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Jan 05, 2026
Liberty Latin America argued in filings and commentary that the EchoStar SpaceX spectrum transaction could create a spectrum dead zone and strand licenses it previously acquired from EchoStar. The ...
Dec 16, 2025
Airtel Africa confirmed that it has partnered with SpaceX’s Starlink to roll out direct‑to‑cell satellite connectivity across all 14 of its African markets beginning in 2026, enabling basic text me...
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
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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 06, 2025
EchoStar Corporation announced a definitive amended agreement with SpaceX to sell its unpaired AWS-3 spectrum licences for approximately $2.6 billion in SpaceX stock, valued as of September 2025. T...
Nov 07, 2025
AST SpaceMobile and Vodafone Group PLC announced on Nov 7 the formation of a European joint venture (SatCo) headquartered in Germany to oversee regional operations and spectrum filings for direct-t...
Oct 30, 2025
Virgin Media O2 has signed a multi-year, UK-first partnership with SpaceX’s Starlink to introduce a new service called O2 Satellite, which will connect standard mobile phones directly to satellites...
Oct 30, 2025
Iridium Communications unveiled a miniature PNT ASIC designed to deliver authenticated positioning, navigation and timing globally as a hardened complement to GNSS. The chip targets consumer, indus...
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