News
Recent issues, reverse chronological. Read on Beehiiv.
Real-time space infrastructure arrives as Kepler commercialises its optical relays
In Orbit - this week Space infrastructure moved further into real-time operations this week, away from isolated demonstrations and toward…
7 min read
Interoperability moves into orbit as Space Force builds the network layer
In Orbit - this week Interoperability stopped being a talking point this week and started looking like funded architecture. The Space…
5 min read
Capacity needs funding as IRIS2 grows and Golden Dome hits a budget wall
In Orbit - this week Strategic capacity is moving into build mode faster than its funding model is stabilizing. Europe’s decision to expand…
6 min read
The market splits as AST opens Japan and Hughes pays the GEO price
In Orbit - this week The market looked less like a single growth story this week and more like a sorting mechanism. AST SpaceMobile's start…
6 min read
Policy moves faster: mission approval and launch rules reset the clock
In Orbit - this week Policy is starting to move at operational speed, and that is becoming a market variable in its own right. The Office…
6 min read
Access is tightening as SpaceX freezes future rideshare capacity
In Orbit - this week Access is tightening across the satellite market, and the constraint is showing up in multiple layers at once.…
6 min read
D2D meets reality as timelines slip and spectrum constraints bite
In Orbit - this week D2D has moved past proof of concept and into deployment reality. The question is no longer whether standard devices…
6 min read
Regional connectivity formalizes as filings and gateways reshape the map
In Orbit - this week Regional connectivity is moving from broad coverage ambition to formal network geography. South Korea's K-Starlink…
5 min read
Service-layer control sharpens as Rocket Lab buys Iridium
In Orbit - this week Service-layer control is becoming the real prize. Rocket Lab's $8 billion acquisition of Iridium is the clearest…
5 min read
Sovereign space takes shape with Jio’s Indian LEO play
In Orbit - this week Sovereignty is moving from rhetoric into system design. Jio's sovereign LEO plan combines leased near-term capacity…
4 min read
Operational infrastructure hardens as Gilat bets on the ground segment
In Orbit - this week The clearest signal this week is that space competition is hardening around operational infrastructure. Arianespace’s…
4 min read
Space moats appear downstream as scale shifts below orbit
In Orbit - this week This week the FCC has started its review process for Amazon's $10.8 billion move on Globalstar seeking comments on the…
3 min read
Launch bottlenecks dictate market structure as New Glenn slips
In Orbit - this week Launch capacity is no longer background risk. It is now shaping timelines, financing logic, and even direct-to-device…
4 min read
Europe turns sovereignty into allocation as it shifts 2 GHz spectrum
In Orbit - this week Europe’s space debate moved from ambition to allocation this week. The European Commission’s 2 GHz MSS proposal would…
6 min read
Connectivity gets more sovereign and regulated while AST wins FCC approval
In Orbit - this week Connectivity moved decisively toward industrial scale this week. AST SpaceMobile's 248-satellite FCC approval gave…
4 min read
Space scale gets priced as SpaceX opens the books
In Orbit - this week Space scale became more measurable this week. SpaceX’s IPO filing showed $18.7 billion in 2025 revenue, with Starlink…
5 min read
Vertical integration comes to D2D as Amazon buys Globalstar
In Orbit - this week Amazon’s $11.6 billion move for Globalstar was the week’s clearest sign that direct-to-device is becoming a full-stack…
4 min read
Space economy at $429B as infrastructure gets disciplined
In Orbit - this week This week’s signal is not simply that space is growing. It is that the sector is beginning to behave like critical…
5 min read
Spectrum reform redraws the stack, the FCC to vote on April 30th.
In Orbit - this week This week’s clearest signal is that space infrastructure is being reordered by policy and control layers, not just by…
4 min read
Space capital gets more selective, Astranis adds $300M
In Orbit - this week Space capital is becoming more selective. Astranis raised $300 million to accelerate MicroGEO production for sovereign…
4 min read