LEO

Major_Warrens_Dingus

yet another instance of Google half assing something. Can't really blame them in this regard though, LEO cell tech will usurp all telecom companies.

Mental-At-ThirtyFive

Elon after taking over Tesla made EVs real that convinced China to get Tesla to China and here we are now where Elon knows EVs are a dead end for his ambitions and knows that he does not stand a chance against Chinese EVs - and now reshuffling his deck. Starlink made this LEO infra real enough commercially - now we have TELCOs getting their infra strategies in place - the little nazi wannabe is the reason, imho, for all of this. It is all about global comms infra. On this I wondered if Iran had taken out the satellites above them with their missiles. That would have added to the interesting times we live in.

Th3DarkFunk

Yes indeed. The Russian military is not a direct starlink customer, it uses hacked or bootlegged terminals in addition to other drone control technologies like short range RF and fibre optic cables. We are on r/stocks and you asked about LEO broadband so I gave you a good list of companies to check out in my initial comment. Not here to play armchair general. There are many other Satcom companies you can check out and they are all bidding for government contracts in one sector or another. Good luck to you.

Th3DarkFunk

I am confused because first you talk about the war, and then you talk about commercial markets. Not the same. As I pointed out, Starlink is well known to western consumers, but there are many competitors for different use cases. I am just providing information since you asked the question. The Russian military has its own assets. They certainly aren't dependant on an American company for crucial links. There are other solutions for drone control, albeit not as easy to deploy as LEO connectivity. Russia has its own fleet of GEO satellites, and is developing a LEO constellation "Sfera"

Enough_Summer7073

If starlink was really a problem for Russia they would have already sent a couple missiles up there and shot a few down, which would cause a huge cloudn of debris that destroys everything in its path in LEO. All it takes for these orbit arrays to go caput is a bit of debris.

Th3DarkFunk

What are you asking? What does this have to do with Ukraine? There are many LEO constellations for a variety of use cases. For consumer internet service Starlink and Amazon Kuiper are big. There is OneWeb, Telesat Lightspeed is on the way. Iridium and AST are for mobile. Kepler has its niche as well. Take your pick of any LEO, MEO, GEO operator and I guarantee you that they have govt/military contracts and are assisting with connectivity for drones etc.

corndogslayer

The “no moat” and “SpaceX will eat them” takes are pretty outdated at this point. On the technology side, ASTS holds over 3,400 patents covering their beamforming and phased-array architecture. Their core advantage is delivering real broadband directly to unmodified smartphones with no special hardware required , which is fundamentally different from what Starlink offers today. The Block 2 BlueBird satellites are the largest commercial communications satellites ever built, with 2,400 sq ft arrays. that size isn’t a flex, it’s a physics requirement to hit actual broadband speeds from LEO to a regular phone. On the business model, AST partners with carriers instead of competing against them, which eliminates customer acquisition costs and turns potential rivals into revenue partners. They have agreements with 50+ MNOs including AT&T, Verizon and Vodafone. Over $1 billion in minimum committed revenue is already locked in through definitive commercial agreements. And that's contractual, not speculative. On SpaceX specifically, yes they have launch advantages, but Starlink’s direct-to-cell offering with T-Mobile started with low-bandwidth SMS, not broadband. ASTS is purpose-built for D2D from day one. Also worth noting, ASTS uses multiple launch providers including SpaceX, Blue Origin and ISRO so they’re not dependent on anyone and are literally using Falcon 9 when it makes sense. On actual results, full year 2025 revenue hit $70.9M with Q4 alone at $54.3M beating forecasts by nearly 38%. This is a real revenue generating company now. The bear case made more sense in 2023. Risks are real, dilution and burn rate are worth watching. But “no moat, SpaceX kills them” misses what this company is actually building.

SpaceyMcSpaceGuy

lol that’s basically the DD it’s trading on. I’m sure once Neutron is going they’ll find a path to more revenue, but at that point LEO broadband and mobile coverage will have deep competition. Neutron also isn’t good enough $/kg for orbital compute constellations. We’ll see what they come up with.

Same_College2053

SpaceX's Starship is designed for massive payloads (>100 tonnes) to Low Earth Orbit (LEO), it has been called upon to deploy "rods from God" (kinetic tungsten rods) for war strikes. Such a system is currently in Development and is being fastracked for strikes in Iran "We're going to send them back to Lumby" said United States Secretary of War Pete Hegseth.

IWant2FIRE

Most Americans protest peacefully. Most don't have guns. They can't show violence otherwise LEO will shoot us. No one wants to be Alex Pretti'd by this garbage government.

nightwyrm_zero

It's not so much satellite vs satellite combat right now that's on the cards but having the capabilities offered by having your own LEO satellite constellation. Russia suffered some major reverses since the US turned off Starlink on them. All the Great Powers will want their own LEO constellation that can't be turned off by someone else.

ihopethisworksfornow

TSAT is actually somewhat interesting. Pretty much almost certainly insolvent, but huge Canadian gov backing. They’ll get a bailout, but the way it’s structured might be bad for equity. Their LEO business could be appealing to some European partners as an alternative to Starlink, especially with multiple European companies openly investigating him on multiple fronts. Not sure what the play is. Options volume is garbage and “squeeze” plays are dumb. Shares are gay but might be the move. Also fair chance restructuring is real bad for equity.

DarkVoid42

we didnt land on the moon because there was money to be made. we wanted to beat the godless commies to the moon first. when we did the money got turned off. no more moon. no one cared about space anymore until there was a need for cheap access to LEO and internet everywhere. now there *might* be money to be made and the goldrush goes boom.

neliz

that's the beautiful thing, starship will never go to the moon either, my bet is they will just try to dump more spacetrash in LEO with it and call it an amazing success.

Callmecrazy12345678

year after year, i kept hearing financial analysts ended comments with " never bet against amazon "... just about everyone in world depends on amazon, it seems like more and more so especially in my house hold. i bet if any other companies fold b/c of external factors, amazon would likely be the only one survive. no one really talk about this, they are in progress with LEO project for satellite internet, can you imagine the extend of this thing will be ?? they are delivering groceries daily, at same time shooting up rockets to space. one of most controversial company on earth. i would not be short sighted with silly stock crash post earnings. you have to take risk for reward, that's jut bottom line for a successful business.

Vegetable-Big3545

Enough of Benis, can we address the fact Asts has more dilution than launching sats in LEO per annum ? 😂😂🥀🥀

Vegetable-Big3545

More dilution than sats in LEO per annum is crazy

CoinsAndLawnLouie

And that’s when you get a constitutional lawyer because that’s definitely protected by 1A. SCOTUS ruled that flashing your lights or warning other drivers of LEO’s sitting and biding to give tickets was covered under the 1A so I’m pretty sure this would be seen the same way

Fit-Stress3300

SpaceX needs to create artificial demand for LEO launches. They did that with Starlink and will try again with "space data centers".

RaysBridge61

I would say ASTS is by far and above the winner if they can keep close to their projections. They already have the technology and market in place that the others (like Starlink) are striving for. They only need 60 satellites to have a dependable constellation. I just heard that Starlink is looking at one million 🛰 satellites in LEO. I hope they aren't allowed to put up that much clutter.

ClarityRocks

>And I didn't think the problem of creating a self-sustaining habitat was an especially hard one. The big challenges are all related to oxygen/co2/radiation. ??? This has never been accomplished, not once. See: Biosphere. Also see: Antarctica. As for his business acumen, Musk invested in Tesla after the singular achievement by them was already patented, and that's the concept of combining smaller batteries into one massive battery. After he joined Tesla, his contributions added cost and exposure. Notably, it was he that insisted on the death trap door handles that are causing them all sorts of nightmares now, and that's before the lawsuits start really crushing them year after year. His so-called business acumen had him eschew any kind of affordable car to instead concentrate on a truck that... let's say "underperformed" and be polite. Now the car company under his leadership has been surpassed by others and he no longer even considers it a car company, having moved on to his next grift. SpaceX had a nice thing going for a while with the Falcon delivering things at cost to LEO but at the moment it's a company with a glut of big rockets in a world where sats have gotten smaller and smaller. Need I even start with Starship? A comical joke that has failed to reach orbit, lift anything but a banana into the sky, and blows up nearly ever time. You'll recall this was all paid for by U.S. taxpayers for a lunar lander he's never even bothered to attempt to pretend to build. No, now Starship is a pez dispenser for his junk Starlink sats, which is where we started. Go back and listen to that famous Twitter spaces when the so-called business genius is completely rattled and stumped by an engineer asking the most basic question imaginable. Trust me fam, Elon Musk is a total moron. He has failed up. He is also a useful idiot to a lot of people, especially the ones who like controlling how people think through Twitter.

Individual-Equal-441

"Parking lot space" implies a need to have people nearby to physically maintain the datacenter. If we're talking about a hypothetical datacenter that could float in orbit without human access, then you could have the same thing on Earth and you wouldn't need a parking lot at all; so in both LEO and on Earth the cost is $0, not cheaper in space. On the other hand, if we're talking about a real datacenter that requires someone to physically access the units, the LEO equivalent of "parking lot space" would be laughably and almost incomprehensibly expensive.

grizzly_teddy

> LOL if you think powering and cooling and servicing stuff is easier in space you are clueless Who said 'easier'? More scalable, cheaper in the long run. Grid cannot support the projected growth of AI on the ground. The grid is the botteneck. > The low orbit is not infinite This is the only good point I've heard so far. They won't be able to scale for too long in LEO. They will have to move up, but that's fine. They can have inference in LEO, training higher up (doesn't need to communicate to the ground at low latency).

Spaceguy5

> keep their heads down, and keep launching satellites into LEO. Can confirm. I work in space industry and have heard horror stories from former spacex engineers that the culture there is that Elon will tell someone to engineer something. If they say it's impossible, they get fired. Starship can't really go to Mars because the vehicle is horribly unoptimized and there's a lot of parts of the mission design and the physics that don't make sense because they're infeasible. Like the fact that it takes 17+ launches just to go to the damn moon one single time. And I feel bad for the people being forced to work on it anyways. There's a lot of engineers there who are definitely in the cult and believe they can magically make it work. But SpaceX is known as being a company where people go to work for one or two years when they're fresh out of college to get it on their resume, see the dumpster fire, then dip out or get fired.

GoTeamLightningbolt

I'm sure there are many very smart SpaceX engineers who know their CEO is a buffoon, keep their heads down, and keep launching satellites into LEO. They probably also know that neither Mars colonization nor orbital data centers are gonna happen.

Solid_Writer1072

Fuck Those Emojis: Amazon Q4 2026 Earnings $AMZN * EPS $1.95, est. $1.96 * Net Sales $213.39B, est. $211.49B * Sees Q1 Net Sales $173.5B–$178.5B, est. $175.54B * Sees Q1 Operating Income $16.5B–$21.5B, est. $22.24B * Operating Income $24.98B, est. $24.82B * Operating Margin 11.7%, est. 11.7% * AWS Net Sales $35.58B, est. $34.88B * AWS Net Sales ex-FX +24%, est. +21% * North America Net Sales $127.08B, est. $127.21B * Physical Stores Net Sales $5.86B, est. $5.88B * Sees 2026 CapEx \~$200B, est. $146.11B * Guidance assumes no additional restructurings * Outlook includes $1B higher y/y Amazon LEO costs * Q4 operating income included $1.1B of charges, incl. $610M asset impairments

Solid_Writer1072

Amazon Q4 2026 Earnings $AMZN * EPS $1.95, est. $1.96 * Net Sales $213.39B, est. $211.49B * Sees Q1 Net Sales $173.5B–$178.5B, est. $175.54B * Sees Q1 Operating Income $16.5B–$21.5B, est. $22.24B * Operating Income $24.98B, est. $24.82B * Operating Margin 11.7%, est. 11.7% * AWS Net Sales $35.58B, est. $34.88B * AWS Net Sales ex-FX +24%, est. +21% * North America Net Sales $127.08B, est. $127.21B * Physical Stores Net Sales $5.86B, est. $5.88B * Sees 2026 CapEx \~$200B, est. $146.11B * Guidance assumes no additional restructurings * Outlook includes $1B higher y/y Amazon LEO costs * Q4 operating income included $1.1B of charges, incl. $610M asset impairments

ClarityRocks

They are junk, sorry. They fall at a higher rate than expected, they die earlier than expected. The only reason this stupid fool is ruining our skies and Earth-based astronomy is because he can't build rockets to orbit. Anyone who supports sending junk up into LEO has obviously never heard of the Kessler Syndrome, or how space-based collisions track along its graph almost perfectly. It's fraud, all the way down. All of this LOE gives you what exactly? Latency? Lot of competitive gamers going to be using Starlink any time soon?

Fast-Umpire7544

> junk Starlink satellites, which already fall out of the sky at an incredible rate. Starlink satellites are absolutely not junk. They are mass produced, low altitude satellites designed to be replenished at regular intervals because of how easy they are to build and send to LEO. They “fall out of the sky” because that’s how physics works, not because of a design failure or shortcoming. You clearly are just spouting words and have no actual idea what you’re talking about.  Source: I work in this industry. 

danielv123

You do need radiators, but they can be smaller than passive radiators on earth. The problem is that on earth we can have active radiators, those don't work in space. This isn't a big issue though, the ISS and thousands of LEO satellites have been doing this for decades. It's just a question of launch prices.

Degen_up_North

All the LEO garbage he is sending up there will eventually prohibit humans ability to escape the planet.  Fuck elonia muskrat

Standard-Ride6604

you're right and also liquid cooling in space is just so ridiculous. I'm not sure what liquid would be used, from an engineering perspective I guess liquid rocket fuel would be the most obvious choice because it could possibly be used for 3 purposes: 1) getting to space, 2) cooling the rocket engines during burns, 3) cooling the datacenter. But like. Hellooo, ever heard about the rocket problem. SpaceX definitely has. On Earth, liquid cooling is great because there's plenty of water and you only need to pump it a few stories/dozens of feet at most. Not get it to LEO or reach escape velocity. It's so fucking dumb, basically anyone who has taken physics 101 could tell you that.

Boxing-Enthusiast

PE doesn’t matter when you have no competitors and much to Reddit’s dismay, there is no one like SpaceX. Unless RKLB shows unprecedented R&D on Neutron, it’s a wash when it comes to LEO space launches.

Kanolie

That study is a joke. > data suggests that SpaceX launch costs to LEO may drop to ≲$​60/kg (10× component reuse); if SpaceX’s 100× component reuse target were achieved, costs could reach ≲$​15/kg. Cost per kg is over $1000 at best. So sure, if launching stuff into space gets 99% cheaper, we can launch data centers with massive solar arrays into orbit. It's a joke meant to promote their business interests, not a scientific study.

manbeardawg

I would agree, but I was at a premier data center conference two weeks ago and data centers in space is quasi-fucking legit. Like there are other companies actively working to make this a thing, and I bet Elon, shitbag though he is, can figure out how to get some level of compute successfully orbiting the planet. Will it justify astronomical valuations for SpaceX? Probably not, but LEO might be possible.

cuteplot

It's because the limiting factor for modern data centers is power. Solar power is abundant and easily accessible in space and is something that SpaceX knows very well how to deal with - it's how all the Starlink satellites work. Ultimately, the economics of "data centers" in space depend on launch costs. It's estimated if Starship can get launch costs down to about $200/kg to LEO then space based data centers are preferable to terrestrial. Of course not everyone is convinced that Starship will work, but I'm sure it won't surprise you to learn that Elon Musk is convinced it will and is willing to bet big accordingly. https://www.nytimes.com/2026/01/01/technology/space-data-centers-ai.html

cuteman

I'm glad you mentioned the space shuttle! * Space Shuttle: ~$450 million to $1.6 billion per launch (depending on accounting), with limited reusability and high operational complexity. * SpaceX Falcon 9: ~$67 million advertised (customer price), with internal costs potentially under $30 million thanks to reusable boosters flying 10–20+ times. * **Reduction factor: SpaceX has reduced launch costs to LEO by roughly 10–20x (or more in some metrics) compared to the Shuttle era, revolutionizing access to space.** It's not what they did but rather how they did it. SpaceX reduced the cost by an order of magnitude whereas the incumbents could not despite their head start, resources, government backing, etc. Let's also not forget the Boeing space liner stranded astronauts and SpaceX rescued them.

Rin-Tohsaka-is-hot

Don't know. I'm just saying that comparing H&M revenue to a rocket company doesn't make sense, and Walmart is the most extreme example of retail low-growth low-margin high-volume so that's where I went. If I had to guess though, Starlink will probably be the main driver of launches for a long while. Becoming a glorified Telecom company probably isn't what they were hoping for (they'll slow down significantly after 2027, coverage is nearing completion) but it's the most profitable thing you can do in space right now. SpaceX should have minimum 10 years of no competition now that Boeing (the only other company in the US operating LEO launches) has completely left the space, and Blue Origin is still twiddling their thumbs with space tourism or whatever. So, while government contracts are a diminishingly small portion of their revenue, they are the only candidate for whatever may come up in the potential new age space race.

IntergalacticTree

Brother, putting assets in LEO has been steadily increasing the world over, this includes positioning satellites, data, and spy satellites. With things heating up the way they are on a global scale, they have solid growth, and with 8 billion positive cashflow, they got it.

The_BigWaveDave

[https://payloadspace.com/spacex-leadership-map-out-the-future-of-the-starship-program/#:\~:text=A%20Falcon%209%20End%20Date,t%20need%20Starship's%20volume%20capacity](https://payloadspace.com/spacex-leadership-map-out-the-future-of-the-starship-program/#:~:text=A%20Falcon%209%20End%20Date,t%20need%20Starship's%20volume%20capacity) **“Starship is really a replacement. It obsoletes Falcon 9 and the Dragon capsule,” Shotwell commented. SpaceX’s president said Falcon 9 will fly for six to eight more years, and then everything will be moved to Starship. That includes human spaceflight.**  The idea of dozens of astronauts hitching a ride to LEO on a Starship and then belly-flopping back to Earth seems awfully unsafe today. But, if the company can achieve 400 flights over the next half decade and prove out reliability, human missions could become commonplace.  **Rocket competitors:** The Falcon retirement date news was likely celebrated by SpaceX’s medium-lift rocket competitors, such as Firefly and Rocket Lab, who could step in and offer dedicated launches to customers that don’t need Starship’s volume capacity. " This was 2 years ago.

__Maximum__

If I understand correctly, the cooling is hard but doable. The hardest part is bringing the satellites to LEO cheaply, which is still not solved until best case scenario sometime next year by using reusable starship.

ShippingValue

The market of Starlink. SpaceX is a LEO company. In the better part of 2 decades, they haven't done anything else. They are DirectTV + rockets. Not worth anywhere close to a trillion dollars. They are not a 'space' company in the sense you can give them a valuation based on future asteroid mining and moon bases - they aren't even trying to do that (despite what Musk says) and are, in fact, very far away from even completing their Lunar lander contract with NASA despite the original deadline being 2024.

Willing_Turnover5568

Typical ping to nearby servers Fibre (FTTP / full fibre). 2–10 ms Cable (DOCSIS / coax). 10–30 ms Fixed wireless (4G/5G home internet). 20–60 ms Starlink (LEO satellite). 20–50 ms (often ~25–40 ms)

PooPooPointBoiz

Why the fuck did you get puts now of all times? When I got puts on this scam ass company, I got smoked because it would just pop 10% over and over and fucking over again. I don't get why it keeps going up, this shit is neat, but it's basically a step above a satellite phone, you think you and all your buddies are getting 5g speeds from a satellite in LEO on your cell phone with no additional hardware? You're smoking fucking crack.

SatoshisVisionTM

Musk is, however, the driving force behind most of his companies, setting forth the long term strategies, and in doing so has reshaped industries. The automotive industry would have been happy making minor improvements to the internal combusion engine until Tesla unfolded a paradigm shift. The space industry was mostly Russian Soyuz until they mocked him and he founded a company to make them obsolete. SpaceX is now the single most important supplier of LEO access. Musk has many faults, both in personality and morality. But he is an innovator leading his companies forward and turning industries upside down. A good example is any technical discussion between him and Everyday Astronaut. I fondly remember one of their first interactions, where Musk was visibly happy to go deeply into the nitty gritty of how the raptor engine functions, suprised by Dodds deep understanding of the matter, and seeing them nerd out for 15 minutes straight, at which point an aide forcefully had to remind Musk of his time table, which he immediately upended to spend another 10m discussing full flow engines. You can't make the claim that he doesn't do anything himself. That is just not reality.

zbern

"MDA Space has signed a Memorandum of Understanding with Hanwha Systems to pursue collaboration on Korea's planned sovereign Low Earth Orbit K-LEO defense constellation, targeting enhanced military communications and data services for national security operations. The agreement sets a framework for the two companies to explore how MDA Space's AURORA software-defined digital satellite platform can contribute to the architecture and capabilities of the constellation." [https://www.spacewar.com/reports/MDA\_Space\_and\_Hanwha\_target\_Korean\_K\_LEO\_defense\_network\_999.html](https://www.spacewar.com/reports/MDA_Space_and_Hanwha_target_Korean_K_LEO_defense_network_999.html)

unlock0

Half of SpaceX revenue is international, and they literally underbid the primes by half or more on Artemis and LEO launches. You’re completely wrong.

colenotphil

> LEO company What does this mean?

partnerinthecrime

the primary obstacle to getting things to Mars is getting them to LEO

Significant_Swing_76

What happens when there’s an accident (intentional or not) in LEO, and Kessler syndrome starts?

itsthebear

MDA has nothing to do with Stack or SpaceX... Good company, I'm an $18 average on it, but they make LEO sats for TSAT

Admirable-Ad-8001

Didn't know ICE had the power to declare protests unlawful, didn't know the intent of the 2A was for cosplay and bootlicking, didn't know ICE received no training in communication. Very informative, thank you. Lets be real tho these dudes are all LEO/MIL rejects who shouldn't be out there acting like this, you are giving heavy 40% vibes so I'm sure your heavy biased and indoctrinated into thinking this is ok but at some point you will wake up to the facts and reality of this situation. Best of luck.

_Administrator_

He aggressively tried to stop LEO from doing their job. Go protest but don’t do what he did. The only winner is Russia who would love to see a US civil war.

throwa91

I'm a 2A guy. Agents were 1000% in the wrong. Hold the officers accountable. Don't smear every LEO.

playstationjeans

As of right now, there's a developing boom in the space industry. Rockets are becoming more cost efficient to send satellites into LEO space. Lots of defense companies are already ramping up development for their own tech. So companies like RKLB, ASTS, PL, KRMN, Airbus, RX, And Lockheed, will all need more Tungsten. From Gemini, "Tungsten is a critically important, indispensable material in aerospace for rockets and satellites. Key Applications and Importance: Rocket Nozzles & Thrusters: Because of its high melting point, tungsten is ideal for rocket nozzles, combustion chambers, and throat linings. It handles extreme temperatures in both conventional and advanced ion engines. Thermal Protection Systems: Tungsten's ability to withstand high temperatures makes it essential for heat shields, particularly during atmospheric re-entry. Counterweights & Ballast: Its, extreme density allows for small, high-mass components, making it perfect for balancing satellite components, helicopter rotors, and guidance gyroscopes. Radiation Shielding: Tungsten is used to protect sensitive electronic components in satellites and to shield crews in space habitation modules. Structural Integrity: It offers superior wear and corrosion resistance in high-altitude environments. With increasing demand for deeper space exploration, tungsten’s role in developing efficient, high-performance propulsion systems and durable shielding is expanding." Tungsten is also critical for the development of Small fusion Reactots. OKLO, and the other ones. Thank you for opening my eyes to this play. I'm even more convinced now about my space and SMR plays. I'm going to pay attention to more Greenland news and see if those stocks are all benifiting from those events.

BreadCoLLC

Considering a LEAP Put on Globalstar (GSAT) Business Description: Founded in 1991, Satellite Communication Infrastructure provider, providing service to mobile wireless devices (cell phones). Low-Earth Orbit (LEO) player, with a lot of time in the space....per Chat GPT -- Globalstar is a satellite communications company focused on low-earth orbit (LEO) connectivity for voice, data, IoT, and asset tracking. It’s one of the older LEO players, but its relevance jumped materially in recent years due to a very specific — and very valuable — partnership. Leading Indicators: * P/S > 30x * F P/E >7,000 * EPS this year = 106.38% * ROA / ROE / ROIC = -3.07% / -12.45% / -6.39% * Profit Margin = -22% Industry Notes * Extremely Capex heavy * Customer Concentration to AAPL * Long time player, IPO'd in 1995 * Fiber Build outs have been preferred and more reliable Thesis: This growth is heavily event driven as (i) they received equity investment from AAPL amounting to \~20%; (ii) and increase in acquisition speculation from Spacex. Apple has been a customer to GSAT since 2022 (from my brief research). My understanding is that this equity stake was a way to keep GSAT alive so that Apple could continue to maintain their emergency services on their iPhones for devices that were out of cell-coverage. Apple isnt a full guarantee, but there should be some consideration to their investment and willingness to let GSAT fail. SpaceX acquisition seems like pure speculation. The acquisition makes sense from a Starlink integration as both GSAT and Starlink operate LEO. However, this would not be an asset acquisition, it would be either (i) a defensive play for Starlink out of fears that Apple would be acquiring their way into sat-telco, (ii) or customer acquisition play...which would be very expensive. ASTS is a new player with a lot of forward momentum. In my experience, the legacy telco players (of any time) struggle to pivot their business models. Lastly, GSAT growth is going to be very capital hungry for growth (researching now to verify). I do not think their is a strong debt market for them to tap into, and Apple Equity can only go so far. Capex can quickly yield negative returns on a failed launch, and for a company with this much experience, the markets would be less forgiving of an event.

Trethrowaway998811

My man you’ve opened a door to a brand new play for me. Summary of my DD: Filtronic an absolute sleeper monster. 1. ⁠10% equity stake from SpaceX, which is due to IPO this year 2. ⁠Revenue ramping like mad YoY 3. ⁠Net positive income already 4. ⁠Not insane P/E 5. ⁠Critical RF component supplier for commercial and government customers 6. ⁠Massive expected growth in LEO requirements both commercial and government security needs 7. ⁠Ramping production with their new facility to meet massive demand Question: are we just early, or am I just regarded?

Trethrowaway998811

Found this post since the Filtronic sub is dead/locked down by a single mod. Am I missing something, or is Filtronic an absolute sleeper monster? 1. 10% equity stake from SpaceX, which is due to IPO this year 2. Revenue ramping like mad YoY 3. Net positive income already 4. Not insane P/E 5. Critical RF component supplier for commercial and government customers 6. Massive expected growth in LEO requirements both commercial and government security needs 7. Ramping production with their new facility to meet massive demand Question: are we just early, or am I just regarded?

chainer3000

For all I care the company launches pop tarts into LEO to rotate above starving kids in Africa, just want it to go up another buck or two to cash these calls

Skenne005

Nokia I think is a better option for space telecommunications investment. Some info. AST SpaceMobile is building a space-based cellular broadband network — a constellation of low Earth orbit (LEO) satellites that can connect directly to ordinary mobile phones (4G/5G) without special hardware. The goal is to fill coverage gaps and extend service to remote or underserved areas worldwide.  Nokia’s role in this collaboration includes: • Supplying radio access network (RAN) equipment, such as Nokia AirScale base stations and supporting network management systems. • Helping AST SpaceMobile integrate terrestrial-grade mobile network technology into the space architecture. • Providing engineering, technical support, and optimization expertise.  This partnership stems from a multi-year deal signed in 2022, under which Nokia’s cellular technology supports AST SpaceMobile’s vision of a true direct-to-device (D2D) satellite service that works with regular smartphones and mobile devices.  ⸻ 🚀 Recent Progress & Achievements • World’s first space-based 5G cellular broadband connectivity: AST SpaceMobile and Nokia achieved this milestone, connecting everyday smartphones to satellites at 5G speeds — a major proof-of-concept for future global coverage. 

SchwiftySchwifferson

That is not my only objection. I’m telling you that these people are not LEO, because LEO would have to comply with laws. These people operate OUTSIDE the bounds of law.

SchwiftySchwifferson

Civilian law enforcement officers would give names and badge numbers on request. These people don’t. Civilian law enforcement officers have to regularly comply with public information request laws about who they arrested, when and where they’re being sent. These guys don’t. These people are not LEO. If anything they’re like secret police like the gestapo.

DrestinBlack

Hang tight, we’re coming back to pick you up on our way to LEO

Present-Fudge-3156

I got in Eutelsat last week. It's considered Europe's version of Starlink but it's more B2B and defense oriented right now. They are getting more LEO satellites all the time though which will better their odds commercially.

TaberAber

From what I understand mission details like where they're landing is entirely up to NASA. And they still got paid for IM2. There's going to be a lot of trial and error in space. The data gathered from just the "trial" is still very valuable. And landers are no longer going to be the main focus of the company. The money maker is expected to be the NSN that was awarded to IM in 2024. The contract itself is worth potentially 4.82 billion and IM is expected to build a lunar data relay satellite constellation**.** Once built IM is looking to charge customers by the minute to use their services. And with the acquisition of Lanteris IM is hoping to have LEO, MEO, GEO, and LUNAR satellites. Nearest catalyst is also the LTV contract thats worth up to 4.6 billion. Announcement of the award is expected this month and IM is one of three finalists for that award.

moorhound

And most people arent worldwide travelers that *need* global cellphone coverage. Like, who the fuck is this even marketing to, Carmen Sandiego? I can see the cost savings in LEO vs. ground-based tower build buildouts, but we've *already spent* a half-trillion on 5g+ infrastructure, and we're just gonna say "fuck that" and switch to higher-latency LEO?

FrofroMo

True, but none of the other 2000+ companies are deploying 2400 sqft satellites into Low Earth Orbit (LEO). My guess is that AST wouldn’t have made the list unless they require 2400 sqft satellites in LEO for the Golden Dome.

rdblaw

If only ASTS had more shorts we’d be launching into LEO

nineteen_eightyfour

I think it’s LEO

ViciousSemicircle

Except for the parts where one is subsurface maritime and the other is LEO, they provide completely different services for completely different markets, and just about everything else?

Purpletorque

By then BO will be able to launch ASTS. But the reality is that SpaceX needs to build its launch business and there is increasing competition. They have also launched Amazon LEO satellites which is even more of a direct competitor to Starlink. The big prize is Mars and while Starlink is currently SpaceX’s major funding source SpaceX needs credibility reliability and all of that to succeed snd to keep focused on the ultimate prize.

Successful-Tea-5733

Yup, I saw his EO ordering lesbians to drive their cars at LEO's who are telling them to stop. Yeah, Trumps fault...

jasandliz

Wait, did he shoot Renee Good? I can’t see the resemblance because the in the video the LEO wore a mask. 

shotparrot

In addition to AWS and more retail efficiencies, Amazon LEO will open for business in 2026. When more satellites are launched and they open their internet service, the stock price will go up.

No-Tangerine-8166

the fundamental are insane, Thursdays analyst warning for ASTS was a breath of sanity — question is when do I place my puts? March June or Sept?  Source: I lead LEO comm infrastructure for many years 

Round_Hat_2966

I am a bit more scared of cyclicality affecting launch providers. ASTS is basically cell towers in LEO. They will trade at inflated multiples in a space bubble, but the profitability of the core business (once it is established) shouldn’t be as directly impacted by space capex from big tech, government, etc. I expect ASTS to have a more inherently stable business model.

LostAbbott

Maybe I have missed them, but I keep waiting to see numbers.  Like how much weight can their jets carry?  What are the decibel levels of the engine at launch?  How many airports are able to support launch of their jets? From there I wonder what the use case actually is.  Are they looking to launch LEO stuff?  Is their stuff better than what Virgin Galactic has?  Are we flying people from LA to NYC/TOK/LON?   Seems like the news of actually flying is good, but I need to see some actual logistics sorted before I get too excited.

Beverlydringus

TSAT, let me know what you think. Its core business (GEO) has been around forever, but the LEO angle is what’s interesting.. Cdn. Gov very focused on military spending right now so I love the partnership.

Candid_Relief_321

LEO is the ticker?

Beverlydringus

Have you looked into Telesat for the LEO angle in Canada?

cladclad

Masked, unidentifiable, no body cam, immediately runs away from the scene of the shooting. Kills a mother to a 6 year old with Bluey stickers on her car.  Nice LEO we have here.  

ksigley

He isn't an LEO. Release the footage taken from his phone.

True-Emu5713

A car is a deadly weapon. The incidents of cars being used as a weapon on LEO’s is up a ridiculous level. Attacks on ICE agents in particular are up 1000 ish %. They are doing a job that they are hired to do. Illegal immigration’s illegal, don’t have to like it.

lightning_whirler

No kidding. Dashcam video of a LEO pointing his gun at the driver as she accelerates toward him wouldn't play well on reddit.

No-Essay-9008

Oh? That's a mistake. Amazon is going to rival SpaceX (now valued at aboit 1.5 Trillion, with Starlink worth about 800 billion of that). Amazon LEO (previously Kuiper) is still in its infancy, but growing, 180 sats so far. They don't sell yet, but when they do, far faster and stronger then Starlink. Supposedly 800Mbs base speeds. It will have srong intergration with Amazon Web Services. Assuming they execute well this year, it's projected to start selling soon. If Starlink is worth 800 Billion, LEO should have a similar valuation. (Or cut SpaceX valuation and redistribute). Either way, Amazon will go up from where it is.

Advanced_Zucchini_45

"Local LEO" are welcome to try.

IntradayGuy

This was tragic, its sad this little girl though she had todo this stuff to begin with and got killed because she was entitled and though she was untouchable She was the lead car of vehicles blocking Federal agents in vehicles, her wife got out and was filming... she wasn't some innocent bystander she put herself there.. then she didnt follow commands even under a drawn gun then she accelerated and hit/bumped whatever you want to call it a agent.. who shot THROUGH the windshield and killed her please... I hope some of you guys that downvote me try this with a local LEO and you get body bagged

leblond_00135

There is so much other subs to post that shit, can we just focus on finance and wallstreet stuff... Honestly this is so retarded, a woman got shot because she drove toward a LEO while trying to escape, well fucking dah...

IntradayGuy

Uh b!tch are you a LEO? because iv been on the other side.. go do that to any federal or state law enforcement you know damn well its justified and its not murder lol you can phrase it and twist it however you want.. she should have stopped and been detained or whatever it was.. but she hit the officer with the driver side of the vehicle its plain as day.. you see him kicked off to the side

Figgybaum

What happens when ICE doesn't use court? What happens if they pull her and toss her in a cell and send her to a foreign prison with no paperwork on where and how? I'm not arguing, but this ICE is not the we'll see you in court kind of LEO

SmugRapi

I caught the ninja edit, nice try. Your insults don't change the fact that running over Federal LEO is a bad idea.

thrashmetal_octopus

Cops do this all the time, I wish it got as much attention. Stand in front of a car shoot them dead and then step out of the way. Oldest LEO murder trick in the book

ratbaby86

Right. I honestly want to know: what legal justification do they have to stop this woman who at worst was stopping traffic? Isn't that a city LEO thing? Are they going to say she looked brown so that's our justification?

FarrisAT

Is that true? Rocketlab has ~20x the cost per KG to LEO.

FarrisAT

Is Rocketlab actually worth $55bn? They launch ~10 small rockets a year for about $80mn for each launch. SpaceX launches 100x more KG to LEO for $50mn per launch. Seems to me like this is a monopolized industry with SpaceX having economies of scale.

okiewxchaser

Elon is the reason, international customers want LEO access without the political shit

PatrickWhelan

$AMZN Three major drivers materializing in 2026, first, the European Sovereign Cloud for AWS is looking more and more like a permanent EU lock in with the current geopolitical tension between US and the rest of the world, and will differentiate AWS against other cloud providers. Second, of the major tech companies AMZN has been both restrained in AI investment, and focused on infrastructure, I think this is a less risky posture than most other big tech companies who are burning cash up in AI services that still seem a little unclear on their pathway to viability, I'm sure some of those big bets will pay off, but some won't, and Amazon seems to have positioned itself to not take on too much risk here, and third, LEO getting service live alongside a bonkers SpaceX IPO is going to give a major lift to the stock. Amazon is going to have a viable starlink competitor here and the market is still not pricing this in. All that is on top of the traditional Amazon strength in Retail, where on a slightly longer timeline their robotics investment are going to continue to drive competitive advantage in the logistics world. $AMZN is a stock I really struggle to see underperforming this year, you can find higher risk/reward plays for sure but I'm thinking this is a smart hold for the year

Purpletorque

Just to add some color, each satellite is 6.1 tons and when unfurled is 2,400 square feet which is a larger footprint than my house at 2,000 square feet at 50 feet by 40 feet. They are also higher and at an inclination so they can cover more ground. Think of how a flashlight covers the ground when it is higher up and tilted a bit as opposed to pointing straight down closer to the floor. Starlink will need about 15,000 satellites for their new D2D program they are working on because they are a lot smaller and need to be closer to the ground to communicate effectively. They also will fall out of orbit faster the lower they are and will need to be replaced a lot sooner. Satellites in LEO travel at 17,000 miles per hour so if they are smaller and lower, there will be a lot more sat to sat transfers as they travel overhead and this switching even if done seamlessly to the end user can cause power drains on the phone.

Ill_Job4090

Its a scam. Look up what it costs to send up a ton of cargo into LEO and look at a picture of a data center. Spoiler alert: Its in the ballpark of the GDP of entire countries.

Organic_Lie8072

There are two EnSilica employees named as investors on this patent posted on X $ASTS https://search.app/3CgvD  NEW PATENT GRANTED FOR AST SPACEMOBILE   The patent is "Mutual Coupling Based Calibration" and was invented by Sriram Jayasimha (AST), Christos Kasparis (ENS), Peter King (AST), David Wheeler (ENS) and Huiwen Yao(AST).  Why is this important?  This builds on prior technology for massive phased-array antennas for LEO satellites in space.   The big upgrade?   Ditching CDMA sequences for OFDM-BPSK in mutual-coupling calibration.  Why does this matter?  It dramatically improves phase estimation accuracy (critical for AST's precise advanced beamforming)  Better performance on amplitude & group delay  Shorter calibration sequences possible which results in less interference & downtime during operations  It is ideal for dynamic LEO environments with rapid temperature swings affecting T/R modules.   Calibration runs simultaneously with service beams which results in minimal disruption!