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Oct 9, 2026
Brazil's telecom regulator ANATEL voted on October 9 to grant Starlink 15+15 MHz of 2 GHz S-band spectrum for direct-to-cell service, half of the 30+30 MHz it first sought. The 4-1 decision covers ...
Oct 8, 2026
The Wall Street Journal reported on October 8, citing people familiar with the matter, that SpaceX would pay about $8 billion in cash for Grain Management's nationwide 800 MHz spectrum portfolio. S...
Oct 8, 2026
SpaceX said on October 8 that it had agreed to buy Grain Management's nationwide 800 MHz spectrum portfolio, up to 14 MHz of paired low-band licenses Grain bought from T-Mobile in August. SpaceX sa...
Oct 7, 2026
On October 7 FCC Chairman Brendan Carr put two direct-to-device proposals on the October 29 agenda: a 25 MHz auction in the 1675–1695 and 2020–2025 MHz bands for 5G, D2D or both, and 482 MHz more s...
Oct 6, 2026
On October 6 the FCC granted-in-part SpaceX’s application for a new 15,000-satellite direct-to-device constellation at 326–335 km, with U.S. SCS/MSS on EchoStar spectrum and direct-to-cell abroad. ...
Analysis
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Amazon's $11.6 billion Globalstar deal is the second hyperscale bet on an "outside-in" mobile connectivity business strategy after SpaceX. We read it as thesis validation, not a new strategy, and trace how wholesale payment flows invert between mobile carriers and satellite platforms.
11.5 MHz Time-Division Duplexing Capacity
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...
Analysis
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Starlink Mobile: Bundling Unit Economics
Mar 19, 2026
Mach33 Research deconstructs the unit economics behind SpaceX’s potential evolution into a full-stack telecommunications ecosystem. The analysis demonstrates that bundling supplementary services (Starlink Mobile and Grok) yields only a 1.9% ARPU uplift, but dramatically extends customer lifetimes. By compounding a stable ~70% operating margin over longer periods, this digital-first bundling playbook expands operating LTV:CAC ratios from a baseline of 12.5x to 20.7x, solidifying Starlink as an operationally robust global telco.
Operating LTV:CAC by Stage & Market
Mar 2, 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...
Feb 26, 2026
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 dev...
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