Spire Global, Inc. (NYSE: SPIR) successfully launched eleven satellites aboard SpaceX’s Transporter‑15 mission from Vandenberg Space Force Base on Friday, November 28, 2025. The launch added operational satellites to Spire’s proprietary LEMUR constellation, including three replenishment units that will replace older hardware and keep the network fully deployed.
The new satellites expand Spire’s capacity to collect weather, climate, and RF‑intelligence data worldwide, reinforcing the company’s strategic focus on defense and AI‑driven weather solutions. By adding more nodes to its nanosatellite network, Spire can deliver higher‑frequency Earth‑observation data to government and commercial customers, positioning it to capture growing demand in its core high‑growth segments.
Spire’s 2025 financial guidance remains negative adjusted EBITDA between $‑24 million and $‑16 million, but the constellation expansion supports the company’s target of 12‑17 % revenue growth in its core business, excluding the divested maritime segment. The replenishment units help maintain constellation capacity and reduce future replacement costs, contributing to the company’s path toward positive adjusted EBITDA by early 2026.
CEO Theresa Condor highlighted the launch as a key milestone, noting that the expanded constellation positions Spire to capture increasing demand for defense and weather data and that the company is on track to achieve its profitability target. She emphasized the company’s focus on operational execution and its commitment to delivering near‑real‑time data to customers.
Spire operates in a competitive space‑data services market, facing rivals such as Planet Labs and Maxar. The launch strengthens its competitive moat and supports recent contract wins, including a multi‑year space‑services agreement and a Canadian Space Agency wildfire‑monitoring contract, both of which benefit from the enhanced data‑collection capabilities of the new satellites.
The company has faced financial‑reporting delays and a NYSE non‑compliance notice, but it is restructuring to improve efficiency. The successful deployment demonstrates Spire’s operational execution capability and underpins its trajectory toward becoming a leading provider of space‑based data services.
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