Intuitive Machines, Inc. and its subsidiaries (Intuitive Machines) is a space technology, infrastructure, and services company.
The company is contributing to the establishment of cislunar infrastructure, and helping to develop cislunar, and deep space commerce. Cislunar encompasses objects in orbit in the Earth-Moon system, and on the Lunar surface, while deep space exploration refers to space beyond the Moon, including Mars. The company has a leading position in the development of technology...
Intuitive Machines, Inc. and its subsidiaries (Intuitive Machines) is a space technology, infrastructure, and services company.
The company is contributing to the establishment of cislunar infrastructure, and helping to develop cislunar, and deep space commerce. Cislunar encompasses objects in orbit in the Earth-Moon system, and on the Lunar surface, while deep space exploration refers to space beyond the Moon, including Mars. The company has a leading position in the development of technology platforms operating in three core pillars —delivery services, data transmission services, and infrastructure as a service. The company is focused on establishing the lunar infrastructure associated with each of the three pillars, which provides the basis for commerce to inform, and sustain human presence off Earth.
The company is one of a select few companies servicing NASA and a worldwide set of commercial payload customers. Its IM-1 Nova-C lander carried approximately 100 kilograms of science experiment and technology demonstration payloads, including the first CLPS payload, to a landing site closer to the lunar south pole than any previous mission. The company operated on the lunar surface beyond the CLPS required mission duration and downloaded over 500 MB of payload customer data on its commercial Lunar Data Network. In March 2025, the company’s IM-2 mission landed at the southernmost location of the moon, 5 degrees from the south pole. While in transit, the company’s space to ground communications brought down over 8GB of data from space over its network; delivered 3 rideshare customers to trans lunar injection orbit and assisted them with ground tracking and communication; and demonstrated precision autonomous orbit operations circling the moon for 39 orbits over a 72 hour period. While on the surface, the company demonstrated the ability to manage power in thermal conditions on the south pole surface and in a crater.
The U.S. Space Force (‘Space Force’) has recently begun to turn its attention to the cislunar space, as noted in the Mitchell Institute paper ‘Securing Cislunar Space and the First Island Off the Coast of Earth.’ As the leading CLPS provider and the first company to have successfully landed and operated on the Moon, the company is at the forefront of NASA's push for a sustainable return to the lunar surface, while simultaneously driving critical early conversations with the U.S. Department of Defense (‘U.S. DoD’) and Space Force to secure the Moon and cislunar space to ensure peaceful and strategic operations in this emerging domain.
Business Strategy
The company’s approach focuses on three core pillars (as described below) designed to meet the growing demand for lunar services and establish a robust lunar economy.
Delivery Services provides for the transportation and delivery of payloads, such as, satellites, scientific instruments and cargo to various destinations in space, in addition to rideshare delivery and lunar surface access.
Data Transmission Services offerings include the collection, processing, and interpretation of space-based data, utilizing AI applications, such as, command, control, communications, reconnaissance and prospecting.
Infrastructure as a Service delivers space assets performing tasks and making decisions without human intervention that are designed to perform essential functions, such as, navigation, maintenance, scientific data collection, and system health monitoring.
The company integrates these fundamental pillars to not only enable access to the Moon but also lay the foundation for a thriving cislunar and deep space economy. The company leverages technologies developed for its three core service pillars to expand into adjacent markets.
Customers and Partners
The company is an integral partner to its customers and partners. The company executes on its commitments and develops solutions for its customers’ toughest challenges.
The company’s customers include, but are not limited to:
The U.S. Government
NASA: The company is partnered with NASA and services NASA through four missions to date under their CLPS contract program. The company works to provide NASA with access to the lunar surface, as well as cislunar data for science, technology, and infrastructure. The company's IM-1 mission landed 9 degrees from the lunar South Pole in March 2024. In March 2025, the company's IM-2 mission landed at the southernmost location of the Moon, 5 degrees from the South Pole. With the challenge of not being able to recharge the IM-2 lander solar panels post-landing, the mission was still able to complete several mission, and payload milestones. The company is also one of three prime contractors for NASA developing designs for a Lunar Terrain Vehicle, which includes the Nova-D lander. The company was one of two awardees for NASA's Near Space Network Direct-To-Earth data services to the lunar vicinity (1.2), and beyond the lunar vicinity (1.3). The company was the sole awardee for the Near Space Network's data relay services (2.2), which will provide a constellation of satellites around the Moon to provide communications, and navigation services.
National Security Space: The company offers its cislunar service capability to customers in the National Security Space (NSS) sector, as well as in civil and commercial space. Customer needs for transportation, data transmission, and infrastructure services are similar in these sectors, and the company is actively pursuing opportunities with NSS customers. The Space Force’s requirement to ensure freedom of action in space is driving its initial focus on cislunar Space Domain Awareness sensors, and xGEO Position Navigation and Timing solutions, as a result of the ongoing efforts by the U.S., and China to return to the lunar surface in a sustainable manner.
The U.S. Department of Defense: In 2023, the company won its first significant award with the U.S. DoD Air Force Research Laboratory, JETSON Low Power contract.
State Governments: Many state governments are investing in space economy development, recognizing this as an emerging market with opportunities for growth for their constituents. With facilities in Texas, Arizona, and Maryland, the company is actively engaged in partnering with state governments to expand its capabilities for economic growth.
Commercial
The company’s domestic customers for its first 3 missions include customers such as Columbia Sportswear Company, Nokia Corporation, Aegis Aerospace, Inc., and AstroForge.
International
The company’s global customers include national space agencies in Europe and Asia.
Partners
The company's partnerships are integral to its growth strategy. Under Delivery Services, the company partners with satellite communication companies, including Goonhilly, to support its ground services, and lunar missions. For Data Transmission Services, the company supports its LDN network with various partners, including CesiumAstro, and CSIRO. In addition, under Infrastructure as a Service, the company's Moon Reusable Autonomous Crewed Exploration Rover, (RACER), is being developed for the LTV contract through a global partnership team, including AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
Services and Solutions
Delivery Services
The company utilizes its proprietary lunar lander vehicles to service CLPS contracts by flying NASA scientific equipment, and commercial payloads to the lunar surface, and supporting mission operations. With four CLPS contracts awarded as of December 31, 2024, the company is pioneering lunar access. The company is also scaling its lander capabilities to support larger payloads, including heavy cargo-class infrastructure delivery for projects such as the Lunar Terrain Vehicle, (LTV), ensuring a reliable path for sustained human, and robotic exploration of the Moon.
The company delivers experiments and technology demonstrations for both NASA and commercial customers, including the deployment of the PRIME-1 drill to test for water ice, and the Hopper, a drone to test the Nokia LTE network in space. During its IM-2 mission, the company was able to conduct science with the PRIME-1 drill and performed testing on the Nokia LTE network in space. Due to the IM-2 mission’s landing anomalies, some payloads, such as the Micro-Nova Hopper, were not deployed. The workhorse of the Nova-C lander is the VR900 liquid oxygen (LOX)/liquid methane (LCH4) engine, which is a fully additively manufactured (3D printed) rocket engine, which it designed, manufactured, and tested in-house at Intuitive Machines’ Lunar Production and Operation Center (LPOC). Building off the solid framework of its Nova-C lander systems and structures, the company has designed a scalable production path for the development and construction of additional space vehicles. The Nova-D lander, in development, intends to incorporate technologies developed for the Nova-C, and will have multiple variations built to support projected payload capacities of 500-2500 kilograms. The Nova-D has completed System Definition Review (SDR) and Preliminary Technical Reviews (PTRs). The company’s largest lander, the Nova-M, will use VR3500 engines to carry approximately 5,000-7,500 kilograms of payload to the lunar surface. Nova-M is a future development effort. These options are designed to afford flexibility for the company's customers as it pioneers a thriving, diverse lunar economy, and enables a permanent presence on the Moon. Importantly, they are all based on the same flight-proven LOX/Methane technology, which is designed and manufactured in-house.
In August 2024, NASA awarded Intuitive Machines a $116.9 million contract to deliver six science and technology payloads, including one European Space Agency-led drill suite to the Moon’s South Pole. This award leverages the company’s lunar delivery, data transmission, and autonomous operation capabilities to explore the region targeted for sustained human operations. As part of NASA’s CLPS initiative, this marks the company’s fourth contract award, IM-4, to deliver science and technology payloads and return valuable data while autonomously operating on the surface of the Moon.
As of December 31, 2024, the contracted value of the company’s Delivery Services pillar includes of NASA CLPS and Tipping Point contracts, and commercial payloads, and rideshares contracted on IM-2, IM-3 and IM-4. In addition, as of December 31, 2024, the company have $1.6 million in commercial sponsorships and content sales, which provides the company with another source of revenue outside of its core operations. The company’s three NASA lunar missions are contracted to fly on SpaceX’s Falcon 9.
Data Transmission Services
The company’s Lunar Data Network (LDN) consists of its Nova Control Center (NCC), the company’s existing global collection of dishes called the Lunar Telemetry, Tracking and Communications Network (LTN), and a constellation of Lunar Data Network Satellites to be deployed as part of its NSN 2.2 contract award.
In September 2024, NASA awarded Intuitive Machines the sole NSN contract for communication and navigation services for missions in the near space region, which extends from Earth’s surface to beyond the Moon (NSN 2.2). The NSN contract is a firm-fixed-price, multiple awards, Indefinite-Delivery/Indefinite-Quantity (IDIQ) task order contract, with a base period of five years with an additional five-year option. The initial NSN contract award includes incrementally funded task orders over the next 3 years. As the sole awardee of the initial tranche of NSN contracts, the company is deploying a constellation of lunar relay satellites to provide continuous cislunar communication, and navigation services. This capability supports NASA’s Artemis missions while introducing a scalable, pay-by-the-minute data service model, enabling enhanced video, telemetry, and autonomous navigation. The company's strategy leverages the additional performance capacity of its lunar landers to deploy satellites at marginal costs, creating a robust, and cost-effective lunar communication infrastructure that forms the data backbone of its cislunar operations.
In December 2024, NASA awarded Intuitive Machines NSN contracts for DTE services for the lunar vicinity (NSN 1.2) and beyond the lunar vicinity (NSN 1.3). These contracts allow use of terrestrial ground stations to support science missions in lunar orbit, on the lunar surface, or beyond the Moon. The company’s network is secured by layered levels of protection, including advanced architecture, enterprise-level endpoint and antivirus protection, and Splunk advanced Security Information & Event Management (SIEM) control. The company’s Network Control Center (NCC) is located at its headquarters in Houston, Texas and was built from the ground up. NCC enables collaboration, innovation and seamless operations, in this 24-hour facility that was designed to provide tracking, telemetry and communications support for cislunar space and the surface of the Moon.
Once established and deployed, the data transmission services are expected to include and support NASA, the U.S. national security, international, and commercial data needs. The company will collect, transmit, and monetize data buys from data collected in-transit to the moon, in a variety of cislunar orbits, and on the surface of the moon for its future missions.
Infrastructure as a Service
The company’s Infrastructure as a Service pillar delivers essential systems and platforms to enable sustainable lunar exploration and commercial activity. By focusing on mobility, energy, and operational capabilities, the company is creating the foundational infrastructure needed to support NASA’s Artemis campaign and commercial endeavors on the Moon. Key areas of focus include the LTV, its commercialization potential, and the Fission Surface Power (FSP) initiative, all designed to build a thriving and sustainable lunar economy.
Beyond NASA’s Artemis program, the company is driving the commercialization of the LTV to support diverse lunar infrastructure needs. The LTV is designed to manage a network of modular trailers that can support various applications, such as regolith harvesting, resource mining, biomanufacturing, and power generation. This innovative operational model mirrors Earth’s semi-truck and trailer logistics system, providing scalable and flexible mobility solutions on the Moon. The company’s LTV Commercialization Committee is actively engaging with science and business stakeholders to refine use cases, develop operational requirements, and determine pricing strategies for these services. By offering commercial mobility solutions, the company aims to enable lunar businesses to thrive and extend the value of the LTV far beyond Artemis missions.
To address the critical need for reliable, continuous power on the Moon, the company has collaborated with X-energy through the IX, LLC joint venture to develop a FSP system. This IX team was awarded a Phase 1 contract by NASA and the Department of Energy, and the IM-led team is maturing the design to support NASA’s fission reactor future, and evolving needs to provide sustainable energy for lunar habitats, research stations, and autonomous operations. Integrated with its landers and lunar infrastructure, the FSP system is pivotal for supporting long-duration missions in harsh lunar environments, including 14-day lunar nights. In August 2024, the IX team was awarded a $2.9 million follow-on contract (Phase 1A) to continue maturing the design, and conduct technology demonstrations to validate heat transfer to support energy generation. Leveraging its expertise in spacecraft design and lunar operations, Intuitive Machines is developing a reliable power source that not only supports NASA’s Artemis program, but also lays the groundwork for future Mars exploration, and commercial power needs.
By delivering mobility, power, and operational capabilities as services, Intuitive Machines is enabling a new era of exploration and sustainable economic growth, establishing the Moon as a thriving hub for science, commerce, and human expansion.
Competition
Competition in the company’s addressable market is mainly divided between incumbents, such as Lockheed Martin and Blue Origin who pursue larger, more complex contracts such as crewed lunar missions, and next generation players, including its competitors on the CLPS contract such as Astrobotic and Firefly Aerospace. Competitors for the next phases of LTVS include Lunar Outpost and Astrolab Venturi and its competitors for the NSN contract included Kongsberg Satellite Services (KSAT), Swedish Space Corporation (SSC), and Telespazio.
Sales
The company’s sales organization operates directly and via its extensive customer and partner network, which spans across North America, Europe, Asia, and Australia. The company’s partner network consists of its rideshare delivery providers, lunar surface mobility providers, payload providers, communication satellite provider, and ground segment providers.
Marketing
The company’s marketing team utilizes a multi-channel approach to develop and increase its brand awareness, position and communicate the value of its differentiated offering, and develop engaging outbound demand-generation campaigns.
The team drives the company’s overall market positioning and messaging across the company’s key audiences and vertical markets, as well as provides strategic go-to-market assessments of use cases that emerge from new product capabilities and the market landscape. The company’s communications team works with targeted industry influencers and media outlets to drive interest through media channels, including blogs, social media, and video.
Government and Environmental Regulations
The company incurs costs to monitor and take actions to comply with governmental regulations that are applicable to the company’s business, which include, among others, federal securities laws and regulations, applicable stock exchange requirements, export and import control, economic sanctions and trade embargo laws and restrictions and regulations of the U.S. Department of Transportation, Federal Aviation Administration (FAA), Federal Communications Commission (FCC) and other government agencies in the United States.
The company contracts with the U.S. government agencies and entities, principally NASA, which requires that the company complies with various laws and regulations relating to the formation, administration and performance of contracts. The U.S. government contracts are generally subject to the Federal Acquisition Regulation (the ‘FAR’), which sets forth policies, procedures and requirements for the acquisition of goods and services by the U.S. government, other agency-specific regulations that implement or supplement the FAR and other applicable laws and regulations. These regulations impose a broad range of requirements, many of which are unique to government contracting, including various procurement, import and export, security, contract pricing and cost, contract termination and adjustment and audit requirements. Depending on the contract, these laws and regulations require, among other things: certification and disclosure of all cost and pricing data in connection with certain contract negotiations; defining allowable and unallowable costs and otherwise govern the company’s right to reimbursement under various cost-type U.S. government contracts; compliance with Cost Accounting Standards for the U.S. government contracts (‘CAS’); reviews by the Defense Contract Audit Agency (‘DCAA’), Defense Contract Management Agency (‘DCMA’) and other regulatory agencies for compliance with a contractor’s business systems; restricting the use and dissemination of and require the protection of unclassified contract-related information and information classified for national security purposes and the export of certain products and technical data; and prohibiting competing for work if an actual or potential organizational conflict of interest, as defined by these laws and regulations, related to such work exists and/or cannot be appropriately mitigated, neutralized or avoided.
The company performs certain contracts under cost-reimbursable contracts with NASA and other U.S. governmental agencies.
Further, the company’s business is subject to, and it must comply with, stringent U.S. import and export control laws, including the International Trade in Arms Regulations administered by the U.S. Department of State (ITAR) and the Export Administration Regulations (EAR).
History
Intuitive Machines, Inc. was founded in 2013.
