At least from how it's described in the filing, it sounds like they're committed through 2029 on the deal with SpaceX. So they can't just pull out without a massive lawsuit from SpaceX.
"Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice."
