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Starlink may be the clear leader today, but the market is underpricing the threat of Kuiper. If history is any guide, Amazon tends to enter markets late, absorb the upfront losses, weaponize its balance sheet, and win through scale, patience, and integration.
Companies that can beam down fiber-like internet speeds graduate from the niche legacy satcom market to the generalized consumer broadband internet market.
Once upon a time, fixed broadband was Viasat’s second-largest end market.
Fast forward five years, and that $10B number seemed to be more of a nice round number for Amazon to throw out into the ether, rather than a diligently thought-out budget.
To better understand how Trump’s tariffs will impact the space industry, we spoke with leaders from five space businesses in five different sectors (rocket, satcom, Earth observation, propulsion, and components).
We project that SpaceX’s revenue will increase from $13.1B in 2024 to $18.2B in 2025
Eutelsat stock has surged over 500% this week, adding more than $3B in market cap, driven by expectations of increased usage and a priority on EU defense.
The number of new satellite constellation businesses has sharply declined over the past decade as the space market matures and new startups struggle to find angles to differentiate.
The most exciting moment of Sunday’s Super Bowl was finally getting concrete direct-to-cell pricing numbers.
AST SpaceMobile announced a landmark agreement with Ligado Networks last month that will provide AST 40 MHz of L-band Mobile Satellite Service (MSS) spectrum across the US and Canada, as well as an additional 5 MHz of spectrum in the US.
