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Company Profile

In-depth profiles of the operators building low Earth orbit: SpaceX Starlink, Amazon Kuiper, OneWeb, Telesat, Iridium and AST SpaceMobile.

Globalstar Apple Partnership 2026: The Deal That Remade the Company
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…

September 8, 2026
Iridium Communications 2026: The Original LEO Network Still Flying
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…

September 3, 2026
Telesat Lightspeed: The Enterprise-First LEO Strategy Explained
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…

September 1, 2026
OneWeb Eutelsat 2026: Strategy, Status and Outlook After the Merger
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…

August 27, 2026
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AST SpaceMobile: Direct-to-Cell Technology and Commercial Viability
Company Profile

AST SpaceMobile: Direct-to-Cell Technology and Commercial Viability

FCC approval in April, $150-200M guidance against $1.2B in contracts, ten satellites flying toward a 45-60 target: the year AST SpaceMobile stops being a…

July 23, 2026
Amazon Leo (Kuiper) vs Starlink: The $10 Billion LEO Battle Analyzed
Company Profile

Amazon Leo (Kuiper) vs Starlink: The $10 Billion LEO Battle Analyzed

The FCC waiver reframed the battle: Amazon Leo keeps its authorization but flies with forfeited spectrum priority, 258 satellites against 10,722. Why the real…

July 21, 2026
SpaceX Starlink: Inside the World's Largest LEO Constellation
Company Profile

SpaceX Starlink: Inside the World’s Largest LEO Constellation

10,722 working satellites, 10.3M subscribers, ~$15.5B projected revenue — and a replacement cycle that can never stop. Inside the Starlink machine: the architecture, the…

July 9, 2026
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