LEO

Weekly telecom intelligence reports covering LEO from Atomic Mobile.

Week of December 22–27, 2025

Telecom Intelligence: Week of December 22, 2025

Year-end week delivered a victory lap, a rocket launch, and a regulator's scorecard. T-Mobile published its Un-carrier Unwrapped retrospective on December 22, claiming America's best network title, its strongest quarter in over a decade, and 90 million T-Life installs under new CEO Srini Gopalan. On December 23, AST SpaceMobile launched BlueBird 6 from India, a roughly 2,400 square foot phased array three times larger than its first-generation satellites and the largest commercial communications array ever sent to low Earth orbit. The same day, FCC Chairman Brendan Carr published a list of 75 wins delivered in 2025, confirming among them new frameworks allowing satellite operators to run direct-to-cell services at higher power levels.

Week of October 20–25, 2025

Telecom Intelligence: Week of October 20, 2025

Earnings week drew the scoreboard for the third quarter, and the gap between the big three kept widening. T-Mobile reported record customer growth on October 23, with more than a million postpaid phone net additions and raised guidance across the board. AT&T posted a solid 405,000 postpaid phone adds a day earlier, growing steadily on the strength of its fiber and wireless bundle. And over the weekend into Monday, SpaceX passed 10,000 Starlink satellites launched, a scale milestone no other constellation operator is close to matching as it pushes deeper into consumer connectivity and direct-to-cell.

Week of June 23–28, 2025

Telecom Intelligence: Week of June 23, 2025

The satellite race hit two milestones on the same Monday. On June 23 T-Mobile announced that T-Satellite, its Starlink-powered direct-to-cell service, would exit beta and launch commercially on July 23, with data service for apps to follow in October, putting a date on the industry's most anticipated product. Hours earlier, a ULA Atlas V lifted the second batch of 27 Amazon Project Kuiper satellites into orbit, doubling the constellation as Amazon chases its FCC deployment deadline. And by Friday, EchoStar confirmed the pressure campaign was producing movement, with President Trump publicly urging an amicable resolution between the company and the FCC as grace periods on half a billion dollars in skipped interest neared expiration.

Week of April 28–May 3, 2025

Telecom Intelligence: Week of April 28, 2025

Amazon finally left the launchpad. On April 28 a ULA Atlas V carried the first 27 operational Project Kuiper satellites to orbit, the opening deployment of Amazon's 3,236-satellite answer to Starlink and the true start of the LEO broadband duopoly race, six years after the project was announced. The same day, the FCC's open meeting delivered a satellite-friendly rulemaking package, proposing to modernize licensing and squeeze more intensive use from spectrum allocated to space services. And EchoStar closed the week deepening its distress narrative, with filings and reports making clear the company viewed the FCC's gathering scrutiny as a threat to its ability to meet obligations, days before Chairman Carr's letters made the review official.