Peter Cannito
๐ค SpeakerAppearances Over Time
Podcast Appearances
On the space side, I don't think when people realize that Redwire providing solar arrays to commercial space stations, to technologies like Blue Ring created by Blue Origin, we're part of those supply chains like the TALIS supply chains for their space-inspired commercial geo-satellites.
Being embedded, we provided antenna technologies for the SDA tranches.
Being embedded in those
pipelines early enable us to scale when those product lines scale as well.
Our development programs are often unpredictable and they're done from fixed price and that can lead to near-term perturbations, but it's all oriented towards
getting past that technology development phase to a level of maturation where you're in the supply chain for breakout technologies like our partnership with Honeywell on QKDSAT.
Honeywell is very aggressively pursuing having a proliferated quantum secure constellation.
the platform provider for that.
We will grow with them as they succeed.
And there's lots of those in Redwire where we're a critical part of the supply chain of these high growth potential areas with some of the most premier partners in the world, like Honeywell, Blue Origin, U.S.
National Security customers and others.
So I'm really excited about where that leads.
And of course, it's going to take time for that to scale, but it's a high potential path.
And I think from our perspective, adding edge autonomy, that mature product line that's very complimentary, gets us the time to see some of the more advanced technologies like SpaceMD play out.
So we like the way we're balanced in that regard.
No, no, it's a great point, right?
The fact of the matter is the way we came together by bringing these best of breed companies that have already proven success, there's two primary things that we have as a moats in addition to those more obvious ones like our ability to work on highly classified programs.
But one of the big moats is the fact that we have a lot of intellectual property.