Michele Steele sits down with Dylan Taylor, Chairman and CEO of Voyager Space, for a Boardroom Exclusives conversation on the company’s growth trajectory, the evolution of the space industry, and why the next era may be defined by infrastructure rather than launch alone.
In this interview, Taylor explains what is driving Voyager Space’s momentum, including a strong backlog, raised 2026 revenue guidance, and exposure to major long-term trends across space infrastructure, national security, and the “picks and shovels” technologies that support satellite constellations and future missions. He ou...
What Dylan Taylor said
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Dylan Taylor, CEO of Voyager Technologies, discussed the company's growth driven by space infrastructure, national security, and satellite services. He predicted humans will live and work on the moon in the 2030s, with Voyager focusing on dust-repelling coatings, regolith extraction, and expandable habitats. He called the SpaceX IPO 'completely positive,' citing increased investor interest and potential rotation of wealth into other space stocks. Taylor described his suborbital flight as life-changing and sees synergy between his nonprofit Space for Humanity and Voyager. He outlined Voyager's 'three L' strategy (LEO, lunar, Lagrangian) and emphasized innovation, long-term market relevance, and talent acquisition as key investor takeaways.
Key takeaways
Taylor predicts humans will live and work on the moon in the 2030s.
Voyager's growth vectors include space infrastructure, national security (Golden Dome), and satellite 'picks and shovels'.
Taylor sees the SpaceX IPO as 'completely positive' for the sector, with potential rotation of wealth into other space stocks.
Voyager's strategy focuses on the 'three L's': LEO, lunar, and Lagrangian orbits.
Taylor emphasized innovation, long-term relevance, and recruiting top talent as key to Voyager's success.
0:26What does that inflection point feel like from the inside, and what's driving it?
2:17And what is the specific role that Voyager plays in making that a reality rather than sort of a figment of a sci-fi imagination?
4:06From your vantage point, does a SpaceX public debut lift all space stocks like yours, sort of validating the sector, or does it create a vacuum that sucks up some of the oxygen in the room?
5:26How do you keep those identities in the same room?
7:35If there are three things that investors should understand about the Voyager story, what are those things?
Welcome into Boardroom Exclusives. We're talking about the space industry now, and joining us is the man behind the mission of Voyager Space. He is Dylan Taylor, chairman and CEO of Voyager. Great to have you on, Dylan.
Very exciting day for you. You have earnings later on after the close, but let's start with the numbers that are catching the street's attention. A $265 million backlog, that is the number from 2025 that Voyager closed out the year with, and you've already raised revenue guidance for 2026. But all of that is the background to my question, because retail investors are watching this segment right now. What does that inflection point feel like from the inside, and what's driving it?
Well, thanks for the question. I do feel like we've really caught our stride. So, we've got a few different growth vectors for the company that happen to be aligned with what's happening in the broader industry. So, for example, space infrastructure is a big push of the administration, not only returning astronauts and infrastructure to the moon, but also things like commercial space stations and the evolution of next generation space infrastructure. And so, a lot of what we're working on pertains directly to that particular growth vector. And then on the national security side, you have things like Golden Dome, which of course has been bandied about as some moniker, but we have very exquisite technology that allows for missile interception to be more precise, and that's directly relevant to what's happening. And then the third leg of our growth vector is call it the picks and shovels of a lot of these technologies. So, satellite constellations need power, they need propulsion, they need the ability to orient themselves and maneuver on orbit, and we sell a lot of products and services into that as well. So, we're really feeling like we have the right technology at the right time with the right management team. And we're really excited about it.
To a certain extent it feels like the space industry is moving from just a rocket race and into sort of the infrastructure era to your point on picks and shovels. You recently partnered with and invested in Max Space, which is focusing on expandable habitat.
How close are we actually to humans perhaps living on the moon? It feels surreal to even have those words sort of escape my mouth. And what is the specific role that Voyager plays in making that a reality rather than sort of a figment of a sci-fi imagination?
Well, I think it'll happen in the 2030s. I think we'll have humans living and working on the moon in the 2030s. I've said that before. People think it's crazy, but we have the heavy lift rocket capability. We're now building, we meaning the industry are building the lunar landers. Where we're focused is really three areas. One is one of the big design parameters on the moon is dust. Lunar dust is, think of it as little shards of glass. We have proprietary coating technology that allows you to coat machinery to repel the dust. So, we're focused on that part of it. Second is extracting resources from the moon's soil, which is called regolith. We have technology for that. And then the third part, as you mentioned, are habitation. So, with these expandable, think of it as you're going camping.
And rather than bring your house with you, you bring a tent, right? And you bring a tent because it's something that you can actually set up in situ, right? But if you think about the weight and the volume it takes up, it doesn't take up the entire back of your car, right? That's the whole... It's very similar with expandables. So, you basically would use a part of a lunar lander, and then once it's in situ, you would be able to expand it on the surface of the moon and actually create a habitation around it. That's the idea.
You know, you're not the only one though... You have a bold vision there with the 2030s, but you're not the only one who's talking about sort of habitable planets, I guess. Elon Musk is one of those people who's talked about this space, pun intended, with a very bold vision.
The SpaceX IPO though is what I'd like to address. It's sort of seen as a rising tide lifts all boats in this area. It's likely to be one of the most anticipated, certainly, public offerings in 2026 and maybe in history. From your vantage point, does a SpaceX public debut lift all space stocks like yours, sort of validating the sector, or does it create a vacuum that sucks up some of the oxygen in the room?
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Taylor, D. (2026, June 4). Voyager Space CEO Dylan Taylor on the Future of Lunar Infrastructure and Space Growth [Interview transcript]. Boardroom Exclusives. CEOInterviews.AI. https://ceointerviews.ai/interview/1170926/
MLA
Dylan Taylor. "Voyager Space CEO Dylan Taylor on the Future of Lunar Infrastructure and Space Growth." Boardroom Exclusives, 4 Jun. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/1170926/.
BibTeX
@misc{taylor2026_1170926,
author = {Dylan Taylor},
title = {Voyager Space CEO Dylan Taylor on the Future of Lunar Infrastructure and Space Growth},
howpublished = {Interview transcript, Boardroom Exclusives. CEOInterviews.AI},
year = {2026},
month = {jun},
url = {https://ceointerviews.ai/interview/1170926/},
note = {Speaker-attributed transcript with timestamps}
}
