constellr
Overview
Operates its own thermal-infrared satellite constellation and sells land-surface-temperature data and derived analytics — historically to agriculture and water management, increasingly to defense and government customers.
Moat: One of very few commercial high-resolution thermal-infrared constellations in orbit, with day and night acquisition at 30 m native resolution (sharpened to 10 m), built on Fraunhofer EMI cryogenic-optics heritage that is hard to replicate quickly.
Business
Primary customers
- Commercial: Agriculture and water-management operators
- Defense: European defense/ISR consortium partners
Sectors
Earth Observation · Thermal Infrared Imaging · Defense & Security
Key Products
- SkyBee-1operational
First constellr thermal-infrared satellite.
First flight: 2025-01-14
- SkyBee-2operational
Second thermal satellite, enabling 1.5-day midday revisit plus overnight acquisitions.
First flight: 2025-06-24
Near-term Catalysts
- 2026-2027
Constellation expansion funded by the February 2026 round
More SkyBee satellites directly shorten revisit time, the key product metric.
- 2026
Airbus Defence and Space-led sovereign space-intelligence consortium
Positions constellr inside a European sovereign-ISR prime structure, alongside Rohde & Schwarz, orbint and HPS.
Top Risks
- Free public thermal data (Landsat, Sentinel, and the forthcoming Copernicus LSTM) caps willingness-to-pay in civil markets.
- The defense pivot is recent; converting consortium membership into booked ISR revenue is unproven.
- Direct commercial competition from OroraTech (also German, thermal-focused) and SatVu.
Recent Milestones
- 2025-01-14
SkyBee-1 launched — first constellr thermal satellite in orbit
- 2025-06-24
SkyBee-2 launched — two-satellite operations, 1.5-day revisit
- 2026-02-10
Closes €37M Series A; total raised €75M; repositions to 'defence-grade thermal intelligence'
- 2026
Joins Airbus Defence and Space-led sovereign space-intelligence consortium with Rohde & Schwarz, orbint and HPS
What investors should know
Q1What is constellr's core product?⌄
Q2How is constellr expanding into defense?⌄
Q3Where did the technology come from?⌄
Q4How many satellites does it operate?⌄
Q5Who competes with constellr?⌄
Peers
Compare side-by-side →Sources & References
Press Release
- constellr — Series A announcement · 2026-02-10
- constellr — SkyBee-2 launch · 2025-06-24