By Mike Gruss
November was a big month for Jeff Bezos' space companies.
Yes, Blue Origin had a successful second flight of its New Glenn rocket. Perhaps more importantly, it landed the booster. As part of that success, the Space Force's acquisition arm, Space Systems Command, said it is continuing work to certify the rocket to launch national security satellites.
Here's what else happened:
✔ Amazon unveiled the final production version of Leo Ultra, the company's highest-performing enterprise terminal, one that looks to challenge SpaceX's in-service Starlink Performance Kit for download speeds. ✔ Project Kuiper shed its seven-year-old code name, emerging as Amazon Leo as the company nears the start of initial broadband services from low Earth orbit. ✔ Blue Origin said it has passed a key development milestone for its Blue Ring spacecraft, a maneuverable in-orbit transport vehicle designed for national security missions. Sandra Erwin covered more on this in this week's Military Space newsletter.
It's a lot. And sure, rockets always grab headlines, but going back to September when JetBlue picked what was then known as Project Kuiper for its LEO partner, Bezos' space businesses have taken a series of steps, or at least baby steps, forward. That progress has come in nearly every corner of space: the satellite communications sector, national security and launch.
I asked SpaceNews' Jason Rainbow for some help on what it all means. Specifically, how are people within the space industry thinking differently about Bezos' space companies from how they were say, a year ago?
"There's a growing sense that they're finally shifting from potential to tangible competitive pressure," Jason said.
"Amazon Leo still has a long road of satellite deployments ahead, relying heavily on rockets that haven't yet proven themselves at scale, but early performance has already helped it secure deals that might otherwise have gone to Starlink, OneWeb or legacy GEO players.
"On the launch side, Blue Origin's push toward more frequent missions and national security positioning comes as demand is only rising. Building a space company from scratch is brutal, even with Amazon-level resources, so the progress they're now showing carries a lot of weight. The ripple effects are also far-reaching. If all goes well, next year could see the LEO broadband market become a true two-player contest for the first time."
New Glenn's next flight is expected to come early next year.
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