A Deep Dive into the Bluetooth Satellite Connectivity Market Following the FCC’s Proposal
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
Satcom
Breaking Down the FCC’s 3rd Processing Round: 13 Constellations Throw Their Hats in the Ring
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.
Optical Links: When to Incorporate Them? When Not To?
For many satellite applications, optical links are not worth their cost (often hundreds of thousands of dollars).
Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic
SpaceX is exceptionally good at space.
Predicting SpaceX’s 2026 Revenue
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.
Estimating SpaceX’s 2025 Revenue
Payload is back with our 2025 SpaceX revenue model build.
What’s Kepler Cooking Up With Its Everything Constellation?
Earlier this week, Kepler (an optical comms relay business) launched its first ten 300-kg sats and announced a deal with OroraTech, to host its thermal sensors and speed up downlink via its laser-linked routing.
The MSS Spectrum Assets That Could Be Acquired Next
Some of that spectrum still sits in legacy hands, ripe for acquisition.
Making Sense of AST SpaceMobile’s $27B Market Cap
This is an article that we have been wanting to write for a while, and figured it’s high time we talk about the elephant in the room: AST SpaceMobile’s $27B market cap.
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Rocket Lab Report
Rocket Lab’s thesis centers on becoming a fully integrated space infrastructure company, controlling every step from satellite production and launch to space-based data services
