APR 22, 2026

Amazon buys Globalstar: The Second Hyperscaler to Price the Telecom Inversion

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...

NOV 19, 2025

$37B DTC Coverage-Gap TAM by 2030 — Mach33’s Open-Source DTC Demand Model

Executive SummaryDirect-to-Cell (DTC) connectivity (linking standard mobile phones directly to satellites) is shifting from concept to commercial r...

NOV 19, 2025

How Much Revenue Can SpaceX and ASTS Really Make From DTC? — The Full Mach33 Premium DTC Model

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...