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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...
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 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...
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...
Mar 02, 2026
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 market...
Mar 02, 2026
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...
Feb 24, 2026
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, su...
Feb 12, 2026
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 coverag...
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 22, 2026
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 adjudi...
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