Manifest Space with Morgan Brennan Maxar Splits In Two, Rebrands as Vantor and Lanteris 10/2/25
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Oct 2, 2025 Dan Smoot, CEO of Vantor (formerly Maxar Intelligence), shares insights on the company’s bold transition to AI-powered geospatial software. He discusses the impressive 90% recurring revenue model and their new products, Raptor and Century. Smoot highlights how Vantor is integrating satellite data with AI to enhance defense and navigation, while also expanding their international customer base. The conversation touches on the convergence of commercial and defense technologies, showcasing the agility and strategic growth of Vantor in a changing market.
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Shift From Imagery To Software
- Vantor transformed from an imagery company into a software-driven business using foundational satellite data.
- The company built Tensor Globe and AI-enabled applications to deliver ground capabilities faster than before.
Make Revenue Predictable
- Prioritize recurring revenue to stabilize valuations and investor confidence.
- Vantor moved to ~90% recurring revenue, reporting over $900 million in ARR to show financial strength.
Speed Beats Raw Imagery
- Customers care most about speed to decision, not raw images.
- Vantor wraps 3D foundational data into real-time navigation and battlefield solutions for faster decisions.