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Business Alliances9348ispace,inc.Information and Communications, Services and Others

Notice regarding the launch of a lunar transportation service using payload capacity aboard SpaceX's "Starship"

The Company has secured 500 kg of payload capacity on SpaceX's large Starship spacecraft and will launch a new service to transport customers' cargo to the lunar surface. The plan is to provide an integrated service covering cargo integration, transportation and operational support on the Moon.

Worth reading
50Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
50
USD millions (approximately ¥8.1 billion)
Wording
Conditional
How definitive the wording is.

Agreements reached under this partnership

Business Alliances
9348ispace,inc.
Alliance partnerSpace Exploration Technologies Corp.
Details of the alliance
  1. 1

    Secure 500 kg of the payload capacity on Starship through SpaceX

  2. 2

    Begin global sales to customers with lunar transportation needs for relatively small payloads of less than 500 kg

  3. 3

    Organize each customer's payload requirements and conduct the quality control necessary for lunar transportation

  4. 4

    Integrate multiple payloads into the dedicated Mobile Cargo System being developed by the Company

  5. 5

    Provide services including coordination of the interface with Starship through the system

  6. 6

    After landing on the Moon, the Company aims to provide, through the Mobile Cargo System, operational support to facilitate the deployment of payloads on the lunar surface, transportation across the Moon and access to other infrastructure

These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.

Numerical targets under the alliance

Secure 500 kg of payload capacity on Starship. Aim for a lunar landing as early as 2030

About the partner
Business DescriptionRocket and spacecraft design, manufacturing, launch and operations; communications infrastructure including Starlink; and AI-related infrastructure
LocationTexas, U.S.A.
Impact on Business Performance

The impact of this matter on the full-year consolidated earnings forecast for the fiscal year ending March 2027 is expected to be immaterial

Date of board resolution8 July 2026Contract Date8 July 2026
Agreements reached under this partnership
ItemDetails
Name of alliance partnerSpace Exploration Technologies Corp.
Alliance partner's business activitiesRocket and spacecraft design, manufacturing, launch and operations; communications infrastructure including Starlink; and AI-related infrastructure
Alliance partner's locationTexas, U.S.A.
Type of allianceBusiness Alliances
Details of the allianceSecure 500 kg of the payload capacity on Starship through SpaceX, Begin global sales to customers with lunar transportation needs for relatively small payloads of less than 500 kg, Organize each customer's payload requirements and conduct the quality control necessary for lunar transportation, Integrate multiple payloads into the dedicated Mobile Cargo System being developed by the Company, Provide services including coordination of the interface with Starship through the system, After landing on the Moon, the Company aims to provide, through the Mobile Cargo System, operational support to facilitate the deployment of payloads on the lunar surface, transportation across the Moon and access to other infrastructure
Numerical targets under the allianceSecure 500 kg of payload capacity on Starship. Aim for a lunar landing as early as 2030
Date of board resolution8 July 2026
Contract Date8 July 2026
Impact on Business PerformanceThe impact of this matter on the full-year consolidated earnings forecast for the fiscal year ending March 2027 is expected to be immaterial
Items this document does not state (14)
Alliance partner's capitalAlliance partner's net salesAlliance partner's operating incomeNumber of shares acquiredAcquisition priceShareholding ratioOverview of the joint ventureOwnership ratioDispatch of directors and officersContract PeriodShareholding PolicyAlliance start dateShare Acquisition Date and Payment DateChange in major shareholders

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Demand for transporting small payloads is expected to grow as lunar infrastructure is developed. In addition, the Company aims to capture a broad range of global demand for lunar payload transportation by combining this service with transportation using its existing ULTRA lander.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice regarding the launch of a lunar transportation service using payload capacity aboard SpaceX's "Starship" | ispace,inc. (9348) timely disclosure | Komori