FCC’s New Part 100 Licensing Framework: What Space Companies Need to Know
In July 2026, the FCC adopted the new Part 100 comms-licensing framework for the authorization of satellite systems and Earth stations in the US.
In July 2026, the FCC adopted the new Part 100 comms-licensing framework for the authorization of satellite systems and Earth stations in the US.
Years ago, when Starlink first launched its broadband service, SpaceXers would tell me the company internally saw direct-to-cell as the future of the business.
Open Cosmos recently laid out plans for a 192-satellite comms constellation, and ICEYE announced a partnership with Nokia for its own comms satellite network.
There has been a lot of speculation about how SpaceX is going to achieve its goal of moving from D2C dead zone coverage to taking AT&T, T-Mobile, and Verizon head-on, tapping into a hundreds of billions in revenue opportunity.
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
The FCC’s latest processing round has attracted proposals spanning nearly 140,000 satellites from 13 constellations, kicking off the next battle for valuable satellite spectrum. While many of these constellations may never launch, the filing deadline determines who gains a critical regulatory advantage for years to come.
For many satellite applications, optical links are not worth their cost (often hundreds of thousands of dollars).
SpaceX is exceptionally good at space.
We forecast that SpaceX’s revenue will increase from $15B in 2025 to $23.8B in 2026, driven by Starlink’s customer base doubling from 9.2M to 18.4M.