Mach33’s Q3 SpaceX Quarterly Report breaks down the latest updates to our valuation model with updated valuations for year-end 2025 and 2030.

Verizon and AST SpaceMobile have struck a commercial agreement to leverage AST’s direct-to-device (D2D) satellite infrastructure beginning in 2026, enabling Verizon’s 850 MHz low-band spectrum to reach remote and underserved U.S. areas. The deal b...

The FCC has designated October as “Space Month”—a coordinated push to accelerate satellite licensing and modernize spectrum policy amid rising competition with China. Following Congress’s One Big Beautiful Bill Act, which restores auction authorit...

ASTS recently announced that BlueBird 6 has completed assembly and testing and will ship to India on October 12. BlueBird 7 is next to follow, while satellites 8 through 16 are already in production, launching every 1–2 months through 2026. The co...

T-Mobile announced that as of today, its T-Satellite / Starlink DTC network will support low-bandwidth app data — enabling apps like WhatsApp, Google Maps, and X to function over satellite when cellular signal is unavailable.This marks a meaningfu...

There have been no public speed tests since the FCC granted a +10 dB power boost in March 2025. We model expected performance by scaling from the last available crowdsourced results and early field tests, to give investors a realistic picture of what Starlink’s direct-to-cell service is likely delivering today as T-Mobile begins rolling out data.

AST SpaceMobile is racing to deploy a constellation big enough to power direct-to-cell service across the U.S., Europe, Japan, and the U.K. in 2026, and we map the possible trajectories of its Block-2 launch campaign. 

Delaware’s bankruptcy court (Mon, Sept 22, 2025) approved AST SpaceMobile’s settlement for long-term rights to 40 MHz L-band (US/Canada) plus 5 MHz at 1670–1675 MHz, prime phone-friendly MSS spectrum. The order resolves key disputes and includes I...

SpaceX’s new FCC filing (SAT-LOA-20250916-00282) marks a dramatic expansion of its direct-to-cell ambitions: the company now seeks approval for up to 15,000 Starlink V3 satellites dedicated to DTC service, compared with earlier expectations of aro...

Iridium Communications announced a partnership with Deutsche Telekom to enable standards-based NB-IoT device roaming via Iridium’s L-band non-terrestrial network (NTN Direct). Commercial service is planned for 2026, subject to integration and roam...