In Brief Many major airlines are beefing up their in-flight internet offerings by tapping SpaceX’s Starlink satellites, but JetBlue is going in a different direction. Amazon and JetBlue announced Thursday a partnership under which the airline will instead use Amazon’s Project Kuiper satellites to provide free in-flight connectivity starting in 2027.The Kuiper terminals on JetBlue’s planes will be capable of download speeds of up to 1Gbps from Amazon’s low-Earth orbit satellites. That’s more bandwidth than S ...

JetBlue Airways plans to install Amazon's Project Kuiper on some of its airplanes to bolster in-flight Wi-Fi, the companies announced Thursday, in a vote of confidence for the nascent internet satellite service.The technology will be added to about a quarter of the airline's fleet, with the rollout beginning in 2027 and expected to be complete in 2028, JetBlue president Marty St. George said on a call with reporters.The team-up is a significant win for Amazon, which has been working to build a constellation ...

But should you buy it for your portfolio?SpaceX is one of the best-known companies in the world. It is privately valued at an estimated $400 billion, with a lot of that market value coming from its fast growing satellite internet service called Starlink that has a reported 6 million customers and is growing rapidly. But what if there was a company about to disrupt Starlink's entire business model?Enter AST SpaceMobile (ASTS 4.49%). This satellite internet upstart has innovated to eliminate the need for clun ...

IT时报获悉，相关部门近期将会发放卫星互联网牌照。卫星互联网领域一位资深技术专家表示：“牌照的发放，意味着我国卫星互联网商业运营迈出第一步。但要实现像星链那样提供卫星互联网服务，仍需2~3年左右的时间。#行情 A股卫星导航板块午后拉升。天银机电直线拉升涨超15%，中国卫星直线封板。 https://t.co/rhZYlwZ5cq ...

Core Viewpoint - AST SpaceMobile is poised to disrupt the satellite internet market with a service that connects directly to smartphones, launching in the U.S. in 2025, with significant revenue potential projected in the coming years [2][4][8]. Company Progress - AST SpaceMobile has developed technology to provide satellite internet access directly to devices without the need for bulky terminals, which is a significant advancement over traditional methods [2][3]. - The company currently has six satellites in orbit and plans to increase this number to 45-60 by 2026 to expand its service to additional markets such as Japan, the UK, and Canada [5]. Revenue Potential - The company anticipates generating between $50 million and $75 million in revenue in the latter half of 2025, primarily from commercial contracts and agreements with the U.S. government [4][8]. - If AST SpaceMobile can attract 100 million customers at a revenue-sharing rate of $10 per month, it could potentially generate $12 billion in annual revenue [8]. Financial Strategy - AST SpaceMobile has raised $575 million through a convertible debt offering, providing over $1.5 billion in liquidity for satellite constellation development [10]. - The company has incurred $543 million in capital expenditures over the past year while generating minimal revenue, indicating a high initial investment phase [9]. Market Valuation - The current market capitalization of AST SpaceMobile is approximately $16 billion, with projections suggesting it could exceed $20 billion in the future [12]. - Valuing the stock is complex, as it trades at a high market cap despite being pre-revenue, with potential future earnings power raising concerns about its current price-to-earnings ratio [13][14].

Core Viewpoint - AST SpaceMobile is positioned to disrupt the satellite internet market with its innovative direct-to-device connectivity model, potentially leading to significant revenue growth despite currently being pre-revenue [1][4][14] Company Overview - AST SpaceMobile has seen its stock price increase from approximately $2 in April 2024 to $45 as of August 21, 2025, indicating strong market interest [1] - The company has developed large satellites capable of connecting smartphones directly to the internet, eliminating the need for traditional infrastructure [3] Business Model and Strategy - The company plans to launch between 45 and 60 satellites by 2026, with six already in orbit [4] - AST SpaceMobile has spent $543 million on capital expenditures over the past year while generating minimal revenue, indicating a heavy investment phase [5] - The company has secured $1.5 billion in liquidity to support its growth and satellite manufacturing [5] Revenue Projections - AST SpaceMobile anticipates generating $50 million to $75 million in revenue in the second half of the year once its service is operational in the U.S. [9] - The company aims to expand its service to the U.K., Canada, and Japan by 2026, which could accelerate revenue into the hundreds of millions [9] - If 10 million customers subscribe to its service at $10 per month, projected revenue could reach $1.2 billion, potentially increasing to $1.5 billion with government contracts [10] Financial Outlook - Revenue sharing with mobile providers may reduce the total revenue, but AST SpaceMobile could still achieve $500 million to $1 billion in net income within five years [11] - The current market cap of $16 billion is high compared to zero revenue, leading to a projected price-to-earnings ratio of 32 if net earnings reach $500 million in five years [13] Market Position - AST SpaceMobile is viewed as an exciting disruptor in the satellite internet sector, but its current stock valuation may be excessive, suggesting it is not a buy at this time [14]

South Africa is prioritizing a policy-review process that may result in SpaceX and other satellite-internet companies being allowed to operate there without ceding ownership https://t.co/uVB2f8b4cP ...

Group 1 - The core viewpoint of the articles highlights the rapid development of the satellite internet industry, with a projected market size of 2.8 trillion yuan by 2025, driven by advancements in commercial space and satellite internet networking [1][2] - The company, Zhenyou Technology, reported a revenue of 350 million yuan in the first half of 2025, indicating continuous breakthroughs in core network equipment and optical communication solutions [1] - The recent successful launches of low Earth orbit satellites and the acceleration of satellite internet construction in China demonstrate the industry's growth momentum [1] Group 2 - Analysts from Changcheng Securities predict that major satellite internet projects will enter an accelerated launch phase between 2025 and 2026, creating new development opportunities for the industry [2] - Zhenyou Technology has established a comprehensive layout in satellite internet technology, covering ground stations, satellite payloads, and access terminals, with applications in both high and low Earth orbit satellite communication [2] - The domestic satellite internet sector is entering an industrialization phase, with market forecasts suggesting that the market size will exceed 45 billion yuan by 2025, positioning Zhenyou Technology to capitalize on growth opportunities [2]

以下文章来源于科创板日报 ，作者牛占林 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周一，由马斯克创立并运营的太空探索技术公司(SpaceX)旗下卫星互联网服务星链(Starlink)出现短暂网络中断。据科技故障追踪 网站Downdetector显示，当天有近三千起用户报告服务中断。 此次服务中断在高峰时影响了超过4.08万名美国用户，波及全美主要城市 ，包括达拉斯、旧金山、菲尼克斯、芝加哥、亚特兰大、明尼阿 波利斯和华盛顿特区，南美、英国和澳大利亚用户也报告了类似问题。 这已是星链数周内的第二次故障。此次宕机仍然加剧了外界对系统可靠性的担忧，尤其是在客户为此支付高昂费用的背景下。 独立网络监测机构NetBlocks表示："网络数据显示，星链卫星互联网服务发生重大中断，整体连接率仅为平时的32%，这一点与用户反馈 相符。" 在7月24日的上一次宕机事件中，网络中断持续数小时。SpaceX星链工程副总裁Michael Nicolls当时将原因归咎于"运行星链核心网络的关 键内部软件服务失效"。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 ...

Investment Rating - The report maintains a "Recommended" rating for the industry [5] Core Insights - The satellite internet industry is poised for significant development opportunities under strong policy support, marking the beginning of a "great maritime era" in commercial aerospace. The integration of satellite internet and computing power, particularly in the field of space computing, shows long-term growth potential. The construction of relevant satellite constellations in China is accelerating, positioning it as a crucial new direction for the development of both satellite internet and computing industries [3][45]. Summary by Sections Market Review - During the week of August 11-15, the CSI 300 Index rose by 2.37%, the SME Index increased by 3.11%, and the ChiNext Index surged by 8.58%. The computer sector (CITIC) saw a rise of 6.31% [1][53]. Industry News - The National Data Bureau announced plans to introduce over 10 new systems, including data property rights, to enhance the data market [46]. Company Dynamics - Hanxin Technology's major shareholders plan to reduce their holdings by up to 620,000 shares, which is approximately 0.9987% of the total share capital, without affecting the company's control [2][50]. - Tangyuan Electric's subsidiary completed a capital increase, raising its registered capital from 2 million to 15 million yuan [2][50]. Investment Recommendations - Key companies to focus on in the space computing sector include Putian Technology, Zhongke Xingtou, Zhongke Shuguang, Kaipu Cloud, Ruantong Power, Qianfang Technology, Jiadu Technology, and China Software. Additionally, attention is recommended for leading companies in the satellite internet niche, such as Chuangyi Information, Shanghai Hantong, Nanjing Panda, Meiansen, and Liujiumer [3][45]. Related Research - The report references several previous studies and industry reports that provide insights into the development of AI and satellite technologies, indicating a growing interest in these sectors [8].