Satellite Connectivity & EO

Direct-to-device, broadband and Earth observation compete for launch, spectrum and optical inter-satellite links.

Spectrum→Bus + payload→Launch→Service

Tightness score ⓘ

#46 of 56

■ Stable

Supply concentration3

Lead time4

Capex intensity4

Geopolitical exposure3

Pricing power3

Lead time

12–36 mo

Theme 1M

+0.6%

% in uptrend

40%

Metric to watch

Spectrum decisions, satellite deployment cadence, and backlog growth.

What would prove us wrong

Weakens if spectrum or launch constraints ease and pricing competes away.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
ASTS AST SpaceMobile	Direct-to-device broadband	NASDAQ US	$34.50	−5.79%	−18.1%	−51.4%	−52.5%	−74.1%	2026-11-09
IRDM Iridium Communications	Global L-band constellation	NASDAQ US	$46.12	−2.47%	+0.7%	−7.8%	+168.7%	−17.0%	2026-10-20
VSAT Viasat	Satellite broadband	NASDAQ US	$71.24	−5.17%	+15.4%	−14.0%	+106.7%	−20.7%	2027-02-04
PL Planet Labs	Earth observation constellation	NYSE US	$13.90	−3.07%	−1.6%	−43.7%	−29.5%	−73.0%	2026-12-10
MDA.TO MDA Space	Satellite constellations and robotics	TSX Canada	C$41.71	−5.53%	+6.4%	−14.0%	+56.6%	−37.9%	2026-11-05

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