$12.7B valuation** (up from $5.6B). Co-led by Advent International & JPMorganChase. Acquiring tactical simulation company Aechalon and closing $500M preferred equity deal with Blackstone. 80%+ revenue growth targeted to $540M in 2026.
Mar 5–6 — **$500M** raised, led by Balerion Space Ventures with Qatar sovereign wealth fund participation. Haven-1 primary structure completed Jan 10; targeting launch no earlier than **May 2026**. Won sixth NASA commercial ISS crew contract.
Mar 27 — Raising **$250–$350M Series B** at **$2B valuation**. Index Ventures leading. Pivoting to orbital data centers / space computing. Opening Seattle satellite development hub. Also selected for NVIDIA Space Computing program.
Jan 27 — **$100M Series B** + **$50M Space Force contract**. Led by Washington Harbour Partners, co-led by a16z. 82 beams across 18 global ground sites targeted by year-end.
Mar 10 — **$10M oversubscribed seed round** closed. Led by Konvoy, with Decisive Point, Cubit Capital, Wave Function, Space Capital. Developing reusable satellite "Delphi" — sold out payload capacity for 2027 inaugural mission.
Mar 2026 — **$70M Series B** raised ($100M total). Demonstrated global Bluetooth-to-satellite at Embedded World 2026. Operating 7 satellites; scaling to 60-satellite constellation by 2028.
Mar 30 — Awarded contract with Icarus Robotics for mission management of free-flying robotic platform "Joyride" aboard ISS.
Mar 2026 — Awarded **ELVIS 3 follow-on** with NASA Launch Services Program through end of FY.
Feb 2026 — **$24.5M NASA JSC Mission Management IDIQ** (4-year) for ISS full-service mission management.
Mar 25 — Selected by the **U.S. Space Force** to field a Resilient, Agile, and Interference-Defiant Network for Secure Military Satellite Communications.
Jun 2025 — Selected for **$237M U.S. Space Force STEP 2.0** contract (10-year). Part of 12-awardee pool alongside York Space, Lockheed Martin, and others for space technology experiments.
Mar 2026 — One of **3 finalists** for NASA's Lunar Terrain Vehicle (LTV) contract — **$4.6B combined max value**. NASA announcement expected in coming weeks.
Mar 9 — CACI International **completed $2.6B all-cash acquisition** of ARKA Group. ARKA's 1,100+ employees join CACI. ARKA provides EO/IR and hyperspectral imaging capabilities plus Agentic AI for national security geospatial intelligence.
Mar 2026 — Merger complete; new entity is **Lynk Global Holdings, Inc.** Combines Lynk's operational LEO platform + Omnispace's 60 MHz globally-coordinated S-band spectrum. Targeting 5,000-satellite deployment by 2030.
Q1 2026 — **$800M acquisition of Lanteris Space Systems** expected to close. Positions IM as next-gen commercial, civil & national security space prime. Building lunar communications network.
Mar 12 — Acquired **Orbion Space Technology**, a flight-proven propulsion system manufacturer, to vertically integrate spacecraft supply chain. Also STEP 2.0 awardee (Space Force).
Mar 30 — **W-6 reentry vehicle** launched aboard SpaceX Transporter-16. Sixth mission; first entirely Varda-made vehicle. Carries government payload. Targets Australia for reentry.
Mar 30 — **GRAVITAS** — first Mega Class satellite — launched aboard Transporter-16. Tests 20kW Hall-effect thruster, large solar arrays, high-voltage power systems.
Mar 11 — **Alpha Flight 7 "Stairway to Seven"** launched from Vandenberg SFB. Delivered Lockheed Martin demonstrator. Stage 2 engine relight validated.
Mar 19 — Q4 & FY2025 results: **revenue up 163% YoY**. 2026 revenue guidance: **$420–450M**.
Mar 30 — Falcon 9 launched **119 payloads** to SSO. Booster B1093 (12th flight) landed on OCISLY. Key payloads: K2 Space (GRAVITAS), Varda Space (W-6), plus payloads from 13 countries.
2026 — First in-orbit refueling demonstration expected to launch this year. Partnering with Astroscale for GEO refueling system launching **June 2026** — "fuel truck" will refuel a military satellite and orbital fuel depot in GEO.
Mar 30–31 — Countdown underway. Launch window: **April 1 at 6:24 PM EDT**. 80% favorable weather. 4-person crew: Reid Wiseman, Victor Glover, Christina Koch, Jeremy Hansen. 10-day lunar flyby mission. First crewed SLS/Orion flight.
Mar 2026 — NASA pivoting from Gateway to direct lunar surface outpost ("Moon Base") strategy announced mid-March. Accounts competing for LTV, CLPS, and CLD awards are in active procurement cycles.
Mar 2026 — Secured new NASA ISS mission. Partnering with NVIDIA for orbital data center computing. Haven-2 proposal in active development for NASA CLD Phase 2 (selection mid-2026).
2026 — Expanding Jackal satellite operations to **GEO and cislunar space** in 2026. Plans to double workforce to 450 by year-end. Acquired 90K sq ft production space in Long Beach.
2026 — Completing facilities at Cape Canaveral LC-14 for Nova rocket launch. Fully reusable rocket program advancing toward first launch.
2026 — Helios kick stage on track to fly in 2026. Expanding Colorado engineering facility. Targeting MEO, GEO, and beyond delivery capability.
Mar 16 — Selected for **NVIDIA Space Computing** program — using NVIDIA accelerated computing for next-generation Earth observation missions.
Q1 2026 — Three RF sensing satellites for Sierra Nevada Corp. launching Q1. Three wildfire monitoring satellites launching mid-year. 20 satellites manifested over 20 months. MuSat XL platform unveiled.
2025/2026 — $200M Series D closed. Planning space-based interceptor technology demonstration within the next year. Satellite bus production for national security customers accelerating.