Nov 13, 2025

Amazon has officially renamed Project Kuiper to Amazon Leo, establishing a permanent commercial brand for its low Earth orbit broadband network. The rebrand follows a year in which Amazon completed...

Oct 16, 2025

BC’s Tom Costello conducted a live broadcast aboard a United Airlines Boeing jet, testing SpaceX’s Starlink in-flight Wi-Fi at 30,000 feet. He streamed, FaceTimed, and uploaded videos in real time ...
Report
Premium
Mach33’s Q3 SpaceX Quarterly Report breaks down the latest updates to our valuation model with updated valuations for year-end 2025 and 2030.

Oct 13, 2025

SpaceX successfully launched 24 Amazon Kuiper satellites aboard a Falcon 9 following multiple weather‑related delays. The deployment expands Kuiper’s constellation capacity and demonstrates SpaceX’...

Oct 12, 2025

Starlink is advancing efforts to launch satellite communication services in India, with senior executives indicating that regulatory and infrastructure groundwork is underway. The announcement sugg...

Sep 25, 2025

A United Launch Alliance Atlas V successfully deployed 27 additional Project Kuiper broadband satellites from Cape Canaveral, bringing Amazon’s constellation to roughly 129 satellites on orbit.Whil...
Analysis
Public
Starlink’s first service discounts mark a turning point, signaling that broader price deflation is coming as new satellite capacity is due to flood the network.

Sep 13, 2025

SpaceX has rolled out some of its steepest Starlink discounts yet, alongside a record-low hardware offer. In select U.S. states, new customers can now pay $85 per month for Residential service or a...
Analysis
Public
Starship’s scale and reusability slash launch costs from ~$500/kg expendable toward a ~$60/kg initial floor, and when paired with V3 satellites delivering 10× more bandwidth per kilogram, the economics compound into ~40–50× lower $/Gbps, transforming Starlink and unlocking entirely new frontiers for the space industry.
Analysis
Public
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.