Lead item · 12 August 2026

POSITIONINGLaunch bottleneck / launch economics

Firefly posts record $117.7M revenue but cuts 2026 launches

Non-SpaceX launch capacity stays constrained, which threatens SES's own meoSphere launch schedule.

1 in 271 items swept clears the bar·Brief of 12 August 2026, 03:50 UTC

Filed after this on the same threads

14 August 2026Telesat books all 225 Lightspeed satellites on SpaceX rockets
19 August 2026LandSpace lands rocket booster, a China first
20 August 2026Chinese state press confirms 10,000-satellite Honghu-3 schedule
25 August 2026SpaceX plans $100bn Starbase Louisiana, shifts Starlink to Starship

The desk's evidence

What happened, the read-across for SES, the desk's confidence and every source behind this item. SES sign-in required.

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