AST SpaceMobile's 2027 D2D Delay — Analysis

AST SpaceMobile pushed direct-to-device service to 2027 and raised a billion dollars. Here is what the delay changes, and what it quietly does not.

Everyone is watching DISH go bankrupt. Watch Hughes instead - Deep Dive Weekly

DISH's bankruptcy is the headline. Hughes' August 1 debt maturity is the enterprise story with a date on it. Why it matters for JUPITER capacity.

Is iDirect a Smart Buy?

ST Engineering marked its ground-segment champion to a floor and opened a strategic review. Here's what a buyer would actually get — and what it's worth.

Scale vs. Sovereignty - Deep Dive Weekly

A newly public SpaceX filed for a 100,000-satellite Gen3 constellation. Japan, Indonesia, Nepal and the UAE answered with sovereign connectivity.

1.7 Million Satellites: Astronomers vs the FCC — Analysis

Companies have filed to launch ~1.7 million satellites. A new ESO study urges the FCC to cap the total at 100,000. What's at stake for the night sky.

The Week Consolidation Stopped Being a Forecast - Deep Dive Weekly

SES–Intelsat, Amazon–Globalstar, Rocket Lab–Iridium, SpaceX–EchoStar: ~$40B of satcom consolidation, and who gets absorbed next.

Bought, Not Built: Why Rocket Lab's Iridium Deal Isn't the Next Starlink

Iridium deal looks like SpaceX's Starlink playbook. It isn't — a flywheel is built, not bought. Here's what the acquisition actually buys.

The Independent and Regional Satellite Ground-Segment Layer: A 2026 Map

Map of the independent and regional ground-segment layer — legacy teleports, GSaaS entrants and the operators. Who owns what, the live consolidation wave, and why France blocking the Eutelsat–EQT carve-out put a sovereignty ceiling on ground infrastructure as an asset class.

The Multi-Orbit Mirage: How GEO Operators Are Retiring the Fleet They Can't Fill

An operator’s read on the GEO retreat: SES and Eutelsat are cancelling satellites and writing down assets while multi-orbit partnerships grab the headlines. Why a LEO deal retains the customer but never fills the transponder — and why the geostationary arc may be about to empty out.

The Capital Event — SpaceX's IPO and the closing of the D2D frontier - Deep Dive Weekly

SpaceX priced the largest IPO ever this week — but the same five trading days quietly hardened direct-to-device into a three-operator, spectrum-defined oligopoly. Verified analysis on SpaceX, Starlink, AST SpaceMobile, Globalstar, Amazon and Jio.

Ground Segment in the Space Economy

India's Sovereignty Standoff — Jio vs. Starlink: Deep Dive Weekly

SATELLITE INSIGHTS JUNE 21, 2026 · EDITION 005 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 · CNBC Yahoo Finance · TechCrunch Light Reading · BusinessWire Space.com · IBTimes Research

SpaceX IPO

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

SpaceX Prices the Largest IPO in History - Deep Dive Weekly

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