Professor Tim Farrar (of TMF Associates) has taken a deep dive into Starlink’s consumer business prospects ahead of the imminent SpaceX IPO . The report pulls together the first detailed breakdown of how Starlink’s customers are distributed around the world, based on weekly monitoring of active terminals, and projects how the reported subscriber base and […]

SpaceX’s upcoming Initial Public Offering (IPO) is looking to raise $75 billion (€64.6bn) and to price the offering’s shares at $135 per share. A Reuters report states that SpaceX will issue 555.6 million new shares. At $75 billion, the IPO would more than double the $29.4 billion raised by Saudi Aramco back in 2019, then […]

Geostationary satellite operator Viasat of California, which also owns UK-based Inmarsat, says it is confident that it can play a role in connectivity with airlines and their passengers despite the fast-growing success of SpaceX within in-flight communications and broadband supply. Viasat is far from alone in geostationary satellite operators chasing airline connections. SES/Intelsat is also […]

The battle between SpaceX, with its very well-established portfolio of orbiting satellites and rival AST SpaceMobile is heating up. Both want to establish their cellular connectivity credentials before Amazon Leo’s satellites enter the competition. But while Starlink has only a very basic cellular connectivity solution (although it will improve over the next year or so), […]

Not for the first time there are again rumours – wholly unconfirmed – that once the SpaceX IPO is floated and wrapped up, that Elon Musk will merge SpaceX with Tesla. The SpaceX IPO will happen on June 12th. The latest report originated on CNBC and suggested: · There is already massive company operational overlap. · […]

Rivada Space Networks wants to build its ‘outernet’, a laser-linked satellite constellation that is free from the risk of hacking or interference. But SpaceX, in its IPO prospectus, said its fleet has a growing number of laser-linked satellites. SpaceX, in its May 20th Prospectus, says: “As of March 31, 2026, our constellation already incorporated over […]

Buried within SpaceX IPO Prospectus issued on May 20th, there’s a paragraph that talks about intercontinental travel using its massive Starship rocket and Continent-to-Continent journeys of perhaps just 30 minutes. Indeed, the prospect of a journey from – say – New York to London, or Los Angeles to Hong Kong or Singapore moving beyond a […]

As expected, SpaceX issued its 308-page S-1 Prospectus for its Initial Public Offering (IPO) after the markets closed on May 20th. There were some surprises, not least that its losses last year were $4.9 billion (€4.27bn) on revenues of $18.7 billion. The Prospectus shows that Elon Musk will not just remain the largest shareholder but […]

Two AST SpaceMobile BlueBirds (#8 and #10) are already making their way to Cape Canaveral, with the third (#9) close behind and expected to ship in the next few days. Launch of the three are planned for mid-June on a SpaceX Falcon 9 rocket. The news coincided with a presentation by AST’s president Scott Wisniewski […]