Direct-to-Device
Deep Dive: 0.0002 Percent of the Traffic, and One Company to Buy It
The carriers' new D2D venture is a single buyer with a spectrum pool. SpaceX holds its own spectrum and does not need it. AST SpaceMobile does.
Direct-to-Device
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.
Direct-to-Device
What Amazon Is Actually Buying at Globalstar
Globalstar books 63% of revenue from Apple and is being sold to Amazon for a sum its revenue cannot explain. The answer is in the spectrum and landing rights.
Direct-to-Device
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.
Direct-to-Device
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.
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.