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ispace (9348) · InitiativeAdvanced

Acquisition of New Customers for Payload Services

First written in FY2024-Q1. 14 of 16 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-09-02.

16entries
4years
8from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024 – 2026-09-022023: 220232024: 320242025: 220252026: 92026
Same theme, other companies
Expansion of the customer and project pipeline for payload servicesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As of 15 May 2026, a total of ¥56.2 billion is expected from executed contracts and grants covering Mission 3 and subsequent missions, excluding amounts already recognized in profit or loss, together with projects for which budgets have been secured. In addition, contracts totaling ¥98.4 billion have been concluded through MOUs and similar arrangements.」

    For Mission 3 and subsequent missions, the company disclosed expected contracts, grants and budget-secured projects totaling ¥56.2 billion, as well as MOUs and similar arrangements totaling ¥98.4 billion, quantifying its future customer and project pipeline.
  2. FY2026-H1AdvancedAnnual report

    「In October 2025, the company newly entered into a US$22 million payload services contract with Magna Petra. As of the present date, the total number of payload services contracts for Mission 3 is 4, with a total value of US$86 million.」

    The company entered into a US$22 million contract with Magna Petra for Mission 3, specifying the number and total value of contracts. In addition, including the US$8 million TASA contract for Mission 4, the total value of payload services contracts reached US$40 million.
  3. FY2025AdvancedAnnual report

    「As of 31 March 2025, the total contract value for Mission 1, comprising payload service contracts and data service contracts, was approximately US$10 million; the total contract value for Mission 2, consisting entirely of payload service contracts, was approximately US$16 million; and the total contract value for Mission 3 onward was approximately US$65 million.」

    Specific details of contracted customers and contract values were disclosed for Mission 1, Mission 2 and subsequent missions.
  4. FY2025-H1AdvancedAnnual report

    「For Mission 2, the Company has received orders for payload transportation totaling US$16 million from 3 private companies, 1 university and 1 art project, and plans to continue recognizing revenue under these contracts toward completion of the mission from next spring onward.」

    For Mission 2, the disclosure stated that orders totaling US$16 million had been received from private companies, a university and an art project, advancing customer acquisition into specific order results.
  5. FY2024AdvancedAnnual report

    「As of the date of submission of this document, the aggregate value of MOU and i-PSA agreements relating to payload services is approximately US$313 million.」

    The aggregate value of MOU and i-PSA agreements with prospective payload service customers for future missions was disclosed as approximately US$313 million, quantifying progress in customer development.
  6. FY2024-Q3RestatedAnnual report

    「In addition to progress on the key milestones for Mission 1, we are advancing lander development and promoting the acquisition of new payload service customers for Mission 2, scheduled for launch in winter 2024, and the subsequent Mission 3.」

    The policy of acquiring payload service customers for Missions 2 and 3 continues.
  7. FY2024-Q2AdvancedAnnual report

    「We have currently confirmed orders from customers for R&D missions, but will continue to develop a sustainable customer market over the medium to long term to stabilize business revenue.」

    The disclosure stated that customer orders had been confirmed for R&D missions, showing concrete progress in customer development.
  8. FY2024-Q1First statedAnnual report

    「For Missions 2 and 3 as well, while advancing lander development, we are promoting the acquisition of new payload service customers.」

    First introduced as a customer acquisition measure to monetize payload services.
Moved together

"Two R&D missions and development for the third mission" moved the same way as this thread, in the same document, in 8 of its 16 moves.

886554★123456
  1. ★This thread
  2. 1Two R&D missions and development for the third mission8×
  3. 2Securing Medium- to Long-Term Growth Capital8×
  4. 3Support for Private-Sector Space Development through the Space Strategy Fund6×
  5. 4Analysis of Factors Behind Failure to Achieve Mission 1 and Measures to Increase the Probability of Success5×
  6. 5New Listing and Capital Raising Through a Public Offering5×
  7. 6Expansion of the Artemis Accords’ Participating Countries and Progress in Lunar Exploration4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for ispace yet. It last moved in the Business Alliance of 2026-09-02: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Acquisition of New Customers for Payload Services | ispace,inc. (9348) | Komori