Spire Global, Inc.: directors' dealings · United States · SEC (Form 4)

About Spire Global, Inc.

Spire Global, Inc. (ticker: SPIR) is a U.S.-listed company trading on the NYSE in the United States. Headquartered in Vienna, Virginia, it is a space-data and analytics company that builds and operates a satellite constellation and converts the resulting observations into actionable intelligence for commercial and government users. Founded in August 2012, Spire initially developed around radio-frequency sensing from space and has since broadened into a broader data-and-software platform spanning weather, aviation, maritime, and national-security use cases. Spire’s business model is centered on collecting proprietary data from orbit and monetizing it through analytics, APIs, and mission-specific services. Its core business lines now include Space Reconnaissance, Weather & Climate, and other data-driven intelligence offerings. The company’s satellites measure radio-frequency emissions, atmospheric conditions, and vessel and aircraft activity, allowing clients to track movements, detect spoofing and jamming, and improve forecasting and operational planning. Following the sale of its maritime business at the end of April 2025, the revenue mix changed materially, but Spire continues to focus on satellite-derived intelligence for civil, industrial, and government customers. From a competitive perspective, Spire occupies a specialized niche at the intersection of aerospace, geospatial intelligence, and data-as-a-service. Its differentiation lies in owning and operating a space-based infrastructure, generating frequent global observations, and packaging those observations into decision-grade products. That model creates barriers to entry through capital intensity, technical execution, and data continuity. The company’s customer base is international, and its technology and contract activity reflect a global footprint rather than a purely domestic U.S. focus. Recent developments have been particularly important. In 2025 and 2026, Spire announced multiple satellite launches, including missions carrying next-generation RF and atmospheric payloads. It also secured NOAA weather-data contracts, including an $11.1 million award for satellite weather data. In the first quarter of 2026, Spire said it launched 19 satellites across two missions and received first data from its HyMS demonstrator, a Hyperspectral Microwave Sounder designed to improve global weather forecasting. The company also highlighted advances in single-satellite RF geolocation and new aircraft exposure analytics, reinforcing its push into higher-value intelligence products. For investors, SPIR remains a niche growth name with a strong technology angle, meaningful exposure to government and commercial data contracts, and a business profile shaped by satellite deployment cadence, product execution, and the scaling of its space-based analytics platform.