Why is Airbus Building OneWeb Satellites in France Now?
Eutelsat ordered 229 more OneWeb satellites from Airbus, built in Toulouse. The Florida plant that built the first 600 went under review twelve days earlier.
What Amazon Is Actually Buying at Globalstar
Globalstar books 63% of revenue from Apple and is being sold to Amazon for a sum its revenue cannot explain. The answer is in the spectrum and landing rights.
IRIS² Finally Cut Checks, and the Biggest One Landed on the Ground
The first IRIS² industrial contracts are signed: OHB's €1B for 18 MEO platforms, HispaSat's €1.6B ground segment. Who gets paid, and what the order reveals.
The 5TB Wall: What Starlink's Unlimited Plan Actually Buys You
Heavy Starlink users report speeds cut to about 10 Mbps around 5TB a month. The notice cites business use on a personal plan, not a data cap.
Why Is Airbus Selling the Factory That Built OneWeb?
Airbus is reviewing a sale of its Merritt Island plant after moving 440 OneWeb satellites to Toulouse. Who buys a two-a-day line that lost its customer?
The Ka-Band Role Reversal: SpaceX Moves to Reopen the ViaSat-3 F2 Grant
SpaceX petitions the FCC to deny ViaSat-3 F2 market access in NGSO-primary Ka-band, filed on day 30 of the recon window. The role reversal, explained.
Somebody Just Ordered Three GEO Satellites. Nobody Will Say Who.
An undisclosed customer committed more than $600 million for three geostationary communications satellites on the former Maxar 1300 bus. The timing points at the FCC upper C-band clearing, and the anonymity is the most interesting part.
Grain's Buyers Need a Rule Change, Not Just a Waiver
Bids for Grain Management's $6 billion 800 megahertz portfolio go to Grain, not the FCC, and close 5 November. The Commission will let AST SpaceMobile test in this band tomorrow, but has created no way for anyone to sell commercial service in it.
Satellites Are the Cheap Part: Sizing SpaceX's Mobile Network
SpaceX's mobile network is not limited by spectrum or satellites. It needs about 40,000 cell sites, and that buys a mid-market carrier.
What a Satellite-Connected Car Will Actually Do in 2029
A Viasat/5GAA survey says 75% of drivers will pay for satellite in the car. What they'll actually get in 2029 is an emergency message.
Telesat Stopped Saying Refinance
Telesat's Q2 call changed the December vocabulary. A US$120 million loan at a non-guarantor subsidiary and what a consensual outcome means for creditors.
IRIS² Got Bigger and 48 Percent More Expensive. Europe Signed Anyway. — Deep Dive
Rendezvous 1 repriced Europe's sovereign constellation. What the €15.6 billion agreement changes for SES, Eutelsat and buyers of sovereign capacity.