- Tech News & Insight
- May 11, 2026
- Hema Kadia
Satellite D2D offers MNOs a rare, low-CapEx differentiator. But unlocking its value demands smarter monetization, targeted verticals, and a long-term NTN strategy.
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SpaceX
- Tech News & Insight
- May 7, 2026
- Hema Kadia
Verizon has expanded its satellite asset fleet to 2,600 units in 2025, introducing a multi-orbit off-road trailer capable of switching between GEO and LEO connectivity. The carrier is also piloting permanent satellite backhaul at high-risk cell towers across Georgia, Florida, and the Carolinas. Through a $100 million partnership with AST SpaceMobile, Verizon is advancing direct-to-device satellite connectivity using standard smartphones. Satellite is positioned not as a replacement for fiber or 5G, but as a planned resilience layer and coverage extension tool for enterprise and public safety stakeholders.
- Tech News & Insight
- May 2, 2026
- Hema Kadia
April 2026's roundup: Samsung's Taylor fab comes online with 2nm production for Tesla's AI chips, Intel joins Elon Musk's Terafab project targeting 1 terawatt of annual AI compute, Nokia and NVIDIA position telecom networks as distributed compute platforms, and hyperscalers commit tens of billions more to AI data centers across Asia-Pacific.
- Tech News & Insight
- April 30, 2026
- Hema Kadia
T-Mobile CEO Srini Gopalan admitted during Q1 2026 earnings that its T-Satellite direct-to-device service is seeing far less usage than projected, largely because T-Mobile's terrestrial network leaves few coverage gaps for consumers. With 1.8 million free beta sign-ups failing to translate into strong paid engagement, and Apple's free Globalstar satellite messaging compressing the addressable market, T-Mobile is pivoting toward enterprise connectivity. Its new SuperBroadband offering pairs 5G with Starlink LEO broadband, targeting businesses in healthcare, retail, and energy that require resilient, always-on connectivity across distributed locations.
- Tech News & Insight
- April 14, 2026
- Hema Kadia
Amazon will acquire Globalstar to accelerate Amazon Leo’s direct-to-device (D2D) roadmap, secure midband MSS spectrum, and extend satellite coverage to smartphones and IoT beyond terrestrial reach. Amazon is acquiring Globalstar in a cash-and-stock deal valued at roughly $11.5 billion, with Globalstar shareholders able to elect $90 per share in cash or Amazon stock subject to a cash cap and proration. Closing is targeted after regulatory approvals and satellite milestones, with Amazon guiding to 2027. Amazon plans to deploy a next-generation D2D system starting in 2028, delivering voice, messaging, and data to unmodified mobile devices.
- Tech News & Insight
- April 12, 2026
- Hema Kadia
US Mobile and Starlink have launched limited-time bundles that combine Starlink residential service with US Mobile’s unlimited mobile plans under a single account and bill. Entry pricing starts at $47 per month, which effectively blends a $30 Starlink residential tier (targeted around 100 Mbps) with a $17 US Mobile base unlimited plan. Higher Starlink speed tiers are available at $77 per month for a 200 Mbps option and $117 per month for a “Max” service that targets 400 Mbps or more. Compared with Starlink’s typical standalone rates of $50, $80, and $120 for the same speed tiers, the bundles represent meaningful savings for households that want both mobile and home internet.
- Tech News & Insight
- March 11, 2026
- Hema Kadia
AT&T’s five-year, $250 billion U.S. network commitment sets the tone for the next phase of fiber, 5G, and satellite convergence as traffic, AI workloads, and resilience requirements climb sharply. The 2026–2030 window aligns with the industry’s transition into 5G-Advanced (3GPP Release 18/19), the scaling of edge AI, and increased cloud traffic between homes, enterprises, and hyperscalers. Data growth is no longer linear, and the cost of downtime is rising. Large, front-loaded builds in fiber and 5G Radio Access Network (RAN), paired with new satellite overlays, are how national carriers will chase coverage, performance, and reliability targets simultaneously.
- Tech News & Insight
- March 1, 2026
- Hema Kadia
Live Streamed on Mon, 2 Mar at 11:15 - 12:45 CET
Visionary voices from around the globe take the stage to reflect on the expanding scope of connectivity, from core networks to cloud platforms to the emerging capabilities that stretch beyond our planet. Join us to explore how the interplay of innovation, leadership and global collaboration can drive meaningful transformation. Discover how bold thinking and shared ambition can build on this momentum and redefine what is possible in an increasingly connected world.
Visionary voices from around the globe take the stage to reflect on the expanding scope of connectivity, from core networks to cloud platforms to the emerging capabilities that stretch beyond our planet. Join us to explore how the interplay of innovation, leadership and global collaboration can drive meaningful transformation. Discover how bold thinking and shared ambition can build on this momentum and redefine what is possible in an increasingly connected world.
- Tech News & Insight
- February 16, 2026
- Hema Kadia
SpaceX’s anticipated 2026 IPO is not just a space-launch story; it is a capital and scale inflection that could reorder parts of the mobile and broadband value chain. Market chatter pegs SpaceX’s IPO valuation around the trillion-plus mark with a potential multibillion-dollar primary raise, a war chest that would dwarf most rivals’ balance sheets. For telecom, the same cash advantage accelerates Starlink’s network deployment, ground infrastructure, and device partnerships—compressing the window for incumbents to respond. Starlink reports more than 9,000 satellites in orbit, 9.2 million paying customers, and over $10 billion in annual revenue.
- Tech News & Insight
- February 5, 2026
- Hema Kadia
New guidance from the NTIA signals that BEAD-funded satellite providers, including SpaceX’s Starlink, must abide by standard program terms rather than negotiate bespoke carve-outs. An updated NTIA FAQ on subgranting makes clear that states cannot waive or dilute the statutory and programmatic requirements set out in the BEAD NOFO and subsequent guidance. Payments should be tied to objective milestones and verifiable outcomes, not front-loaded without proportional performance. Performance testing, reporting, and documentation must meet program and FCC-aligned standards; subgrantees cannot unilaterally narrow test samples or exclude locations to their advantage. The FAQ effectively answers whether BEAD can be implemented on a “vendor’s terms”: it cannot.
- Tech News & Insight
- February 3, 2026
- Hema Kadia
The merger creates a $1.25 trillion private giant that fuses launch, satellites, and AI, but the strategic logic goes beyond orbiting data centers. SpaceX brings rockets, Starship scale, and the world’s largest NGSO broadband network via Starlink. xAI brings models, AI R&D, and a brand in the hottest capital market category. Together, they present a single story to investors: own the stack from compute to constellation to connectivity, on and off Earth. Consolidation gives Musk freedom to reallocate cash flows and simplifies the roadshow pitch.
- Tech News & Insight
- January 26, 2026
- Hema Kadia
TeraWave combines 5,280 low Earth orbit satellites with 128 medium Earth orbit satellites—5,408 spacecraft in total—tied together via optical inter-satellite links. The design targets global coverage with two distinct performance tiers: up to 144 Gbps symmetrical RF links per enterprise customer using Q/V-band in LEO, and optical links in MEO delivering up to 6 Tbps for high-throughput trunking between hubs. Blue Origin positions the service for point-to-point private links and enterprise-grade internet access, with an initial target of up to 100,000 customers. The company intends to launch on its own New Glenn vehicles and leverage reusable engines to scale deployment.
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