CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

SpaceX

New performance data shows U.S. WISPs are getting faster, but lowโ€‘Earth orbit players like Starlink are advancing just as quicklyโ€”and the competitive gap in rural markets is narrowing. Based on Speedtest Intelligence data from Q1 2021 to Q2 2025, eight of the larger WISPsโ€”Starry, Resound Networks, Nextlink, Wisper Internet, Unwired
Orange is moving to commercialize direct-to-device satellite connectivity in Europe with a carrier-branded SMS service that extends coverage beyond terrestrial reach. Orange will launch โ€œMessage Satellite,โ€ an SMS and location-sharing service that lets smartphones connect directly to satellites when mobile or Wiโ€‘Fi coverage is unavailable. The consumer launch in mainland
Amazon has moved its low Earth orbit broadband effort out of code-name mode and into a market-facing brand with strategic implications for telecom and enterprise buyers. Project Kuiper is now Amazon Leo, a direct reference to the low Earth orbit constellation underpinning the service. The rebrand signals a transition from
AST SpaceMobile is signaling a pivotal year ahead as it moves from demonstrations to commercial direct-to-device coverage with major operators and an aggressive launch schedule. The companyโ€™s plan to begin โ€œintermittent nationwideโ€ service in early 2026, followed by continuous coverage later in the year, is also a forcing function for
A new joint plan from Vodafone and AST SpaceMobile aims to deliver satellite broadband directly to standard smartphones across Europe under a sovereign operational model. AST SpaceMobile has submitted plans through Germany for a space-based network designed to provide broadband directly to devices across Europe. Operations would run through SatCo,
MTN has launched StarEdge Horizon, a Layer 2 service over SpaceXโ€™s Starlink designed to move enterprise traffic on a private path to MTN points of presence (PoPs), bypassing the public internet and reducing latency, jitter, and operational complexity. The service extends a private Layer 2 domain from remote sites over
A planned merger between Lynk Global and Omnispace aims to fuse spectrum assets, satellite technology, and SESโ€™s multi-orbit infrastructure to scale 3GPP-compliant direct-to-device services worldwide. The combined company will pair Omnispaceโ€™s globally coordinated S-band holdings, about 60 MHz anchored by ITU filings and aligned to non-terrestrial network standardsโ€”with Lynkโ€™s patented
New usage data shows AT&T subscribers are tapping into T-Mobileโ€™s Starlink-powered T-Satellite more than expected, signaling a rapid shift in how carriers and customers think about direct-to-device connectivity. Speedtest intelligence indicates T-Mobile users account for the majority of direct-to-device (D2D) connections to Starlink, roughly six in ten overall and more
EchoStar has reset its strategy after regulator-driven spectrum sales, trading long-cycle infrastructure bets for an asset-light, capital-rich posture focused on satcom growth. Federal Communications Commission scrutiny over spectrum utilization forced EchoStar to accelerate decisions it had hoped to phase over time. Complaints from rivals spurred investigations into whether the company
SpaceX wants the FCC to count Starlink as โ€œadvancedโ€ broadband in its annual Section 706 report, a move that could reshape funding, benchmarks, and competition in rural internet buildouts. In 2024, the agency set a 100/20 Mbps benchmark, added affordability and adoption metrics, and floated a long-term goal of 1
SpaceXโ€™s $17 billion purchase of EchoStar spectrum signals a deliberate push to blend satellite and mobile connectivity at consumer scale. SpaceX is acquiring EchoStarโ€™s AWS-4 and H-Block licenses, adding roughly 1.9โ€“2.0 GHz spectrum into its portfolio for direct-to-device (D2D) service in the U.S. Owning licensed spectrum lets SpaceX widen capabilities
SpaceX agreed to acquire EchoStarโ€™s AWS-4 and H-Block spectrum licenses in a transaction valued at up to $17 billion, split between as much as $8.5 billion in cash and up to $8.5 billion in SpaceX equity. As part of the package, SpaceX will also cover approximately $2 billion in cash
Fast-track connectivity, capacity, and success

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