Spire have become a potentially formidable competitor in my opinion. They are also publicly listed so you can read about them in the annual report.
They acquired ExactEarth and are now advertising a dark shipping location product.
Approximately $100mUSD ARR and growing fast.
Over 100 satellites and apparently 40 capable of geolocating RF.
Still making losses.
They don’t give a breakdown on revenue coming from dark shipping product.
They’re also working with Sierra Nevada Corp (5000 employees) on a 4 satellite cluster solution for RF geolocation.
https://intelligencecommunitynews.com/spire-global-and-snc-announce-space-services-partnership/
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