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$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...

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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...

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DTC Phone Hardware Shift: ASTS Wins Early, Starlink Wins Big

October 22, 2025

Analysis AST Spacemobile DTC Starlink Globalstar

Executive Summary• Non-Terrestrial-Network-ready phones are arriving. 3GPP Release-17 modems from Qualcomm, MediaTek, and Samsung are now shipping, marking the start of mass-market satellite-capable smartphones.• Hardware evolution drives reliabil...

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