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AST SpaceMobile’s FM1 launch timing slips
ISRO now indicates that AST SpaceMobile’s first BlueBird (FM1) launch may not occur until late 2025, slipping from earlier expectations. The delay postpones initial commercial service activation and stretches the period where operations must be su...View Commentary -
AST SpaceMobile stock surges on rollout roadmap and AT&T/EchoStar spectrum news
ASTS rose nearly 9% after the company reiterated plans to deploy 45–60 satellites by 2026 and confirmed that the BlueBird test satellites are already operational in LEO. Investor enthusiasm was further supported by reports that ATT is acquiring sp...View Commentary -
SpaceX Acquires $17B in EchoStar Spectrum, Sets Up Major D2C Expansion
SpaceX has struck a definitive agreement to acquire EchoStar’s AWS-4 and H-block spectrum licenses in a $17 billion deal; structured as up to $8.5 billion in cash and $8.5 billion in SpaceX stock, with an added $2 billion commitment to cover EchoS...View Commentary -
Musk implies SpaceX targeting full mobile competition, but the runway is long
On the All-In Podcast, Elon Musk said Starlink’s Direct-to-Cell technology will deliver high-bandwidth satellite connectivity directly to standard smartphones, eliminating dead zones and enabling video streaming “anywhere on your phone.” He noted ...View Commentary -
Iridium partners with Deutsche Telekom for NB-IoT roaming on Iridium’s L-band NTN Direct
Iridium Communications announced a partnership with Deutsche Telekom to enable standards-based NB-IoT device roaming via Iridium’s L-band non-terrestrial network (NTN Direct). Commercial service is planned for 2026, subject to integration and roam...View Commentary -
SpaceX Seeks FCC Approval for 15,000 Starlink Satellites to Power Direct-to-Cell Service
SpaceX’s new FCC filing (SAT-LOA-20250916-00282) marks a dramatic expansion of its direct-to-cell ambitions: the company now seeks approval for up to 15,000 Starlink V3 satellites dedicated to DTC service, compared with earlier expectations of aro...View Commentary -
AST SpaceMobile: Bankruptcy court clears Ligado spectrum deal; stock +19.6%
Delaware’s bankruptcy court (Mon, Sept 22, 2025) approved AST SpaceMobile’s settlement for long-term rights to 40 MHz L-band (US/Canada) plus 5 MHz at 1670–1675 MHz, prime phone-friendly MSS spectrum. The order resolves key disputes and includes I...View Commentary -
T-Mobile Turns on Satellite Data Support for App Use Today
T-Mobile announced that as of today, its T-Satellite / Starlink DTC network will support low-bandwidth app data — enabling apps like WhatsApp, Google Maps, and X to function over satellite when cellular signal is unavailable.This marks a meaningfu...View Commentary -
AST SpaceMobile Recent Updates on BlueBird Deployment Sends Stock to $72.90
ASTS recently announced that BlueBird 6 has completed assembly and testing and will ship to India on October 12. BlueBird 7 is next to follow, while satellites 8 through 16 are already in production, launching every 1–2 months through 2026. The co...View Commentary -
FCC Declares “Space Month”
The FCC has designated October as “Space Month”—a coordinated push to accelerate satellite licensing and modernize spectrum policy amid rising competition with China. Following Congress’s One Big Beautiful Bill Act, which restores auction authorit...View Commentary
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