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Blue Origin Delays New Glenn Launch for AST SpaceMobile Satellite
Blue Origin postponed the New Glenn NG-3 mission originally targeted for April 10, 2026, which was set to deploy AST SpaceMobile's next-generation Block 2 BlueBird satellite into low Earth orbit. The launch from Cape Canaveral Launch Complex 36 no...View Commentary -
Orange Partners with AST SpaceMobile (and Vodafone JV) for Direct-to-Cell Demonstrations
Orange signed an agreement with AST SpaceMobile and Satellite Connect Europe (AST’s joint venture with Vodafone) to pursue direct-to-device satellite connectivity, with demonstrations planned, including voice, SMS, and data trials in Romania by la...View Commentary -
Deutsche Telekom and Starlink target a 2028 launch for satellite-to-mobile in Europe
Deutsche Telekom says it will use Starlink’s Mobile Satellite Service (MSS) spectrum to extend coverage in hard-to-reach areas, with a service launch planned for 2028 across several European markets. Telekom and Starlink also describe this as a fi...View Commentary -
SpaceX rebrands Starlink Direct-to-Cell as “Starlink Mobile,” tees up V2 for “5G speeds from space”
SpaceX is now positioning Direct-to-Cell under a clearer consumer umbrella: “Starlink Mobile.” In the same breath, the company is setting expectations for the next step-change, saying its V2 direct-to-phone satellites are designed to deliver 5G-li...View Commentary -
Virgin Media O2 Signs Direct-to-Cell Partnership with Starlink
Virgin Media O2 switched on UK's first commercial satellite-to-smartphone service, branded O2 Satellite, powered by Starlink Direct to Cell. It is sold as a £3/month add-on, starts with limited device/app support, and is positioned as a meaningful...View Commentary -
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
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