Hubble Network

hubble.com

+58%

est. 2Y upside i

AerospaceSeries B

Bluetooth to Space

Rank

#1443

Sector

Satellite IoT Connectivity

Est. Liquidity

~5Y

Data Quality

Data: Medium

Hubble Network is a high-conviction deep-tech bet in a fast-growing market, but the 2-year horizon is poorly matched to the company's stage.

Last updated: May 14, 2026

Bull (28%)+200%

Hubble's Bluetooth-to-satellite technology becomes the de facto standard for mass-market IoT asset tracking; revenue scales from $4.8M (2024) to $25M+ by 2027 on Life360, Tile, and new enterprise logos unlocked by the Texas Instruments chip integration. A strategic acquisition by a hyperscaler or a Series C at $1.2B+ valuation delivers ~200% upside from an estimated ~$400M Series B post-money entry.

Base (50%)+30%

Constellation build-out proceeds on plan with moderate enterprise adoption; revenue grows to $10–14M by 2027 (sustaining ~55–60% CAGR) but a Series C raise dilutes common equity 15–20%. Paper valuation improves modestly to ~$520–560M, translating to roughly 30% upside with no near-term liquidity event within the 2-year horizon.

Bear (22%)-60%

Satellite deployment delays, spectrum disputes, or aggressive moves by Starlink Direct-to-Cell and Amazon's Globalstar stall enterprise adoption; revenue growth decelerates below 30% YoY and a bridge round closes at a flat or down ~$250–300M valuation. Heavy capital burn plus a down-round destroys approximately 60% of common equity value relative to entry.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

25%

Total funding of $100M against an estimated ~$400M post-money valuation implies a ~25% liquidation preference overhang; in any exit below ~$400M, preferred investors recover in full before common employees see proceeds.

Dilution Risk

high

High capital intensity of satellite constellation deployment virtually guarantees a Series C and possibly a Series D, each expected to add 15–25% dilution to the common share pool.

Secondary Liquidity

limited

At 50 employees and Series B stage, no active secondary market exists; sporadic tender offers tied to future fundraises are possible but cannot be counted on within a 2-year window.

Other 10 roles

View all 10 open roles at Hubble Network

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Hubble Network's data — designed to show you've done your homework.

  • 1

    How does Hubble plan to defend its spectrum licenses and orbital slots as Starlink Direct-to-Cell and Amazon-Globalstar scale their IoT connectivity offerings — and what is the roadmap to full global constellation coverage?

  • 2

    What is the average revenue per connected device today, and are Life360 and Tile under volume-committed contracts or purely usage-based agreements that carry churn risk?

  • 3

    What is the current option pool size and strike price post-Series B 409A, how much runway does the $70M provide, and has the board discussed a Series C timeline or strategic process?

Community

Valuation Sentiment

Our model estimates +58% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.