On April 14, 2026, Amazon announced an $11.6 billion enterprise valuation acquisition of Globalstar at $90 per share, with up to 40% payable in cas...
During MWC Barcelona 2026, SpaceX announced the rebranding of its direct-to-cell service as Starlink Mobile, a name it had trademarked months earli...
Executive Summary• Starlink is evolving from a satellite ISP into an end-to-end consumer connectivity platform, spanning home broadband (Standard T...
Executive SummaryDirect-to-Cell (DTC) connectivity (linking standard mobile phones directly to satellites) is shifting from concept to commercial r...
PreviewOur open-sourced TAM model showed the size of the Direct-to-Cell opportunity, but TAM is only half the story. The critical investor question...
Mach33’s Q3 SpaceX Quarterly Report delivers the most comprehensive, data-driven valuation of SpaceX available outside the company. Built on our pr...
Executive Summary• FCC waiver unlocks viability: A +10 dB power boost approved in March 2025 lifts Starlink DTC performance from ~4 Mbps to mid-tee...
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/suburba...
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 spec...