09:00
09:30
SVSW 2026 · Oct 27 – 29 · Mountain View
Satellite Innovation
Formats
Locations
Tue, Oct 27
14 sessions
09:30
10:15
After SPCX: The Public Market’s Verdict on Space
Top analysts read on SpaceX’s first public financial results and what they reveal about everyone else.
10:15
10:30
WRC-27: The Clock Starts Now
A heads-up on the 2027 world conference that divides radio frequencies among satellite operators.
10:30
11:00
Break
11:00
11:45
Regulators as Capacity Allocators
How government licensing decisions now determine which satellite networks get to grow.
11:45
12:15
Orbital Data Centers — Radiators, Watts, and Orbits
The actual hardware for computing in orbit: how you power it and how you keep it cool.
12:15
13:00
Orbital Data Centers — Investable Infrastructure or Thermodynamic Bet?
The largest capital and engineering story of 2026. Can AI data centers be built in space? Believers and skeptics argue the engineering and the economics.
13:00
14:00
Lunch Sponsored by COMSAT
14:00
14:45
The Ground Bottleneck: GSaaS, the SCN, and the Capital Squeeze
Ground is the under-programmed bottleneck, and the money agrees: a $100 million Series B for a ground startup in January, a collapsed incumbent divestiture, and a federal facilities line tripling. Ground as the programma
14:45
15:00
Mission Software Lessons of 2026
What this year’s AI surge teaches the industry about software directions for growth.
15:00
15:45
Launch Isn’t Settled: Scarcity, Queues, and the 2029 Gap
Demand outstrips supply, prices are rising across dedicated and rideshare, and analysts project a capacity rough spot in 2029 and 2030. The session is reframed from vehicle showcase to allocation economics: who gets a ma
15:45
16:15
Break – Hors d’oeuvres
16:15
17:00
The Three-Stack D2D Contest
Feasibility of D2D ended in October 2025 when Starlink Mobile went commercial; the live question is now operator economics inside a three-stack war: SpaceX claiming wholesale intentions while spending over $20 billion on
17:00
17:15
License to Operate: Reentry, Astronomy, and the Externalities Bill
The side effects of launching thousands of satellites: what burns up in the sky, and what it may cost operators.
09:00
09:30
10:15
10:30
11:00
11:45
12:15
13:00
14:00
14:45
15:00
15:45
16:15
17:00
09:00
09:30
09:30
10:15
After SPCX: The Public Market’s Verdict on Space
Top analysts read on SpaceX’s first public financial results and what they reveal about everyone else.
10:15
10:30
WRC-27: The Clock Starts Now
A heads-up on the 2027 world conference that divides radio frequencies among satellite operators.
10:30
11:00
Break
11:00
11:45
Regulators as Capacity Allocators
How government licensing decisions now determine which satellite networks get to grow.
11:45
12:15
Orbital Data Centers — Radiators, Watts, and Orbits
The actual hardware for computing in orbit: how you power it and how you keep it cool.
12:15
13:00
Orbital Data Centers — Investable Infrastructure or Thermodynamic Bet?
The largest capital and engineering story of 2026. Can AI data centers be built in space? Believers and skeptics argue the engineering and the economics.
13:00
14:00
Lunch Sponsored by COMSAT
14:00
14:45
The Ground Bottleneck: GSaaS, the SCN, and the Capital Squeeze
Ground is the under-programmed bottleneck, and the money agrees: a $100 million Series B for a ground startup in January, a collapsed incumbent divestiture, and a federal facilities line tripling. Ground as the programma
14:45
15:00
Mission Software Lessons of 2026
What this year’s AI surge teaches the industry about software directions for growth.
15:00
15:45
Launch Isn’t Settled: Scarcity, Queues, and the 2029 Gap
Demand outstrips supply, prices are rising across dedicated and rideshare, and analysts project a capacity rough spot in 2029 and 2030. The session is reframed from vehicle showcase to allocation economics: who gets a ma
15:45
16:15
Break – Hors d’oeuvres
16:15
17:00
The Three-Stack D2D Contest
Feasibility of D2D ended in October 2025 when Starlink Mobile went commercial; the live question is now operator economics inside a three-stack war: SpaceX claiming wholesale intentions while spending over $20 billion on
17:00
17:15
License to Operate: Reentry, Astronomy, and the Externalities Bill
The side effects of launching thousands of satellites: what burns up in the sky, and what it may cost operators.
Wed, Oct 28
7 sessions
09:30
10:15
Sovereign Constellations and the Fragmenting Market
Europe and China are building government-backed satellite networks. What that does to American companies.
10:15
10:30
Protected PNT: The Unfunded Resilience Buy
Backup systems for GPS exist, but almost nobody is paying for them.
10:30
11:00
11:00
11:30
Break
11:30
12:15
Buses vs. Vertical Integration: Who Builds the Proliferated Era
The factory question: standardized satellite platforms versus companies that build everything themselves. The fight is who builds the proliferated era and who finances production before contract certainty. The industria
12:15
12:30
Commercial EO’s Government Dependency Problem
Satellite-imagery companies depend on a few government contracts, and that dependence is now a business risk.
12:30
14:00
Lunch
09:30
10:15
10:30
11:00
11:30
12:15
12:30
09:30
10:15
Sovereign Constellations and the Fragmenting Market
Europe and China are building government-backed satellite networks. What that does to American companies.
10:15
10:30
Protected PNT: The Unfunded Resilience Buy
Backup systems for GPS exist, but almost nobody is paying for them.
10:30
11:00
11:00
11:30
Break
11:30
12:15
Buses vs. Vertical Integration: Who Builds the Proliferated Era
The factory question: standardized satellite platforms versus companies that build everything themselves. The fight is who builds the proliferated era and who finances production before contract certainty. The industria
12:15
12:30
Commercial EO’s Government Dependency Problem
Satellite-imagery companies depend on a few government contracts, and that dependence is now a business risk.
12:30
14:00