kevin

coram deo vivere | Prev @Apple, @Amazon

[kevin @operationskevin]

I built a revenue generating SaaS company from scratch!🌱In my latest video, I share the highs, the learning curves, and the immense satisfaction of creating a product that is truly impactful. I would appreciate your support, check it out now! 🔗https://t.co/TQLgFmB5gQ

[kevin @operationskevin]

@Dylan_Morri Any deals for Prime day?

[kevin @operationskevin]

The new space race standings after today's Rocket Lab Iridium acquisition:

🥇SpaceX: rockets + 10,413 satellites, + $11.4B revenue
🥈Rocket Lab: rockets + 66 satellites + $1.5B combined revenue
🥉Blue Origin: rockets

25 years. Billions spent. Jeff Bezos is in third place. $RKLB $SPCX

[kevin @operationskevin]

@deepvaluedude Iridium also already losing most of their maritime business to Starlink as well

[kevin @operationskevin]

@booster_10 On the flip side, regular reoccurring revenue and a new vertical of growth will help stabilize and could be a foundation for the price as launch variability comes in

[kevin @operationskevin]

@booster_10 I remember watching Astra stock during their launch attempts. Most were obviously unsuccessful and the stock price impacts were insane

[kevin @operationskevin]

@MacroGekko Huge move from $RKLB. Does it make them a meaningful competitor to Starlink? Not yet imo

[kevin @operationskevin]

@deepvaluedude Exactly. Iridium CEO even admitted to meaningful drops in maritime revenue as it gets taken by Starlink

[kevin @operationskevin]

@ashleevance People think this is Peter Beck starting a war, I don’t even think it’s close. I’m a huge fan of $RKLB but they’re just getting started. It’s a long long road ahead

[kevin @operationskevin]

@vinceisbullish Don’t think it’s warranted tbh

[kevin @operationskevin]

@RADHardTech Honestly $IRDM is losing so much market cap already to $SPCX in maritime. I don’t think the investment is a bad one but will be interesting to see the direct financial ROI play out

[kevin @operationskevin]

@StockMKTNewz $8B to start earning some reoccurring revenue

[kevin @operationskevin]

@TravisHoium Rocket Lab is an inch closer to the mile long sprint to catch up with Starlink

[kevin @operationskevin]

Rocket Lab is a great company making a smart move for $RKLB shareholders.

But investors treating this as a Starlink threat are misreading the scoreboard entirely.

The moat just got confirmed, not challenged.

Follow for weekly data driven analysis on $SPCX and the satellite economy. 📡

[kevin @operationskevin]

Everyone is calling the Rocket Lab x Iridium deal a declaration of war on Starlink.

The data tells a completely different story.

Lets look at the numbers that the headlines are missing. 🧵 $RKLB $IRDM $SPCX

[kevin @operationskevin]

Here is the kicker.

Iridium’s own CEO admitted before this deal that maritime customers were already migrating away from Iridium to Starlink faster than expected.

Rocket Lab just acquired a business that Starlink was already eating alive in its most competitive segments.

[kevin @operationskevin]

@RealMattMoney This is huge. Was recently forecasting $SPCX revenue growth from Starlink. This makes things super interesting for $RKLB as well

[kevin @operationskevin]

I'm tracking launches, constellation health, and the revenue-per-satellite ratio weekly.

Follow for data-driven Starlink analysis, it's about to get exciting.

What metric are you watching on $SPCX? Drop it below👇

[kevin @operationskevin]

Everyone is talking about Starlink's subscriber count

Nobody is talking about revenue per satellite.

That's the metric that tells you whether this business actually compounds.

Here's the math, and why it changes everything. $SPCX 🧵

[kevin @operationskevin]

The bull thesis in one sentence:

Every launch adds capacity that costs less per bit than the last one, serving a subscriber base that is adding 20K+ users/day, at 63% EBITDA margins that no terrestrial telco in history has ever achieved.

The compounding is structural, not cyclical.