Why Is Airbus Selling the Factory That Built OneWeb?
Airbus is reviewing a sale of its Merritt Island plant after moving 440 OneWeb satellites to Toulouse. Who buys a two-a-day line that lost its customer?
Latest
The Ka-Band Role Reversal: SpaceX Moves to Reopen the ViaSat-3 F2 Grant
SpaceX petitions the FCC to deny ViaSat-3 F2 market access in NGSO-primary Ka-band, filed on day 30 of the recon window. The role reversal, explained.
Somebody Just Ordered Three GEO Satellites. Nobody Will Say Who.
An undisclosed customer committed more than $600 million for three geostationary communications satellites on the former Maxar 1300 bus. The timing points at the FCC upper C-band clearing, and the anonymity is the most interesting part.
Grain's Buyers Need a Rule Change, Not Just a Waiver
Bids for Grain Management's $6 billion 800 megahertz portfolio go to Grain, not the FCC, and close 5 November. The Commission will let AST SpaceMobile test in this band tomorrow, but has created no way for anyone to sell commercial service in it.
Satellites Are the Cheap Part: Sizing SpaceX's Mobile Network
SpaceX's mobile network is not limited by spectrum or satellites. It needs about 40,000 cell sites, and that buys a mid-market carrier.
What a Satellite-Connected Car Will Actually Do in 2029
A Viasat/5GAA survey says 75% of drivers will pay for satellite in the car. What they'll actually get in 2029 is an emergency message.
Telesat Stopped Saying Refinance
Telesat's Q2 call changed the December vocabulary. A US$120 million loan at a non-guarantor subsidiary and what a consensual outcome means for creditors.
IRIS² Got Bigger and 48 Percent More Expensive. Europe Signed Anyway. — Deep Dive
Rendezvous 1 repriced Europe's sovereign constellation. What the €15.6 billion agreement changes for SES, Eutelsat and buyers of sovereign capacity.
Five Exits From a Band Nobody Flew
Eutelsat OneWeb surrendered its V-band grant in April 2025. Five operators have now left the FCC's first V-band processing round.
Telesat's Best Day in 57 Years Went to the Entity the Lenders Cannot Reach
Canada committed up to C$2.7 billion on Tuesday morning. The counterparty was Telesat LEO ULC, which is the part of the group the term lenders are in court trying to get back.
Telesat Says Its Cash Will Not Cover December. Ottawa Is Still Funding Lightspeed
Telesat GEO told its auditors that the cash will not cover December. Ten months earlier, 62 percent of the Lightspeed equity moved outside the reach of the lenders who are now suing to get it back. Ottawa is still funding the entity on the protected side of that wall.
Who Gets Bought Next in Satellite M&A. One Seller Has Already Told You
iDirect, Hughes, Iridium, Comtech. Who sells next in satellite M&A, why ground infrastructure clears at a fraction of what spectrum does, and the constraint that now kills more deals than antitrust ever has.
LEO broadband
Every Constellation Is Now a Starship Derivative
Launch capacity, not capital or spectrum, now gates every satellite constellation. Why the whole market's schedule has become a Starship derivative.
Sovereignty
Poland Bought a Gateway, Not Just Satellites - Deep Dive
Poland is the first EU member state to fund a national module inside IRIS². The Warsaw gateway, not the twelve satellites, is what buys sovereignty.
Direct-to-Device
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.
GEO Economics
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.
Ground Segment
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.
Sovereignty
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.
LEO broadband
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.
Consolidation
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.
Consolidation
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.
Ground Segment
The Independent and Regional Satellite Ground-Segment Layer: A 2026 Map
Who owns the teleports and GSaaS networks outside the majors: Arqiva, Speedcast, KSAT, Leaf Space, ATLAS, Goonhilly. Plus why France killed the Eutelsat-EQT carve-out.
Analysis
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.
Direct to Cell
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.