40+ years in satellite communications. Former Sr. Director at Viasat. PanAmSat/Intelsat. iDirect. USAF veteran. Independent analyst covering LEO, GEO, D2D, and sovereign connectivity. No hype. A point of view.
Direct to Cell
Analysis The short answer The physics What ships today Where the money is What would change it Independent satellite communications intelligence. Sources: peer-reviewed measurement, operator filings, market trackers. Analysis · Direct-to-Device Most of us are Jeep owners who never leave pavement. That's who direct-to-cell
Russia
On June 13, Vladimir Putin announced that Russia "now operates its own low-Earth orbit satellite system comparable to SpaceX's Starlink." The system in question has 15 functioning satellites in orbit. Starlink has over 10,000. The gap between those two numbers — and the urgency behind
Ground Segment
Weekly Intelligence Deal Analysis · Ground Segment M&A The Reversal: Gilat Buys the Comtech Business That Once Tried to Buy It Six years after Comtech moved to swallow Gilat whole, a healthier Gilat is carving the crown jewel out of a distressed Comtech for less than a third of
SpaceX
JUNE 14, 2026 · EDITION 004 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Sources Google Alerts (Glenn's inbox) Via Satellite · Payload Space SpaceNews · Reuters · Bloomberg Ars Technica · TechSpot TNW · The Register Yahoo Finance · NYT Research purposes only.
SpaceX prices its IPO at $135/share — the largest in history, and a turning point for the satellite industry's competitive map What happened On June 3, SpaceX filed its S-1/A with the SEC, setting the IPO price at $135 per share across 555.6 million shares
Weekly intelligence Satellite Communications Industry JUNE 7, 2026 · EDITION 003 Sections Market overview Breaking news SpaceX IPO deep dive LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Sources Google Alerts (Glenn's inbox) Via Satellite Reuters / CNBC / Yahoo Finance SpaceX S-1/A
GEO
Weekly intelligence Satellite Communications Industry MAY 23, 2026 · EDITION 001 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Primary sources Via Satellite SES / Intelsat filings Viasat investor relations AST SpaceMobile Q1 2026 MarketsandMarkets Bloomberg Intelligence Global Market Insights For
Blue Origins
Weekly intelligence Satellite Communications Industry MAY 31, 2026 · EDITION 002 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Sources Google Alerts (Glenn's inbox) Via Satellite SpaceX S-1 (SEC filing) Viasat FY2026 earnings Broadband Breakfast GeekWire / 9to5Mac