Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allDTC Phone Hardware Shift: ASTS Wins Early, Starlink Wins Big
October 22, 2025
Executive Summary• Non-Terrestrial-Network-ready phones are arriving. 3GPP Release-17 modems from Qualcomm, MediaTek, and Samsung are now shipping, marking the start of mass-market satellite-capable smartphones.• Hardware evolution drives reliabil...
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...
T-Mobile + Starlink DTC: From Texts to Data - But How Capable?
October 01, 2025
Executive Summary• FCC waiver unlocks viability: A +10 dB power boost approved in March 2025 lifts Starlink DTC performance from ~4 Mbps to mid-teens Mbps under sparse conditions, transforming weak, intermittent links into more consistent connecti...
AST SpaceMobile’s 2026 Path: All Eyes on New Glenn
September 24, 2025
AST SpaceMobile is racing to deploy a constellation big enough to power direct-to-cell service across the U.S., Europe, Japan, and the U.K. in 2026, and we map the possible trajectories of its Block-2 launch campaign.
Starlink Full-Stack Connectivity: $17B DTC Spectrum Bid Could Bypass Carriers
September 10, 2025
SpaceX’s $17B purchase of AWS-4/H-block spectrum and the rollout of V3 Starship-class satellites turn Starlink DTC into a very strong rural/suburban solution, and, paired with terrestrial Starlink hardware in cities, position Starlink as a full-st...
Starlink’s Spectrum Roadmap: Unlocking Bands for Broadband and Direct-to-Cell
May 20, 2025
A concise, data-driven look at how Starlink is lining up little-used high-frequency bands for dish broadband while angling for scarce low-band spectrum to beam straight to smartphones.