Orbital Data Centers: Data or Debris?
Chris Forrester — Normally, analysts at investment banks focus their research on listed businesses and issue their advice and recommendations to clients on the basis of ‘Buy’, ‘Sell’ or ‘Hold’ […]
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Spring Forward: Legacy Operators Are Killing GEO. That’s the Plan.
Legacy satellite operators aren't mourning geostationary orbit. They're stripping it for parts. The transition is expensive, legally contentious, and — if you look at the earnings — working.
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The Fractal Lab – Part III
SatNews Editorial Analysis Before we dream of floating data centers, we must understand why the SmallSat is the only laboratory that matters. Welcome to The Fractal Lab: a three-part series on […]
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The Consumer: Determining the Future of Space Exploration
While government mandates historically dictated the pace of space exploration, 2026 has solidified a new reality: the consumer is becoming the primary architect of orbital infrastructure. The “Symbiotic Nexus” between […]
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The Orbital Pivot: Transitioning from Exploration to Global Utility
In 2026, the space sector is defined by a significant shift that industry analysts call “Utility Validation.” This movement transitions space from a realm of one-time scientific exploration to a […]
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Viasat Report Signals Industrial “Rush” Toward Direct-to-Device (D2D) Connectivity
CARLSBAD, California – A major new report from Viasat, Inc. (NASDAQ: VSAT) reveals a rapidly closing window for industrial IoT (Internet of Things) transformation, as 91% of decision-makers now plan […]
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FCC Proposes Assembly Line Licensing to Replace Decades-Old Space Rules
Dispatch from SmallSat Symposium. Speaking at the SmallSat Symposium, Sheppard Mullin partner Drew Svor outlined the Federal Communications Commission’s plan to retire legacy Part 25 rules in favor of a modular system under Part 100. This proposal seeks to modernize a licensing process that has struggled to keep pace with soaring application volumes and increasingly complex mission profiles.
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The Space Tourist Is Dead. Long Live the Orbital Industrialist.
Dispatch from SmallSat Symposium. For the Space Industry Investment and Exit Strategies panel, a clear consensus emerged that the space sector has graduated from a science fair to a serious asset class. No one’s funding technology for technology's sake anymore. Today, capital flows follow what insiders call the barbell market of recurring revenue, defense utility, and the ability to survive.
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6G Market Surges to $110.46 billion by 2036
According to a major report released on February 5, the global 6G market is projected to reach $110.46 billion by 2036, growing at a remarkable 46% Compound Annual Growth Rate […]
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The Business Case for Sovereign Space
On February 2, 2026, analyst Omkar Nikam released a high-impact analysis through the Access Hub | Space & Defense Newsletter, arguing that the fundamental logic of satellite procurement has shifted […]
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