About Satellite Insights Weekly
Independent weekly analysis of the satellite communications sector: low Earth orbit, geostationary, direct-to-device, ground segment and sovereign connectivity.
Weekly
Deep Dive, opening with the most significant event of the week
5 lanes
Broadband, operator economics, ground segment, direct-to-device and sovereign connectivity
2 sources
Minimum on any specific factual claim; single-sourced claims name their source
3 editions
The current Deep Dive and the two before it, in full for paid members
Satellite Insights Weekly is independent weekly intelligence on the satellite communications sector, published by Satellite Insights LLC. It covers low Earth orbit (LEO) broadband, geostationary (GEO) operator economics, the ground segment, direct-to-device (D2D) services and sovereign connectivity.
The coverage starts from the ground: teleports, modems, ground-network contracts, and the enterprise buying decisions that determine whether a constellation ever makes money.
Who writes Satellite Insights Weekly?
Satellite Insights Weekly is written by Glenn Canales, who has spent forty years in satellite communications, military and commercial, on the buying side and the selling side. He was Senior Director of Enterprise Broadband Services at Viasat; before that he worked at Spacenet (acquired by SageNet in 2013), iDirect Technologies, and PanAmSat and Intelsat; and before that he spent ten years at A.G. Edwards designing and running the firm’s 700-node satellite network. He also served in a United States Air Force communications role.
Glenn also takes on advisory engagements and commissioned research for investors, buyers and operators.
What does Satellite Insights Weekly cover?
- Low Earth orbit (LEO) broadband
Constellations, capacity, pricing and the enterprise and government contracts behind them.
- Geostationary (GEO) and highly elliptical orbit (HEO) operator economics
Fleet plans, refinancing, consolidation and the satellites operators choose not to replace.
- Ground segment
Teleports, modems, ground network as a service, and vendor economics.
- Direct-to-device (D2D) and satellite Internet of Things (IoT) services
Spectrum, carrier partnerships and what each service has demonstrated in operation.
- Sovereign connectivity
National constellation policy and the procurement decisions that follow from it.
Not every lane appears every week, because an edition follows the week’s news: some weeks cover three lanes and give one story most of the room. Military and defense procurement, aviation connectivity and maritime connectivity appear only as supporting evidence inside a piece about one of the five lanes.
How is an edition built?
Each Deep Dive opens with the same question: what was the most significant event of the week, and why does it matter? The rest of the edition is a set of event cards, each a self-contained read on one development, laid out as an interactive briefing with section navigation.
How are the numbers verified?
- Every figure is pulled live
Market capitalizations, market sizes, valuations, share prices and fleet counts come from a live source at the moment of writing. None is taken from memory or carried forward from a prior edition.
- Two sources minimum
Specific factual claims require two independent sources. Anything single-sourced says so in the text, with the source named.
- Designed and demonstrated are labeled separately
“Designed for 100 gigabits per second” is a specification, and “demonstrated 100 gigabits per second” is a measurement. These pages label each claim as designed or demonstrated, because press releases often present a specification as a measurement.
What does a membership include?
- Free members receive the weekly free article in full on the day it publishes, plus the public preview of every Deep Dive.
- Paid members receive the current Deep Dive and the two before it in full on the day each publishes, plus the complete archive.
Each Deep Dive becomes public once three newer editions have published. A paid membership buys timing: the full analysis on the day it publishes, while the news is still moving.
Get the free article every week.
Sign up with an email address for the weekly free article and the public preview of every Deep Dive. Upgrade to paid membership when you want each Deep Dive on the day it publishes.
Questions: glenn@satelliteinsights.com