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.
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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.
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.
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.
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.