• 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.



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



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

Agenda

The agenda is subject to change, so please return to this page for updates.

Click HERE to view / print the most current agenda.

Deutsche Bank appreciates your participation in the Global Space Summit.

Conference Liaison

Michele Tobin is the Lead Planner for this conference. Should you have any questions or requests, prior to, during or after the conference, please do not hesitate to contact her at michele.tobin@db.com.

Conference Format

All functions will be held in-person at the Deutsche Bank Center, located in New York City.

The format of the conference is selected panels and one-on-one / small-group meetings. Panels will run for 45 minutes and one-on-one / small-group meetings will be 30 minutes long with a 5-minute break. Additional details on panels and timing will be communicated closer to the conference.

One-on-One Meetings

You will have the opportunity to meet individually with investors and other corporates in one-on-one / small-group meetings.  Meetings with investors are subject to investor requests. You will be contacted directly via separate email for any corporate to corporate meetings you would like to request closer to the conference date. Please indicate the time(s) you will be available for these meetings during the registration process.

Donna Lichvar is your contact for One-on-One Meetings at US.DBSchedules@db.com. As our deadline for investor requests is October 15th, you will be contacted with a preliminary schedule the week of October 27th.

Press

Some members of the Press will be invited or allowed to attend the conference.

Corporate Materials

As always, please discuss with your legal counsel the use of your materials as handouts.  If an effort to be more sustainable, you will have the ability to upload your presentation to your meeting schedules.  The link to upload documents will be sent with your schedules.

Deutsche Bank appreciates your participation in the Global Space Summit.

Conference Location & Format

Deutsche Bank's Global Space Summit will take place in-person at the Deutsche Bank Center.

Deutsche Bank Center
One Columbus Circle
(enter via the 58th Street lobby)
New York, NY 10019

Selected companies will be on panels and most will be hosting one-on-one / small group meetings on Wednesday, November 19, 2025.

How do I submit my meeting requests?

You may indicate your selection(s) during the registration process. Please be advised that the deadline to REQUEST your selection(s) is Wednesday, October 15, 2025 at 5:00 pm ET.

For more information on one-on-one requests, please contact your Deutsche Bank Representative.

Press

Some members of the Press will be invited or allowed to attend the conference.

The conference will be taking place at Deutsche Bank Center.

Click HERE to see availability for local hotels at preferred rates.

Below is a list of nearby hotels:


current as of 2/21/2025