The Analytics Value Chain: Who Captures the Money
When a customer pays for an analytics subscription built on satellite data, how much reaches the imagery supplier, the cloud provider and the analytics company?
Chapter summary
It depends on the resolution needed.
Key takeaways
- 1
Setcoin's value-chain model takes an analytics company monitoring 1,000 assets at $30,000 per asset a year, using 50 images of 25 km² per asset a year at $10 per square kilometre.
- 2
On those assumptions the imagery supplier receives about 42% of the $30 million of revenue, compute about 2% and platform and distribution about 15%, leaving the analytics company a gross margin of about 41%.
- 3
If the product can use free Sentinel data, the supplier's share falls to zero and the analytics margin rises above 80%; at 3 m monitoring prices it is about 4%.
Keep reading with Space access
This chapter (2 exhibits, 523 words) is part of Space & aerospace. Space access opens every chapter of all 11 Space reports, with the interactive models, Excel downloads, Ask and named Atlas records.
- Global Market Analysis: Deep Space Economy
- Space-Based Datacenters: Feasibility Study
- Commercial Space Stations: Feasibility Study
- Defence Space and Missile Defence: Golden Dome and the SDA Architecture
- Launch After Starship: Prices, Capacity and European Sovereign Launch, 2026–2035
- Satellites to Phones: Direct-to-Device Connectivity, Spectrum and Economics, 2026–2035
- Space Supply Chain Bottlenecks: Components, Minerals and Capacity, 2026–2030
- Lunar, Cislunar and Settlement Economics: What the Moon Costs and Who Pays, 2026–2060
- Earth Observation and AI Analytics: What a Square Kilometre Is Worth and Who Captures It, 2026–2035
- In-Space Manufacturing and Microgravity Biotech: Products, Platforms and Economics, 2026–2035
- Space-Based Solar Power: Physics, Costs and the Path to Firm Power from Orbit, 2026–2050
€199 a month or €1,490 a year per sector, after a 7-day free trial. Cancel any time. Need several sectors? All sectors: €999 a month.
Check the live record Space Contracts & Tender Radar · Space Claim Check (free)
Ask about this chapter
Answers drawn from every Setcoin report and the live Atlas. Each statement links to the passage behind it.
Ask is included with every subscription
Cited answers across every report and the Atlas, with follow-up questions and a hand-off to the opportunity finder.
Research for professional investors. Not investment advice, and not an offer of any security or fund interest.