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.
The NGSO Milestone Clock: A 1,000-Satellite Deadline Arrives This Month With Zero on Orbit
A Western operator faces a 1,000-satellite FCC deadline on 26 August with zero on orbit. The NGSO milestone calendar, constellation by constellation.
Telesat's Best Day in 57 Years Went to the Entity the Lenders Cannot Reach
Canada committed up to C$2.7 billion on Tuesday morning. The counterparty was Telesat LEO ULC, which is the part of the group the term lenders are in court trying to get back.
Telesat Says Its Cash Will Not Cover December. Ottawa Is Still Funding Lightspeed
Telesat GEO told its auditors that the cash will not cover December. Ten months earlier, 62 percent of the Lightspeed equity moved outside the reach of the lenders who are now suing to get it back. Ottawa is still funding the entity on the protected side of that wall.
Who Gets Bought Next in Satellite M&A. One Seller Has Already Told You
iDirect, Hughes, Iridium, Comtech. Who sells next in satellite M&A, why ground infrastructure clears at a fraction of what spectrum does, and the constraint that now kills more deals than antitrust ever has.
Every Constellation Is Now a Starship Derivative
Launch capacity, not capital or spectrum, now gates every satellite constellation. Why the whole market's schedule has become a Starship derivative.
Poland Bought a Gateway, Not Just Satellites - Deep Dive
Poland is the first EU member state to fund a national module inside IRIS². The Warsaw gateway, not the twelve satellites, is what buys sovereignty.
AST SpaceMobile's 2027 D2D Delay — Analysis
AST SpaceMobile pushed direct-to-device service to 2027 and raised a billion dollars. Here is what the delay changes, and what it quietly does not.
Everyone is watching DISH go bankrupt. Watch Hughes instead - Deep Dive Weekly
DISH's bankruptcy is the headline. Hughes' August 1 debt maturity is the enterprise story with a date on it. Why it matters for JUPITER capacity.
Is iDirect a Smart Buy?
ST Engineering marked its ground-segment champion to a floor and opened a strategic review. Here's what a buyer would actually get — and what it's worth.
Scale vs. Sovereignty - Deep Dive Weekly
A newly public SpaceX filed for a 100,000-satellite Gen3 constellation. Japan, Indonesia, Nepal and the UAE answered with sovereign connectivity.
1.7 Million Satellites: Astronomers vs the FCC — Analysis
Companies have filed to launch ~1.7 million satellites. A new ESO study urges the FCC to cap the total at 100,000. What's at stake for the night sky.