EVENT
Space X: The broadband business
May 28, 2026 — 10am EST / 3pm UK
Virtual
SpaceX's broadband business should be the cash-cow for the Space X group in the immediate future, so in this report, we provide detailed forecasts for how the broadband business can monetise the immediate capacity growth with the V3 satellite and look further forward to the potential cash generation if a V4 satellite with even more capacity is launched in 2035. We also set out our valuation scenarios for their broadband business.
The New Street Space team will then be hosting an interactive call with Q&A this Thursday 28 May at 10am ET/ 3pm UK time specifically to discuss the broadband business in more detail.
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