Analysis & Insights

Curated data and analysis on the trends shaping the space economy.

Access All Analysis Check out past issues of the SpaceX Monthly

Filter by Tags

Clear all
SpaceX (25) Starlink (18) Mars (6) Launch (6) DTC (6) Valuation (6) Deep Dive (5) Broadband (4) AST Spacemobile (3) Blue Origin (2) Stoke Space (2) EchoStar (2) In Space Manufacturing (1) T-Mobile (1) Globalstar (1) In-Orbit Servicing (1) Rocket Lab (1) Space Situational Awareness (1) ULA (1) Orbital Data Centers (1)
Premium
SpaceX Intelligence Q3'25 Report

October 15, 2025

Report Broadband DTC Launch SpaceX Valuation

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...

View
Public
3× Cheaper by 2030? Starlink’s Deflationary Path

September 17, 2025

Analysis Broadband SpaceX Starlink

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.

View
Public
Starship Will Reduce Bandwidth Launch Cost by up to 50x

August 27, 2025

Analysis Broadband Launch SpaceX Starlink

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...

View
Public
Fiber vs. Starlink: Cost vs Capacity

August 13, 2025

Analysis SpaceX Starlink Broadband

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.

View