{"frequency":"weekly","subject":"Weekly Space Intelligence","introduction":null,"banner":null,"posts":[{"title":"Fiber vs. Starlink: Cost vs Capacity","slug":"fiber-vs-starlink-cost-vs-capacity","visibility":"public","type":"analysis","summary":"Today Starlink can only handle ~10 subscribers/km²; by 2030 its costs plunge and capacity stretches to ~80–126 subscribers/km²...yet fiber still wins cities on capacity, not price.","tags":["Broadband","SpaceX","Starlink"],"url":"https://research.33fg.com/analysis/fiber-vs-starlink-cost-vs-capacity","published_at":"Aug 13, 2025","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTE2NiwicHVyIjoiYmxvYl9pZCJ9fQ==--f0796da98ba9612aae62d4260144610dd4cb3310/ChatGPT%20Image%20Aug%2013,%202025,%2004_10_02%20PM.jpg"}],"charts":[],"news":[{"title":"Pentagon’s Golden Dome includes a space layer, signaling future orbital demand","summary":null,"tags":["Regulatory","Politics"],"url":"https://research.33fg.com/news/pentagon-s-golden-dome-includes-a-space-layer-signaling-future-orbital-demand","published_at":"Aug 12, 2025","source":"Reuters","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTE2MiwicHVyIjoiYmxvYl9pZCJ9fQ==--c173cafa9bad473b5b547994f712ebfa8f4216f1/2276SFIREZJW5CI6PLFRKMW324.avif","commentary":"\u003cdiv\u003eA U.S. government slide deck shows Golden Dome built on four layers that include satellites plus three land-based tiers, with an ambitious 2028 target. Slides reference an estimated $175 billion cost, $25 billion already appropriated, and a further $45.3 billion requested, along with a potential new NGI missile field. Program details are still evolving, but the plan implies demand for space-based sensing, tracking, and possibly interceptors. For contractors, that suggests multi-year opportunities spanning payloads, launch, and command-and-control. Execution risk and design uncertainty remain key variables for timelines and revenue recognition.\u0026nbsp;\u003c/div\u003e"},{"title":"SpaceX hits 100th launch of the year with Amazon’s Kuiper KF-02","summary":"A Falcon 9 rocket carrying 24 of Amazon Project Kuiper spacecraft lifted off at 8:35 a.m. ET (1235 GMT) on Monday (Aug. 11).","tags":["SpaceX"],"url":"https://research.33fg.com/news/spacex-hits-100th-launch-of-the-year-with-amazon-s-kuiper-kf-02","published_at":"Aug 11, 2025","source":"Space","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzNiwicHVyIjoiYmxvYl9pZCJ9fQ==--3035435ba791736ab68fe8cb3ff6f669970239c3/nbb.png","commentary":"\u003cdiv\u003eA Falcon 9 lifted off from Cape Canaveral at 11 August 8:35 a.m. ET, carrying 24 Project Kuiper satellites, marking SpaceX’s 100th mission of 2025. The booster landed on the droneship “A Shortfall of Gravitas,” and deployment is slated over ~56 minutes. The flight brings Kuiper’s on-orbit total to 102 spacecraft and demonstrates SpaceX’s impressive ability to serve competitors while keeping cadence high. The steady tempo supports a robust commercial LEO market and validates the economics of deep reuse.\u003c/div\u003e"},{"title":"AST SpaceMobile posts another underwhelming quarter as direct-to-cell nears","summary":"FORECAST CHANGESRECOMMENDATIONSThis summary was machine generated from LSEG data August 11 at 09:56 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact Refin…","tags":["AST Spacemobile"],"url":"https://research.33fg.com/news/ast-spacemobile-posts-another-underwhelming-quarter-as-direct-to-cell-nears","published_at":"Aug 11, 2025","source":"Tradingview","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzNywicHVyIjoiYmxvYl9pZCJ9fQ==--fae25aaccb562c088975eafa1c636caa53bb04b8/good%20boy.png","commentary":"\u003cdiv\u003eAST SpaceMobile reported Q2 revenue of $1.16M and a pretax loss of ~$135M, reflecting the heavy investment period before commercial service. The company’s operating expenses were ~$74M. Results missed expectations, extending their nearly yearlong streak (ASTS has exceeded revenue forecasts \u003cstrong\u003eonce \u003c/strong\u003eto date). ASTS remains in scale-up mode ahead of broader service deployment. For investors, the near-term story is still balance-sheet management and execution on launches. Watch for follow-on financing and spectrum/launch milestones as catalysts.\u0026nbsp;\u003c/div\u003e"},{"title":"Rocket Lab posts record quarter, lifts outlook","summary":null,"tags":["Rocket Lab"],"url":"https://research.33fg.com/news/rocket-lab-posts-record-quarter-lifts-outlook","published_at":"Aug 08, 2025","source":"Barrons","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzNCwicHVyIjoiYmxvYl9pZCJ9fQ==--354b79abd8c68ba760276b9eba51385f8b6ef6f0/sjkdlf.png","commentary":"\u003cdiv\u003eRocket Lab reported Q2 revenue of $144.5 million, up 36% year over year, and guided Q3 to $140–150 million while keeping backlog near $1 billion. The operating loss narrowed versus expectations, and investors focused on steady Electron cadence plus Neutron’s approach to the pad. The print underpins the small-launch and space-systems business model moving toward scale. Continued execution keeps Rocket Lab well positioned for national-security missions.\u0026nbsp;\u003c/div\u003e"},{"title":"Firefly cools after blockbuster IPO","summary":null,"tags":[],"url":"https://research.33fg.com/news/firefly-cools-after-blockbuster-ipo","published_at":"Aug 08, 2025","source":"Reuters","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzMywicHVyIjoiYmxvYl9pZCJ9fQ==--8065e6890999536903df16a1ec5c5413033b8cd3/3OTDAOETXFO6NNLHJOKOSIVFBU.avif","commentary":"\u003cdiv\u003eFirefly Aerospace fell roughly 10–11% on day two of trading after a sharp debut pop, but analysts framed the move as normal post-IPO volatility. The company raised about $868 million on August 7th at $45 a share, then closed up 34% for a first-day market value near $9.8 billion. The successful listing signals renewed investor appetite for space hardware following its March lunar landing and a recent NASA cargo win. A deeper public capital base should help Firefly scale Alpha launch cadence and Blue Ghost landers.\u003c/div\u003e"},{"title":"AST SpaceMobile grabs global S-band priority rights","summary":null,"tags":["AST Spacemobile"],"url":"https://research.33fg.com/news/ast-spacemobile-grabs-global-s-band-priority-rights","published_at":"Aug 06, 2025","source":"Sec","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTEzNSwicHVyIjoiYmxvYl9pZCJ9fQ==--8e0b53e9962c0f7b3af88681418323b4a8005fe9/Screenshot%202025-08-08%20164847.png","commentary":"\u003cdiv\u003eAST SpaceMobile announced an agreement to acquire ITU priority rights for mobile-satellite S-band spectrum, with closing targeted for the second half of 2025. An accompanying SEC 8-K confirms the pact covers 1980–2010 MHz and 2170–2200 MHz for LEO service. The deal complements AST’s recent $575 million convertible raise and strengthens its path to commercial direct-to-cell coverage. More spectrum depth improves service quality and regulatory resilience.\u0026nbsp;\u003c/div\u003e"}]}
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