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/![https://hotcopper.com.au/data/attachments/5205/5205975-6bb9b1b3642af7e983cb032c02c241ef.jpg](https://hotcopper.com.au/data/attachments/5205/5205975-6bb9b1b3642af7e983cb032c02c241ef.jpg)