Hughes
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.
Satellite Operators
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.
Research
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.
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.
GEO
SES Cancels Two GEO Satellites - Deep Dive Weekly
Weekly intelligence Satellite Communications Industry MAY 23, 2026 · EDITION 001 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Primary sources Via Satellite SES / Intelsat filings Viasat investor relations AST SpaceMobile Q1 2026 MarketsandMarkets Bloomberg Intelligence Global Market Insights For