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Apr 11, 2026
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. T...
Mar 02, 2026
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, incl...
Jan 22, 2026
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 Canaver...
Jan 18, 2026
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, par...
Dec 24, 2025
AST SpaceMobile’s next‑generation BlueBird‑6 satellite successfully reached low Earth orbit on December 24, 2025, lifted by ISRO’s LVM3 rocket from the Satish Dhawan Space Centre, according to Spac...
Dec 04, 2025
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 Spac...
Nov 25, 2025
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 ...
How Much Revenue Can SpaceX and ASTS Really Make From DTC? — The Full Mach33 Premium DTC Model
Nov 19, 2025
The premium model applies real-world constellation physics to the $37B DTC TAM to show how much revenue SpaceX and ASTS can actually serve. A full supply-side Monte Carlo reveals the potential performance of the two architectures, and projects 2030 DTC coverage gap revenue.
Analysis
Members
Mach33’s open-source model estimates a $37B consumer Direct-to-Cell market in 2030, driven primarily by large middle-income regions. Modelling on a per-country basis, the analysis shows that dropout prevalence, not income, is the dominant driver of consumer DTC demand.
Nov 10, 2025
AST SpaceMobile (NASDAQ: ASTS) reported Q3 2025 revenue of $14.7 million, up 1,236 % year-over-year but below analyst estimates of $22 million, with EPS of –$0.45 missing expectations of –$0.27. Th...
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