Consolidation
Pending Satellite Deals and Spectrum Transfers
The satellite company deals and spectrum transfers announced and not yet closed, with each deal's value, status, next gate and expected close. Refreshed weekly for paid members.
Consolidation
Direct-to-Device
Iridium Shareholders Said Yes to Rocket Lab. The Stock Is Still $5 Short of the Deal Price.
Iridium stockholders approved Rocket Lab's $54-a-share acquisition on September 24, 2026. What the collar does, why the FCC is the last gate, and why Iridium still trades about 10 percent below the deal price.
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.