➀ Total Fixed Wireless Access (FWA) revenues grew 7% in 2024, driven by residential subscriber growth in North America and India. ➁ FWA has become a major tool for connecting homes and businesses with broadband, expanding from the US to other regions. ➂ Long-term subscriber growth is expected in emerging markets due to network upgrades and economic connectivity needs.

➀ Ukraine is set to become one of the first countries in the world to receive satellite-to-smartphone service following an agreement with Elon Musk and Kyivstar, a Ukrainian mobile operator. ➁ The service will utilize modems on Starlink satellites to beam signals to handsets, with a messaging service expected to begin in Q4 2025. ➂ Starlink has already provided military communication services to Ukraine since 2022, and the new service is seen as a sign of continued U.S. government support for Ukraine.

➀ Ed discusses his efforts to foster relationships with the new US administration, leveraging his past contacts in the semiconductor industry. ➁ He expresses hope to influence Elon Musk and secure favorable trade terms with the US. ➂ Ed mentions his investment in Tesla and Starlink contract as a gesture of commitment to fostering ties with the new administration.

➀ The FCC has granted temporary approval for Starlink's direct-to-cell service in areas affected by Hurricane Helene; ➁ The service includes testing text messaging capabilities via satellite for T-Mobile customers in North Carolina; ➂ The approval comes as the region continues to recover from significant outages caused by the hurricane.

➀ SpaceX engineers are delivering Starlink terminals to North Carolina; ➁ FEMA is blocking aid and refusing to let supplies be delivered; ➂ The level of devastation in the area is severe, with roads, houses, electricity, water, and internet connections destroyed; ➃ FEMA.gov/helene is the official website for disaster recovery assistance information

➀ A new report by Novaspace estimates the satellite market size by 2033, forecasting daily launches of 7 tons of satellites; ➁ Demand is expected to reach 3,700 units annually, driven by NGSO constellations; ➂ Mega-constellations like Starlink, Kuiper, G60, and GuoWang will dominate the market.

1. SpaceX is preparing for the Polaris Dawn mission, which will include the company's first spacewalk attempt. 2. The mission aims to reach a higher altitude than any previous Dragon mission and conduct the first commercial extravehicular activity (EVA) with SpaceX-designed EVA spacesuits. 3. Additional objectives include testing Starlink laser-based communications and conducting scientific research to advance human health and spaceflight understanding.

1. The maritime satellite communication market is expected to double by 2033, with significant growth attributed to Starlink's impact. 2. Non-Geostationary Orbit (NGSO) solutions are projected to dominate the market, rising from 20% to 90% share. 3. Service revenues and bandwidth usage are anticipated to increase substantially, driven by the growing number of VSAT-equipped vessels and higher ARPU.

1. The penetration rate of LEO satellite services is increasing, encouraging component manufacturers to join the supply chains of Starlink and OneWeb. 2. The global satellite market is expected to grow from $283 billion in 2021 to $357 billion by 2025. 3. Starlink produces key components in-house, while OneWeb outsources to regional manufacturers, allowing more companies to enter the LEO satellite market.