The Listed Rivals and Wildcards
Look at Rocket Lab. A few years ago, the small launch market was a conceptual graveyard. Then, genuine track records began to form. Rocket Lab is perhaps the most obvious listed peer. They actually launch things, and they build the components to match. But do not mistake proximity for safety. Launching rockets is a brutally unforgiving business, and profit margins can be as thin as the atmosphere they pierce.
Space is fundamentally hostile to both humans and profit margins.
Then you have AST SpaceMobile. They are trying to beam broadband directly to your standard mobile phone from low earth orbit. It is a brilliant idea for connecting the forgotten corners of the globe. It is also staggeringly expensive and technically brittle. If they pull it off, it might change global telecommunications. If they do not, it could be a very expensive firework.