New Street Research Expands into Space Economy and Infrastructure Analysis

In a bold move to capture the burgeoning field of the space economy, New Street Research, a prominent independent research firm focused on global Technology, Media, and Telecommunications (TMT), announced the launch of its Space Economy and Infrastructure vertical. This strategic initiative aims to aggregate expertise across various critical domains including launch services, satellite technology, connectivity services, and data centers.

On May 13, 2026, officials from New Street Research revealed that crucial entities in the space sector such as SpaceX, Rocket Lab, Planet Labs, Viasat, Telesat, Iridium, SES, Eutelsat, EchoStar, AST SpaceMobile, and Space 42 will be included in their initial coverage list. The firm's deep-seated understanding of these domains is amplified by the extensive experience of analysts like Pierre Ferragu in Global Tech, James Ratzer specializing in European and Emerging Market Telecom, and David Barden focusing on US Telecom. Together, these experts will provide nuanced insights regarding the intricate and promising landscape of the space economy.

The Future of Space Economy

The decision to venture into the space economy comes at an opportune time, given the escalating global interest in space exploration and technology. Institutions are increasingly recognizing the potential for investment and development in this area, making it a focal point for investors and analysts alike. Iain Johnston, Chairman of New Street Research, emphasized the significance of this initiative, describing it as a demonstration of the firm’s ability to provide independent, thorough, and cross-sector insights within a highly impactful investment domain.

“By leveraging our institution's tremendous intellectual resources, we aim to facilitate a deeper understanding of the space ecosystem and assist our clients in accurately perceiving its value,” stated Johnston. He further urged stakeholders to remain informed as the space sector undergoes continuous evolution and advancement.

As part of the launch, New Street Research will host an informative webinar on May 18. Interested parties seeking further details are encouraged to get in touch with their respective New Street sales representative to gain insights into the latest developments in the space economy and the opportunities it presents.

Strategic Importance

New Street Research’s foray into the space economy is not merely an expansion of its portfolio; it signifies a strategic commitment to staying at the forefront of market trends and technological advancements. With the landscape becoming increasingly complex, the need for insightful analysis and research is more critical than ever. This initiative will allow clients to access a wealth of knowledge, aiding them in making informed decisions in a rapidly evolving market.

The commitment to providing meticulously crafted research is grounded in New Street Research’s ongoing investments in talent and advanced data capabilities. This tailored research approach ensures that clients are not just spectators but active participants in shaping strategies for investment and growth in the space economy.

Looking Ahead

With the space economy poised for exponential growth, New Street Research stands ready to provide unparalleled research and insights that will benefit institutional investors. The convergence of communication, satellite, and infrastructure technology presents a myriad of opportunities that savvy investors can capitalize on. As the firm embarks on this ambitious endeavor, the financial community will undoubtedly be eager to leverage the guiding insights that New Street Research promises to offer.

In summary, New Street Research is set to redefine the landscape of investment in the space economy with its new vertical focusing on infrastructure and market analysis, marking a significant step in the evolution of financial research tools available for investors.