Analysis & Insights

Curated data and analysis on the trends shaping the space economy.

Access All Analysis Check out past issues of the SpaceX Monthly

Filter by Tags

Clear all
SpaceX (47) Starlink (25) Orbital Data Centers (16) DTC (9) Valuation (8) Launch (8) Broadband (7) Mars (6) Deep Dive (5) Globalstar (3) AST Spacemobile (3) Stoke Space (2) Starship (2) Model (2) Blue Origin (2) EchoStar (2) Supply Chain (1) In-Orbit Servicing (1) Portal Space (1) T-Mobile (1) Amazon LEO (1) ULA (1) Terafab (1) NASA (1) Cislunar (1) Solar Thermal Propulsion (1) Space Situational Awareness (1) Regulatory (1) Rocket Lab (1) In Space Manufacturing (1) xAI (1)
Premium
Amazon buys Globalstar: The Second Hyperscaler to Price the Telecom Inversion

April 22, 2026

Analysis Amazon LEO DTC Globalstar

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 cash. The transaction absorbs Globalstar’s Mobile Satellite Services spectrum into the Amazon Leo const...

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

November 19, 2025

Analysis AST Spacemobile DTC Globalstar SpaceX Starlink Model

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...

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

November 19, 2025

Analysis AST Spacemobile Globalstar SpaceX Starlink 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 is how much of that demand can be served once real-world constellation physics are applied?This Mac...

View