ExactEarth, Orbcomm & Spire posted similar maritime AIS revenue in 2020. Now the fun starts

by Peter B. de Selding

PARIS — The three competing providers of commercial satellite-based maritime vessel data — exactEarth, Orbcomm and Spire Global — divided the market about evenly in 2020.

If Spire’s revenue forecast is anywhere near accurate, the companies’ performance will vary dramatically in the coming years.

In preparation for its merger with blank-check company NavSight Holdings, to be followed by a listing on the New York Stock Exchange, Spire disclosed revenue figures from 2018 and forecasted revenue to 2025:

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