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-...
$37B DTC Coverage-Gap TAM by 2030 — Mach33’s Open-Source DTC Demand Model
November 19, 2025
Executive SummaryDirect-to-Cell (DTC) connectivity (linking standard mobile phones directly to satellites) is shifting from concept to commercial reality. With Starlink, AST SpaceMobile, and major mobile carriers pushing rapidly toward operational...
How Much Revenue Can SpaceX and ASTS Really Make From DTC? — The Full Mach33 Premium DTC Model
November 19, 2025
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 is how much of that demand can be served once real-world constellation physics are applied?This Mac...
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.