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SpaceX Lays Out Starlink Direct to Cell Scale and the "Gen2" Broadband Path
SpaceX revealed at the ITU’s Direct-to-Device session that Starlink Direct to Cell (D2C) is already operating at a meaningful scale, boasting over 13 million connected users across 12 countries, supported by approximately 650 D2C-enabled satellite...View Commentary -
NTT Docomo targets early FY2026 direct-to-cell rollout with Starlink in Japan
NTT Docomo said it aims to roll out a direct-to-cell satellite service with Starlink in early fiscal year 2026, enabling compatible LTE smartphones to connect via satellite when terrestrial coverage is unavailable. The positioning is coverage exte...View Commentary -
U.S. Senate Bill Proposes 1‑Year FCC Satellite Application Timeline
On January 21, 2026, bipartisan U.S. Senators Ted Cruz and Peter Welch introduced the SAT Streamlining Act, a legislative proposal that would require the Federal Communications Commission to adjudicate satellite license applications within one yea...View Commentary -
AST SpaceMobile Sets Late‑February New Glenn Launch For BlueBird 7
AST SpaceMobile, Inc. (NASDAQ: ASTS) announced that its next BlueBird 7 satellite is scheduled to launch no earlier than late February 2026 aboard Blue Origin’s New Glenn‑3 rocket from Cape Canaveral Space Force Station, according to a company pre...View Commentary -
AST SpaceMobile Stock Rally On Defense Contract Eligibility and Sector Momentum
Shares of AST SpaceMobile surged sharply on January 16–17, 2026, with notable gains reported after the company was named an eligible vendor for the U.S. Missile Defense Agency’s SHIELD program, part of a broader Golden Dome national defense initia...View Commentary -
Liberty Latin America Warns EchoStar SpaceX Spectrum Deal Could Strand Spectrum Assets
Liberty Latin America argued in filings and commentary that the EchoStar SpaceX spectrum transaction could create a spectrum dead zone and strand licenses it previously acquired from EchoStar. The piece focuses on how the deal’s structure and waiv...View Commentary -
Airtel Africa And Starlink Announce Direct‑To‑Cell Satellite Service Across 14 Countries
Airtel Africa confirmed that it has partnered with SpaceX’s Starlink to roll out direct‑to‑cell satellite connectivity across all 14 of its African markets beginning in 2026, enabling basic text messaging and data services via Starlink satellites ...View Commentary -
Starlink Mobile Trademark Fuels Expectations That SpaceX Will Enter The Cellular Market
SpaceX has filed trademark applications for “Starlink Mobile” and “Powered by Starlink” with the United States Patent and Trademark Office.The filing was submitted on October 16, shortly after SpaceX completed a seventeen billion dollar agreement ...View Commentary -
AST SpaceMobile Sets December Launch Date For BlueBird‑6
AST SpaceMobile announced that its next‑generation satellite BlueBird‑6 will launch on December 15 from India’s Satish Dhawan Space Center.The satellite features a phased‑array nearly 2 ,400 sq ft in size (more than triple previous BlueBird satell...View Commentary -
Vodafone and AST SpaceMobile Launch Joint EU Satellite Constellation with German Operations Centre
AST SpaceMobile and Vodafone Group PLC announced on Nov 7 the formation of a European joint venture (SatCo) headquartered in Germany to oversee regional operations and spectrum filings for direct-to-cell satellite services. The entity will manage ...View Commentary
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