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Mach33 Expects a $500B SpaceX Tender Valuation; And What It Means for EchoStar

December 03, 2025

Analysis EchoStar SpaceX Starlink Starship

Executive SummaryWe assess SpaceX’s private-market valuation ahead of the rumoured December 2025 tender, using two complementary analytical anchors:(1) a 6-month normalized tender-bump framework, and(2) a long-term exponential trendline derived fr...

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EchoStar’s Liquidity Lift-Off: $21B Net Cash and a Multi-Year SpaceX Upside

October 08, 2025

Analysis EchoStar SpaceX

Executive Summary• EchoStar converts spectrum into liquidity. Two signed deals move 50 MHz to ATT and 50 MHz to SpaceX, unlocking $31.2 B in proceeds, $11.4 B in debt paydown, $24.1 B projected cash, and an $8.5 B SpaceX equity stake, plus ~$2 B i...

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Starlink Full-Stack Connectivity: $17B DTC Spectrum Bid Could Bypass Carriers

September 10, 2025

Analysis AST Spacemobile Deep Dive DTC EchoStar SpaceX Starlink

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...

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