Company Profile
Viasat vs LEO Operators: A Legacy GEO Provider Under Structural Pressure
How a GEO incumbent survives a technology it cannot beat. Viasat stopped fighting LEO on latency and pivoted to defense and mobility — $4.64B…
LEO Insider
LEO Insider Editorial covers the Low Earth Orbit satellite sector: market intelligence, company analysis, technology and policy. Articles are researched from company filings, regulatory records and clearly labeled analyst estimates. Tips and corrections: editor@leoinsider.com.
Company Profile
Globalstar Apple Partnership 2026: The Deal That Remade the Company
One customer rebuilt a struggling operator into critical infrastructure for a $3-trillion company. The Globalstar Apple partnership in 2026: 66% of revenue, a $1.5B…
Company Profile
Iridium Communications 2026: The Original LEO Network Still Flying
The profitable counterexample to LEO hype: 2.55M subscribers, $218.8M quarterly revenue, and nearly half a billion in OIBDA from a 66-satellite network. How Iridium's…
Company Profile
Telesat Lightspeed: The Enterprise-First LEO Strategy Explained
The contrarian LEO bet: a 156-satellite Ka-band constellation built for enterprise and government, not consumers. Telesat Lightspeed's strategy, its December 2026 pathfinders, the rival…
Company Profile
OneWeb Eutelsat 2026: Strategy, Status and Outlook After the Merger
From bankruptcy to Europe's sovereign LEO answer. OneWeb under Eutelsat in 2026: wholesale revenue up ~60%, a 440-satellite Gen 2 bet with Airbus, the…
Market Analysis
Will Starlink Kill Rural Telecom? The Starlink Impact on Rural Telecom, Analyzed
Not extinction — a squeeze. Starlink takes rural telecom's hardest, least profitable customers, and competes for the same subsidies that fund local networks. Who…
Market Analysis
LEO Satellite Manufacturing Supply Chain: Key Players and Structure in 2026
Manufacturing became an industry, and the money is following: K2 Space raised $250M at a $3B valuation, the largest satellite-manufacturing round ever. Inside the…
Market Analysis
Small Satellite Revolution: How the CubeSat Market 2026 Disrupted LEO
A 10-centimeter classroom cube became a $610M market on its way to $1.8B. How standardization, not miniaturization, let cheap satellites disrupt LEO — the…
Market Analysis
LEO Satellite Launches 2026: The Full Tracker and Commercial Implications
168 orbital launches by mid-July and on pace for 250-plus: the 2026 launch log decoded. Who is flying what, why the bottleneck moved from…
Market Analysis
LEO Satellite Deployment Cost in 2026: What It Really Takes to Build a Constellation
The price of one satellite is the wrong number. The real deployment stack — manufacturing, launch at ~$2,700/kg, and a replacement cycle that never…