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Wednesday, November 19, 2025
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 19, 2025.
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
Launch Developing a reliable rocket is very difficult and a shortage could persist for several years, exacerbated by the need for sovereign redundancy and hypersonic missile testing, supporting robust pricing dynamics for those with leading capabilities. Demand from both governments and commercial operators is increasing, and DB estimates the global launch TAM to be worth ~$13bn this year, growing to >$30bn in 2030E. |
Beyond Earth Beyond Earth has come to represent a variety of activities in Space, including exploration (Moon and Mars), habitats (ISS replacement), debris removal, and situational awareness. With broad support from US policy, we expect private companies to increasingly take over development from government agencies, leading to shorter lead times and greater efficiency. Looking at the lunar exploration market alone, DB forecasts a Blue Sky TAM of >$10bn by 2030 and $15bn in 2035. |
Buses and Payloads The satellite bus and payload market is experiencing strong, consistent growth, driven by increasing demand for satellite-based services in telecommunications, Earth observation and defense & intelligence. The market is expected to expand annually over the next decade, reaching an estimated TAM of ~$109bn by 2033 (bus market size: ~$74bn; payload market size: ~$35bn). Standardization of buses and consolidation of smaller payload suppliers will likely be key themes this year. |
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 & AI Earth observation capabilities are proliferating globally with multiple countries now leveraging commercial satellites for their sovereign needs and gaining access to high resolution + high revisit rate capabilities. This represents a multi-billion dollar TAM and longer term, advancements in end-to-end AI can supercharge adoption especially in commercial end-markets by making it easier / faster to derive actionable insights (e.g., ingesting data through LLM). |
Space Defense & Tech Space plays a critical role in defense and security, providing key backbone services everyday such as GPS / comms and the domain itself seems to be getting more militarized with adversaries. Increasingly, the commercial sector is developing capabilities, services and innovative technology that can support DoD / Space Force (e.g., SDA, Golden Dome). A competitive selling point is that private capital can allocate resources to invest ahead of need, and therefore deliver the capability to DoD coincident with that actual need so that the US can stay a step ahead of rival nations. |
Direct-to-Device Connectivity Due to the growing interest in providing connectivity by satellites directly to smartphones, the D2D market has become an exciting area in the Space industry involving the largest entities in both traditional telecom and next-gen satcom. As technology continues to advance, particularly with regard to data and voice, a dynamic market could emerge that will optimize affordability and service quality. As new offerings come online, we expect a lively debate on the best approaches amongst participants regarding spectrum, market size, business model, ARPU, and much more. |
Participating Companies
| Public Companies | Private Companies | Private Companies | Private Companies |
|---|---|---|---|
| AST SpaceMobile Astroscale Avio BlackSky Technology C-COM Satellite Systems EchoStar Corp Firefly Aerospace Gilat Satellite Networks GomSpace ImageSat International Intellian Technologies Intuitive Machines Iridium Communications ispace MDA Space Ovzon Planet Labs Redwire Rocket Lab SES Space42 Spire Global Telesat Voyager Technologies |
Blue Origin Anduril Industries Maxar Space Systems Axiom Space Impulse Space York Space Systems HawkEye 360 Ursa Major Technologies Stoke Space Technologies True Anomaly CesiumAstro Lynk Global Fleet Space Technologies X-Bow Systems Vast Space LeoLabs Swissto12 Aalyria Aerospacelab Agile Space Industries All.Space Networks Antaris Arkisys Astrolab Atlas Al Auriga Space Cailabs EarthDaily Analytics EnduroSat Epsilon3 Equatorial Space eSAT Global |
ETA Space Exolaunch Exotrail GHGSat Globalsat HEO Space HStar Space Hubble Network Integrate Space iSEE Kepler Communications KinetX Little Place Labs Lonestar Data Holdings Lunar Outpost Manga Petra Mangata Networks mPower Technology mu Space Corp Muon Space Myriota OffWorld Omnispace Open Cosmos Phantom Space Corp Phasetrum PLD Space |
Portal Space Systems Privateer Radian Aerospace Ramon.Space RS Metrics Samara Aerospace SAT4M2M SatVu Scout Space Seer AI Source Energy Space Development Agency SpaceRake Star Catcher Starfish Space ST Engineering iDirect The Extraterrestrial Mining Company Tomorrow.io Turion Space Ursa Space Systems Volta Space Technologies World View Enterprises |
More Information
Company Descriptions and Attendee Bios
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
For detailed disclosures pertaining to a specific recommendation or estimate discussed on a security, please see the most recently published company report or visit our global disclosure look-up page on our website at https://research.db.com/Research/Disclosures/EquityResearchDisclosures or https://research.db.com/Research/Disclosures/FICCDisclosures
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