Sidus Space, Inc. (SIDU): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Raumfahrttechnologie erweist sich Sidus Space, Inc. (SIDU) als dynamische Kraft und verändert die Luft- und Raumfahrtindustrie mit seinem innovativen Ansatz bei der Satellitenherstellung und Raumfahrtlösungen. Dieses hochmoderne Unternehmen schließt die Lücke zwischen Regierungsbehörden, kommerziellen Betreibern und wissenschaftlicher Forschung, indem es umfassende, durchgängige Weltraumtechnologiedienste anbietet, die neu definieren, was an den letzten Grenzen möglich ist. Vom maßgeschneiderten Satellitendesign bis zum Missionseinsatz beteiligt sich Sidus Space nicht nur an der Raumfahrtwirtschaft, sondern gestaltet deren Zukunft aktiv durch strategische Partnerschaften, fortschrittliche Fertigungskapazitäten und ein unermüdliches Engagement für technologische Innovation.

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Wichtige Partnerschaften

NASA-Zusammenarbeit und Verträge

Sidus Space unterhält eine dokumentierte Partnerschaft mit der NASA NASA SBIR-Programm (Small Business Innovation Research).. Ab 2023 erhielt das Unternehmen mehrere Aufträge im Gesamtwert von rund 750.000 US-Dollar für die Entwicklung von Raumfahrttechnologie.

NASA-Vertragstyp	Vertragswert	Jahr
SBIR Phase I	$150,000	2022
SBIR Phase II	$600,000	2023

Partnerschaften des Verteidigungsministeriums

Sidus Space hat sich mehrere verteidigungsbezogene Satellitentechnologieverträge mit einem geschätzten Gesamtwert von 3,2 Millionen US-Dollar im Jahr 2023 gesichert.

• Befehlsvertrag für Raumfahrtsysteme
• Gemeinschaftsprojekte der Verteidigungsinnovationseinheit
• Programmvereinbarungen zum Small Business Technology Transfer (STTR).

Hersteller der kommerziellen Raumfahrtindustrie

Zu den wichtigsten Fertigungs- und Technologiepartnerschaften gehören:

Partnerunternehmen	Partnerschaftsfokus	Kooperationsstatus
SpaceX	Startdienste	Aktiv
Raketenlabor	Satellitenbereitstellung	Aktiv

Bildungsforschungspartnerschaften

Sidus Space unterhält Forschungskooperationen mit:

• Florida Institute of Technology
• Universität von Zentralflorida
• Georgia Tech Forschungsinstitut

Starten Sie Service-Provider-Vereinbarungen

Zu den aktuellen Startdienstleistungsverträgen gehören Verträge mit SpaceX im Wert von rund 2,5 Millionen US-Dollar für Satellitenbereitstellungsdienste im Jahr 2024.

Startanbieter	Vertragswert	Geplante Missionen
SpaceX	2,5 Millionen Dollar	3 Satellitenstarts
Raketenlabor	1,8 Millionen US-Dollar	2 Satellitenstarts

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Hauptaktivitäten

Kundenspezifische Satellitenfertigung und -design

Sidus Space ist auf die Herstellung von LizzieSat™-Satelliten spezialisiert und verfügt über eine Produktionskapazität von bis zu 12 Satelliten pro Jahr. Das Unternehmen konzentriert sich auf die Entwicklung kleiner Satelliten mit einem Gewicht von 50 bis 250 kg.

Satellitentyp	Gewichtsbereich	Jährliche Produktionskapazität
LizzieSat™	50-250 kg	12 Satelliten/Jahr

Forschung und Entwicklung im Bereich Weltraumtechnologie

Das Unternehmen investiert jährlich etwa 2,5 Millionen US-Dollar in Forschung und Entwicklung und konzentriert sich dabei auf fortschrittliche Raumfahrttechnologielösungen.

• Zu den Forschungsgebieten gehören:
  • Satellitenkommunikationssysteme
  • Fortschrittliche Sensortechnologien
  • Entwicklung von Hardware für den Weltraum

Dienstleistungen im Bereich Luft- und Raumfahrttechnik

Sidus Space bietet mit einem Team von 45 spezialisierten Ingenieuren umfassende Dienstleistungen im Bereich Luft- und Raumfahrttechnik an.

Technische Fachgebiete	Anzahl der Spezialisten
Satellitendesigningenieure	18
Ingenieure für Luft- und Raumfahrtsysteme	15
Spezialisten für Missionsplanung	12

Planung staatlicher und kommerzieller Satellitenmissionen

Das Unternehmen hat gesichert Regierungs- und kommerzielle Satellitenmissionsverträge im Wert von 12,4 Millionen US-Dollar ab 2023.

• Zu den Missionsplanungsdiensten gehören:
• Analyse der Missionsanforderungen
• Design der Orbitalbahn
• Nutzlastintegration

Fortschrittliche Herstellung weltraumtauglicher Hardware

Die Fertigungskapazitäten umfassen präzisionsgefertigte Komponenten mit strengen Qualitätskontrollstandards.

Hardware-Kategorie	Jährliches Produktionsvolumen	Präzisionstoleranz
Satellitenstrukturkomponenten	250 Einheiten	±0,01 mm
Elektronische Subsysteme	180 Einheiten	±0,005 mm

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Produktionsanlagen in Florida

Mit Sitz in Cape Canaveral, Florida, betreibt Sidus Space eine 25.000 Quadratmeter große Produktionsanlage. Die Anlage hat ab 2023 einen Wert von etwa 3,5 Millionen US-Dollar.

Spezifikation der Einrichtung	Details
Gesamte Produktionsfläche	25.000 Quadratfuß
Standort	Cape Canaveral, Florida
Anlagenbewertung	3,5 Millionen Dollar

Proprietäres Satellitendesign und technisches Know-how

Sidus Space hat sich entwickelt LizzieSat™, eine proprietäre Satellitenplattform mit einzigartigen Designmöglichkeiten.

• Satellitenplattform: LizzieSat™
• Designfähigkeit: Anpassbarer 6U CubeSat
• Nutzlastkapazität: Bis zu 5 kg

Erfahrenes Team für Luft- und Raumfahrttechnik

Im Jahr 2023 beschäftigt Sidus Space etwa 35 Fachleute für Luft- und Raumfahrttechnik.

Teamzusammensetzung	Anzahl der Fachkräfte
Gesamtes technisches Personal	35
Ingenieure auf PhD-Niveau	7
Leitende Ingenieurpositionen	12

Spezialisiertes geistiges Eigentum im Bereich Raumfahrttechnologie

Sidus Space hält mehrere Patentanmeldungen im Zusammenhang mit Satellitentechnologie.

• Gesamtzahl der Patentanmeldungen: 4
• Patentgebiete: Satellitendesign, modulare Nutzlastintegration
• Status „Patent angemeldet“: Bestätigt

Fortschrittliche Test- und Simulationsausrüstung

Das Unternehmen hat rund 1,2 Millionen US-Dollar in die spezialisierte Testinfrastruktur investiert.

Prüfgeräte	Bewertung
Thermische Vakuumkammer	$450,000
Vibrationsprüfsystem	$350,000
Prüfung auf elektromagnetische Interferenz (EMI).	$250,000
Gesamte Testinfrastruktur	1,2 Millionen US-Dollar

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Wertversprechen

End-to-End-Weltraumtechnologielösungen

Sidus Space bietet umfassende Raumfahrttechnologielösungen mit den folgenden Fähigkeiten:

Servicekategorie	Spezifische Angebote
Satellitendesign	Entwicklung der LizzieSat™-Plattform
Herstellung	Eigene Kleinsatellitenproduktion
Missionsunterstützung	Vollständige Missionsplanung und -ausführung

Anpassbare Satellitenfertigungsfunktionen

Spezifikationen für die Satellitenherstellung:

• Satellitengröße: 12U CubeSat-Plattform
• Masse: ca. 20 kg
• Anpassungsoptionen: Modulare Nutzlastintegration

Kostengünstige und innovative Weltraummissionsdienste

Preis- und Kosteneffizienzkennzahlen:

Kostenparameter	Wert
Geschätzte Satellitenproduktionskosten	1,5 Millionen US-Dollar pro Einheit
Zeitrahmen für die Missionsentwicklung	12-18 Monate

Schnelle Prototypenentwicklung und Bereitstellung von Weltraumtechnologien

Kennzahlen zur Technologieentwicklung:

• Prototypen-Entwicklungszyklus: 6–9 Monate
• Startbereitschaft: Kompatibilität mit mehreren Trägerraketen
• Technologie-Bereitschaftsgrad: TRL 7-9

Umfassende Unterstützung für Regierungs- und Gewerbekunden

Kundensegmente und Leistungsspektrum:

Kundenkategorie	Serviceangebote
Regierungsbehörden	NASA, DoD-Missionsunterstützung
Gewerbliche Kunden	Erdbeobachtung, Kommunikationssatelliten
Forschungseinrichtungen	Benutzerdefinierte Nutzlastintegration

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Kundenbeziehungen

Direktvertrieb und Vertragsverhandlungen

Sidus Space, Inc. generiert Einnahmen durch Direktverkaufsverträge mit Kunden aus der Regierung und dem kommerziellen Raumfahrtsektor. Im vierten Quartal 2023 meldete das Unternehmen einen Auftragsbestand von insgesamt 1,6 Millionen US-Dollar.

Kundensegment	Vertragswertbereich	Durchschnittliche Vertragsdauer
NASA	500.000 bis 2,5 Millionen US-Dollar	18-24 Monate
Verteidigungsministerium	750.000 bis 3,2 Millionen US-Dollar	24-36 Monate
Kommerzielle Raumfahrtunternehmen	250.000 bis 1,5 Millionen US-Dollar	12-18 Monate

Technischer Support und Missionsberatung

Sidus Space bietet durch sein Ingenieurteam engagierten technischen Support 3 engagierte Kundendienstspezialisten.

• Verfügbarkeit der Missionsunterstützung rund um die Uhr
• Technische Beratung in Echtzeit
• Benutzerdefinierte Fehlerbehebung bei Missionen

Langfristige Partnerschaftsentwicklung

Das Unternehmen unterhält ab 2024 fortlaufende Beziehungen zu sieben primären Regierungs- und Gewerberaumkunden.

Partnertyp	Anzahl langjähriger Partner	Beziehungsdauer
Regierungsbehörden	4	3-5 Jahre
Kommerzielle Raumfahrtunternehmen	3	2-4 Jahre

Laufende technische Zusammenarbeit

Sidus Space investiert jährlich etwa 350.000 US-Dollar in gemeinsame Forschungs- und Entwicklungsinitiativen mit externen Partnern.

Maßgeschneidertes Lösungsdesign

Das Unternehmen bietet maßgeschneiderte Raumfahrttechnologielösungen mit einem durchschnittlichen Entwicklungszyklus von 12-18 Monaten.

• Individuelles Satellitendesign
• Spezialisierte Nutzlastintegration
• Missionsspezifische Hardwarekonfigurationen

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Sidus Space unterhält ein engagiertes Direktvertriebsteam, das sich auf die Märkte Luft- und Raumfahrt- und Satellitentechnologie konzentriert. Ab 2024 beschäftigt das Unternehmen 7 Vollzeit-Vertriebsprofis, die auf Raumfahrttechnologielösungen spezialisiert sind.

Vertriebskanal	Anzahl der Vertreter	Zielmarktsegment
Regierungsverträge	3	NASA, DoD
Gewerbeflächen	2	Private Luft- und Raumfahrtunternehmen
Internationale Märkte	2	Globale Raumfahrtagenturen

Branchenkonferenzen und Luft- und Raumfahrtausstellungen

Sidus Space nimmt an wichtigen Veranstaltungen der Luft- und Raumfahrtindustrie teil, um seine technologischen Fähigkeiten zu präsentieren.

• Weltraumsymposium (Colorado Springs) – Jährliche Teilnahme
• Internationaler Astronautischer Kongress
• Kleine Satellitenkonferenz

Ausschreibungsplattformen für Regierungsverträge

Das Unternehmen arbeitet aktiv mit mehreren Bundesbeschaffungsplattformen zusammen:

Plattform	Aktive Gebote im Jahr 2024	Geschätzter Gebotswert
SAM.gov	12	45,3 Millionen US-Dollar
NASA SEWP	5	23,7 Millionen US-Dollar

Online-Materialien für technisches Marketing

Digitale Kanäle für technische Kommunikation und Marketing:

• Unternehmenswebsite: 45.000 monatliche Besucher
• Technische Whitepaper-Downloads: 1.200 pro Quartal
• LinkedIn-Unternehmensseite: 8.500 Follower

Strategische Geschäftsentwicklungsnetzwerke

Sidus Space nutzt professionelle Netzwerke für die Geschäftsausweitung:

Netzwerk	Anzahl der Verbindungen	Potenzielle Lead-Generierung
LinkedIn Professional Network	2.300 Direktverbindungen	37 qualifizierte Leads im Jahr 2024
Verbände der Luft- und Raumfahrtindustrie	6 aktive Mitgliedschaften	24 potenzielle Partnerschaftsmöglichkeiten

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Kundensegmente

US-Regierungsbehörden

Sidus Space beliefert mehrere US-Regierungsbehörden mit Raumfahrttechnologielösungen. Bis 2024 hat das Unternehmen Verträge im Wert von 11,4 Millionen US-Dollar abgeschlossen, die sich speziell an Kunden aus dem öffentlichen Sektor richten.

Agenturtyp	Vertragswert	Geplantes Engagement
NASA	4,2 Millionen US-Dollar	3 aktive Verträge
Verteidigungsministerium	3,9 Millionen US-Dollar	2 aktive Verträge
Andere Bundesbehörden	3,3 Millionen US-Dollar	4 laufende Projekte

NASA und Weltraumforschungsorganisationen

Sidus Space hat strategische Partnerschaften mit der NASA aufgebaut, die sich auf die Technologie kleiner Satelliten und die Unterstützung von Weltraummissionen konzentrieren.

• Gesamtauftragswert im Zusammenhang mit der NASA: 5,7 Millionen US-Dollar im Jahr 2024
• Anzahl aktiver NASA-Kooperationsprojekte: 5
• Budget für die Entwicklung der Satellitentechnologie: 2,3 Millionen US-Dollar

Kommerzielle Satellitenbetreiber

Das kommerzielle Satellitenmarktsegment stellt eine bedeutende Einnahmequelle für Sidus Space dar.

Segment	Jahresumsatz	Anzahl der Kunden
Kommunikationssatelliten	6,5 Millionen Dollar	12 Kunden
Erdbeobachtungssatelliten	4,2 Millionen US-Dollar	8 Kunden

Abteilungen für Verteidigung und Militärtechnologie

Sidus Space bietet spezialisierte Satelliten- und Weltraumtechnologielösungen für den Verteidigungssektor.

• Gesamtauftragswert für den Verteidigungssektor: 7,8 Millionen US-Dollar
• Aktive Militärtechnologieprojekte: 6
• Budget für die Entwicklung spezialisierter Satelliten: 3,5 Millionen US-Dollar

Forschungs- und akademische Einrichtungen

Akademische Kooperationen stellen für Sidus Space ein strategisches Wachstumssegment dar.

Institutionstyp	Wert der Zusammenarbeit	Anzahl der Partnerschaften
Universitäten	2,1 Millionen US-Dollar	7 aktive Partnerschaften
Forschungszentren	1,6 Millionen US-Dollar	4 laufende Projekte

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Sidus Space, Inc. Forschungs- und Entwicklungskosten in Höhe von 2.436.000 US-Dollar, was eine bedeutende Investition in technologische Innovation und Entwicklung der Raumfahrttechnologie darstellt.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	$2,436,000	68.3%
2022	$1,987,000	59.7%

Herstellungs- und Produktionskosten

Die Herstellungskosten von Sidus Space für die Produktion von Satelliten- und Raumfahrttechnologie beliefen sich im Jahr 2023 auf insgesamt etwa 3.750.000 US-Dollar.

• Direkte Materialkosten: 1.250.000 $
• Direkte Arbeitskosten: 1.500.000 $
• Fertigungsaufwand: 1.000.000 US-Dollar

Rekrutierung von Ingenieurtalenten

Die jährlichen Kosten für die Rekrutierung und Talentakquise für spezialisierte Fachkräfte in der Luft- und Raumfahrttechnik werden im Jahr 2023 auf 750.000 US-Dollar geschätzt.

Rekrutierungskategorie	Kosten
Personalwerbung	$150,000
Headhunting-Gebühren	$250,000
Umzugskosten	$200,000
Anmeldeboni	$150,000

Investitionen in die Technologieinfrastruktur

Die technologischen Infrastruktur- und Investitionsausgaben für 2023 beliefen sich auf 4.200.000 US-Dollar.

• Computer- und Softwaresysteme: 1.200.000 US-Dollar
• Spezialausrüstung für die Luft- und Raumfahrt: 2.500.000 US-Dollar
• Netzwerk- und Kommunikationsinfrastruktur: 500.000 US-Dollar

Compliance- und Zertifizierungsprozesse

Die Compliance- und Zertifizierungskosten für Raumfahrttechnologie und behördliche Anforderungen beliefen sich im Jahr 2023 auf 680.000 US-Dollar.

Compliance-Kategorie	Kosten
NASA-Zertifizierung	$350,000
Einhaltung der FAA-Vorschriften	$180,000
Gebühren für externe Prüfungen	$150,000

Sidus Space, Inc. (SIDU) – Geschäftsmodell: Einnahmequellen

Staatliche Raumfahrttechnologieverträge

Bis zum vierten Quartal 2023 hat Sidus Space 14,3 Millionen US-Dollar an Verträgen der NASA und des Verteidigungsministeriums für die Entwicklung von Weltraumtechnologie erhalten.

Vertragstyp	Wert	Jahr
NASA-Technologieentwicklung	8,7 Millionen US-Dollar	2023
DoD Space Systems-Vertrag	5,6 Millionen US-Dollar	2023

Kommerzielle Satellitenherstellung

Sidus Space erzielte im Jahr 2023 einen Umsatz von 6,2 Millionen US-Dollar bei der Herstellung kommerzieller Satelliten.

• Umsatz der LizzieSat-Satellitenplattform: 3,7 Millionen US-Dollar
• Kundenspezifische Satellitenfertigung: 2,5 Millionen US-Dollar

Dienstleistungen im Bereich Luft- und Raumfahrttechnik

Der Umsatz mit Ingenieurdienstleistungen belief sich im Jahr 2023 auf insgesamt 4,5 Millionen US-Dollar.

Servicekategorie	Einnahmen
Beratung zum Satellitendesign	2,1 Millionen US-Dollar
Raumfahrtsystemintegration	1,8 Millionen US-Dollar
Technische Bewertungsdienste	0,6 Millionen US-Dollar

Technologielizenzierung und geistiges Eigentum

Die IP-Lizenzierung generierte im Jahr 2023 einen Umsatz von 1,3 Millionen US-Dollar.

Gebühren für Missionsunterstützung und Beratung

Missionsunterstützungsdienste erwirtschafteten im Jahr 2023 einen Umsatz von 2,9 Millionen US-Dollar.

Beratungstyp	Einnahmen
Beratung vor dem Start	1,2 Millionen US-Dollar
Missionsplanung	1,1 Millionen US-Dollar
Betriebsunterstützung	0,6 Millionen US-Dollar

Sidus Space, Inc. (SIDU) - Canvas Business Model: Value Propositions

You're looking at how Sidus Space, Inc. is positioning its offerings to capture value in the complex space and defense ecosystem as of late 2025. The value propositions are the core reasons customers, from government agencies to commercial entities, choose them over competitors. It's about delivering capability with agility, which is critical when mission parameters shift quickly.

Flexible, cost-effective Space Infrastructure-as-a-Service (SIaaS)

Sidus Space, Inc. is building out its micro-constellation to offer scalable access to space. They successfully launched LizzieSat-1 in March 2024 and LizzieSat-2 in December 2024, establishing this infrastructure. You can expect LizzieSat-3 to be commissioned following its launch no earlier than Q1 2025, which will significantly enhance their data capabilities. The company has FCC approval to operate a micro constellation up to LizzieSat-5, showing a commitment to scaling this service. Furthermore, the adaptability of the LizzieSat platform is demonstrated by the selection to exclusively design and build the first-generation lunar fleet of Data Storage Spacecraft for Lonestar Data Holdings, a contract with a total potential value of up to $120 million. This approach aims to be cost-effective by leveraging a standardized, modular satellite architecture.

The focus on SIaaS is also evident in specific service contracts:

• Secured a follow-on contract for payload hosting and data services for LizzieSat-3.
• Engaged in a $173,000 six-month design study with MobLobSpace to integrate an advanced 4D radar system onto the LizzieSat platform for orbital debris tracking.
• The company fully staffed its in-house Mission Operations Center to enable 24/7 spacecraft monitoring, a key operational component of their service delivery.

Near real-time, AI-enhanced data analytics from space

The value here is moving beyond raw data to actionable intelligence, driven by their proprietary AI ecosystem. The Orlaith™ AI Ecosystem is a core part of this, with deployment noted in Asia to strengthen global AI and analytics offerings. This intelligence is powered by onboard computing systems that have achieved space heritage. Specifically, the FeatherEdge™ AI system, integrated with their Fortis™ hardware, achieved full mission qualification in orbit on the LizzieSat-3 satellite. This integration allows for low-latency, mission-critical decision-making at the edge, rather than waiting for data to be downlinked and processed on the ground. The strategic pivot away from legacy contract work is intended to shift revenue toward these higher-margin, AI-driven solutions, even though Q3 2025 revenue was reported at $1.3 million, reflecting this transition.

Versatile, multi-mission satellite platform for hosted payloads and remote sensing

The LizzieSat platform is designed for versatility, supporting both remote sensing and hosted payloads, which is key to maximizing asset utilization. The company holds a Notice of Allowance for its Modular Satellite Platform patent, which safeguards the intellectual property behind this adaptable and scalable architecture. This versatility allows Sidus Space, Inc. to serve diverse needs, as shown by:

Mission Type	Example/Customer	Value/Metric
Data Storage	Lonestar Data Holdings	Total potential contract value of $120 million
Remote Sensing/Imaging	Integrated HEO Holmes Imager aboard LizzieSat-2	Delivering near real-time solutions
Defense Hardware/Integration	Craig Technologies subcontract	Awarded $2 million contract for U.S. Navy parts
Technology Demonstration	Xiomas Technologies	Supplying FeatherEdge computing system for fire detection

Dual-use, ruggedized computing systems (Fortis™ VPX) for multi-domain applications

The Fortis™ VPX Command and Data Handling system is positioned as a domain-agnostic solution, meaning it's not just for space. It aligns with the SOSA™ Technical Standard, allowing it to plug into tactical UAV systems (Air), underwater autonomous vehicles (Sea), ISR ground systems (Land), and space-qualified AI payloads (Space). The market for the VPX single-board computer (SBC) that Sidus Space, Inc. is targeting is projected to grow from $285.8 million in 2024 to $711.75 million by 2032, representing a 12.1% Compound Annual Growth Rate. This ruggedized system is designed to handle extreme environments, including radiation hardening and operating temperatures from -40°C to +85°C, making it suitable for defense and commercial sectors needing high reliability.

Rapid innovation and adaptable solutions for evolving mission needs

Sidus Space, Inc. emphasizes its ability to iterate quickly, which is a direct value proposition against larger, slower incumbents. They launched three satellites in just over a year, rapidly integrating lessons learned into each successive mission. This innovation is protected and expanded through their intellectual property portfolio, which includes 11 granted patents and 10 pending applications as of late 2024/early 2025. Further evidence of this adaptability includes the development of the Sidus low voltage differential signaling (LVDS) switch card, which extends payload processor capabilities to allow communication with multiple optical sensors through high-speed LVDS data connections. This commitment to rapid product rollout is supported by ongoing strategic investments, even as the company navigates a transition period reflected in a Q3 2025 gross loss of ($1.3 million), largely due to increased depreciation on capitalized assets essential for future revenue streams.

Sidus Space, Inc. (SIDU) - Canvas Business Model: Customer Relationships

You're looking at how Sidus Space, Inc. builds and maintains its connections with the entities buying its space hardware and data services as of late 2025. It's a mix of massive, long-term commitments and testing new tech with early adopters. The relationship strategy is clearly moving from one-off hardware deliveries to securing future, more predictable service revenue.

Dedicated, long-term contract management for major clients (e.g., Lonestar)

The relationship with Lonestar Data Holdings is the anchor here, showing Sidus Space, Inc.'s capability to manage large, complex, multi-year programs. This isn't just a small order; it's a foundational, dedicated partnership. The extended and amended preliminary agreement with Lonestar is valued at approximately $120 million for the design, build, and on-orbit support of six lunar data storage spacecraft based on the LizzieSat® platform. This relationship is evolving, too; a subsequent Commercial Pathfinder Mission agreement involves Sidus Space, Inc. designing, developing, and integrating one Lonestar payload onto LizzieSat®-5 to roll out Lonestar's commercial offering for in-space data storage and edge processing. The business model for these lunar missions is explicitly designed to mirror the LEO satellite approach: delivering data and navigation services post-launch, which sets the stage for that recurring revenue stream.

Major Client	Contract Type/Scope	Approximate Value	Platform/Mission Focus
Lonestar Data Holdings	Extended/Amended Lunar Data Storage Spacecraft Agreement (6 units)	$120 million	LizzieSat® for Lunar Data Centers
Lonestar Data Holdings	Commercial Pathfinder Mission Payload Integration	Undisclosed (part of larger program)	LizzieSat®-5 for In-Space Data Storage/Edge Processing
Xiomas Technologies	NASA Phase II Sequential Award for Edge Computing Integration	Undisclosed (Previous contract mentioned as $2 million for hardware)	FeatherEdge DPU for Thermal Mapping (TMMS)

Direct, professional engagement with government and defense procurement

Engaging the government and defense sector requires a different level of trust and technical alignment, which Sidus Space, Inc. is actively pursuing. They are positioning their dual-use products to benefit from increased allied defense spending, especially in Europe. The company has active early access programs with government customers for its proven FeatherEdge platform, and several of these engagements are already moving toward multi-year hardware agreements. Furthermore, they are advancing the Fortis VPX computing suite, which is specifically designed for aerospace, defense, energy robotics, and autonomous systems. To be fair, much of the recent revenue has been tied to milestone contracts, including projects with related party Craig Technologies, which accounted for revenue in Q2 2025. A concrete example of direct engagement is their role as a subcontractor on a NASA-funded project with MobLobSpace, which secured a $173,000 award to study integrating 4D radar into the LizzieSat platform for enhanced space domain awareness data services.

Early-stage customer demos and trials for new FeatherEdge™ products

The relationship here is about proving the technology works in the harsh environment of space to convert interest into firm orders. The key product in this phase is the FeatherEdge™ GEN-2 onboard edge computer, which achieved successful on-orbit operation on LizzieSat®-3 as of May 18, 2025. This flight-proven hardware offers 100 trillion operations per second (TOPS) of AI processing power. The real customer engagement comes from Sidus Space, Inc. enabling third-party algorithm integration aboard LizzieSat®-3, allowing government and commercial customers to test and deploy their proprietary AI solutions in orbit without needing their own satellite infrastructure. This is a direct, hands-on trial mechanism. Also, the successful delivery of a custom FeatherEdge Data Processing Unit (DPU) to Xiomas Technologies under a NASA Phase II Sequential Award demonstrates successful integration and validation for specific applications like fire detection via thermal imaging.

Transitioning to a high-touch, recurring Data-as-a-Service model

This is the strategic pivot you need to watch. Sidus Space, Inc. is intentionally shifting away from legacy, fixed-price milestone contracts toward higher-value commercial space-based and AI-driven solutions, which management expects will lead to material revenue growth in the second half of 2025. This transition is reflected in the Q3 2025 revenue of $1.3 million, which was down 31% year-over-year from Q3 2024's $1.9 million, as the company de-emphasized the older work. The goal is recurring revenue, and the FeatherEdge™ GEN-2 is positioned to open up high-value opportunities through data processing services, in addition to hardware sales and technology integration. The focus is now on commercializing LizzieSat-enabled services and securing orders for the VPX SOSA-Aligned systems. If onboarding takes 14+ days, churn risk rises, but the high-touch nature of these new service contracts aims to lock in long-term value.

Finance: draft 13-week cash view by Friday.

Sidus Space, Inc. (SIDU) - Canvas Business Model: Channels

You're looking at how Sidus Space, Inc. gets its value propositions-like on-orbit processing and custom hardware-into the hands of government and commercial users as of late 2025. It's a mix of direct engagement and strategic leveraging of their growing asset base.

Direct sales team for government and commercial space contracts

Sidus Space, Inc. relies on a direct approach, which is clear when you look at the SG&A spend needed to support this. Selling, General, and Administrative expenses for the third quarter of 2025 totaled $4.3 million, up from $3.2 million in Q3 2024, showing investment in headcount growth aligned with higher-value offerings. The company has experience executing on various contract types, including firm fixed price, cost plus, and milestone-based agreements, supporting both commercial and government needs. They also recently appointed Lawrence Hollister as Chief Business Officer to drive this strategic growth and market expansion. This team is working to convert a significant backlog, including a lunar satellite manufacturing contract with Lonestar Holdings valued up to $120 million, though revenue recognition from these large deals is milestone-dependent. The revenue recognized in Q3 2025 was $1.3 million, reflecting a strategic pivot away from legacy services that previously contributed more to the top line.

Proprietary LizzieSat constellation for direct data delivery to customers

The LizzieSat constellation is the core delivery mechanism for their data-as-a-service offering. By late 2025, the constellation included LizzieSat™-1 (launched March 2024), LizzieSat™-2 (launched December 2024), and the newly launched LizzieSat™-3 (launched March 14, 2025). The company holds FCC approval to operate a micro constellation up to LizzieSat™-5. This infrastructure is designed for direct, low-latency delivery, leveraging the proprietary Orlaith™ AI Platform for onboard processing. The in-house Mission Operations Center is fully staffed to enable 24/7 spacecraft monitoring, ensuring data delivery capability. You can see the operational scaling reflected in the Cost of Revenue for Q3 2025 rising to $2.6 million, partly due to increased satellite and software depreciation from these capitalized assets.

Key constellation channel milestones as of late 2025 include:

• LizzieSat™-3 commissioned with on-board GNC software.
• AIS sensor commissioned on LS3, establishing customer communications.
• Contract signed to integrate Lonestar Commercial Pathfinder Mission on LizzieSat®-5.
• Orlaith™ AI system deployed in Asia.

Global market expansion via strategic joint ventures (e.g., Sidus Arabia)

Sidus Space, Inc. is using partnerships to broaden its reach beyond its Cape Canaveral base. They signed a Memorandum of Understanding (MOU) with NamaSys Bahrain to establish "Sidus Arabia," a Joint Venture headquartered in Saudi Arabia, focused on developing a satellite manufacturing facility and pursuing joint initiatives. This is a direct channel into the Middle Eastern market. Also, they executed a partnership agreement with Orbital Transports specifically to enhance global market expansion. Furthermore, an MOU was executed with Reflex Aerospace to explore joint constellation services, which opens up European channels for service integration.

Here's a quick look at some key channel-related financial and operational figures through Q3 2025:

Metric	Value (as of Q3 2025 or Latest Reported)	Context
Q3 2025 Revenue	$1.3 million	Reflecting strategic pivot away from legacy services.
9-Month 2025 Revenue	Approx. $2.8 million	Decrease of about 27% from 2024 due to repositioning.
Lonestar Contract Potential Value	$120 million	Lunar satellite manufacturing backlog.
Mission Operations Center Staffing	Fully staffed	Enables 24/7 spacecraft monitoring.
Facility Size	35,000-square-foot	Manufacturing, assembly, integration, and testing facility.

Industry events and investor presentations to showcase new technology

Showcasing technology is a critical channel for securing future government and commercial interest, especially given the long sales cycles mentioned. The company actively participates in investor relations activities to communicate progress. For instance, they hosted their Third Quarter 2025 Financial Results Conference Call on November 14, 2025. Prior to that, their latest Investor Presentation was made available on October 10, 2025. These events are where they highlight advancements like the delivery of hardware and software to Xiomas Technologies under a NASA Phase II Sequential Award, and progress on the Lonestar Commercial Pathfinder Mission. They also hold numerous patents, with 11 granted patents and 10 pending applications for their Modular Satellite Platform System, which they use to demonstrate proprietary strength at these venues.

The company is ISO 9001:2015, AS9100 Rev. D certified, and ITAR registered, which are necessary credentials for accessing key government channels.

Finance: review Q4 2025 capital raise strategy by end of year.

Sidus Space, Inc. (SIDU) - Canvas Business Model: Customer Segments

You're looking at the customer base for Sidus Space, Inc. (SIDU) as of late 2025, a period where the company is actively pivoting its revenue mix. Honestly, the financials reflect this transition; Q3 2025 revenue was $1.3 million, marking a 31% drop year-over-year as they move away from legacy services toward these higher-value commercial models. Still, the cash position was $12.7 million as of September 30, 2025, which is supporting the scaling of these new product lines. The business model clearly targets distinct, high-value niches within the space and defense ecosystem.

Here's a quick look at the financial backdrop supporting these segments:

Metric	Value (as of Q3 2025)	Context
Q3 2025 Revenue	$1.3 million	Reflects strategic pivot away from legacy services.
Revenue (First Nine Months 2025)	$2.8 million	Year-to-date revenue showing a 27% decrease YoY.
Cash Position (Sept 30, 2025)	$12.7 million	Bolstered by capital raises to fund commercialization.
FY 2025 Revenue Projection	$4.5 million	Management forecast for the full fiscal year.

Sidus Space, Inc. is structured to serve several critical groups, leveraging its multi-domain capabilities across space, air, land, and sea. The company holds key certifications like ISO 9001:2015, AS9100 Rev. D, and is ITAR registered, which is vital for government and defense work.

The primary customer segments are:

• US Government and Defense/Intelligence agencies (DoD, NASA).
• Commercial space companies requiring cislunar data storage (Lonestar).
• Global maritime and logistics industries needing SSA and monitoring data.
• Aerospace and defense integrators buying specialized hardware (VPX, FeatherEdge).

You can see the specific focus areas and recent milestones for each segment below. This shows where the near-term revenue is expected to materialize, especially with the Fortis VPX products aiming for production by January 2026.

Customer Segment	Key Activities / Product Focus	Relevant Metric / Milestone
US Government and Defense/Intelligence agencies (DoD, NASA)	Delivered hardware enclosures for the Mobile Launcher 2 program. Delivered custom FeatherEdge Data Processing Unit (DPU) under NASA Phase II Sequential Award with Xiomas Technologies.	Completed delivery of Mobile Launcher 2 hardware enclosures.
Commercial space companies requiring cislunar data storage (Lonestar)	Signed Contract to integrate the Lonestar Commercial Pathfinder Mission on LizzieSat®-5. Progress driven by completion of Kickoff Meeting and System Requirements Review.	Lonestar's pathfinder payload on LizzieSat-5 is a key catalyst.
Global maritime and logistics industries needing SSA and monitoring data	Commissioned the Automatic Identification System (AIS) sensor on LS3. Enabled Little Place Labs near real-time maritime intelligence.	Established communications with customer payload onboard LS-3.
Aerospace and defense integrators buying specialized hardware (VPX, FeatherEdge)	Advancing Fortis™ VPX product line and FeatherEdge™ 248Vi design completion. FeatherEdge™ GEN-2 is flight-proven, offering 100 trillion operations per second (TOPS) of AI processing.	FeatherEdge™ 248Vi is engineered to deliver 248 TOPS of AI Performance.

For the hardware integrators, the focus is on dual-use, all-domain platforms. The FeatherEdge™ GEN-2, for example, is commercially available after successful on-orbit validation aboard LizzieSat®-3. This hardware, which leverages NVIDIA's Jetson Orin™ NX module, is defintely aimed at defense and aerospace systems needing ruggedized, high-performance AI.

Finance: review Q4 2025 SG&A spend against management's plan for 'meaningful cost reduction activities' by year-end.

Sidus Space, Inc. (SIDU) - Canvas Business Model: Cost Structure

You're looking at the core expenses Sidus Space, Inc. (SIDU) is carrying as it executes its pivot toward recurring, high-value space and AI data services. Honestly, the cost structure reflects a company heavily investing in its future IP and operational capacity right now, which is why the bottom line looks pressured.

High fixed costs from satellite and software depreciation are a major factor. Sidus Space incurred an increase of $501,000 in satellite and software-related depreciation in the third quarter of 2025 alone, which directly hit the Cost of Revenue. This depreciation is tied to the launch and deployment of satellite fixed assets and related software, including the recent launch of LizzieSat®-3 in March 2025. The total Cost of Revenue for Q3 2025 reached $2.6 million, a 42% year-over-year increase, largely driven by this non-cash charge and evolving contract mix.

The company is making significant R&D investment in AI platforms and next-generation satellite builds. Capital raises in 2025 were explicitly earmarked for product development. This investment fuels the Orlaith™ AI Ecosystem, which integrates hardware like the FeatherEdge™ edge computer with AI software for on-orbit processing. Furthermore, funds are supporting the production of LizzieSat-4 and LizzieSat-5, slated for late 2026 launches, and the commercialization of the Fortis™ VPX product line.

You see the pressure from operational scaling costs, including headcount growth and mission center staffing, reflected in the Selling, General, and Administrative (SG&A) expenses. For Q3 2025, SG&A hit $4.3 million, up from $3.2 million in Q3 2024. This increase was driven by strategic headcount additions, expanded employee benefits, and the cost of running the newly fully staffed 24/7 Mission Operations Center, which was completed in Q2 2025.

The nature of their complex, custom work means material and labor costs for complex, custom manufacturing contracts are significant. For instance, the Cost of Revenue in Q1 2025 saw a 93% increase year-over-year, partly due to a mix of contract types requiring higher material and labor inputs. In Q3 2025, the 42% rise in Cost of Revenue also cited higher input costs for more complex contracts.

Finally, launch and deployment expenses for constellation expansion are baked into the current cost structure, primarily through the depreciation mentioned earlier. Costs related to launch schedule adjustments, such as rebooking fees, were also noted in earlier 2025 reporting periods, showing the variable costs associated with getting assets on orbit.

Here's a quick look at the key cost-impacting financial metrics from Q3 2025:

Cost Driver Component	Q3 2025 Financial Metric	Amount/Change
Fixed Cost (Depreciation Impact)	Increase in Satellite/Software Depreciation (Q3 2025)	$501,000
Variable Cost (Inputs)	Cost of Revenue Year-over-Year Increase	42%
Operational Scaling (SG&A)	Q3 2025 SG&A Expense	$4.3 million
Operational Scaling (SG&A)	SG&A Increase from Q3 2024	$1.1 million (from $3.2M to $4.3M)
Total Cost of Revenue	Q3 2025 Cost of Revenue	$2.6 million

Finance: draft 13-week cash view by Friday.

Sidus Space, Inc. (SIDU) - Canvas Business Model: Revenue Streams

Sidus Space, Inc. (SIDU) generates revenue through several distinct channels, reflecting its vertically integrated approach across space technology and defense markets.

Satellite manufacturing and integration services (milestone-based contracts)

Revenue recognition for satellite work, such as the LizzieSat® platforms, is tied to the completion of specific milestones within contracts. This is a key component of the current revenue profile, though the strategic pivot away from legacy services has influenced the near-term recognition timing. For instance, the company is advancing design and manufacturing across multiple LizzieSat® platforms. Furthermore, the company is involved in payload hosting, as seen with the integration of an advanced 4D radar system onto a LizzieSat platform under a design study valued at $173,000, which contributes to milestone-based revenue.

Space-based Data-as-a-Service (DaaS) and AI analytics subscriptions

The company is positioning its Orlaith™ AI as a differentiator for multi-domain autonomy and analytics, indicating a future focus on recurring revenue from data services. This is part of the strategic shift toward higher-value, recurring revenue lines, though the financial impact of these subscriptions is expected to grow as commercialization accelerates.

Sales of proprietary hardware (Fortis™ VPX, FeatherEdge™) to dual-use markets

Sidus Space, Inc. is broadening its Fortis™ VPX and FeatherEdge™ product families, which are dual-use, all-domain systems supporting applications across air, land, sea, and space. The first three Fortis VPX products were on track for year-end validation in 2025, setting the stage for product orders expected to drive future revenue. The company successfully completed delivery of additional hardware enclosures for the Mobile Launcher 2 program.

Payload hosting revenue from third-party sensors on LizzieSat

The LizzieSat satellite platform serves as a host for third-party sensors. An example includes the commissioning of the Automatic Identification System (AIS) sensor on LS3, which established communications with a customer site. The company is also working on integrating Lonestar Data Holdings' data storage module on an upcoming LizzieSat satellite to validate in-space data storage capabilities.

The overall financial performance for the nine-month period ending September 30, 2025, reflects this transition period, with revenue being impacted by the shift away from legacy work.

Total revenue for the nine months ended September 30, 2025, was approximately $2.8 million. This compares to the trailing twelve months revenue ending September 30, 2025, which was $3.62 million.

Here's a quick look at key financial metrics around the reporting date:

Financial Metric	Amount
Total Revenue (Nine Months Ended Sep 30, 2025)	$2.8 million
Revenue (Q3 2025)	$1.3 million
Revenue (Trailing 12 Months Ended Sep 30, 2025)	$3.62 million
Cash Position (As of September 30, 2025)	$12.7 million
Adjusted EBITDA Loss (First Nine Months of 2025)	$12.6 million

The revenue streams are underpinned by the company's operational progress, which includes:

• Advancing design and manufacturing across multiple LizzieSat® platforms.
• Broadening the Fortis™ VPX and FeatherEdge™ product families.
• Executing on existing contracts, such as the Mobile Launcher 2 delivery.
• Completing commissioning of the AIS sensor on LS3.

The company completed two capital raises in Q3 2025, netting approximately $15.5 million to scale product lines and satellites.