Counterpoint Research co-founder and research VP Neil Shah warned reports India hit the brakes on licensing SpaceX’s Starlink service could be bad news for the company’s IPO.

In a post on X, the analyst pointed to the scale of the Indian market along with highlighting the connection between revenue generation and investment in space projects.

Shah argued these elements are all at risk if India halts approvals for the launch of commercial Starlink services, in turn putting a “spanner in the wheel” of SpaceX’s pending IPO.

The reported timing of India’s intentions is “really bad”, Shah wrote.

Counterpoint Research’s executive was responding to a Bloomberg article indicated India had put approval processes on ice. Authorities are concerned over reports unlicensed Starlink terminals had been used in Iran, the news outlet stated.

Shah added India’s “highly sensitive, contested borders” are another factor, making the “threat of unmonitored, untraceable satellite terminals operating on its soil” without domestic oversight an “absolute red line”.

Bloomberg noted India’s population is the biggest in the world: Shah put the proportion at 40%.

The news outlet highlighted Lauren Dreyer, VP of Business Operations at Starlink, used X to explain the company “remains in active and productive discussions” with India’s government.

Dreyer branded the speculation “misleading” and “based on unsubstantiated claims from anonymous sources”.

Shah noted the potential licensing fracas indicates sovereignty assurances are emerging as an important requirement for privately-held companies seeking to deliver space-based services in “key economies”, pointing to moves by China and the European Union covering low Earh orbit services as examples.

Bloomberg stated SpaceX is preparing an expected historic listing on 12 June.

The post India Starlink setback could impact SpaceX IPO appeared first on Mobile World Live.

Chinese espionage in the European Union and neighboring countries reveals its full scope when certain pieces are connected. The May 20 arrest in Germany of a German couple of Chinese origin who were taking military-technology information from universities is a particularly notable case. But it is only one of many. The episode exposes a strategy of large-scale, coordinated infiltration when placed alongside other arrests in EU member states and neighboring countries. In total, around 30 agents and collaborators have been uncovered in Europe and its vicinity in just the past two years; some were arrested, several expelled, and others are awaiting trial. China typically denies all espionage allegations and describes them as slander.

Seguir leyendo

The post Topic Hub: Satellite – Direct to Device appeared first on Mobile World Live.

Mobile World Live brings you our top three picks of the week as the European Commission (EC) earmarked a large proportion of mobile satellite spectrum for homegrown players, Telenor unveiled a restructured operating model and SpaceX secured a $2.3 billion US military deal.

EC proposes local players get bulk of MSS spectrum

What happened: EC EVP Henna Virkkunen set out the regulator’s proposal to allocate the 2GHz mobile satellite services spectrum band across the European Union, with a large slice potentially being allocated to local players.

Why it matters: Under the plan, one third of the band would be reserved for government and critical communications with the rest allocated to commercial D2D and IoT services. Non-EU companies would only be able to apply for half of the allocation for commercial services and none of the public sector portion.

Virkkunen said the watchdog aims to “boost Europe’s competitiveness”, “strengthen Europe’s security” and embrace “new technological possibilities”, adding the plan reflects “the current changing geopolitical context”.

She rejected suggestions the move disproportionately targets US companies, stating the process is “very transparent and fair”. Yet, BNP Paribas Equity Research senior analyst Sam McHugh told Reuters the plan could leave US players including SpaceX in a “structurally inferior” position. He added it is “a small positive for European telecom operators” because it further reduces the odds of SpaceX competing head-to-head with them.

Telenor pursues top-line gains with restructure

What happened: Telenor unveiled a group-wide restructure, replacing its Nordics, Asia, Amp and Infrastructure business units with a model focused on individual countries.

Why it matters: The plan aims to move decision making closer to customers and local markets. The operator stated the shift aligns with its long-term goals of pursuing top-line growth, greater efficiency and operational improvement. Under the new set-up, the chiefs of Telenor’s Nordics businesses will join group management, removing the current regional layer.

Telenor described the restructure as “simplified and sharpened”, adding it would “substantially reduce administrative costs” and accelerate long-term growth by improving cash flow and capital return in the coming years.

SpaceX bags $2.3B US military comms deal

What happened: The US Space Force (USSF) awarded SpaceX a $2.3 billion contract to build the backbone for a Space Data Network (SDN), a satellite communications system designed to connect military platforms and sensors.

Why it matters: USSF stated the SDN backbone will use low Earth orbit satellites to provide global connectivity for armed forces, acting as “an integrated network” delivering “robust, resilient, high-capacity and low-latency data transport”.

USSF acting portfolio acquisition executive for space-based sensing and targeting Colonel Ryan Frazier said the system would use “the best of commercial innovation” and provide “a strong foundation for the SDN mission” by acting as “a core communications layer” for USSF systems, delivering continuous, secure connectivity.

The deal comes at a pivotal moment for Elon Musk’s satellite venture, which recently submitted a Securities and Exchange Commission (SEC) filing detailing plans to launch a long-awaited IPO as early as next month.

The post The Friday File: MSS spectrum; Telenor; SpaceX appeared first on Mobile World Live.