Aalyria, a new space Internet company, just burst out of stealth mode. It is based on work done on Alphabet's "moonshot" Project Loon and Alphabet transferred almost a decade's worth of technology IP, patents, office space, and other assets to Aalyria in return for an equity stake in the company. Spacetime is Aalyria's intelligent network orchestration technology, and Tightbeam is its advanced atmospheric laser communications technology.
A big piece of what the FCC does is to weigh competing claims to use spectrum. It seems like there have been non-stop industry fights over the last decade on who gets to use various bands of spectrum. One of the latest fights, which is the continuation of a battle going on since 2018, is for the use of the 12 GHz spectrum. The big wrestling match is between Starlink's desire to use the spectrum to communicate with its low-orbit satellites and cellular carriers and WISPs...
T-Mobile and Starlink made a joint announcement recently about an arrangement where Starlink will enable voice and texting capabilities to T-Mobile cellphones by the end of 2023. This is a service that would work with existing cell phones and would supposedly kick in when a phone can't find a signal from a cell tower. Starlink said the technology would be enabled by new satellites that have significantly larger antennae than the current satellites in the constellation.
When SpaceX announced the price of the Starlink service, Elon Musk said it would be the same everywhere but I wrote that eventually it would be priced to be affordable in different nations. (If you predict enough things, you are bound to get something right). The fixed cost of a satellite Internet constellation is high -- satellites are expensive to make and launch -- but the cost of adding and servicing a new customer is low, and the market is global.
"Saint Elon" is a bit much but ... It started with a tweet from Ukraine's Minister of Digital Transformation. The quoted text below is excerpts from How Elon Musk's Starlink satellite internet keeps Ukraine online in The Kyiv Independent. "Among the Ukrainian military, Elon Musk, the richest tech entrepreneur in the U.S., is often half-jokingly referred to as 'Saint Elon.'. The reason is Starlink, Musk's satellite communication system that keeps many Ukrainians, most importantly the military...
Last October, I reviewed multi-orbit tests and plans of several low Earth orbit (LEO), medium Earth orbit (MEO), and Geostationary (GEO) broadband satellite companies and quoted Neil Masterson, CEO of LEO operator OneWeb as saying, "Interoperability with GEO satellites must happen - it's common sense ... Customers don't care whether it's a LEO satellite or a GEO satellite - all they want is connectivity."
On August 10, the FCC issued a press release denying the long-form applications of Starlink and LTD Broadband in the RDOF reverse auction. This is big news because these are two of the biggest winners of the reverse auction. LTD Broadband was the largest winner of the auctions at $1.32 billion, while Starlink had claimed over $885 million in the auction.
Starlink is available in 37 nations, and the price for best effort service was the same everywhere until August 3, when variable pricing with throttling became available in France. I predicted they would eventually shift from uniform to affordable pricing some time ago, but why did they do it now? Starlink first became available in the U.S. and Canada, and sales are beginning to outrun the available capacity.
On June 5th Elon Musk said SpaceX had nearly 500,000 customers in 32 nations and 9 languages. By now, there must be 500,000 customers, most of whom are in the U. S. and Canada, and their performance is suffering. In the first quarter of this year, OOKLA reported that the median Starlink download speed fell from 104.97 to 99.55 Mbps in the U.S. and from 106.64 to 97.4 Mbps in Canada.
We got a recent analysis of Starlink broadband speeds from Ookla, which gathers huge numbers of speed tests from across the country. The U.S. average download speeds on Starlink have improved over the last year, from an average of 65.72 Mbps in 1Q 2021 to 90.55 Mbps in 1Q 2022. But during that same timeframe, upload speeds got worse, dropping from an average of 16.29 Mbps in 1Q 2021 to 10.70 Mbps in 1Q 2022.