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Wednesday, November 20, 2024
Deutsche Bank Global Space Summit
Hosted by Deutsche Bank Securities
Welcome
We are pleased to announce that Deutsche Bank's Global Space Summit will be taking place at Deutsche Bank Center on Wednesday, November 20, 2024.
Deutsche Bank Center
One Columbus Circle
(enter via the 58th Street lobby)
New York, NY 10019
The Summit will offer perspectives on the latest developments in the Space sector from C-suite executives and provide opportunities for one-on-one meetings between participating companies and investors.
Panel Topics
Direct-to-Device Connectivity Due to the growing interest in providing connectivity by satellites directly to phones, the satellite D2D market has become an exciting area in the Space industry. As technology continues to advance in connectivity capabilities, particularly with regard to data and voice, a vast and accessible market will emerge that is expected to be revolutionary for Space connectivity with affordability and service quality. The advancements in technology along with growing adoption rates will provide an opportunity for the D2D sector to potentially generate ~$140bn in cumulative service revenue over the next decade, reaching annual revenue of ~$50bn by 2032. |
Beyond Earth Beyond Earth has come to represent a variety of activities in Space, including tourism, habitats, debris removal, lunar exploration and Space situational awareness. This segment is expected to unlock countless new applications for the Space industry, propelling creative ideas and technologies, influencing how humans will interact in Space in the future and creating opportunities for interplanetary travel and long-term missions. Each application is expected to experience single to double digit growth over the next several years - for example, Space tourism is expected to reach a market size of ~$4bn by 2032 (~20% CAGR), Space situational awareness is projected to reach ~$3bn by 2032 (~5% CAGR) and Space habitats is expected grow to ~$156m by the end of 2030 (~8% CAGR). |
Buses, Payloads and Components The satellite buses/payloads/components market is naturally very diverse and its growth is correlated with plans to deploy more satellites into orbit. After the satellite components sector had been significantly impacted due to supply chain disruptions during COVID-19, the market is expected to expand annually in the mid-single digits over the next decade, reaching an estimated TAM of ~$87bn by 2032 (bus market size: ~$71bn; payload market size: ~$16bn). Growth will be driven by the high demand for deployment of small satellites into LEO, a rise in space exploration missions and a decrease in space launch costs. |
Outlook for Space Investment This panel brings together investors from various stages of growth in a company’s lifecycle, from early-stage VC investors to growth PEs to public institutional investors. Panel speakers will provide their views on the uniqueness of investing in the Space sector, and how they considered strategic and financial merits in their investment decisions. |
Geospatial Intelligence This panel discusses trends in Earth observation through commercial satellites in the backdrop of an evolving geopolitical climate. While governments are currently large, lucrative customers and growing their usage, several incremental secular drivers in the commercial realm include terrestrial operations optimization, risk mitigation, and ESG monitoring. The global geospatial analytics market is projected to grow from ~$79bn in 2023 to ~$142bn in 2028, representing a CAGR of ~13%. |
Defense Technology Space plays a critical role in defense and security, which rely on Space-based services every day to execute their missions. Increasingly, the commercial Space sector is developing capabilities, services and innovative technology that have potential to support the defense department and national security. Government entities, such as the DoD, are expected to seize these opportunities by integrating commercial Space solutions into their architectures. |
The Launch Shortage Rocket launch is sometimes perceived to be a commoditized business, but in fact a shortage has emerged that could persist for several years, with industry TAM growing from ~$8bn now to ~$35bn by 2030, representing a ~20% CAGR, supported by robust pricing dynamics. Developing a reliable rocket is very difficult and demand from both governments and commercial operators is increasing, underpinned by a “new Space race” between the US and China. |
Participating Companies
| Public Companies | Private Companies | Private Companies | Private Companies |
|---|---|---|---|
| AST SpaceMobile Iridium Eutelsat Globalstar Viasat, Inc MDA Space Telesat Space42 Astroscale Gogo Redwire Planet Intuitive Machines Avio Spire Ovzon BlackSky Terran Orbital Imagesat International (ISI) Gilat Satellite Networks SatixFy GomSpace Mynaric C-COM |
Blue Origin Axiom Space Intelsat Maxar Relativity Space Firefly Aerospace HawkEye 360 Beyond Gravity ICEYE True Anomaly Astranis Lynk Global Aalyria Aerospacelab Agile Space Industries Agnikul All.Space Antaris Arkisys Array Labs Astra Atlas Al Cailabs CesiumAstro Dhruva Space EarthDaily Analytics eSAT Global ETA Space |
Exotrail GHGSat Gigit Security Globalsat Gran Systems HEO Space HStar Space Hubble Network Impulse Space In Orbit Aerospace iSEE K2 Space Kayrros Leaf Space Little Place Labs Loft Orbital Lonestar Manga Petra mPower Technology Novawurks NUVIEW Omnispace Orbex Orbion Space Technology Orbital Sidekick Phantom Space Phase Four Phasetrum |
PLD Space Qosmosys Ramon.Space Rocket Factory Augsburg (RFA) RS Metrics Samara Aerospace Sateliot SatVu Scout Space Seer AI Skyloom SkyServe Source Energy SpaceRake SpinLaunch Star Catcher Starfish Space Stoke Space Stratospheric Platforms Umbra Ursa Major Technologies Ursa Space Systems Vast Venturi Astrolab Volta Space World View Wyvern |
More Information
Click HERE to view / print Panelist Biographies.
Click HERE to view / print Agenda, panel descriptions and attending companies.
Click HERE to view / print Company descriptions and attendee biographies.
We look forward to having you join us in person for an engaging and informative conference.
For more information, please contact your Deutsche Bank representative or the Conference Team:
- Lead Planner: Michele Tobin, michele.tobin@db.com
- One-on-One Manager: Donna Lichvar, US.DBSchedules@db.com
Registration Form
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