AST SpaceMobile
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.
Analysis
Analysis
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.
Analysis
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.
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.