Independent weekly intelligence on the satellite communications sector. No hype. A point of view.

The Multi-Orbit Mirage: How GEO Operators Are Retiring the Fleet They Can't Fill

An operator’s read on the GEO retreat: SES and Eutelsat are cancelling satellites and writing down assets while multi-orbit partnerships grab the headlines. Why a LEO deal retains the customer but never fills the transponder — and why the geostationary arc may be about to empty out.

The Capital Event — SpaceX's IPO and the closing of the D2D frontier - Deep Dive Weekly

SpaceX priced the largest IPO ever this week — but the same five trading days quietly hardened direct-to-device into a three-operator, spectrum-defined oligopoly. Verified analysis on SpaceX, Starlink, AST SpaceMobile, Globalstar, Amazon and Jio.

Ground Segment in the Space Economy

India's Sovereignty Standoff — Jio vs. Starlink: Deep Dive Weekly

Most of Us Are Jeep Owners Who Never Leave Pavement. That's Who Direct-to-Cell Is Built For

Analysis The short answer The physics What ships today Where the money is What would change it Independent satellite communications intelligence. Sources: peer-reviewed measurement, operator filings, market trackers. Analysis · Direct-to-Device Most of us are Jeep owners who never leave pavement. That's who direct-to-cell

Russia's Rassvet Constellation: What 16 Satellites Actually Gets You

On June 13, Vladimir Putin announced that Russia "now operates its own low-Earth orbit satellite system comparable to SpaceX's Starlink." The system in question has 15 functioning satellites in orbit. Starlink has over 10,000. The gap between those two numbers — and the urgency behind

The Reversal: Gilat Buys the Comtech Business That Once Tried to Buy It

Weekly Intelligence Deal Analysis · Ground Segment M&A The Reversal: Gilat Buys the Comtech Business That Once Tried to Buy It Six years after Comtech moved to swallow Gilat whole, a healthier Gilat is carving the crown jewel out of a distressed Comtech for less than a third of

SpaceX Goes Public: SPCX Debuts on Nasdaq - Deep Dive Weekly

SpaceX IPO

SpaceX prices its IPO at $135/share — the largest in history, and a turning point for the satellite industry's competitive map What happened On June 3, SpaceX filed its S-1/A with the SEC, setting the IPO price at $135 per share across 555.6 million shares

SpaceX Prices the Largest IPO in History - Deep Dive Weekly

Weekly intelligence Satellite Communications Industry JUNE 7, 2026 · EDITION 003 Sections Market overview Breaking news SpaceX IPO deep dive LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Sources Google Alerts (Glenn's inbox) Via Satellite Reuters / CNBC / Yahoo Finance SpaceX S-1/A

SES Cancels Two GEO Satellites - Deep Dive Weekly

Weekly intelligence Satellite Communications Industry MAY 23, 2026 · EDITION 001 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Primary sources Via Satellite SES / Intelsat filings Viasat investor relations AST SpaceMobile Q1 2026 MarketsandMarkets Bloomberg Intelligence Global Market Insights For

Blue Origin New Glenn Explodes on the Pad - Deep Dive Weekly

Weekly intelligence Satellite Communications Industry MAY 31, 2026 · EDITION 002 Sections Market overview Breaking news LEO broadband GEO / HEO operators D2D & mobile services Sovereignty & geopolitics Analyst signals Sources Google Alerts (Glenn's inbox) Via Satellite SpaceX S-1 (SEC filing) Viasat FY2026 earnings Broadband Breakfast GeekWire / 9to5Mac