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Date: April 14, 2026 Classification: Institutional / PE / C-Suite Executive Snapshot Amazon does not play for second place. It plays for the ecosystem. By acquiring Globalstar for $11.6 billion, Amazon has not merely purchased a satellite company. It has acquired a licensing moat, the world’s most valuable mobile client
Audience: Institutional Investors, PE Funds, and Telco CEOs and SLTs Date: 13 April 2026 We spent the last decade debating whether satellite broadband could ever move beyond the “niche hobbyist” market. As of February 2026, that debate is over. Starlink hitting 10 million active subscribers is not just a milestone;
Market Impact Analysis | Competitive Overlap | MSA Battlefield Report This Changes Everything The GFiber-Astound merger (backed by Stonepeak) announced on March 11, 2026, resets the US Broadband market. It also fundamentally restructures Alphabet’s relationship with the “pipes.” The Deal Structure: Ownership: Stonepeak takes the majority stake. Alphabet retains a “significant
Friends... we are going to call it. Cable One's 2025Q4 earnings call officially marks the beginning of a new supercycle of Cable / Telco Leadership that will write the industry's next chapter. We spoke about this in our December post, "10 Key Growth Trends that We