r/BlueOrigin

Just finished Tim Dodd's Starship V3 overview video, and was blown away: So many pioneering technologies, from FFSC engines to booster and ship catch, to second-stage reuse. And it left me wondering, why didn't Blue Origin push the state of the art with New Glenn like SpaceX did with Starship?

With all the resources Blue Origin has had over the past decade ( I understand the funding avalanche didn’t really start until the early 2010s ), truly exceptional and world class talent, and more importantly, ample time to explore, why didn’t Blue Origin field an extremely ambitious vehicle?

Sure, New Glenn is ambitious in isolation, but it exists in the world of Starship, and Starship is pushing the boundaries of what’s possible.

Is it a skills issue, a management issue, or, more importantly an ambition and risk tolerance issue?

I’m very admiring of what SpaceX has done!

Jeff Bezos on Blue Origin funding: We’re considering bringing on outside investors

How does the company collect repayment of the sign-on bonus if you leave before you complete your first year? Do they take it out of your final paycheck, or send you a bill in the mail later?

I’m new and just enrolled my retirement account. On the 401k wiki, it does say in-plan Roth conversions are available. However, in fidelity, there isn’t a button to automatically make this conversation. Does anyone know if (1) blue actually offers this and (2) if so, how you would set it up?

Hello!

I have been thinking of transitioning from Lockheed to Blue. I have a bachelors in Aerospace but I have been working as a software engineer. I’m local to Orlando. 4 years of software experience in various trainer simulators.

My questions are:

1. ⁠⁠As a software engineer, what does blue look for ? I have experience in various languages, networking like CIGI and unreal engine.
2. ⁠⁠Does blue have full on site policy ? Or as a software engineer can I work from home a couple of days out of the week ? I’d like to continue living in Orlando.
3. ⁠⁠Thinking of waiting till I’m closer to five years of experience ( end of year ) and start applying for a level 3, is that a good idea ?

Thanks

Just wanted to know what its like or what to expect for the training of incoming technicians that get hired at Blue Origin. Anything one can do or study before hand to get a better start?

Following up from yesterday’s discussion, this week’s newsletter is live.

SpaceX S-1 files this week. Every space stock gets repriced against a $2 trillion benchmark. Thoughts on the IPO?

RKLB traded through every analyst target on the Street this week including the most bullish at $150. Every covering analyst is now technically in upgrade territory. Is anyone expecting a pull back on Monday?

The ASTS debate in the comments proved one thing, a revenue miss is not a valid determinant at this stage. AT&T, Verizon and T-Mobile all validated the model the day after earnings. What could happen to shake people’s confidence?

Overview this week is LUNR, specifically a $6.24 billion defence contract that didn’t get the coverage it deserved.

Full issue is always free. If you want this in your inbox every Sunday before the market opens, subscribe via the link.

NOT FINANCIAL ADVICE

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Reposting as Reddit removed for ‘financial advice’, however given the 50 positive comments, best to repost again!

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Probably the most important week in space equities since I started covering the sector. Full breakdown below.

RKLB: past every analyst target
Stock traded through every single price target on the Street, including the most bullish at $120. New Street initiated this week at $150, now the highest target anywhere. Space Force Chief of Space Operations visited their facility. 1,000th Rutherford engine off the production line. Second acquisition of 2026, Motiv Space, the company that built the Mars rover arm.

ASTS: missed revenue by 60%, stock up 20%
Q1 revenue $14.7M vs $36.6M consensus. Net loss $191M. Didn’t matter. Reaffirmed $150M–$200M full-year guidance, mid-June Falcon 9 launch for BlueBird 8/9/10 still on track, peak data speed of 98.9 Mbps confirmed on in-orbit satellite. Then AT&T, T-Mobile and Verizon announced a joint venture to extend mobile via satellite. The market looked straight through the quarter.

LUNR: record quarter + surprise UK acquisition
$186.7M Q1 revenue, nearly 3x year-on-year. First positive Adjusted EBITDA. $1.06B backlog. Also announced acquisition of Goonhilly Earth Station, 44 antennas, expanding into cislunar communications. Roth Capital raised to $50.

Golden Dome
CBO put the cost at $1.2 trillion over 20 years. RKLB and Raytheon selected for the Space-Based Interceptor programme this week. ASTS named to the SHIELD contract pool. This is a structural tailwind now, not a headline.

SpaceX S-1
Public filing expected May 18–22. Roadshow starts June 8. $2tn valuation. Every space stock is being repriced around this benchmark.

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A few things I’m curious what this sub thinks:
- ASTS missed revenue by 60% and went up 20%, is the market right to look through it or is this a trap?
- LUNR is trading well above every analyst target except Roth’s $50. Is this overpriced or ahead of the curve?
- HAWK just IPO’d at $26 and hit $34 day one. Is anyone here getting in or waiting for the first earnings?

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Hi, this u/Planck_Savagery. I’m one of the mods on r/BlueWire (the sister sub to r/BlueOrigin), and we’re in the process of implementing Decronym on our subreddit.

For those who don’t know, u/Decronym is a Reddit bot that is used on many spaceflight subs (including r/ArtemisProgram, r/NASA, r/Space, r/SpaceX, r/SpaceXLounge, r/ULA, etc.) that is designed to automatically decode and explain the meaning of the various acronyms and jargon used in the spaceflight industry (which can otherwise be intimidating to both normies and newbies).

While the bot has a large preexisting library of general spaceflight industry acronyms and jargon, and a lot of SpaceX and ULA specific vocabulary, but so far, it is lacking in the Blue Origin department.

As such, I’m attempting to crowdsource a list of all the known Blue Origin related acronyms and jargon (and their plain English meaning) that can go towards this bot's dictionary.

As such, all I’m asking is if you know some common Blue-related or spaceflight-related acronyms or jargon (and their meaning) that you're able to share publicly, feel free to share. Would really appreciate all the help I can get from the community on this project. Thanks.

I have a 3 bed room in the suntree/Viera area. already paid for, 1 queen size bed, 2 air mattresses, it’s 45 away from the site. I will not charge for rent, I just need a ride to and from work until I get a car, I work 1st shift. (Male 22)

FLORDIA location

Is Blue under any obligation to tell us their assumed valuation at the time of the option grants?

Is it safe to assume that Blue is going to claim an outrageous valuation to avoid paying out any kind of real value on these shares?

Based on public/private peers, what is a realistic valuation? Should Blue valuation be more or less than Rocket Lab, for example?