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Mynaric (M0YN) investor relations material
Mynaric Jefferies Virtual Space Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Virtual Space Summit summary25 Jun, 2024
Company background and market positioning
Mynaric, a spin-off from DLR in Germany, focuses on commercializing laser communication terminals for space applications.
Main competitors include Tcert (Airbus subsidiary), SA Photonics (CACI), and Skylo.
Largest customers are the Space Development Agency (SDA) via primes like Northrop Grumman, York Space Systems, and Rocket Lab.
The company has invested heavily in manufacturing infrastructure, aiming for scalable, high-volume production.
Holds over 50% market share in SDA-related satellite terminals, driven by contracts with major industry players.
Technology and product development
OISLs (optical inter-satellite links) use lasers for high-bandwidth, secure satellite communication, overcoming RF limitations.
Mynaric's core IP lies in telescope design and proprietary software, with most manufacturing processes internalized.
The company is ramping up production, targeting 2,000 units per year capacity, with 800+ terminals in backlog.
Focus has shifted from airborne (Hawk) to space (Condor) products, with future plans to revisit airborne applications as demand grows.
Next-generation products are being developed for cost efficiency and to maintain gross margins amid commercial price pressures.
Market trends and growth drivers
Initial demand is led by government (SDA) contracts, but commercial applications are expected to surpass government in volume long-term.
Commercial supplier announcements are anticipated within 3–6 months as LEO constellations expand.
Multi-orbit constellations (LEO, MEO, GEO) offer flexibility and are driving new applications and market opportunities.
The market is at an inflection point, with expectations of 50,000–100,000 satellites in orbit, each requiring multiple terminals.
Additional growth expected from ground stations and terrestrial/airborne applications as the space backbone matures.
How to sustain 50% gross margin with commercial pricing?
What's the timeline for commercial market inflection?
Future role of Hawk product in market expansion?
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Frequently asked questions
Mynaric AG, originally known as Vialight Communications until 2017, is a Germany-based manufacturer specializing in laser communication technologies designed for high-bandwidth and long-distance point-to-point communications. These technologies find application across terrestrial, airborne, and space domains, enabling data transmission between moving objects such as satellites, aircraft, unmanned aerial vehicles (UAVs), and high-altitude platforms. Mynaric's product portfolio includes Optical Ground Stations, Air-to-Ground, Air-to-Air, and Space Terminals, alongside subcomponents and custom solutions tailored for a variety of uses, including high altitude networks, secure remote surveillance, Earth observation satellite downlinks, satellite constellations, and Smart City infrastructure. The company is headquartered in Gilching, Germany, and its shares are listed on the NASDAQ.
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