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Jan 02, 2026
Globalstar outlined a planned 48 satellite constellation as part of a roughly 1 billion dollar investment while pursuing a US authorization process. The reporting describes the plan as tied to regu...
Dec 31, 2025
Iridium asked the FCC to allow sharing of 1610 to 1616 MHz spectrum currently used by Globalstar, and Globalstar opposed the move. The dispute centers on how to allocate scarce L band spectrum as m...
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.
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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.
Oct 23, 2025
Globalstar (NYSE: GSAT) surged 8% after reports from The Information indicated that Chairman James Monroe has privately discussed selling the company for over $10 billion, nearly double its current...