Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allStarlink Mobile: Bundling Unit Economics
March 19, 2026
During MWC Barcelona 2026, SpaceX announced the rebranding of its direct-to-cell service as Starlink Mobile, a name it had trademarked months earlier. The service already reaches over 13 million users across 12 countries through mobile network ope...
What End-to-End Connectivity Means for Starlink’s Value
January 28, 2026
Executive Summary• Starlink is evolving from a satellite ISP into an end-to-end consumer connectivity platform, spanning home broadband (Standard Terminal), mobility broadband (Mini), and phone connectivity outside terrestrial coverage (Direct-to-...
SpaceX Intelligence Q3'25 Report
October 15, 2025
Mach33’s Q3 SpaceX Quarterly Report delivers the most comprehensive, data-driven valuation of SpaceX available outside the company. Built on our proprietary model, this quarter integrates updated Monte Carlo simulations with new Direct-to-Cell rev...
3× Cheaper by 2030? Starlink’s Deflationary Path
September 17, 2025
Starlink’s first service discounts mark a turning point, signaling that broader price deflation is coming as new satellite capacity is due to flood the network.
Starship Will Reduce Bandwidth Launch Cost by up to 50x
August 27, 2025
Starship’s scale and reusability slash launch costs from ~$500/kg expendable toward a ~$60/kg initial floor, and when paired with V3 satellites delivering 10× more bandwidth per kilogram, the economics compound into ~40–50× lower $/Gbps, transform...
Fiber vs. Starlink: Cost vs Capacity
August 13, 2025
Today Starlink can only handle ~10 subscribers/km²; by 2030 its costs plunge and capacity stretches to ~80–126 subscribers/km²...yet fiber still wins cities on capacity, not price.