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Satcom

Tracking US Mobile Satellite Service Spectrum

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. 

Insights

Estimating SpaceX’s 2024 Revenue

Payload is back with our SpaceX revenue breakdown. We estimate SpaceX’s revenue reached $13.1B in 2024, up from $8.7B in 2023. Business line estimates:

Reports

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, thus capturing significant value across the space value chain.

Satcom

NGSO Fixed Satellite Service Spectrum Priority in the US

Last month, the Federal Communications Commission (FCC) updated its spectrum sharing rules for Non-Geostationary (NGSO) Fixed Satellite Service (FSS) systems to establish quantified interference protection criteria for satellite systems based on their level of spectrum priority.